Effective Date: January 1, 2026
At Evergreen Transaction Management LLC, we respect your privacy and are committed to protecting
the personal information of our clients (Agents/Brokers) and the parties involved in their real estate
transactions (Buyers/Sellers). This policy outlines how we collect, use, and safeguard your data.
- Information We Collect
To provide transaction coordination services, we collect information including, but not limited to:
- Contact Information: Names, email addresses, phone numbers, and mailing addresses.
- Transaction Details: Property addresses, purchase prices, and contract dates.
- Sensitive Documentation: Signed contracts, financial disclosures, loan documents, and
identification (as required by the transaction). - Payment Data: Information processed through our billing systems (e.g., Stripe, QuickBooks).
- How We Use Your Information
We use the collected data strictly for the following purposes:
- Facilitating the closing process and managing deadlines.
- Communicating with escrow, title companies, lenders, and co-op agents.
- Generating invoices and processing payments.
- Complying with legal and regulatory requirements for real estate record-keeping.
- Data Sharing and Disclosure
We do not sell your personal information. We only share data with third parties essential to the real
estate transaction, such as:
- Authorized Parties: Escrow officers, title companies, and lenders involved in the specific file.
- Software Providers: Secure platforms we use for file management (e.g., OpenToClose, Folio,
Dotloop, or SkySlope). - Legal Compliance: If required by law or to protect our legal rights.
- Data Security
We implement industry-standard security measures to protect your data, including:
- Encryption: Using secure, password-protected portals for document storage.
- Limited Access: Only authorized team members involved in your transaction have access to your
files. - Retention: We retain records only as long as necessary to fulfill the service or as mandated by
state real estate commission retention laws.
- Your Rights
Depending on your location, you may have the right to:
- Request access to the personal data we hold.
- Request the correction of inaccurate information.
- Request the deletion of data (subject to legal record-keeping requirements).
- Cookie Policy & Automated Tracking
We use cookies and similar tracking technologies to track the activity on our website and hold certain
information. Cookies are files with a small amount of data which may include an anonymous unique
identifier.
A. Types of Cookies We Use
- Necessary Cookies: Essential for the website to function properly (e.g., secure login or filling out
contact forms). - Analytical Cookies: These help us understand how visitors interact with our website by collecting
and reporting information anonymously (e.g., Google Analytics). - Functional Cookies: These remember choices you make (like your username or language) to
provide a more personalized experience.
B. Why We Use Cookies
We use this data to: - Improve our website’s performance and user interface.
- Analyze traffic patterns to see which TC services are most in demand.
- Ensure our contact forms and client portals function securely.
C. Your Choices
You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if
you do not accept cookies, you may not be able to use some portions of our Service, such as the Client
Portal or Online Intake Forms.
Contact Us
If you have questions regarding this Privacy Policy or how your data is handled, please contact:
Evergreen Transaction Management LLC
Email: info@evergreentransactionmgmt.com
Phone: 352-556-8734