Privacy, PIPEDA, and secure document handling.

Information needed to understand, quote, organize, and support a real-estate file.

• Contact details: name, email, phone, address, preferred language, and communication preferences.
• Transaction details: purchase, sale, refinance, title transfer, in-person intake, partner request, quote request, or law-firm/mortgage file support.
• Property and closing details: property address, closing/target dates, parties, file references, deadlines, missing-item notes, and support instructions.
• Professional details: agent/brokerage, lawyer/law firm, lender/mortgage professional, notary/certified translator where applicable, and other authorized professionals.
• Document status: what has been provided, what is missing, upload notes, Dropbox/File Request notes, and handoff summary notes.
• Payment/quote status: package type, written quote, accepted scope, payment/activation status, billing contact, and support plan information.
• Website/contact information: form submissions, message details, email metadata, IP/device/browser information where collected by hosting/security tools, and basic analytics/logs where enabled.

Sensitive information warning: Do not upload or email photo ID, bank statements, lender instructions, tax records, trust/closing-fund information, title/registry records, or other sensitive documents unless RealEstateExpt provides an approved upload method for that file.

Why information is collected and used.

We collect and use information to create a request profile, generate or confirm a request ID, determine the service lane, prepare a written quote, organize document-start lists, track missing items, prepare language-support reading copies, manage deadlines, provide Dropbox/secure upload instructions, support payment/file activation, coordinate authorized handoff notes, and communicate with clients, agents, mortgage professionals, law firms, and participating professionals.

We do not sell personal information. We do not use client information for unrelated purposes without consent or another lawful basis.

Consent must be meaningful and tied to the service.

By submitting an intake, quote, partner request, contact form, document-upload request, in-person intake request, or Dropbox upload note, you consent to RealEstateExpt collecting, using, and disclosing the information needed to respond to your request and provide the selected support workflow.

You may withdraw consent subject to legal, professional, billing, contractual, fraud-prevention, audit, security, or recordkeeping limits. Withdrawal may prevent RealEstateExpt from continuing to provide some or all support services.

Where a purpose is optional or not required for the service, we will try to make the choice clear. Where information is integral to the requested service, we may not be able to provide the service without it.

When information may be shared.

Information may be shared only as needed with authorized or relevant parties, including:

• Participating lawyers/law firms where the client accepts a lawyer/legal-service path or where legal review/signing/closing is required.
• Real-estate agents, brokerages, mortgage agents, lenders, credit unions, title/registry participants, notaries, certified translators, or other professionals where authorized or necessary for the file.
• Hosting, form, storage, email, notification, security, payment, accounting, or workflow providers such as Netlify, Dropbox, Zoho, email providers, payment/invoice processors, or similar service providers.
• Law enforcement, regulators, courts, or government authorities where required or permitted by law.

Some service providers may process or store information outside Canada. Where information crosses borders, it may be subject to the laws of the other jurisdiction.

How information is protected.

• Use approved secure upload or Dropbox File Request for sensitive files.
• Limit access to information to people who need it for the request, file, quote, payment, support workflow, or authorized handoff.
• Use role permissions, account controls, and approved workflow systems when private records are stored or processed.
• Use strong passwords, two-factor authentication where available, and restricted admin access for email, Netlify, Dropbox, Zoho, and related systems.
• Avoid placing sensitive client documents into public AI tools, ordinary email, unsecured chat, or public links.
• Use safer language-support reading copies; certified translation or legal-use translation requires a certified translator or authorized professional where required.

Static Client Hub, Law Firm Hub, and Mortgage Hub pages are public-facing workflow/status pages. Private client records require a secure backend, authentication, role permissions, and approved storage before being displayed.

Records are kept only as long as needed.

We retain information only as long as reasonably needed for the request, quote, support service, payment, audit, security, legal/professional handoff, dispute-prevention, accounting, or applicable legal/recordkeeping requirements. Retention periods may differ depending on the type of record and whether a participating lawyer, law firm, lender, accountant, or other professional has separate obligations.

You may request deletion or retention details. Some information may need to be kept where required for legal, professional, billing, security, dispute, audit, fraud-prevention, or recordkeeping reasons.

You may ask to access or correct your information.

Clients, partners, and firms may request access to personal information held by RealEstateExpt, request correction of inaccurate or incomplete information, or ask for an explanation of retention/deletion limits. We may need to verify identity before responding. Access may be limited where disclosure would reveal another person’s information, legal privilege, confidential business information, security concerns, or other legal/professional limits.

Security incidents are reviewed and escalated.

If RealEstateExpt becomes aware of a suspected privacy or security incident, we will take reasonable steps to contain the issue, assess affected information, document the incident, notify required parties where legally required, and review safeguards to reduce future risk.

Clients should immediately contact admin@legalexpt.com if they believe information was sent to the wrong address, uploaded through the wrong link, or disclosed without authorization.

AI is used cautiously and with human review.

AI-assisted tools may help structure checklists, document indexes, summaries, language-support reading-copy notes, deadline reminders, and handoff notes. Sensitive documents should not be entered into unapproved public AI systems. AI output requires human review and is not legal advice, mortgage advice, certified translation, or professional opinion.

See also: AI-use disclosure.

RealEstateExpt privacy checklist.

Contact the Privacy Officer.

For privacy questions, correction requests, access requests, deletion/retention questions, consent withdrawal, suspected breach reports, or privacy complaints, contact:

Privacy Officer / Support:
admin@legalexpt.com
(647) 801-6612
140 Railway Ct, Kingsville, Ontario, N9Y 3Z6, Canada

If we cannot resolve a privacy concern, individuals may contact the Office of the Privacy Commissioner of Canada or the relevant provincial privacy authority where applicable.

Last updated: June 2026.