Privacy Policy

Last updated: September 24, 2026

AdviseQuest AI ("we," "us," or "our"), a division of AdviseQuest LLC, provides AI-powered lead intake and response services for real estate, mortgage, lending, contracting, and remodeling professionals. This Privacy Policy explains what information we collect through our website and services, how we use it, and the choices you have.

1. Information We Collect

When you contact us, call or text us, submit a form, or interact with our AI assistant, we collect the information you choose to share, which may include:

• Contact details — your name, phone number, email address, and mailing address.
• Inquiry details — the nature of your request, such as the service you're interested in, your timeline, budget range, property details, or pre-approval status, along with the content of your messages, calls, and voicemails.
• Call and message records — we log the date, time, duration, and content of calls, texts, and messages handled by our AI assistant so we can follow up and improve the service.
• Business information — if you engage us as a client, we collect billing and account information necessary to provide and invoice our services.

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries quickly and accurately, including through automated AI responses, and book appointments with our team or the appropriate service provider.
• Provide, operate, maintain, and improve our services.
• Communicate with you about your inquiry, your appointments, and our services, including by phone, text message, and email.
• Send marketing communications where permitted; every marketing email we send includes our postal address and an unsubscribe link, and every marketing text includes opt-out instructions.
• Comply with legal obligations and protect our rights.

3. Communications and Consent to Contact

By submitting your contact information to us, you agree that we — and the professionals we connect you with — may contact you by phone, text message, or email, including through automated technology and AI-assisted responses, regarding your inquiry. Message frequency varies; message and data rates may apply. You can opt out of marketing texts by replying STOP and out of marketing emails by using the unsubscribe link. You may also opt out of all non-essential communications at any time by contacting us using the details below. Opting out does not affect communications necessary to fulfill an active engagement.

4. How We Share Your Information

We do not sell your personal information. We share information only in these circumstances:

• With service providers who help us operate — such as telecommunications, hosting, CRM, and scheduling platforms — under contracts that limit their use of your data.
• With the professionals you're contacting — when you inquire about a service we support, your inquiry and contact details may be passed to the relevant team member or partner so they can serve you.
• When required by law — to comply with legal process, or to protect the rights, property, or safety of AdviseQuest LLC, our clients, or others.

5. Data Retention

We keep your information only as long as needed to fulfill the purposes described above, to maintain our business relationship with you, and to meet legal, accounting, and recordkeeping requirements. Inquiry and communication records are retained for a reasonable period consistent with those purposes, after which they are deleted or anonymized.

6. Cookies and Tracking

Our website uses only the standard functionality needed to display pages and remember your preferences. We do not sell personal information collected through the site, and we do not use cookies to track you across other websites.

7. Your Rights and Choices

Depending on where you live, you may have rights under applicable privacy laws, including the right to:

• Request access to the personal information we hold about you.
• Request correction or deletion of your personal information.
• Opt out of marketing communications at any time.
• Request a copy of the information you provided to us.

To exercise any of these rights, contact us using the details below. We will respond within the time frame required by applicable law. Massachusetts residents may also have additional rights under state law.

8. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect your information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

9. Children's Privacy

Our services are directed to businesses and adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided us personal information, contact us and we will delete it.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page shows when it was last revised. Material changes will be posted on this page.

11. Contact Us