ProAgent Works respects your privacy. This Privacy Policy explains how ProAgent Works collects, uses, stores, shares, and protects information when you use our website, application, and related services.
This policy is written for ProAgent Works, an AI-powered workspace for real estate professionals.
1. Who We Are
ProAgent Works provides software tools that help real estate professionals organize projects, create work product, manage business context, and use AI-assisted features for real estate-related writing, planning, marketing, communication, and operational support.
For questions about this Privacy Policy or your information, contact us at:
Email: support@proagentworks.com
Business name: Joseph S Ballarino, LLC
Business address: 7901 4th St N STE 300 St. Petersburg, FL 33702
2. Information We Collect
We collect information in the following ways.
A. Account Information
When you create or use an account, we may collect information such as:
- name;
- email address;
- account login information;
- authentication identifiers;
- profile information;
- company, brokerage, or team information if provided;
- plan, subscription, and account status;
- settings and preferences.
We use a third-party authentication provider to help manage sign-in, account access, and account security.
B. Billing and Subscription Information
If you subscribe to a paid plan, upgrade, downgrade, cancel, reactivate, or manage billing, our payment processor may collect and process billing-related information such as:
- name;
- email address;
- billing address;
- payment method details;
- transaction records;
- subscription status;
- invoices and receipts;
- payment security and fraud-prevention signals.
ProAgent Works does not intentionally store full payment card numbers on its own systems. Payment processing is handled by our payment processor.
C. Workspace Content
When you use ProAgent Works, you may provide or generate content inside the product. This may include:
- Projects;
- property information;
- client or audience context;
- notes, prompts, questions, and instructions;
- generated Works;
- saved, recent, or protected work;
- edits, drafts, and responses;
- Brand Profile information;
- real estate business details;
- uploaded files or extracted file information, if file features are enabled;
- feedback you submit about responses or product behavior.
This information may include personal information if you choose to include it.
D. Brand Profile Information
If you create or update a Brand Profile, we may collect professional and business information such as:
- display name;
- professional name;
- brokerage or team;
- role or title;
- market area;
- service areas;
- specialties;
- client focus;
- tone and communication preferences;
- bio or story material;
- approved credibility facts;
- contact or signature details;
- words, claims, areas, or services you want the product to avoid.
Brand Profile is intended to help ProAgent Works create more relevant and useful outputs. You should not include information you do not want used to support future product output.
E. Uploaded Files and File-Derived Information
If file upload or document features are available, you may upload documents or other files for processing. We may collect:
- file names;
- file metadata;
- extracted text;
- summaries;
- document type;
- key facts;
- important dates;
- property details;
- parties;
- clauses or terms;
- structured signals or chunks used to support document-grounded output.
Raw uploaded files may be stored temporarily or retained according to product settings and operational needs. The product value is generally based on extracted file information, not simply storing raw files.
Do not upload files unless you have the right to use them in ProAgent Works and are comfortable with them being processed to provide the service.
F. AI Requests, Outputs, and Usage Information
When you use AI-assisted features, we may collect and process:
- your prompts, instructions, and context;
- selected Project, Asset, Work, or Brand Profile context;
- generated outputs;
- provider usage metadata;
- model or service routing metadata;
- token, transcription, research, or processing usage;
- error and diagnostic information;
- timestamps and request status;
- plan usage and allowance information.
We use this information to provide AI-assisted features, enforce plan limits, monitor performance, troubleshoot problems, improve product reliability, and support billing or account questions.
G. Support, Feedback, and Communications
If you contact us or submit feedback, we may collect:
- your name and email address;
- the contents of your message;
- support history;
- product feedback;
- screenshots or examples you provide;
- account and usage details needed to respond to your request.
H. Device, Log, and Technical Information
When you use our website or app, we may automatically collect technical information such as:
- IP address;
- browser type;
- device type;
- operating system;
- pages or features accessed;
- referring URLs;
- timestamps;
- error logs;
- session and security events;
- approximate location derived from IP address;
- cookies or similar technologies used for sign-in, security, preferences, analytics, or product operation.
I. Information From Third-Party Services
We may receive limited information from service providers that support authentication, payments, hosting, security, AI processing, email, analytics, support, or other product operations.
Examples may include authentication status, billing status, subscription events, webhook events, error events, and usage information.
3. How We Use Information
We use information to:
- provide, operate, and maintain ProAgent Works;
- create and manage user accounts;
- authenticate users and protect account access;
- process payments, subscriptions, invoices, upgrades, downgrades, cancellations, and reactivations;
- provide AI-assisted product features;
- save and restore Projects, Assets, Works, Brand Profile information, and account state;
- personalize product output when relevant and user-controlled context is available;
- enforce plan limits, usage allowances, and access rights;
- process uploaded files or extracted document information when file features are enabled;
- respond to support requests;
- collect and review product feedback;
- troubleshoot errors and improve reliability;
- monitor security and prevent abuse;
- comply with legal obligations;
- enforce our Terms of Service and other policies.
