Privacy Policy

Updated: October 31, 2026

Privacy Policy

AGENTVIEW is a software platform owned and operated by SkyBridge Systems LLC ("Company", "AGENTVIEW", "we", or "us").

This Privacy Policy describes how we collect, use, disclose, and safeguard personal information obtained from users of the AGENTVIEW platform, including real estate professionals (“Clients”), their end-users, and visitors (“Visitors”) who interact with our website or Services.

AGENTVIEW provides tools that enable Clients to manage listings, schedule appointments, track transactions, communicate with contacts, and collaborate with other parties involved in real estate activities.

We may update this Privacy Policy periodically. If material changes are made, we will notify users by posting the revised policy on our website.

1. Information We Collect

In connection with the provision of the Services, SkyBridge Systems LLC may collect, receive, or otherwise process certain information from users, Clients, and visitors. Such information may include both anonymous technical data and personally identifiable information (“PII”).

Anonymous Information

We may automatically collect technical and usage-related information that does not personally identify an individual, including but not limited to browser type, device type, operating system, access times, system activity, and navigation behavior within the platform. This information is used for system administration, performance monitoring, and enhancement of the Services.

Personally Identifiable Information

We may collect personally identifiable information when users create accounts, interact with the Services, submit inquiries, or utilize platform features. Such information may include, without limitation:

  • Name
  • Email address
  • Telephone number
  • Company or brokerage affiliation
  • Billing information
  • Login credentials
  • Listings, appointments, communications, notes, and transaction records

Client-Provided Data

Clients may upload, input, or otherwise store personal information relating to their own leads, contacts, customers, vendors, and transaction participants within the AGENTVIEW platform (“Client Data”).

Clients are solely responsible for the personal information they collect and submit to the Services and represent and warrant that they have obtained all necessary rights, permissions, and consents required under applicable law.

SkyBridge Systems LLC does not independently verify the legality, accuracy, or origin of Client Data and shall not be responsible for the content, accuracy, or lawfulness of such information.

2. How Information Is Used

SkyBridge Systems LLC may use collected information for legitimate business purposes related to the operation, maintenance, improvement, and security of the Services.

Such uses may include, but are not limited to:

  • Providing and supporting platform functionality
  • Managing user accounts and authentication
  • Processing billing and subscription services
  • Facilitating communications and collaboration between users
  • Responding to inquiries and providing customer support
  • Enhancing system performance and user experience
  • Detecting, preventing, or addressing technical issues
  • Complying with applicable legal obligations
  • Enforcing applicable terms, policies, and contractual rights

Personal information will be used only to the extent reasonably necessary to deliver and maintain the Services or as otherwise required by law.

3. Data Storage and Security

SkyBridge Systems LLC utilizes commercially reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction.

Data may be stored using secure cloud-based infrastructure and may be processed by trusted service providers acting solely on our behalf.

While we implement industry-standard safeguards, no system or method of electronic transmission can be guaranteed to be completely secure. Users acknowledge and accept this inherent risk in connection with their use of the Services.

4. Data Sharing

SkyBridge Systems LLC does not sell personal information to third parties. Personal contact information, including phone numbers, mobile numbers, email addresses, and mailing addresses, is not sold or shared with third parties for marketing or promotional purposes.

We may share personal information with trusted service providers that perform operational functions necessary to deliver the Services, such as hosting infrastructure, payment processing, communications delivery (including email, SMS, and voice services), customer support, analytics, and telecommunications infrastructure. These service providers are authorized to use personal information solely to perform services on our behalf and are not permitted to use it for their own marketing purposes.

Mobile Messaging Privacy

Notwithstanding anything to the contrary in this Privacy Policy, mobile phone numbers and related text messaging consent information are treated with heightened confidentiality.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes, and such information will not be sold to any third parties.

All other categories of personal information expressly exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Text messaging originator opt-in data, SMS consent records, and mobile messaging interaction history are collected and used solely for the purpose of delivering messaging services requested by the user and may be processed only by telecommunications providers and messaging service providers acting as service providers on our behalf.

Users will only receive SMS communications after providing express consent to receive such messages. Consent is obtained through AGENTVIEW-powered forms, website interactions, or direct communication with a real estate professional using the platform.

Users who opt in to receive SMS communications may receive messages related to service notifications, account updates, reminders, or communications initiated through the platform. Message frequency may vary. Standard message and data rates may apply depending on the user's mobile carrier and service plan.

Users may opt out of receiving SMS communications at any time by replying STOP to a message. For assistance, users may reply HELP or contact our support team. Opt-out requests are processed in accordance with applicable telecommunications regulations. Users may revoke consent at any time, and no further messages will be sent after opt-out except as required to confirm the opt-out request.

AGENTVIEW does not permit the use of its platform for unsolicited marketing messages. All SMS communications must be directly related to an existing relationship, inquiry, or service interaction initiated by the recipient.

AGENTVIEW provides communication tools that may allow platform users (such as real estate agents and businesses) to send SMS communications to their own contacts and clients. Platform users are responsible for ensuring they have obtained proper consent from recipients before sending text messages using the platform and must comply with all applicable messaging laws and regulations, including TCPA and carrier requirements.

