Privacy Policy

1) Who we are

This Privacy Policy explains how Harvey Goodman Realtor (“we,” “us,” or “our”) collects, uses, and protects information when you use Harvey Bot via web chat, SMS, or other messaging channels. Harvey Bot is intended for use by authorized agents and staff for training and compliance guidance.

2) What information we collect

• Message content: the questions you send and the responses you receive.
• Messaging metadata: phone number (for SMS), message timestamps, delivery status, and routing information.
• Web usage data: basic logs such as IP address, browser type, and pages/requests used to operate and secure the service.
• Account/admin data: limited information needed to manage access and support the tool (e.g., internal user identifiers).

3) How we use your information

• To provide and operate Harvey Bot and respond to your questions.
• To improve reliability, monitor performance, troubleshoot issues, and prevent abuse.
• To support training and compliance efforts (e.g., identifying common questions and improving internal materials).
• To comply with legal obligations and enforce internal policies.

4) SMS consent, opt-in, and opt-out

If you use Harvey Bot via SMS, you consent to receive text messages related to training and support. Message frequency varies. Standard message and data rates may apply.

• Opt-in: Agents may opt in by texting the designated Harvey Bot number or by providing consent during onboarding/training.
• Opt-out: Text STOP to unsubscribe from SMS messages. You will receive a confirmation message.
• Help: Text HELP for support information.

5) How we share information

We do not sell your personal information. We may share information in the following limited circumstances:

• Service providers: We use vendors to operate Harvey Bot (e.g., hosting, SMS delivery, and AI processing). These providers process information on our behalf and are expected to protect it.
• Legal/compliance: If required by law, regulation, legal process, or to protect rights, safety, and security.
• Business operations: With authorized administrators for internal training, auditing, or support.

6) AI processing and training data

Harvey Bot may use third-party AI services to generate responses. We send your message content to the AI service to produce an answer and to retrieve relevant excerpts from our internal reference materials (such as the NAR Code of Ethics).

Internal-use note: Do not submit sensitive personal information, client financial data, Social Security numbers, bank details, or other highly sensitive data through Harvey Bot.

7) Data retention

We retain information only as long as reasonably necessary for operating the service, supporting training/compliance, resolving disputes, and meeting legal requirements. Retention periods may vary based on the type of data and operational needs.

8) Security

We use reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, disclosure, alteration, or destruction. No system is 100% secure, and we cannot guarantee absolute security.

9) Your choices

• SMS opt-out: Text STOP at any time.
• Access and corrections: If you believe information is inaccurate, contact us using the details below.
• Usage guidance: Avoid submitting client-sensitive data; use Harvey Bot for training/general guidance.

10) Children’s privacy

Harvey Bot is not intended for use by children under 13, and we do not knowingly collect personal information from children.

11) Changes to this policy

We may update this policy from time to time. We will revise the effective date above and, where appropriate, provide additional notice of material changes.

12) Contact us

If you have questions about this Privacy Policy or Harvey Bot, contact:

Harvey Goodman Realtor
Email: training@clickharvey.com
Phone: (304) 310-0032
Address: 250 West Main Street, St. Clairsville, OH 43950