Privacy Policy
Last updated: August 5, 2026
This Privacy Policy explains how CHARLES SIDI PLLC collects, uses, stores, and protects information through the CHARLES SIDI PLLC Client Portal ("the Portal").
The Portal is owned and operated by CHARLES SIDI PLLC. Charles Sidi is a licensed real estate professional affiliated with The Brokery. This Privacy Policy describes the current privacy practices of the Portal. It is intended for informational purposes only and is not a legal certification, security audit, or guarantee of compliance with any particular law or regulation.
Purpose of the Portal
The Portal is a private transaction management and communication platform designed for Arizona home buyers and sellers working with Charles Sidi.
The Portal is intended to simplify communication, organize transaction information, provide reminders, track important milestones, securely share documents, and improve the overall client experience throughout the real estate transaction.
Information We Collect
To provide our services, the Portal may collect information including:
Account Information
- Name
- Email address
- Telephone number
- Password credentials, managed through secure third party authentication services
Transaction Information
- Property address
- Transaction type
- Purchase and sale information
- Contract dates
- Inspection information
- Escrow information
- Financing information
- Contact information for lenders, escrow officers, inspectors, contractors, attorneys, and other authorized transaction participants
Communication Preferences
- Email notifications
- SMS notifications
- Reminder preferences
- Quiet hours
- Notification settings
Usage Information
- The Portal may collect basic authentication, login, session, device, and security information necessary to protect your account and maintain the Portal.
How We Use Your Information
We use your information solely to:
- Manage your real estate transaction
- Display timelines and milestones
- Deliver reminders and notifications
- Share transaction documents
- Coordinate communication among authorized transaction participants
- Improve the operation and security of the Portal
- Comply with legal, regulatory, and brokerage record retention requirements
CHARLES SIDI PLLC does not sell your personal information or use your information for advertising or marketing to third parties.
Artificial Intelligence
Certain features of the Portal may use artificial intelligence to assist with organizing information, generating summaries, identifying tasks, or improving the user experience.
Artificial intelligence generated content is intended solely as an informational convenience and should always be independently reviewed.
Users should not rely exclusively upon AI generated information when making legal, contractual, financial, tax, or other important decisions.
Data Storage and Security
The Portal is hosted using professionally managed third party cloud infrastructure, authentication, and database services.
Reasonable administrative, technical, and organizational safeguards are used to protect information stored within the Portal, including secure authentication and access controls designed to ensure users may only access transactions for which they have authorization.
Passwords are managed through secure authentication providers and are not stored directly by CHARLES SIDI PLLC.
While reasonable efforts are made to protect information, no internet connected system can guarantee absolute security. Users are responsible for maintaining the confidentiality of their passwords and for signing out of shared devices.
Third Party Technology Providers
The Portal utilizes third party software, hosting providers, authentication services, messaging services, artificial intelligence services, mapping services, cloud infrastructure, and other technologies necessary to operate the Portal.
These providers maintain their own privacy policies and terms of service.
The use of third party technology does not transfer ownership of the Portal or any intellectual property owned by CHARLES SIDI PLLC.
Cookies and Authentication
The Portal uses cookies, authentication tokens, and similar technologies necessary to:
- Keep users securely signed in
- Protect user accounts
- Maintain active sessions
- Support Portal functionality
The Portal does not intentionally use advertising cookies or behavioral advertising trackers.
Data Retention
Transaction information is generally retained for up to three years following the close of a transaction, or longer where required by applicable law, Arizona real estate regulations, brokerage policies, professional obligations, litigation holds, or legitimate business purposes.
Your Privacy Rights
You may request to:
- Review your account information
- Correct inaccurate information
- Receive a copy of your personal information
- Request deletion of your account, subject to applicable legal and record retention requirements
- Update your communication preferences
Changes to this Privacy Policy
This Privacy Policy may be updated periodically as the Portal evolves or legal requirements change.
The "Last Updated" date at the top of this page identifies the current version.
Contact
Questions regarding this Privacy Policy or requests relating to your personal information should be directed to:
CHARLES SIDI PLLC
Email: charles@thebrokery.com
