Privacy Policy

Information Orca May Collect

Orca Strategic Group may collect various categories of personal information depending on how you interact with the website, forms, communications, and services. The categories below represent what may be collected, subject to verification of actual data practices before this page is published.

• Contact Information: Name, email address, phone number, mailing address.
• Property Information: Property address, property type, occupancy status, condition, mortgage balance, lien or tax status, title details, or other property-related details you choose to share.
• Inquiry Details: The nature of your inquiry, situation summary, timeline, goals, and any context you provide.
• Communication Records: Records of messages, calls, SMS exchanges, emails, calendar bookings, and follow-up interactions.
• Lead Source and CRM Data: How you found the website, form source, pipeline status, CRM tags, and contact record history.
• Website Usage Data: IP address, browser type, device type, pages visited, time on page, referring URL, and other technical data collected through cookies or similar technologies.
• Agent or Partner Details: Brokerage affiliation, license information, MLS details, client context, or referral source if submitted by a real estate professional or partner.
• Resource Download Activity: Downloads of guides, checklists, worksheets, or other resources from the website, if tracked.

Sensitive Information Caution

How Information May Be Collected

Information may be collected through one or more of the following methods, subject to verification:

• Website contact forms, lead forms, property inquiry forms, and request forms
• Online appointment calendars and booking tools
• Resource download pages and gated content requests
• Phone calls and voicemail records
• SMS/text message exchanges
• Email communications
• Landing pages and campaign-specific forms
• Cookies, tracking pixels, analytics tools, and similar technologies embedded in website pages
• CRM and platform workflows triggered by form submissions, appointments, or communications
• Third-party integrations connected to the website platform
• AI or conversational tools connected to the website or messaging system, if used and verified

How Information May Be Used

Information collected may be used for one or more of the following purposes, subject to verification:

• Responding to property inquiries, questions, and requests
• Reviewing property details and evaluating available options
• Scheduling, confirming, and following up on appointments
• Communicating by phone, email, or SMS about the inquiry or next steps
• Operating CRM records, lead routing, pipeline management, and internal workflows
• Sending appointment reminders, follow-up messages, or requested information
• Improving website content, usability, and performance
• Coordinating with transaction partners, title professionals, attorneys, or closing services when a transaction path is chosen
• Maintaining records of consent, communication, and opt-out preferences
• Complying with applicable legal obligations
• Protecting against fraud, unauthorized submissions, or misuse
• Supporting marketing or advertising activities, only if used and legally reviewed

SMS, Phone, and Email Communications

Cookies, Tracking, Analytics, and Advertising

The website may use cookies, pixels, analytics tools, and similar tracking technologies to support website functionality, measure performance, and potentially support advertising or retargeting activities. The specific tools used must be confirmed before being named.

• Cookies may collect technical usage data such as pages visited, time on site, device type, and browser.
• Analytics tools may measure website traffic and performance, if configured and verified.
• Advertising pixels or conversion-tracking tools may be present if used and verified.
• Third-party embedded tools may set their own cookies — see the Cookies Policy for details.
• Cookie data may in some cases be connected to personal information submitted through forms, subject to Privacy Policy handling.
• Privacy choices related to cookies and targeted advertising are described on the Do Not Sell or Share page, if applicable.

Platform-Specific Privacy Considerations

This website may be built on or connected to a website and CRM platform. Platform-specific data-handling considerations may include:

• Form submission data received and stored in the platform's CRM or contact database
• Calendar and appointment data collected and stored within the platform
• SMS and email communication records maintained in the platform's conversation inbox
• Automated workflow triggers and pipeline activity connected to form submissions or appointments
• Contact tags, pipeline status, and lead source tracking within the CRM
• Funnel or landing page tracking scripts installed within the platform
• Third-party integrations and webhooks connected through the platform
• AI or conversational messaging tools connected to the platform, if used and verified

The platform's own terms of service and privacy practices may govern certain data processing activities. The specific platform, its configuration, and all connected tools must be confirmed before publishing this page.

