Your plan is personal. We treat it that way.

What this policy covers

This policy explains how AllSteps Home collects, uses, stores and shares information when you use allstepshome.com, the buyer plan, professional workspace, matching and invitation tools, and our contact form.

Information we collect

• Account information: your email address and authentication identifiers supplied through Clerk, our account provider.
• Your buyer plan: the readiness, timing, budget-planning, Financial Passport summary, professional contact, home-search status, listing links, property, offer-status and closing details you choose to save.
• Partner connections: matching preferences, professional contact details, secure invitation status, buyer-authorized workspace connections and role-specific coordination updates.
• Notifications: related workflow activity, recipient, read or unread status and the time an update was created.
• Transaction documents: buyer-authorized inspection reports, seller disclosures, repair information and related PDF metadata shared by a connected Realtor, Listing Realtor or inspector.
• Professional profiles: business contact details, role, company, license information, service areas, languages and verification status.
• Messages: your name, email, role, request type and message when you contact us.
• Basic usage and security data: the page visited, a limited event name, time of the event and operational logs needed to keep the service reliable and secure. Our first-party usage measurement does not use advertising cookies, a persistent visitor ID or the contents of your buyer plan.

How we use information

We use information to operate and sync your plan, create buyer-authorized professional connections, show related in-app notifications, process matching requests using neutral criteria, review professional profiles, authenticate and secure accounts, respond to requests, understand basic site usage, improve the product, prevent misuse and meet legal obligations.

When information is shared

We use service providers, including Clerk and our hosting and database infrastructure, to run AllSteps Home. They process information for us under their applicable terms. We may also disclose information if required by law, to protect the service or its users, or as part of a business transaction subject to appropriate safeguards.

We do not sell personal information or share it for cross-context behavioral advertising. We do not build advertising profiles from your activity.

Your choices and controls

You control what you add to your buyer plan and whether to connect a professional. Your Financial Passport remains private unless you turn on sharing for your connected Realtor, and you may turn that sharing off at any time. Your private monthly comfort amount is not included in the Realtor summary. If you create the invitation, the professional receives access only after accepting it while signed in. If a professional sends you an invitation, no connection or plan access is created until you sign in and expressly accept. Signed-in buyers can delete their saved plan from the buyer app. To request access, correction or deletion of other information—including your AllSteps Home account—or to ask a privacy question, use our contact form and choose “Account or privacy request.” We may need to verify your identity before completing a request.

Retention and security

We generally keep your buyer plan, buyer-authorized transaction documents and related notification history while your account remains active or until the underlying information is deleted. We retain messages, usage records and security information only as reasonably necessary for support, operations, safety and legal obligations. Transaction PDFs are stored separately from the public website and require an authorized account connection to download. We use reasonable safeguards, but no online service can guarantee absolute security.

Children

AllSteps Home is intended for adults age 18 and older. It is not directed to children, and we do not knowingly collect personal information from children under 13.

Third-party services and links

Third-party websites and professional services have their own privacy practices. This policy does not control how a Realtor, lender, title or escrow company, attorney or linked website handles information.

Browser privacy signals

Because AllSteps Home does not use cross-site behavioral advertising or sell personal information, we do not currently change the service in response to Do Not Track signals.

Changes and contact

We may update this policy as the service changes. We will post the new effective date here. Contact us through the AllSteps Home contact form or email support@allstepshome.com with privacy questions or requests.