Our privacy commitments
We do not sell your information. We share it only if you opt in. You can request deletion at any time.
Contact information is stored securely and used only for the purposes listed below.
What we collect
- Name, email, phone, address, ZIP
- Home context: tenure, value band, mortgage balance
- Decision context: goal, timeline, priorities
- Technical: session ID, UTM, IP
How we use it
- Generate and deliver your Blueprint
- Email communications about your Blueprint
- If you opt in: make a single advisor introduction
How long we keep it
36 months by default. Anonymized after.
Your rights
Access, correction, deletion. Email privacy@thatsimpleshift.com.
Security
TLS 1.3 in transit; AES-256 at rest; MFA-required access; quarterly security reviews.