Privacy Policy

1. Who we are

The Sales Progressor Ltd operates this platform ("The Sales Progressor"). This policy explains how we collect, use, and protect personal data in connection with the platform. We are the data controller for data held in the platform itself. Estate agencies using the platform are data controllers for their clients' data that they enter.

2. Data we collect

• Account holders (agency staff): name, email address, hashed password, role.
• Transaction contacts (buyers, sellers, solicitors): name, email address, phone number, role in the transaction. This data is entered by the agency, not collected directly from the individuals.
• Transaction data: property addresses, milestone progress, communication logs, notes.
• Portal usage: access timestamps, milestone confirmations, pages viewed.
• Communications: copies of emails and messages sent through the platform are logged.

3. How we use it

Data is used to provide the platform's core functions: tracking property transactions, sending progress updates, generating chase communications, and providing buyers and sellers with portal access to their transaction. We do not use personal data for marketing, profiling, or selling to third parties.

4. Third-party services

We use the following third-party services to operate the platform:

• Supabase / PostgreSQL — database hosting (EU West region)
• Vercel — application hosting
• SendGrid (Twilio) — email delivery for progress updates and portal invites
• Anthropic — AI message generation (chase message drafts only; no personal data is included in AI prompts beyond role descriptions and milestone names)

5. Data retention

Transaction data is retained for 7 years after completion or cancellation to support compliance with estate agency record-keeping requirements. Account data for agency staff is retained while the account is active and for 12 months after deactivation. Portal access links expire after the transaction is marked complete.

6. Your rights

Under UK GDPR you have the right to access, correct, or request deletion of your personal data. Buyers and sellers whose data has been entered by an agency should contact their estate agent in the first instance. Direct requests can be sent to: hello@thesalesprogressor.co.uk

7. Cookies

The platform uses a session cookie to keep you logged in. No advertising or tracking cookies are used. Portal users may have a browser storage entry saved to remember home-screen install prompt preferences.

8. Contact and complaints

Privacy questions: hello@thesalesprogressor.co.uk

You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk.