Privacy Policy

Please Read Carefully

1. Introduction

StreamlineMyBrokerage ("we," "us," or "our") values your privacy and is committed to protecting the personal information of our clients, leads, and recruited candidates. This Privacy Policy outlines how we collect, use, and safeguard your information in connection with our services, which include lead generation, appointment setting, document follow-ups, and recruitment placement.

2. Information We Collect

We collect personal data necessary to provide our services, which include:

• Lead Information: Contact details such as names, phone numbers, and email addresses, along with financial details relevant to lead generation and qualification.

• Broker and Client Information: Personal and business contact details, preferences, and any other necessary information required for appointment setting and client handoffs.

• Recruitment Data: Candidate details, including contact information, resumes, qualifications, and work history for recruitment and placement services.

• Interaction Data: Information collected from communications between our offshore staff (Virtual Assistants) and clients regarding document collection, appointment setting, and follow-up interactions.

3. How We Use Your Information

We use the collected data for the following purposes:

• Lead Generation & Qualification: To identify and qualify leads for brokers and other financial professionals.

• Appointment Setting: To schedule meetings between leads and brokers, ensuring seamless handoffs.

• Document Collection: To assist in obtaining necessary documents from leads as requested by brokers (our staff does not handle the documents directly).

• AI Post-Settlement Follow-Up: To conduct follow-ups after settlements to prevent clawbacks.

• Recruitment Services: To source, screen, and place candidates in administrative or broker roles, either onshore or offshore, ensuring they meet the specific requirements of our clients.

4. How We Protect Your Data

We take data security seriously. We employ various administrative, technical, and physical safeguards to protect personal information from unauthorised access, disclosure, or misuse. While our offshore team may assist in follow-up activities, they do not access sensitive financial documents or data.

5. Sharing Your Information

We do not sell, rent, or trade your personal information. We may share personal data with:

•Service Providers: Trusted third parties who assist in providing our services, such as communication platforms or AI tools for follow-ups.

•Recruitment Clients: In the case of recruitment services, relevant candidate information is shared with potential employers after obtaining consent.

6. Your Rights

You have the right to:

Access, correct, or delete personal information we hold about you.

Withdraw consent for certain data uses, such as marketing communications.

Request a copy of the data we have collected about you.

7. Changes to This Policy

We reserve the right to update this Privacy Policy from time to time. Any changes will be posted on our website with an updated effective date.

8. Contact Us

For questions or concerns about this Privacy Policy or how your data is handled, please contact us at:

📞 0421839229
📧 [email protected]

Streamline My Brokerage helps financial
practices implement scalable systems, increase profitability, and reclaim valuable time by automating workflows and optimising efficiency.

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