Privacy Policy
Privacy Policy for Clear Path Home Advisory (The "Advisory")
This Privacy Policy explains how Clear Path Home Advisory (the "Counselor," "we," "us," or "our") collects, uses, and protects information submitted through our lead generation funnels, including Meta Lead Forms, landing pages, and email pre-qualification forms (collectively, the "Services").
By submitting your information, you agree to the terms outlined in this policy.
1. Information We Collect
We only collect information necessary to provide you with personalized real estate guidance and to effectively manage our advisory services. The information we collect falls into three main categories:
A. Contact Information:
Full Name
Email Address
Phone Number (if provided)
B. Qualification and Goal Information:
Responses submitted through our short pre-qualification forms (e.g., whether you are a homeowner or renter, your primary goal—such as "Refinance for a lower payment" or "Want to buy my first home").
Information provided via scheduling forms regarding your current situation.
C. Usage and Interaction Data:
Information about how you interact with our digital assets, such as which emails in the drip campaign you open and which links (including the pre-qualification forms) you click.
2. How We Use Your Information
The information collected through the Clear Path Home Advisory funnel is used exclusively for the following purposes:
Delivery of Services: To deliver the requested lead magnet ("The Real Estate Roadmap").
Personalized Communication: To ensure the drip email campaign content (Emails 1-10) is relevant to your expressed interests (homeowner vs. renter goals).
Lead Qualification and Prioritization: To identify individuals who have demonstrated a higher level of interest (by completing a pre-qualification form) and prioritize personalized follow-up.
Personalized Outreach: When you complete a pre-qualification form, we use those answers to prepare for your follow-up call. This ensures the Counselor can reach out with specific, knowledgeable guidance rather than a generic sales pitch.
Appointment Setting: To facilitate the scheduling of consultation calls via our booking calendar.
2. How We Use Your Information
The information collected through the Clear Path Home Advisory funnel is used exclusively for the following purposes:
Delivery of Services: To deliver the requested lead magnet ("The Real Estate Roadmap").
Personalized Communication: To ensure the drip email campaign content (Emails 1-10) is relevant to your expressed interests (homeowner vs. renter goals).
Lead Qualification and Prioritization: To identify individuals who have demonstrated a higher level of interest (by completing a pre-qualification form) and prioritize personalized follow-up.
Personalized Outreach: When you complete a pre-qualification form, we use those answers to prepare for your follow-up call. This ensures the Counselor can reach out with specific, knowledgeable guidance rather than a generic sales pitch.
Appointment Setting: To facilitate the scheduling of consultation calls via our booking calendar.
4. Sharing and Disclosure of Information
We do not sell your personal information to third parties.
We may disclose your information only in the following limited circumstances:
For Follow-Up (Internal): Data is shared with the Real Estate Counselor responsible for your area to initiate the personalized phone outreach.
With Your Consent (External): If you choose to engage our counseling services, we may recommend and, only with your explicit permission, share necessary information with trusted third-party service providers (such as affiliated attorneys, financial planners, or contractors) to facilitate the services you require.
5. Your Rights and Choices
You have the right to control how we communicate with you:
Opt-Out: You may unsu6. Contact Information
If you have any questions or concerns regarding this Privacy Policy or our data practices, please contact Clear Path Home Advisory using the information below:
Clear Path Home Advisory
6. Contact Information
If you have any questions or concerns regarding this Privacy Policy or our data practices, please contact Clear Path Home Advisory using the information below:
Clear Path Home Advisory
Timothy Anderson
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