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CSG Compass Privacy Policy

Effective Date: February 25, 2026

Introduction

At CSG Real Estate Advisors, we respect your privacy and are committed to protecting the personal information you share with us through the CSG Compass mobile application (the "App"). This Privacy Policy explains how we collect, use, and disclose your information when you use our decision-preparation tools and referral services.

1. Information We Collect

We collect information that you voluntarily provide to us and information that is automatically collected when you use the App.

  • Personal Identifiers: This includes your name, email address, and phone number when you request a summary of your results, save a scenario, or request to speak with an advisor.
  • Location Data: We collect your city or ZIP code to provide localized market insights and to route referral requests to the appropriate real estate professionals.
  • Financial and Goal Inputs: To power our diagnostic tools (such as the Buy vs. Rent Analyzer or Affordability Reality Check), we collect data points you enter, including estimated income, debt, down payment amounts, and home value estimates.
  • Usage Data: We automatically collect information about how you interact with the App, including screens viewed, time spent on the App, and the specific tools used.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide and improve the App’s diagnostic and analytical tools.
  • To personalize your experience and provide relevant real estate roadmaps.
  • To facilitate connections between you and real estate professionals.
  • To communicate with you regarding your saved results or requested services.
  • To analyze App performance and user trends.

3. Information Sharing and Referrals

CSG Real Estate Advisors does not sell your personal information to third-party marketing "farms." However, we share your information in the following ways:

  • Referral Partners: If you are located outside of the Commonwealth of Virginia and request a human opinion or a review of your strategy, we will share your contact information and relevant App data with a licensed real estate professional in your local area to assist you.
  • Service Providers: We may share data with trusted vendors who help us operate the App, subject to strict confidentiality agreements.
  • Legal Requirements: We may disclose information if required by law or in response to a valid legal request.

4. Virginia Consumer Data Protection Act (VCDPA)

As a Virginia-based company, we comply with the VCDPA. Users have the following rights regarding their personal data:

  • The right to confirm whether we are processing your personal data.
  • The right to access and delete your personal data.
  • The right to obtain a copy of your personal data in a portable format.
  • The right to opt-out of the processing of personal data for purposes of targeted advertising or the sale of personal data.

5. Data Security

We implement industry-standard security measures designed to protect your information from unauthorized access, loss, or misuse. However, no digital platform is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy or as required by legal and regulatory obligations.

7. Children’s Privacy

The App is intended for use by adults interested in real estate transactions. We do not knowingly collect personal information from children under the age of 13.

8. Third-Party Links

The App may contain links to external websites. We are not responsible for the privacy practices of those third parties.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the new policy within the App and updating the "Effective Date" at the top.

10. Contact Us

If you have any questions about this Privacy Policy or how your data is handled, please contact us at:

CSG Real Estate Advisors
www.csgrva.com
Richmond, Virginia

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