Privacy at Homefield Advisory

What we collect

From visitors, from people who write to us, and from customers

• When you open any page: your browser sends the usual request data (your IP address, browser type, and the page requested) to Render, which hosts the site, and to Google for the analytics and fonts described under Cookies. Request logs are kept for the period Render sets.
• When you use the contact form: your name if you give it, your email, your message, and the topic you picked. We store it and email ourselves a copy. You do not need an account.
• When you buy or set up an account: your name and email; your password, stored only as a hash we cannot read; what you bought and when, with the payment reference and status; the version of the terms you agreed to and when; the campaign a purchase came from, if you arrived through a tagged link.
• While you use the portal: your progress checks, step notes, and questions in the library; for engagement clients, the practice details we enter for you, the reports and documents we deliver to you, and your referral-office settings and tracked offices.
• Security records: which pages, lists, and files an account opens and when, plus an audit trail of account changes (password changes and resets, removals, restores, permanent deletions, and setup links resent), kept to run the service and spot misuse.

We do not collect your card number. When you pay, you enter your card details directly with Stripe, our payment processor, and Stripe handles them. We receive the payment reference, amount, and status, not your card details.

How we use it

To run the portal and support you

• To create and manage your account and give you access to what you bought.
• To send you account emails, such as your setup link, password resets, and important notices.
• To answer your questions and provide support.
• To see, in aggregate, which pages and campaigns bring visitors.
• To keep the service secure and to meet our legal obligations.

We do not sell your information, and we do not use it to advertise to you.

Who else touches it

The service providers we rely on

We use a small set of companies to run the service. Each sees what its job needs:

• Stripe processes payments and hosts the billing page where subscribers update a card or cancel. Stripe also keeps its own records of the transaction for fraud prevention and its legal duties, under Stripe's privacy policy.
• Resend sends our email: setup links, password resets, notices, our copy of your contact message, and, when we have automated backups turned on, a nightly copy of the portal database and documents to our own inbox. Resend keeps email logs for about 30 days.
• Render hosts the site and the portal and stores the portal database and delivered documents.
• Google provides the analytics and the web fonts on our pages (see Cookies).
• Calendly hosts the booking page that our "book a call" links open. What you enter there is covered by Calendly's policy.

We may also share information if the law requires it, or to protect our rights, our users, or the public.

Cookies

Cookies and similar storage

When you open a login, password-reset, or checkout page, we set an essential session cookie so the portal can remember you and protect its forms; it lasts up to eight hours. We use Google Analytics 4 to see how people use the site in aggregate. It sets cookies such as _ga, records the pages you view and the buttons and links you click (including checkout and "book a call" clicks), and processes that data under Google's terms. If you arrive from a link with campaign tags, we keep those tags in your browser's local storage for 90 days so a later purchase can be credited to the campaign. We do not use advertising cookies, and we do not sell your data to advertisers. Your browser settings can block or clear any of this.

Keeping it safe

How we protect your information

We send data over encrypted connections, store passwords in hashed form, and limit who can reach your information. No system is perfectly secure, so we cannot promise it can never be breached, but we work to protect it and to fix problems quickly.

How long we keep it

While you have an account, and what stays after

Contact messages stay until you ask us to delete them. Account data stays for as long as you have an account. Access records are kept for 90 days. When you ask us to close your account, we delete the account, your notes, questions, progress, referral settings, delivered documents, and contact messages. We keep the purchase record (what you bought, when, and the payment reference) and the security audit trail, because tax and fraud rules require them: the purchase record for seven years from the purchase, the audit trail for two years. Copies already sent by email, and Stripe's own records, follow those providers' schedules.

Your choices

See, correct, or delete your information

Email us and we will help you see the information we hold about you, correct it, or delete it. Depending on where you live, you may have added rights under your local privacy laws, and we will honor them.

Children

Not intended for children

This site and portal are for professionals and are not intended for anyone under 18. We do not knowingly collect information from children.

Homefield Advisory is a registered fictitious name (d/b/a) of RealizedAI LLC, a Florida limited liability company (Florida registration G26000113474). We may update this policy as the service changes, and we will update the date below when we do. Last updated September 2026.