Pipeline Pro- CRM

1. Introduction

Rev Source LLC ("Company," "we," "us," or "our") operates Pipeline Flow (the "Service"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Service.

2. Information We Collect

We collect information you provide directly to us, including:

Account registration information (name, email address, phone number, NMLS ID)
Company and business information
Borrower and contact data you enter into the CRM
Communication preferences and form submissions
Payment and billing information (processed securely through Stripe)

We also automatically collect certain technical information when you use the Service, including IP address, browser type, device information, and usage analytics.

3. How We Use Your Information

We use the information we collect to:

Provide, maintain, and improve the Service
Process transactions and send related information
Send you technical notices, updates, and support messages
Respond to your comments, questions, and requests
Monitor and analyze trends, usage, and activities

4. Data Storage and Security

Your data is stored on secure cloud infrastructure with bank-level encryption. We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

5. Your CRM Data

The borrower data, contact information, loan details, and other business data you enter into Pipeline Flow belongs to you. We do not sell, share, or use your CRM data for any purpose other than providing the Service. You may export or delete your data at any time.

6. Third-Party Services

We may use third-party services for payment processing (Stripe), analytics, and infrastructure. These services have their own privacy policies and we encourage you to review them. We do not sell your personal information to third parties.

7. Cookies and Tracking

We use cookies and similar technologies to maintain your session, remember your preferences, and understand how you use the Service. You can control cookie settings through your browser preferences.

8. Data Retention

We retain your information for as long as your account is active or as needed to provide the Service. If you close your account, we will delete or anonymize your data within 90 days, except where we are required to retain it for legal or regulatory purposes.

9. Your Rights

You have the right to access, correct, or delete your personal information. You may also request a copy of your data or ask us to restrict processing. To exercise these rights, contact us at [email protected].

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date.

11. Contact Us

If you have questions about this Privacy Policy, please contact us at:

Rev Source LLC
Email: [email protected]