Legal Requirements

We may disclose personal information when required to do so by law or when we believe such disclosure is necessary to:

  • Prevent fraud or abuse
  • Protect legal rights
  • Ensure the safety of users or the public

Business Transfers

In the event of a merger, acquisition, or asset transfer, personal information may be included as part of the transferred assets.

4A. Google Gmail Integration and Google User Data

AGENTVIEW offers an optional Gmail integration for real estate professionals who choose to connect a Google account. The Gmail connection is not required to use AGENTVIEW's other CRM features. This section explains how information received from Google's Gmail API is accessed, used, stored, and shared in connection with that feature.

Authorization and Information Accessed

When a Client elects to connect Gmail, Google presents an authorization screen requesting permission to read Gmail messages using the Gmail read-only permission (https://www.googleapis.com/auth/gmail.readonly). Once authorized, AGENTVIEW can retrieve email information from the connected mailbox, including message identifiers, sender and recipient addresses, subjects, dates, and message content. This permission does not authorize AGENTVIEW to send, modify, or delete messages in the connected Gmail mailbox.

How Gmail Information Is Used

AGENTVIEW uses authorized Gmail access to identify communications associated with contacts in the Client's AGENTVIEW CRM and synchronize matching messages into those contacts' Contact History. The resulting records help the Client review prior communications and manage customer relationships. AGENTVIEW may also record related activity events and use the fact, direction, and timing of communications in TouchBase Intelligence to provide engagement indicators, follow-up recommendations, and CRM insights. These activity signals do not necessarily indicate that AGENTVIEW has analyzed or understood the substance or intent of an email message.

Google user data is accessed and used only to deliver or improve these user-facing, authorized features, to maintain their security and reliability, or as otherwise permitted or required by applicable law. Gmail content is not used for advertising, retargeting, or unrelated marketing, and AGENTVIEW does not sell Google user data.

Storage, Protection, and Retention

AGENTVIEW stores the Google authorization credentials needed to maintain an authorized connection using encrypted credential storage. Email messages synchronized to CRM contacts are stored as Contact History records in AGENTVIEW's application database, together with relevant message metadata. Related TouchBase activity records may store event types, timestamps, and identifiers without duplicating the full email message body. AGENTVIEW applies the data security practices described in Section 3 to these records.

Synchronized email records become part of the Client's CRM history and may remain there after Gmail is disconnected. Disconnecting Gmail stops future authorized synchronization but does not, by itself, erase email records previously imported into Contact History. Clients may request removal of their synchronized Gmail information or associated account data using the contact information in Section 7, subject to applicable legal, contractual, security, or record-retention obligations. Removing a record from Gmail does not automatically remove a previously synchronized CRM record.

Disclosure to Connected Services and AI Assistants

AGENTVIEW may use service providers necessary to securely operate and support its Gmail integration, subject to the restrictions described in Section 4. In addition, if a Client separately enables an AGENTVIEW AI connector and requests contact or business information through a compatible AI service, the information returned from AGENTVIEW may include Gmail-derived Contact History for the contacts requested. Such a request may transfer that information to the AI service selected by the Client to provide the requested feature. Clients should review the applicable AI provider's privacy and data-use terms before enabling the connector or requesting email-containing records. AGENTVIEW does not provide Google user data to advertising networks or data brokers, or for the purpose of training or improving generalized artificial intelligence or machine learning models.

Disconnecting Gmail and Exercising Your Choices

Clients choose whether to authorize the Gmail integration and may disconnect it through the available AGENTVIEW connection controls or revoke AGENTVIEW's access in their Google Account settings. Revocation prevents further authorized Gmail API access, although CRM data already synchronized is managed separately as described above. Clients may contact AGENTVIEW regarding access, correction, or deletion requests. AGENTVIEW will update its disclosures and provide notice when legally required before materially changing how Google user data is used.

Google API Services Limited Use

AGENTVIEW's use and transfer of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements, and the applicable Google Workspace user data and developer policies.

5. International Use

AGENTVIEW is operated and maintained within the United States by SkyBridge Systems LLC. If you access or use the Services from outside the United States, you acknowledge and agree that your personal information may be transferred to, stored in, and processed in the United States or other jurisdictions where our service providers operate.

Data protection laws in these jurisdictions may differ from those in your country of residence. By using the Services, you consent to the transfer and processing of your information in accordance with this Privacy Policy.

6. California Privacy Rights

If you are a California resident, you may have certain rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to:

  • Request disclosure of the categories and specific pieces of personal information we have collected about you
  • Request deletion of personal information we maintain about you, subject to certain exceptions
  • Request correction of inaccurate personal information
  • Opt out of the sale or sharing of personal information (Note: AGENTVIEW does not sell personal information)
  • Not be discriminated against for exercising your privacy rights

In many cases, users may directly access, edit, or delete their own personal information through their AGENTVIEW account settings.

To exercise your rights outside of platform functionality, you may contact us at support@agentview.com. We may request additional information to verify your identity before fulfilling such requests.

7. Contact Information

If you have any questions, requests, or concerns regarding this Privacy Policy or our data practices, you may contact:

SkyBridge Systems LLC
Operator of AGENTVIEW
Email: support@agentview.com