Privacy Policy

Last updated: April 20, 2026

1. Introduction

EscrowPilot.ai ("EscrowPilot", "we", "us", or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our platform, including our website, dashboard, client portal, APIs, and related services.

2. Information We Collect

Account Information: Name, email address, company name, phone number, and role when you create an account. Transaction Data: Escrow numbers, property addresses, party information (buyer/seller names, contact details), milestone dates, and transaction status as entered by escrow officers. Documents: PDF files and documents uploaded to the platform for AI classification and storage. Document contents are processed by AI for classification purposes only. Communication Data: SMS messages sent and received through our texting feature, email notification records, and in-app messages. Usage Data: Browser type, IP address, pages visited, features used, and interaction patterns to improve our service. Payment Information: Processed securely by Stripe. We do not store credit card numbers on our servers.

3. How We Use Your Information

We use collected information to: - Provide and maintain the EscrowPilot platform - Process and classify documents using AI - Send notifications via email and SMS to transaction parties - Sync documents to connected storage systems (GreenFolders, SharePoint, etc.) - Generate analytics and risk assessments - Improve our AI classification accuracy - Communicate with you about your account and our services - Comply with legal obligations

4. AI & Document Processing

Documents uploaded to EscrowPilot are processed by AI models (provided by Anthropic) to classify document types, suggest file names, and extract relevant metadata. - Document contents are sent to AI providers solely for classification - We do not use your documents to train AI models - Classified data is stored in your account and not shared with other users - You retain full ownership of all uploaded documents

5. SMS & Communication

When you use our texting feature: - SMS messages are sent via Twilio and subject to Twilio's privacy practices - Message content and delivery status are stored in your account - Inbound replies from parties are routed to your inbox - Recipients can opt out by replying STOP to any message; opt-out is permanent until the recipient replies START to resubscribe Phone numbers and SMS opt-in data: Phone numbers collected for SMS consent (including opt-in status, opt-in timestamp, and opt-out status) are used solely to deliver transactional SMS about a specific escrow transaction. We do not sell, share, or disclose phone numbers or SMS consent data to third parties for their marketing purposes.We do not share this data with affiliates for marketing. Phone numbers are shared only with Twilio (our SMS delivery provider) as necessary to deliver messages to the recipient's mobile carrier.

6. Third-Party Services

We use the following third-party services: - Firebase (Google): Authentication, database, file storage - Stripe: Payment processing - Twilio: SMS messaging - Resend: Email delivery - Anthropic: AI document classification - Vercel: Hosting and infrastructure Each service has its own privacy policy governing their use of your data.

7. Data Security

We implement industry-standard security measures including: - Encryption in transit (TLS/HTTPS) and at rest - Secure authentication via Firebase Auth - API key authentication for integrations - Role-based access controls - Regular security reviews

8. Data Retention

We retain your data for as long as your account is active. Upon account deletion: - Account data is deleted within 30 days - Uploaded documents are permanently removed from storage - SMS and notification history is deleted - Anonymized analytics data may be retained

9. Your Rights

You have the right to: - Access your personal data - Correct inaccurate data - Delete your account and data - Export your data - Opt out of marketing communications To exercise these rights, contact us at privacy@escrowpilot.ai.

10. California Privacy Rights (CCPA)

California residents have additional rights under the CCPA, including the right to know what personal information is collected and the right to request deletion. We do not sell personal information. Contact privacy@escrowpilot.ai for requests.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date.

12. Contact Us

If you have questions about this Privacy Policy, contact us at: Email: privacy@escrowpilot.ai EscrowPilot.ai Fallbrook, CA 92028