Legal

Dealroom Partners Privacy Policy

Effective Date: October 14, 2026 Last Updated: [Date]
Draft notice: This page still contains bracketed placeholders (effective date, vendor names, analytics/ad tools, AI provider, and a few retention specifics) that need to be filled in or confirmed before this is final. See the message from Claude for the full list.

1. Who We Are and What This Policy Covers

This Privacy Policy explains how Dealroom Development LLC, a Massachusetts limited liability company that owns and operates Dealroom Partners ("Dealroom Partners," "we," "us," or "our"), collects, uses, shares, and protects personal information when you visit dealroompartners.com, become a member, use our training videos, community, and handwritten postcard service, or otherwise interact with us (together, the "Services").

This Privacy Policy is part of, and should be read with, our Terms of Use. Capitalized terms not defined here have the meanings given in the Terms of Use.

What this policy does not cover. This policy does not apply to:

  • information handled by third-party websites, AI tools, or services that we link to or train you on, which are governed by their own privacy policies;
  • information you share with other members directly or post in the community, which other members can see and may use; or
  • Keep Me Certified, which is operated separately and has its own privacy policy, except as described in Section 6.

For information about the recipients of postcards that members send through the Services, see Section 3.

2. Information We Collect

We collect information you give us, information collected automatically when you use the Services, and information from third parties.

CategoryExamplesSource
Identifiers and contact detailsName, email address, phone number, mailing address, account usernameYou
Professional informationReal estate license number and state, license status, brokerage name, team, market area, years in businessYou; public licensing databases when we verify licensure
Account and membership informationLogin credentials, plan type, billing history, postcard credits and orders, discount codes used, cancellation recordsYou; our systems
Payment informationBilling name and address, card type, last four digits, expiration dateYou, through our payment processor. We do not store full card numbers.
Postcard contentMessages you write, handwriting style and card design choices, return address, order historyYou
Recipient DataNames and mailing addresses of the people you send postcards toYou (see Section 3)
Community contentPosts, comments, profile details, images, files, and other Member ContentYou
CommunicationsEmails, support requests, survey responses, feedback, and recordings of live sessions you joinYou
Usage informationVideos watched and progress, pages viewed, features used, clicks, search terms, dates and times of accessAutomatically
Device and technical informationIP address, browser type, operating system, device identifiers, referring URL, approximate location derived from IP addressAutomatically, through cookies and similar technologies
Referral and marketing informationWhether you came from Keep Me Certified, an ad, a YouTube video, or a referral; email open and click activityAutomatically; our affiliates and marketing partners

Information you choose not to give. You can choose not to provide certain information, but we may then be unable to create your account, process payments, or send postcards.

Sensitive information. We do not ask for, and you should not provide, Social Security numbers, health information, or other sensitive personal information through the Services, including in the community or in postcard messages.

3. Postcard Recipient Data

When members upload contact lists or enter recipient names and addresses ("Recipient Data"), we process that information on the member's behalf and at the member's direction. For Recipient Data, the member decides whom to contact and why, and we act as the member's service provider.

We use Recipient Data only to:

  • produce, address, and mail the postcards the member orders;
  • let the member store, manage, and reuse their own contact lists and campaigns;
  • validate and standardize mailing addresses; and
  • maintain, secure, and troubleshoot the Services.

We do not sell Recipient Data, combine it with other members' lists, use it to market our own products to recipients, or share it with anyone other than service providers who help us print and mail postcards.

If you received a postcard. The Dealroom Partners member named on your postcard sent it to you and chose to include your name and address. If you want to stop receiving postcards from that member, please contact the member directly. You can also contact us at [email protected] with your name and mailing address, and we will forward your request to the member and, where we can, block your address from future postcards sent by that member through the Services.

4. How We Use Information

We use the information we collect to:

  • Provide the Services: create and manage accounts, deliver training videos and the community, and produce and mail postcards;
  • Process payments: bill memberships and extra postcards, apply discount codes, and handle renewals and cancellations;
  • Verify eligibility: confirm licensure where we choose to, and prevent fraud, abuse, and account sharing;
  • Communicate with you: send receipts, renewal reminders, account and security notices, responses to your requests, and changes to our terms;
  • Market to you: send newsletters, new-video announcements, and offers, which you can opt out of at any time;
  • Improve the Services: understand which videos and features members use, fix problems, and develop new training and products;
  • Moderate the community: enforce our Terms of Use and keep the community safe; and
  • Meet legal obligations: comply with law, respond to legal process, keep tax and accounting records, and protect our rights and the rights of others.

AI-assisted features. If you use features that help draft postcard messages or other content with AI, the text you enter is sent to [name of AI provider] to generate a response. [We do not allow that provider to use your inputs to train its models.] Do not enter client confidential information into AI-assisted features.

We may also create de-identified or aggregated information that does not reasonably identify you, such as overall viewing statistics, and use it for any lawful purpose.

5. Cookies, Analytics, and Similar Technologies

We and our service providers use cookies, pixels, local storage, and similar technologies to keep you logged in, remember your preferences, measure how the Services are used, and understand how visitors find us.

  • Essential cookies are needed for login, security, checkout, and other core functions. The Services will not work properly without them.
  • Analytics cookies help us understand how visitors use the site. We use [Google Analytics / other analytics provider].
  • Advertising and retargeting technologies help us measure our ads and show our ads to you on other sites. We use [Meta Pixel / Google Ads / YouTube / none].

