Privacy Policy
Effective Date: January 1, 2026
Information We Collect
Discovery Transaction Management, LLC ("we," "us," or "our") is committed to protecting the privacy of real estate professionals and their clients. This policy explains how we collect, use, and safeguard your information when you utilize our contract-to-close and administrative support services.
Information You Provide
We collect information that you voluntarily provide to us, including your name, business contact details, brokerage information, license details, and communication preferences. This information is primarily used to set up your account and coordinate our administrative workflows.
Documents and Transaction Files
When you submit a contract or file for processing, we receive access to confidential transaction documents, including purchase agreements, disclosures, inspection reports, and closing statements. This data is handled with strict confidentiality and is used exclusively for the purpose of completing the transaction-related tasks you have requested.
Website Analytics and Cookies
Our website uses cookies and similar tracking technologies to analyze site traffic and improve visitor experience. This data is generally anonymized and helps us understand how users interact with our service offerings and scheduling tools.
Scheduling and Third-Party Tools
We utilize standardized third-party tools for discovery calls and scheduling. When using these tools, your information is subject to the privacy policies of those specific platforms. We select partners who maintain high standards for security and compliance.
How We Use Information
Your information is used to provide professional transaction coordination, facilitate communication between parties, ensure file completeness, and comply with state real estate auditing requirements. We do not sell your data to third parties.
Information Sharing
We share information only as necessary to fulfill the requirements of the real estate transaction. This includes sharing documents with title companies, lenders, co-op agents, and brokerage compliance departments as dictated by the contract and your instructions.
Data Security
We employ industry-standard security measures to protect your documents and data. Our compliance-first mindset ensures that all sensitive files are stored and transmitted through secure, reputable real estate management platforms.
Data Retention
We retain transaction files for as long as necessary to fulfill our service obligations and to comply with legal record-keeping requirements for the real estate industry in the Kansas City area.
Your Rights
You have the right to request access to your professional data or ask for corrections to your account information. If you have questions regarding the specific data we hold for a transaction, please contact us directly.
Contact Us
If you have any questions or concerns about this Privacy Policy, please reach out to us at courtney@disctm.com or call 816-226-7604.
Changes to This Policy
We may update this policy periodically to reflect changes in our practices or the platform tools we utilize. The latest version will always be posted here with its effective date.