Sharing or Disclosure of Information

Orca Strategic Group may share or disclose personal information in the following circumstances, subject to verification of actual sharing practices:

• Service Providers: Vendors and platform providers that support website operations, CRM, SMS/email delivery, analytics, hosting, security, and other services.
• Transaction Partners: Title companies, closing attorneys, escrow professionals, transaction coordinators, or real estate professionals involved when a transaction path is chosen.
• Referral or Business Partners: Referral partners, vendors, or transaction-related professionals, only as appropriate and verified.
• Legal and Compliance: Where required by law, court order, subpoena, regulatory requirement, or to protect legal rights.
• Business Transfer: In connection with a merger, acquisition, reorganization, or sale of the business, subject to legal review.

Information is not intentionally shared in ways that exceed the purposes described in this Privacy Policy. Actual sharing practices must be confirmed and aligned with applicable law before publishing.

Sale or Sharing of Personal Information

Your Choices and Opt-Outs

Privacy Rights

Depending on your location and applicable law, you may have rights related to your personal information. Possible rights under various state and federal privacy frameworks may include:

• The right to know or access personal information Orca holds about you
• The right to request correction or update of inaccurate information
• The right to request deletion of personal information, subject to legal limitations
• The right to data portability, where applicable
• The right to opt out of the sale or sharing of personal information, where applicable
• The right to limit the use of sensitive personal information, where applicable
• The right to appeal a decision regarding a privacy request, where applicable
• The right to non-discrimination for exercising privacy rights, where required by law

Privacy rights vary significantly by state and jurisdiction. Not all rights listed above may apply to all visitors. Response timelines, verification requirements, and available rights must be reviewed by legal counsel before publishing.

To submit a privacy request, contact Orca using the information in the Privacy Contact section below. Identity verification may be required before processing certain requests. Authorized agents may submit requests where allowed by applicable law.

Data Retention

Orca Strategic Group may retain personal information for as long as reasonably necessary to fulfill the purposes for which it was collected, including:

• Responding to inquiries and managing ongoing property review activity
• Maintaining transaction records where a transaction occurs
• Complying with applicable legal, tax, regulatory, or recordkeeping obligations
• Maintaining communication consent and opt-out records
• Resolving disputes and enforcing agreements

Exact retention periods depend on data category, applicable law, business need, and platform configuration. Specific retention timelines must be verified before publishing.

Data Security

Orca Strategic Group may implement reasonable administrative, technical, and physical safeguards designed to help protect personal information from unauthorized access, use, disclosure, or destruction.

Children's Privacy

This website is not intended for use by children under the age of 13 (or the applicable age under your jurisdiction's privacy law), subject to legal review.

Orca Strategic Group does not knowingly collect personal information from children. If a parent, guardian, or other person believes that a child has submitted personal information through this website, please contact Orca using the information in the Privacy Contact section so that the information may be reviewed and addressed appropriately.

Third-Party Links and Services

This website may include links to third-party websites, embedded tools, forms, calendars, maps, videos, analytics services, advertising platforms, SMS/email providers, or other services. These third parties have their own terms of service and privacy policies.

Orca Strategic Group does not control the privacy practices, data collection, or security of third-party services. Your use of any third-party service is at your own risk and subject to that party's own policies. Orca is not responsible for third-party privacy practices.

State, National, and International Visitors

Privacy rights, applicable law, consent requirements, and available choices may vary significantly based on where you are located. Visitors from different states or countries may have rights or obligations beyond what is described in this Privacy Policy.

• U.S. state privacy laws — including California, Virginia, Colorado, Connecticut, Texas, and others — vary in scope, rights, and obligations.
• International privacy frameworks, such as GDPR, may impose additional obligations if applicable visitors include EU residents.
• Financial privacy laws, such as GLBA, may apply if financial-service-adjacent activities are involved, subject to legal review.

No claim of compliance with any specific state, national, or international privacy framework should be made unless reviewed and confirmed by qualified legal counsel.

Updates to This Privacy Policy

This Privacy Policy may be updated from time to time as website tools, platform configurations, analytics or advertising practices, business operations, or applicable laws and regulations change.

When this policy is updated, the effective date and last updated date at the top of the page will reflect the revision. Visitors are encouraged to review this page periodically. Continued use of the website following a material update may indicate acceptance of the revised practices, subject to legal review and applicable law.

Questions About Privacy?

If you have questions about this Privacy Policy, want to exercise a privacy right, or need to update your communication preferences, please contact Orca Strategic Group directly.