Privacy Policy
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 websites at rootsrealty.co and calculator.rootsrealty.co (collectively, 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:
Agent Connection: To facilitate direct communication between you and our real estate agents regarding your inquiry, property interests, or consultation request.
Appointment Confirmation: To confirm, reschedule, or follow up on scheduled consultations.
Resource Delivery: To deliver requested guides, checklists, or educational materials.
Event Invitations: To notify you of upcoming Roots Realty Co. events, webinars, or community gatherings that may be of interest.
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
1.4 Affordability Calculator
When you use our home affordability calculator at calculator.rootsrealty.co, we collect the following information to generate your personalized estimate:
Financial inputs: Annual gross income, monthly debt obligations, and total savings available. These values are used solely to perform the affordability calculation and are not stored independently — only the resulting budget estimate is retained in our records.
Loan preferences: Selected or auto-detected loan type (VA, FHA, or Conventional).
Veteran status: Whether you identify as a U.S. military veteran. This information is used exclusively to determine eligibility for VA loan products and is not used for any other purpose or shared beyond our internal team.
Language preference: Whether you prefer to communicate in Spanish. This is used solely to connect you with a bilingual agent and does not affect any other aspect of your service.
Property preferences: Whether you are interested in house hacking (renting part of a home to offset costs) and whether you are interested in suburban markets.
Upon submitting the calculator form, your contact information and results are transmitted to our automation platform (Make.com) to facilitate agent connection and to deliver your results summary by email and, if a phone number is provided, by SMS. Agent assignment is determined by an automated routing algorithm that considers your loan type, budget range, house hack intent, and language preference. You may request information about or object to this automated processing by contacting us at hello@rootsrealty.co.
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: Vercel (rootsrealty.co); Vercel (calculator.rootsrealty.co)
Analytics: Google Analytics 4 (GA4)
Email Marketing: Beehiiv
Advertising: Meta (Facebook/Instagram) Ads
Scheduling: Calendly
Automation: Make.com, Zapier
SMS Communications: SimpleTexts
Data Storage: Supabase, 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:
With Service Providers: As described in Section 3, to facilitate our business operations.
With Affiliated Agents: Lead information is stored centrally and accessed by our team to provide you with service.
For Legal Compliance: When required by law, subpoena, court order, or government request.
To Protect Rights: To enforce our Terms, protect our property, or defend against legal claims.
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 hello@rootsrealty.co.
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. Indiana Privacy Rights
If you are an Indiana resident, the Indiana Consumer Data Protection Act (effective January 1, 2026) gives you the right to:
- Confirm whether we process your personal data and access that data;
- Correct inaccuracies in your personal data;
- Delete personal data you provided or that we obtained about you;
- Obtain a portable copy of the personal data you previously provided; and
- Opt out of the processing of your personal data for (a) targeted advertising, (b) the sale of personal data, or (c) profiling in furtherance of decisions that produce legal or similarly significant effects.
To exercise these rights, email us at hello@rootsrealty.co. We will respond within 45 days (we may extend once by an additional 45 days when reasonably necessary, and will notify you). If we decline to act on your request, you may appeal by replying to our response or emailing hello@rootsrealty.co with the subject line "Privacy Appeal." If your appeal is denied, you may submit a complaint to the Indiana Attorney General.
13. Other U.S. State Privacy Rights
Residents of other states with comprehensive consumer privacy laws — including California, Virginia, Colorado, Connecticut, Utah, Texas, Oregon, and Montana — may have similar rights to access, correct, delete, and obtain a copy of their personal data, and to opt out of targeted advertising, the sale of personal data, or certain profiling. We do not sell personal data for money. To the extent we share data with advertising partners for targeted advertising (for example, through the Meta Pixel and analytics cookies described above), you may opt out by disabling advertising cookies through your browser or device settings, or by contacting us at hello@rootsrealty.co. We will not discriminate against you for exercising any of these rights.
14. Text Message (SMS) Communications
If you provide a mobile phone number and opt in, we and our service providers may send you text (SMS) messages related to your inquiry, appointment confirmations, requested resources, and — where you have consented — marketing messages. Message frequency varies. Message and data rates may apply. You can opt out at any time by replying STOP to any message, and reply HELP for assistance. Consent to receive marketing text messages is not a condition of purchasing any property, product, or service. We do not sell or share mobile opt-in information or consent with third parties or affiliates for their own marketing purposes.
15. Do Not Track and Global Privacy Control
Some browsers offer a "Do Not Track" (DNT) setting or transmit a Global Privacy Control (GPC) signal. Where required by applicable law, we treat a recognized GPC signal received from your browser or device as a request to opt that browser or device out of the sale or sharing of personal data and of targeted advertising. Because there is no common industry standard for DNT, we otherwise handle your information as described in this Privacy Policy.
16. 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.
17. Contact Us
If you have questions about this Privacy Policy or our data practices, please contact:
Roots Real Estate Co. Inc.
230 E 16th St, Indianapolis, IN 46202
Email: hello@rootsrealty.co
Website: https://rootsrealty.co
18. 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.