Notice at Collection

When you create an account we collect identifiers (your name, email address, and phone number) and what you add to your account. If you ask us for help with a dispute we also collect information about it (the type of dispute and roughly what you are owed) and the documents you upload. We keep your conversations with our assistant.

We collect it to run your account and the services you use, to evaluate and pursue an advocacy file if you ask us to, and to contact you about your account and about products and services that may fit your needs.

If you track work on your home, we collect the property address, the projects and contracts you record, what you agreed and what you paid, the businesses you hire, and the documents and photographs you add.

A photograph can carry the place and time it was taken in its own metadata, and we keep what the file carries. Precise location is sensitive personal information, collected to keep your record accurate and dated and for no other purpose.

If you use those parts of Satisfy, we collect the vehicles you add (make, model, VIN, plate and mileage), the budgets, income, loans, mortgages and insurance policies you record, and the names and email addresses of people you invite to share a home or a plan.

We collect it to keep your records, send your reminders, and show you the figures you asked for, and for no other purpose.

Before we act for you we confirm your identity. That step collects a government-issued identity document and a photograph of your face. A facial image is biometric information; both are sensitive personal information, and they are collected only to confirm you are who you say you are.

A third-party service provider under contract carries out the check. You provide them to that provider’s flow rather than to this site; we do not receive them and hold no field capable of storing them. We keep only the result and the date. See our Privacy Policy.

We use automated systems, including AI, to collect and organize information about your advocacy file, to review documents you provide, and to evaluate requests for our services against our criteria. Conversations with our assistant and information recorded from your documents are kept as part of your file.

Information is processed by third-party service providers under contract and is not used to train their models. Depending on where you live, you may have rights in connection with automated processing and profiling, including in relation to decisions that produce legal or similarly significant effects. See our Privacy Policy.

We keep information for as long as we need it for the purpose we collected it, and then for as long as we are required to keep it.

We store what you add to your account, including records of your home and vehicles, budgets, loans and policies, and the documents and photographs you upload, as you provide them and for as long as your account is open, so your record is there when you need it. It is encrypted when it is sent to us and when it is stored, and we do not sell the records you keep in your account.

In practice: while we are assessing your request, and, if we take your advocacy file on, for as long as we are working on it. After that, for as long as a claim arising out of it could still be brought, and for as long as tax, accounting and record-keeping rules require. Records of your consent to be contacted are kept for as long as a claim about that contact could be brought, which is longer than we keep the rest.

If you ask us to delete your information we erase or anonymize it, except where we are required to keep it. Where that applies we tell you which part we kept and why.

We sell or share your identifiers, contact details and the information you give us about your dispute with servicing and legal partners. We do not share it for cross-context behavioral advertising. You can opt out. See Do Not Sell or Share.

The full description of how we handle your information is in our Privacy Policy.