Privacy Policy

What we collect

When you use the Agent Benefit Finder, we collect only the information you provide during the audit: your state, license stage, brokerage selection, MLS, association memberships, and answers to the workflow questions.

What we do not collect

• Home address
• Phone number
• License number
• Exact income or financial information
• Email (not required to see results)

How we use your information

Your audit responses are used solely to generate your personalized benefit audit. We do not sell your information to third parties.

Data retention

Audit session data is stored so you can return to your results page. No account is required. We may aggregate anonymous usage statistics to improve the tool.

Contact

If you have questions about this privacy policy, please contact us at privacy@thesmartnewagent.com.