You can block or delete cookies through your browser settings, though some features may stop working. You can learn about opting out of interest-based advertising at optout.aboutads.info and youronlinechoices.com.

Global Privacy Control and Do Not Track. Where required by law, we treat a Global Privacy Control signal from your browser as a request to opt out of the sale or sharing of your personal information for targeted advertising. Our site does not currently respond to Do Not Track signals, because no common standard for them exists.

6. How We Share Information

We do not sell your personal information for money. We share personal information only as described below.

Service providers. We share information with vendors who perform services for us under contracts that limit their use of the information to providing those services. They include:

ServiceProviderWhat they receive
Payment processing[e.g., Stripe]Billing and payment details
Postcard printing and mailing[Fulfillment vendor]Postcard content, return address, Recipient Data
Website and membership hosting[Hosting / membership platform]Account, usage, and community data
Video hosting[e.g., Vimeo / YouTube]Viewing activity, device information
Email delivery and marketing[Email platform]Name, email address, email engagement
Analytics and advertising[Analytics / ad platforms]Usage, device, and cookie data
AI-assisted drafting[AI provider]Text you enter into AI features
Customer support[Help desk tool]Support requests and contact details

Our affiliates. We may share information with companies under common ownership or control with Dealroom Development LLC, including Keep Me Certified, for example to confirm that you came from a Keep Me Certified course, apply member discounts, provide combined customer support, and tell you about related products. Our affiliates must handle that information consistently with this Privacy Policy.

Other members. Your community profile and the Member Content you post are visible to other members. Your name and return address appear on postcards you send.

Legal and safety reasons. We may disclose information if we believe in good faith it is necessary to comply with law, a subpoena, court order, or other legal process; to enforce our Terms of Use; to protect the rights, property, or safety of Dealroom Partners, our members, or others; or to detect and prevent fraud or security issues.

Business transfers. If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, or sale of all or part of our assets, personal information may be transferred to the acquirer or successor as part of that transaction, subject to this Privacy Policy or a policy at least as protective.

With your consent. We may share information for other purposes with your consent or at your direction.

Advertising partners. Our use of advertising cookies and pixels described in Section 5 may be considered "selling" or "sharing" personal information for targeted advertising under some state laws. You can opt out as described in Section 7.

7. Your Choices and Rights

Account information. You can review and update your profile and contact details in your account settings at any time.

Marketing emails. You can unsubscribe from marketing emails using the link in any such email. We will still send transactional and account messages, such as receipts, renewal reminders, and security notices.

Text messages. [If we send text messages, we will do so only with your consent, and you can opt out by replying STOP.]

Cookies and advertising. See Section 5.

Deleting your account. You can ask us to delete your account and personal information by emailing [email protected]. We may keep some information as described in Section 9.

State privacy rights. Depending on where you live and whether a particular law applies to us, you may have some or all of the following rights:

  • to know or confirm whether we process your personal information, and to access it;
  • to receive a copy of your personal information in a portable format;
  • to correct inaccurate personal information;
  • to delete personal information we hold about you;
  • to opt out of the sale of your personal information, the sharing of it for targeted advertising, and profiling that produces legal or similarly significant effects; and
  • not to be discriminated against for exercising your privacy rights.

How to make a request. Email [email protected] with the subject line "Privacy Request" and tell us what you are asking for. We will verify your identity, usually by confirming information associated with your account, before acting on your request. You may use an authorized agent, who must provide proof of your written permission. We will respond within the time required by applicable law.

Appeals. If we deny your request, you may appeal by replying to our decision with the subject line "Privacy Appeal." If you are not satisfied with the result of your appeal, you may contact your state attorney general.

We do not knowingly use or disclose sensitive personal information for purposes that would give rise to a right to limit its use under California law.

8. Data Security

We maintain administrative, technical, and physical safeguards designed to protect personal information, including encryption in transit, access controls limited to people who need the information to do their jobs, and contractual security requirements for our service providers. We maintain a written information security program as required by Massachusetts law.

No system is completely secure, and we cannot guarantee the security of your information. You are responsible for keeping your password confidential. If we learn of a security breach affecting your personal information, we will notify you and the appropriate authorities as required by law.

9. Data Retention

We keep personal information for as long as your account is active and as long as needed to provide the Services, after which we delete or de-identify it, except where we need to keep it longer to:

  • comply with tax, accounting, and other legal obligations;
  • resolve disputes, enforce our agreements, and prevent fraud; or
  • complete postcard orders already submitted.

Recipient Data is kept while it remains in your account and is deleted when you delete it or close your account, subject to routine backup cycles of up to [90] days. Member Content you posted in the community may remain visible where other members have quoted or replied to it.

10. Children's Privacy

The Services are intended for adults and are not directed to children under 18. We do not knowingly collect personal information from anyone under 18. If you believe a child has given us personal information, contact us at [email protected] and we will delete it.

11. Where Information Is Processed

Dealroom Partners is based in the United States, and the Services are intended for users in the United States. Your information is stored and processed in the United States. Some of our service providers and team members who support the Services may access information from outside the United States, subject to confidentiality obligations and the safeguards described in this policy.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will post the updated policy on this page and change the "Last Updated" date above. If we make material changes, we will notify members by email or through the Services before the changes take effect.

13. Contact Us

If you have questions about this Privacy Policy or want to make a privacy request, contact us at:

Dealroom Development LLC (Dealroom Partners)
PO Box 15366, Boston, MA 02215
[email protected]