RealSource Privacy Policy

Recently enacted federal legislation may require us to disclose to you our policies regarding privacy of client information. We consider this an opportunity to explain to you clearly and simply where we get information about you, to whom we disclose information, and what we do to safeguard that information.

Our Commitment To Privacy

First, we want to assure you that we have always regarded the confidentiality of client information as a matter of the highest priority. Confidentiality is fundamental to the broker-client and agency relationships, which in many respects may be more restrictive than the privacy requirements in the new federal legislation. The privilege is designed to encourage clients to disclose any information (with minor exceptions) without fear of it being disclosed to anyone else. This obligation requires that we not disclose any information about you which you desire to keep confidential.

The Information We Collect

Typically, you provide most of the information we obtain about you. Other information may be obtained from independent public and private entities with your authorization or as your authorized representative. Information may be also obtained from other parties to a transaction.

How We Use Information

If otherwise permitted by the privilege, we will disclose personal nonpublic information about you to third parties in the following circumstances:

  • As part of or in connection with an application, report, notice, form, contract, deed or other document filed or recorded with a governmental entity or provided to another third party at your direction or with your consent.
  • When required or if we believe it would be beneficial to you in dealing with parties that have regulatory or other discretionary authority over you or your family or interests.
  • When discussing matters within the scope of our representation with other parties that have a fiduciary or professional relationship with you involving the same matters.
  • When determining if a conflict of interest exists or would arise if we accept your property. In this instance, we might disclose additional identifying information if necessary to ensure that we have identified the correct parties.
  • In other circumstances when in our judgment disclosure will be in your best interest.

Let US Know About Your Concerns

Please let us know about any concerns you may have about disclosures in any of the foregoing circumstances so we can get a clear mutual understanding of what disclosures will be made and what will not. Note, however, that circumstances may arise where our representation of you cannot be kept completely confidential. For example, if we decline to represent a party adverse to you because we have a conflict of interest, it may be clear that we represent you even if we do not specifically identify you as our client.

Our Commitment To Data Security

The requirements of the principal-agent privilege have always been your assurance that information about you will be kept confidential. All of our staff members are aware of the requirements of confidentiality. We also retain qualified technicians to administer our computer and telephone systems and ensure that they are secure and client information is protected from public access.

How To Access Or Correct Your Information

Please don’t hesitate to discuss any questions or concerns you might have about our privacy policy with a representative of this office. We consider this a very important matter. Having the clearest possible understanding of your wishes will enable us to better serve your needs and develop a relationship of trust and confidence.

How To Contact Us

Our website's Contact Us page includes our physical address, phone, and email. Perhaps the best way to begin would be to call to the main company phone number.

 
 
   
   
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