Privacy Policy

Effective Date: 1 January 2025

Patriot Trust Realty Associates, LLC (“we,” “our,” “us”) is committed to protecting the privacy of our customers, clients, client prospects, referral agents, brokers, and receiving brokers. This Privacy Policy explains how we collect, use, share, and safeguard your information in compliance with local, state, and federal laws. By using our services or website, you agree to the terms outlined in this policy.

Information We Collect

We collect personal and professional information from various individuals and entities to facilitate real estate referral transactions.

1. Information We Collect About Customers, Clients, and Client Prospects

  • Personal Identifiable Information (PII): Name, address, email, phone number, and other contact details.

  • Transaction Information: Property details, preferences, timelines, and budgets.

  • Communication History: Emails, calls, or messages exchanged with us or our agents.

2. Information We Collect About Referral Agents and Brokers

  • Professional Information: Full name, license number, state of licensure, and brokerage affiliation.

  • Contact Information: Phone number, email address, and mailing address.

  • Payment Information: Bank account details or other payment processing information to issue referral commissions.

  • Transaction History: Records of referred clients and completed transactions.

3. Information We Collect About Receiving Brokers

  • Business Information: Brokerage name, broker name, licensing details, and contact information.

  • Transaction Data: Details related to referrals, closed transactions, and paid referral commissions.

How We Use the Information

We use the information we collect to:

  • Facilitate and manage referrals between referral agents, brokers, and clients.

  • Process payments, including referral commissions.

  • Communicate with customers, agents, brokers, and prospects about referrals, inquiries, and services.

  • Ensure compliance with state and federal real estate licensing laws and regulations.

  • Analyze and improve our services, website performance, and marketing strategies.

How We Share the Information

We do not sell your personal information. However, we may share your information in the following ways:

1. Sharing with Agents and Brokers

  • To facilitate referrals, we share relevant client and transaction details with referral agents, receiving brokers, and their brokerages.

2. Sharing with Service Providers

  • We may share information with third-party vendors who assist us with payment processing, marketing, IT support, and compliance.

3. Compliance with Laws

  • We may disclose information to comply with local, state, or federal laws, court orders, or regulatory requirements.

4. Business Transactions

  • In the event of a merger, acquisition, or sale of our company, your information may be transferred as part of the business assets.

How We Protect Your Information

We implement industry-standard security measures to protect your information, including:

  • Encryption for sensitive data transmission.

  • Secure servers and restricted access to stored data.

  • Regular monitoring and updates to our systems to prevent unauthorized access.

While we take all reasonable precautions, no system can guarantee absolute security.

Your Privacy Rights

Depending on your location, you may have specific rights regarding your personal information, such as:

  • Accessing, correcting, or updating your personal information.

  • Requesting the deletion of your information, subject to compliance with applicable laws.

  • Opting out of receiving marketing communications.

To exercise your rights, please contact us using the information provided below.

Cookies and Tracking Technologies

We may use cookies and similar technologies to enhance your experience on our website. These tools help us analyze site traffic, improve functionality, and deliver personalized content. You can manage your cookie preferences through your browser settings.

Compliance with Local, State, and Federal Laws

Patriot Trust Realty Associates complies with all applicable laws governing the collection, use, and protection of personal information. This includes, but is not limited to:

  • State Real Estate Commission Regulations: Ensuring proper handling of client and broker information.

  • Federal Privacy Laws: Including compliance with the Gramm-Leach-Bliley Act (GLBA) and other relevant laws.

  • Data Protection Laws: Adhering to data security requirements to protect personal information.

Third-Party Links

Our website may include links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review their privacy policies before sharing your information.

Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in our practices or legal requirements. Any updates will be posted on this page with the revised effective date. We encourage you to review this policy periodically.

Contact Us

We are committed to protecting your privacy and ensuring transparency in how we manage your personal information.

If you have any questions about this Privacy Policy or how your information is handled, please contact us:

Patriot Trust Realty Associates, LLC
686 Yorktown Road, Lewisberry, PA 17339
Corporate HQ: (717) 647-5847 | eFax: (717) 807-7375
Email: contact@ptrareferrals.com

By using our website or services, you consent to the terms outlined in this Privacy Policy.