4. AI Processing
ProAgent Works uses AI service providers to help generate, review, rewrite, summarize, transcribe, classify, or otherwise process content depending on the feature used.
When you use AI features, your prompts, selected context, uploaded or extracted content, Brand Profile details, and generated outputs may be sent to AI service providers as needed to provide the feature.
We do not intentionally use your private workspace content to train our own general-purpose AI model. We also do not permit AI service providers to use your private workspace content to train their models except as allowed by the provider settings, applicable agreements, or your choices.
AI outputs may be inaccurate, incomplete, or inappropriate for your specific situation. You are responsible for reviewing outputs before using them, especially for client-facing, legal, financial, tax, regulatory, MLS, brokerage, advertising, or compliance-sensitive matters.
5. Real Estate and Client Information
ProAgent Works is designed for real estate professionals. You may choose to enter property information, transaction context, marketing details, client communication context, or other business information.
You are responsible for ensuring that you have the right to enter, upload, process, or use any information you provide through ProAgent Works. This includes any information about clients, prospects, buyers, sellers, tenants, landlords, transaction parties, brokerage materials, MLS materials, contracts, disclosures, or other documents.
Do not enter sensitive personal information unless it is necessary for your use of the product and you have the right to provide it.
6. How We Share Information
We may share information in the following circumstances.
A. Service Providers
We may share information with third-party service providers that help us operate ProAgent Works, including providers for:
- authentication and user management;
- payment processing and subscription management;
- cloud hosting and storage;
- databases and infrastructure;
- AI processing;
- file processing;
- email or communications;
- analytics and diagnostics;
- security and fraud prevention;
- customer support;
- logging and error monitoring.
These providers may process information only as needed to provide services to us, subject to their agreements and policies.
B. Payment Processing
Billing and payment information may be processed by our payment provider. Payment providers may collect and process information according to their own privacy policy, terms, compliance obligations, fraud-prevention practices, and payment network requirements.
C. Legal, Safety, and Compliance
We may disclose information if we believe it is reasonably necessary to:
- comply with law, regulation, subpoena, court order, or legal process;
- respond to lawful requests by public authorities;
- protect the rights, privacy, safety, or property of ProAgent Works, users, or others;
- detect, prevent, or address fraud, abuse, security, or technical issues;
- enforce our Terms of Service or other agreements;
- protect against legal liability.
D. Business Transfers
If ProAgent Works is involved in a merger, acquisition, financing, reorganization, sale of assets, bankruptcy, or similar business transaction, information may be transferred as part of that transaction, subject to appropriate protections.
E. With Your Direction or Consent
We may share information when you direct us to do so, authorize an integration, request support that requires sharing information, or otherwise consent.
7. Sale, Sharing, and Advertising
We do not sell personal information for money. We do not sell or provide your private workspace content, Projects, Works, Brand Profile, uploaded files, or generated outputs to data brokers.
We may use advertising technologies such as Meta Pixel to measure advertising, understand whether ads lead people to ProAgent Works, and show relevant advertising on Facebook and Instagram. Under some U.S. state privacy laws, this use may be considered "sharing" for cross-context behavioral advertising even though no money is exchanged.
You can opt out of optional advertising technologies at any time through the Privacy choices link in the website footer. Where supported, we also honor Global Privacy Control browser signals by disabling advertising tracking.
8. Cookies and Similar Technologies
We may use cookies, local storage, pixels, SDKs, or similar technologies to:
- keep you signed in;
- protect account security;
- remember preferences;
- operate product features;
- understand usage and performance;
- measure advertising and marketing effectiveness;
- support relevant advertising and audience measurement;
- diagnose errors;
- prevent fraud or abuse.
Google Analytics may collect information such as pages visited, interactions, approximate location derived from IP address, browser or device information, referring pages, and related usage information. We use this information to understand website performance and improve the experience.
Meta Pixel may collect information about visits, page views, interactions, browser or device information, referring pages, advertising identifiers, and whether an advertisement led to a visit or action. We use this information to measure and improve advertising on Facebook and Instagram.
On our U.S. public website, Google Analytics and Meta Pixel may load by default to support analytics, advertising measurement, and remarketing. Necessary technologies used for security and core website operation are not optional.
The first-visit notice links to this Privacy Policy and the Privacy choices controls. You can turn Analytics or Advertising off at any time through Privacy choices in the notice or website footer. Where supported, a Global Privacy Control browser signal automatically turns Advertising off.
You can control cookies through your browser settings, but blocking certain cookies may affect sign-in, security, billing, or product functionality.
9. Data Retention
We keep information for as long as reasonably necessary to provide ProAgent Works, operate the business, comply with legal obligations, resolve disputes, enforce agreements, support billing and accounting, maintain security, and preserve useful user work.
Retention periods may vary based on the type of information, account status, product settings, legal requirements, and operational needs.
