Effective Date: December 15, 2025

Roots Real Estate Co. Inc. ("Company," "we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at rootsrealty.co (the "Site"), submit any form, or otherwise engage with our services.

By using the Site, you consent to the data practices described in this Privacy Policy. If you do not agree with any part of this Privacy Policy, you must discontinue use of the Site.

1. Information We Collect

1.1 Personal Information You Provide

When you submit a form on our Site—including consultation requests, resource downloads (guides, checklists), newsletter sign-ups, or contact forms—we collect the personal information you voluntarily provide, which may include:

• Full name

• Email address

• Phone number (mobile or landline)

• Mailing address

• Real estate preferences and goals

• Budget and timeline information

• Any other information you choose to provide in form fields or messages

1.2 Purpose of Collecting Email and Phone Number

We collect your email address and phone number for the following specific purposes:

1. Agent Connection: To facilitate direct communication between you and our real estate agents regarding your inquiry, property interests, or consultation request.

2. Appointment Confirmation: To confirm, reschedule, or follow up on scheduled consultations.

3. Resource Delivery: To deliver requested guides, checklists, or educational materials.

4. Event Invitations: To notify you of upcoming Roots Realty Co. events, webinars, or community gatherings that may be of interest.

5. Newsletter and Updates: To send periodic newsletters containing market updates, investment tips, and new property listings (with your consent).

1.3 Automatically Collected Information

When you access the Site, we automatically collect certain information through cookies, pixels, and similar tracking technologies, including:

• IP address and approximate geographic location

• Browser type and version

• Device type and operating system

• Pages visited and time spent on each page

• Referring website or source

• Click patterns and interactions

• UTM parameters for marketing attribution

2. How We Use Your Information

We use the information we collect for the following purposes:

• To connect you with our real estate agents for personalized service

• To respond to inquiries and provide requested information

• To schedule and confirm consultations

• To deliver guides, resources, and educational content

• To send marketing communications including newsletters and event invitations

• To improve our Site, services, and user experience

• To analyze Site traffic and marketing effectiveness

• To run targeted advertising campaigns on third-party platforms

• To comply with legal obligations

• To protect our rights and the security of our Site

3. Third-Party Service Providers

We share your information with third-party service providers who assist us in operating our business. These providers are contractually obligated to protect your information and use it only for the purposes for which it was disclosed. Our service providers include:

• Website Hosting: Framer (website platform)

• Analytics: Google Analytics 4 (GA4)

• Email Marketing: Beehiiv

• Advertising: Meta (Facebook/Instagram) Ads

• Scheduling: Calendly

• Automation: Make.com, Zapier

• SMS Communications: SimpleTexts

• Data Storage: Notion, Google Drive, Google Sheets

• Property Search: Zenlist

4. Cookies and Tracking Technologies

We use cookies, pixels, and similar tracking technologies to collect information about your browsing activities. These technologies include:

• Essential Cookies: Required for basic Site functionality

• Analytics Cookies: Google Analytics 4 cookies to understand Site usage

• Advertising Cookies: Meta Pixel for retargeting and conversion tracking

• UTM Tracking: Parameters to attribute traffic sources and marketing campaigns

You may disable cookies through your browser settings; however, this may affect Site functionality.

5. How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

1. With Service Providers: As described in Section 3, to facilitate our business operations.

2. With Affiliated Agents: Lead information is stored centrally and accessed by our team to provide you with service.

3. For Legal Compliance: When required by law, subpoena, court order, or government request.

4. To Protect Rights: To enforce our Terms, protect our property, or defend against legal claims.

5. Business Transfers: In connection with a merger, acquisition, or sale of assets, your information may be transferred.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee absolute security, and you transmit information at your own risk.

7. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. When we no longer need your information, we will securely delete or anonymize it.

8. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you

• Correction: Request correction of inaccurate or incomplete information

• Deletion: Request deletion of your personal information, subject to legal exceptions

• Opt-Out of Marketing: Unsubscribe from emails via the link in any message or reply STOP to SMS

• Cookie Preferences: Manage cookies through your browser settings

To exercise any of these rights, contact us at tyler@tylerlingle.com.

9. Children's Privacy

Our Site is not directed to individuals under the age of eighteen (18). We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately, and we will take steps to delete such information.

10. International Users

The Site is operated from the United States. If you access the Site from outside the United States, you consent to the transfer, storage, and processing of your information in the United States, where data protection laws may differ from those in your country.

11. California Privacy Rights

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, request deletion, and opt out of the sale of personal information. As stated above, we do not sell personal information. To exercise your rights, contact us at hello@rootsrealty.co.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Your continued use of the Site after any changes constitutes acceptance of the revised Privacy Policy.

13. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact:

Roots Real Estate Co. Inc.

Email: hello@rootsrealty.co.

Website: https://rootsrealty.co

14. Acknowledgment

BY USING THIS SITE, SUBMITTING ANY FORM, OR ENGAGING WITH OUR SERVICES, YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD, AND AGREE TO BE BOUND BY THESE TERMS & CONDITIONS AND PRIVACY POLICY.