Legal

Privacy Policy

Last updated September 13, 2026

1. Introduction

Close Direct ("we", "us", or "our") operates the close.direct website and platform (the "Service"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use the Service.

2. Information We Collect

  • Account information such as your name, email address, phone number, company, and role.
  • Order and closing information submitted by title companies, escrow agents, signing services, and notaries, including signer names, property addresses, appointment details, and uploaded documents.
  • Notary profile information such as commission details, service areas, languages, and credentials.
  • Usage data including log data, device information, browser type, pages visited, and actions taken within the Service.
  • Communications such as emails and text messages sent through the platform.

3. How We Use Information

We use the information we collect to provide and operate the Service, match closings with notaries, send transactional notifications, process invoices and payouts, provide support, improve the Service, and comply with legal obligations.

4. Sharing of Information

We share information only as needed to deliver the Service: with the parties to a closing (title/escrow, signing service, notary), with service providers that process data on our behalf (hosting, email, text messaging, payments, payouts), when required by law, or in connection with a merger or acquisition. We do not sell personal information.

5. Data Retention

We retain information for as long as necessary to fulfill the purposes described in this policy. Closing documents for completed orders are automatically removed after a limited retention period unless a longer period is required by law or agreement.

6. Security

We use administrative, technical, and physical safeguards designed to protect your information, including encryption in transit, access controls, and tenant-level data isolation. No method of transmission or storage is completely secure.

7. Your Choices

You may update your account information at any time in your profile. You may opt out of marketing emails and text messages by following the unsubscribe instructions included in those messages. Transactional messages about your closings may continue.

8. Children's Privacy

The Service is not directed to individuals under 18, and we do not knowingly collect information from children.

9. Changes to This Policy

We may update this Privacy Policy from time to time. The revised version will be posted on this page with an updated effective date.

10. Contact Us

Questions about this Privacy Policy can be sent to us through the Contact page or by email at info@close.direct.