Examples:
- account information may be retained while your account is active;
- billing records may be retained as required for tax, accounting, audit, or payment compliance;
- Projects, Works, Brand Profile, and saved product context may be retained so you can return to your work;
- feedback may be retained to support product quality and issue review;
- logs and security records may be retained for a limited period for troubleshooting, abuse prevention, and security;
- raw uploaded files, if stored, may be retained temporarily or according to product settings, while extracted file value may be retained as part of your workspace.
You may request deletion of certain information as described below. Some information may be retained where required or permitted by law, for security, billing, dispute resolution, backup, or legitimate business purposes.
10. Security
We use reasonable administrative, technical, and organizational measures designed to protect information from unauthorized access, loss, misuse, alteration, or disclosure.
No system is completely secure. You are responsible for maintaining the confidentiality of your login credentials and for using appropriate security practices when entering, uploading, copying, or sharing information.
11. Your Choices and Rights
Depending on where you live, you may have rights regarding your personal information, such as the right to:
- access certain personal information;
- correct inaccurate personal information;
- delete certain personal information;
- request a copy of certain personal information;
- object to or restrict certain processing;
- opt out of certain sharing, sale, targeted advertising, or profiling if applicable;
- withdraw consent where processing is based on consent.
To make a privacy request, contact us at:
support@proagentworks.com
We may need to verify your identity before completing a request. We may decline or limit requests where allowed by law, including where we need to retain information for security, legal, billing, fraud-prevention, dispute-resolution, backup, or operational reasons.
12. California Privacy Notice
This section applies to California residents to the extent the California Consumer Privacy Act, as amended, applies to ProAgent Works.
Categories of Personal Information We May Collect
Depending on how you use the service, we may collect the following categories of personal information:
- identifiers, such as name, email address, IP address, account ID, and authentication identifiers;
- customer records information, such as billing contact information;
- commercial information, such as subscription, plan, invoice, and transaction history;
- internet or electronic network activity information, such as log data, device data, browser data, and usage activity;
- geolocation information, such as approximate location derived from IP address;
- professional or employment-related information, such as brokerage, role, market, specialties, and business profile details you provide;
- inferences or preferences, such as tone, communication style, product preferences, or Brand Profile preferences;
- user-generated content, such as prompts, Projects, Works, uploaded content, feedback, and support communications;
- sensitive personal information, only if you choose to provide it or if it is processed as part of account security, billing, or legal compliance.
Sources of Personal Information
We may collect personal information from:
- you;
- your use of ProAgent Works;
- authentication providers;
- payment processors;
- AI and infrastructure providers;
- support, analytics, security, and operational service providers;
- integrations or third parties you authorize.
Purposes for Collection, Use, and Disclosure
We use and disclose personal information for the purposes described in this Privacy Policy, including providing the service, billing, authentication, AI processing, account support, product improvement, security, legal compliance, and business operations.
Sale or Sharing
We do not sell personal information for money. We do not sell or provide your private workspace content, Projects, Works, Brand Profile, uploaded files, or generated outputs to data brokers.
Our use of optional advertising technologies such as Meta Pixel may be considered sharing for cross-context behavioral advertising under some state laws. You can opt out through the Privacy choices link in the website footer.
Sensitive Personal Information
We do not use sensitive personal information to infer characteristics about you. You should avoid entering sensitive personal information unless necessary for your use of the service.
California Rights
California residents may have the right to know, access, correct, delete, and obtain a copy of certain personal information, and to opt out of sale or sharing if applicable. California residents also have the right not to be discriminated against for exercising privacy rights.
To submit a request, contact: support@proagentworks.com
13. Other U.S. State Privacy Rights
Residents of certain U.S. states may have privacy rights under applicable state privacy laws. These rights may include access, correction, deletion, portability, and opt-out rights related to certain data practices.
To exercise rights available under your state's law, contact: support@proagentworks.com
We will respond as required by applicable law.
14. International Users
ProAgent Works is currently offered only to users in the United States unless otherwise stated. Access to the public website from outside the United States may be restricted.
If you access ProAgent Works from outside the United States despite those restrictions, your information may be processed in the United States or other countries where we or our service providers operate. These countries may have data protection laws different from those in your location.
15. Children's Privacy
ProAgent Works is not intended for children under 13, and we do not knowingly collect personal information from children under 13.
If you believe a child has provided personal information to us, contact us at support@proagentworks.com so we can take appropriate action.
16. Third-Party Links and Services
ProAgent Works may contain links to third-party websites, services, payment portals, authentication pages, or integrations. We are not responsible for the privacy practices of third parties.
Your use of third-party services may be governed by their own terms and privacy policies.
17. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. If we make material changes, we will provide notice as appropriate, such as by updating the "Last Updated" date, posting notice in the product, or sending notice by email.
Your continued use of ProAgent Works after an updated Privacy Policy becomes effective means you acknowledge the updated policy.