Privacy Policy

Last updated: September 29, 2026

This policy explains what ClosedEasy collects and why. ClosedEasy has two kinds of users: agents and transaction coordinators who run deal boards, and the clients they invite.

What we collect

Your name and email address when you create an account, and basic technical data (such as your browser type) needed to run the service.

For each deal: the property address, closing date, client name and email the agent enters, timeline steps, updates, comments, links, and any documents the agent uploads. Documents are stored privately and can only be downloaded by the agent and the clients on that deal.

What your agent can see

If you're a client, the agent who invited you can see when you last opened your board, the comments you post, the tasks you mark done, and your conversations with the deal assistant. Other clients and other agents can't see your deals.

The AI deal assistant and support chat

When a client asks the deal assistant a question, the question and the deal's client-visible details are sent to our AI provider, Anthropic, to write the answer. Agent-only tasks are never sent. The in-app support chat works the same way with your account and plan details. We keep these conversations so the agent (for the deal assistant) or our team (for support) can follow up.

Notifications

We email you about your deals (updates, new documents, upcoming to-dos). If you turn on browser notifications, we store your browser's push subscription to deliver them. You can mute a deal from its board at any time.

Analytics

We count page views with privacy-friendly analytics that use no cookies and don't track you across sites.

Payments

Payments are processed by Stripe. We never see or store your full card number. Clients never pay.

How we use it

To provide the service, send account and deal emails (such as confirmations, password resets, reminders and receipts), and improve the product. We do not sell your data.

Your rights

You can delete your account at any time from the settings page. Agents can permanently delete a deal and its documents. To request a copy of your data, email us at support@closedeasy.com.