Privacy Policy

The Portal is a private, invitation-only transaction management and communication platform designed for home buyers and sellers, and for the licensed agents, teams, brokerages, and transaction coordinators who serve them through branded workspaces on the Sidi Portal platform. The Portal is intended to simplify communication, organize transaction information and deadlines, provide reminders, track important milestones, securely share documents, and improve the overall client experience throughout the real estate transaction.

To provide our services, the Portal may collect information including:

Account Information

• Name
• Email address
• Telephone and mobile phone number
• Password credentials, managed and encrypted exclusively through secure third party authentication services

Transaction Information

• Property address
• Transaction type and role (buyer/seller)
• Purchase and sale information
• Contract dates and contractual contingencies
• Inspection information
• Escrow and title information
• Financing information
• Contact information for lenders, escrow officers, inspectors, contractors, attorneys, and other authorized transaction participants

User Content & Documents

• Purchase contracts, addenda, disclosures, inspection reports, repair requests, notes, messages, and photos uploaded directly to the Portal workspace.

Communication Preferences

• Email notifications
• SMS notifications
• Reminder preferences
• Notification settings

Usage and Technical Information

• The Portal may collect basic authentication, login, session, device, browser type, IP address, timestamps, and security information necessary to protect your account and maintain the Portal.

The Portal does NOT use browser tracking cookies, third-party analytics cookies, clear GIFs, web beacons, or behavioral advertising pixels. We do not track your browsing activity across third-party websites or participate in cross-context behavioral advertising. To keep you securely signed in, authenticate API requests, and protect your account, the Portal utilizes secure, ephemeral session tokens, cryptographic authentication headers, and local application storage. These technical mechanisms are strictly functional, non-advertising, and essential for identity verification and access control within authorized transaction workspaces.

SIDI Portal sends transaction status text messages (SMS) only to clients who have given express written consent. Messages are sent on behalf of the client's designated real estate agent, team, or transaction coordinator. Consent is obtained in one of two ways:

• Portal sign-up: when a client creates their SIDI Portal account, they enter their mobile number and must check a box agreeing to receive transaction update text messages from their designated agent or team at the number provided. If the phone field is left blank, no SMS consent is collected and no text messages are sent.
• Direct written request: a client provides their mobile number to their agent or team in writing (email or signed representation agreement) and asks to receive transaction updates by text.

Messages are transactional only and relate to the client's own real estate transaction (timeline changes, deadlines, document requests). We do not send marketing or promotional text messages.

STRICT PROHIBITION ON SHARING MOBILE DATA: Mobile numbers, SMS opt-in consent records, and phone subscriber data will NEVER be sold, rented, leased, or shared with third parties or affiliates for marketing or promotional purposes under any circumstances.

NON-CONDITION OF PURCHASE: Providing a mobile number and consenting to receive informational text notifications is completely voluntary and is not a condition of purchasing any real estate, goods, or professional services.

Message frequency varies by transaction activity. Message and data rates may apply. Reply STOP at any time to unsubscribe, or HELP for assistance. Carriers are not liable for delayed or undelivered messages. Clients may also turn off SMS notifications at any time in the Portal's notification preferences, or by contacting their designated agent or team directly.

We use your information solely to:

• Manage your real estate transaction and display timelines
• Display timelines and milestones
• Deliver reminders and notifications
• Share transaction documents among authorized participants
• Coordinate communication among authorized transaction participants
• Improve the operation and security of the Portal
• Comply with legal and regulatory obligations (excluding statutory broker record retention mandates, which remain the sole obligation of Subscribers).

SidiPortal LLC does not sell your personal information or use your information for advertising or marketing to third parties.

Certain features of the Portal may use artificial intelligence to assist with organizing information, generating summaries, identifying tasks, or improving the user experience. Artificial intelligence generated content is intended solely as an informational convenience and should always be independently reviewed. Users should not rely exclusively upon AI generated information when making legal, contractual, financial, tax, or other important decisions.

AI Model Training Restriction: User Content, private transaction documents, and personal information uploaded to the Portal are strictly kept confidential and are NEVER used to train, retrain, or fine-tune public, commercial, or third-party artificial intelligence models.

The Portal is hosted using professionally managed third party cloud infrastructure, authentication, and database services maintaining industry-standard administrative, physical, and technical safeguards. Reasonable administrative, technical, and organizational safeguards are used to protect information stored within the Portal, including secure authentication and access controls designed to ensure users may only access transactions for which they have authorization.

Passwords are managed through secure authentication providers and are not stored or accessible in plaintext by SidiPortal LLC.

While reasonable efforts are made to protect information, no internet connected system can guarantee absolute security. Users are responsible for maintaining the confidentiality of their passwords and for signing out of shared devices.

The Portal utilizes third party software, hosting providers, authentication services, messaging services, artificial intelligence services, mapping services, cloud infrastructure, and other technologies necessary to operate the Portal. These providers maintain their own privacy policies and terms of service and are contractually restricted from using your personal information for any purpose other than providing necessary infrastructure services to SidiPortal LLC.

The use of third party technology does not transfer ownership of the Portal or any intellectual property owned by SidiPortal LLC.

The Portal is an active transaction management platform. Transaction information and documents are retained only for the duration of your transaction and for a limited period of thirty (30) days after a transaction is marked closed, inactive, or terminated in the Portal. After that thirty-day period, transaction data and documents are scheduled for archiving and permanent deletion from the Portal. You are encouraged to download and independently archive any documents, reports, or information you wish to keep before the thirty-day period following closing ends.

No Statutory Repository: The Portal is not an electronic archive, document storage provider, or statutory compliance repository. Licensed real estate agents and brokerages (Subscribers) remain solely responsible for preserving and archiving transaction files as required under state real estate licensing laws and regulations. Certain minimal account and billing records may be retained longer where required by applicable law or legal obligations.

The Portal is intended strictly for individuals who are at least 18 years of age and legally qualified to enter into binding real estate contracts. We do not knowingly solicit, collect, or maintain personal information from children under the age of 13. If we learn that personal data of a child under 13 has been collected on the Portal, we will immediately take steps to permanently delete such information from our databases.

You may request to:

• Review and access your account and personal information
• Correct inaccurate information
• Receive a copy of your personal information (Data Portability)
• Request deletion of your account and personal data, subject to applicable legal and record retention requirements
• Update your communication preferences

We do not sell personal information or share personal data for cross-context behavioral advertising, and we do not engage in automated profiling with legal or significant effects. We will never discriminate against any User for exercising any of their legal privacy rights. To exercise any of these rights, please submit a written request to support@sidiportal.com. We may verify your identity using your registered account credentials prior to fulfilling your request.

This Privacy Policy may be updated periodically as the Portal evolves or legal requirements change. The “Last Updated” date at the top of this page identifies the current version. Continued use of the Portal following the posting or notification of changes constitutes your acceptance of the revised Privacy Policy.

Questions regarding this Privacy Policy or requests relating to your personal information should be directed to:

SidiPortal LLC

Email: support@sidiportal.com

For questions about a specific real estate transaction, contact the licensed agent or brokerage of record identified on that transaction's workspace.