Patio — Privacy Policy

1. Introduction

Patio Technologies LLC ("Company," "we," "us," or "our") respects your privacy and is committed to protecting it through our compliance with this Privacy Policy. This policy describes the types of information we may collect from you or that you may provide when you access or use our software-as-a-service platform, website, and related applications (collectively, the "Service"), and our practices for collecting, using, maintaining, protecting, and disclosing that information. The Service is a business tool intended for use by real estate brokerages and their staff.

2. Information We Collect

We collect several types of information from and about users of our Service, including:

• Personal Information: information by which you may be personally identified, such as name, email address, postal address, telephone number, billing information, or any other identifier by which you may be contacted online or offline.
• Customer Data: data and information submitted by you or on your behalf to the Service in connection with your use of the platform, such as contacts, deals, documents, listings, vendors, and financial records. Your brokerage controls this data; we process it to provide the Service.
• Business Identity Information: for organizations, legal entity name, tax identification (EIN), business address, and authorized representative — used to register your organization's calling and texting identity with telecommunications carriers.
• Communications Data: calls placed or received through Patio numbers may be recorded and transcribed; text messages sent and received through the Service are stored; our AI assistant ("Jessica") processes call and query content to produce summaries, briefs, and answers.
• Location Data: with your permission, our mobile app collects location information in the background to detect and log drives for mileage tracking. You can disable this in your device settings at any time.
• Connected Accounts: if you connect third-party accounts (for example Google Contacts or Calendar, social media accounts, or accounting software), we access only the data those connections authorize, to provide the requested features.
• Usage Details: information about your internet connection, the equipment you use to access our Service, and usage details, including IP addresses, browser types, operating systems, app version, and page views.
• Cookies and Tracking Technologies: we may use cookies, web beacons, and similar tracking technologies to collect information about your interactions with our Service.

3. How We Use Your Information

We use information that we collect about you or that you provide to us, including any personal information:

• To present our Service and its contents to you, and to provide, operate, secure, and improve the Service.
• To provision phone numbers and register messaging identities with carriers.
• To record, transcribe, and summarize communications as configured by your brokerage.
• To process and fulfill transactions, including billing and account management.
• To provide customer support and respond to your inquiries.
• To send service and operational notifications, including opt-in text messages.
• To notify you about changes to our Service or any products or services we offer or provide through it.
• To improve our Service, marketing, and user experience.
• To fulfill any other purpose for which you provide it, or for any other purpose with your consent.

4. AI Processing

Certain features use artificial intelligence to transcribe calls, draft content, answer questions, and generate summaries or recommendations. AI outputs are drafts for your review. We do not sell your data to train third-party foundation models.

5. How We Share Your Information

We do not sell your personal information. We may disclose aggregated information about our users, and information that does not identify any individual, without restriction. We may disclose personal information that we collect or you provide as described in this Privacy Policy:

• Service Providers: to contractors, service providers, and other third parties we use to support our business (e.g., cloud hosting, telephony and messaging carriers, payment processing, transcription, analytics, and AI processing providers) who are bound by contractual obligations to keep personal information confidential and use it only for the purposes for which we disclose it to them.
• Your Brokerage: brokerage administrators can access brokerage business data consistent with in-product access controls. Personal bookkeeping features (such as an agent's personal transactions and mileage) are not visible to brokerage administrators.
• Business Transfers: to a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of Patio Technologies LLC's assets.
• Legal Compliance: to comply with any court order, law, or legal process, including to respond to any government or regulatory request.
• Enforcement: to enforce or apply our Terms and Conditions and other agreements, including for billing and collection purposes.

6. Text Messaging

Text-message consent is optional and not a condition of using the Service. Message frequency varies; message and data rates may apply. Reply STOP to opt out and HELP for help. Consent records are retained as proof of opt-in.

7. Call Recording

Calls through Patio numbers may be recorded and transcribed. Recording-consent laws vary by jurisdiction; your brokerage and its users are responsible for providing any legally required notices to call participants.

8. Data Security

We have implemented reasonable and appropriate administrative, technical, and physical measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration, and disclosure, including encryption in transit and role-based access controls enforced server-side. However, the transmission of information via the internet is not completely secure. Although we do our best to protect your personal information, we cannot guarantee the security of your personal information transmitted to our Service. Any transmission of personal information is at your own risk.

9. Your Data Privacy Rights

Depending on your location, you may have certain rights regarding your personal information, including the right to:

• Request access to the personal information we hold about you.
• Request the correction of inaccurate personal information.
• Request the deletion of your personal information.
• Object to or restrict the processing of your personal information.
• Request the transfer of your personal information (data portability).

To exercise any of these rights, please contact us using the information provided below. Requests concerning brokerage-controlled Customer Data may be routed to your brokerage as the data controller.

10. Data Retention

We will retain your personal information only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your information to the extent necessary to comply with our legal obligations, resolve disputes, and enforce our policies.

11. Children

The Service is a business product and is not directed to children. We do not knowingly collect personal information from children.

12. Changes to Our Privacy Policy

It is our policy to post any changes we make to our Privacy Policy on this page. If we make material changes to how we treat our users' personal information, we will notify you by email to the primary email address specified in your account or through a notice on the Service. The date the Privacy Policy was last revised is identified at the top of the page.

13. Contact Information

To ask questions or comment about this Privacy Policy and our privacy practices, contact us at:

Patio Technologies LLC — john@runpatio.com — Waco, Texas, USA