Privacy Policy

(a) Identity & Contact Information

• Name
• Email address
• Phone number
• Business name
• Professional role (e.g. buyer, seller, mortgage broker, buyer's agent, real estate agent)

(b) Account & Platform Data

• Login credentials (securely stored)
• Profile information
• Connections, referrals, and interactions on the platform
• Messages sent through Marketli
• Activity logs and usage data

(c) Property & Transaction-Related Information

• Property preferences or requirements
• Referral details between users
• Deal or transaction status (high-level, non-financial unless explicitly provided)

(d) Technical Information

• IP address
• Device and browser information
• Cookies and similar tracking technologies
• Log files and analytics data

(e) Payment Information (if applicable)

• Billing details (processed securely via third-party payment providers)
• We do not store full credit card details

(f) Home Vault Documents

• The homes you add to My Properties
• Documents you upload or forward to your Home Vault, such as insurance policies, council rates notices, strata documents, contracts, invoices, warranties and loan documents
• For documents you forward by email: the sending address, the subject line and the attachments
• Key facts we read from your documents, such as your insurer, policy type, renewal dates and amounts

(a) With Other Users

Information you choose to make visible may be shared with other Marketli users as part of the platform's core functionality.

(b) With Service Providers

• Cloud hosting providers
• Analytics providers
• Payment processors
• Email and messaging services
• An artificial intelligence (AI) service that reads documents for us
• A video meeting service for our live sessions

(c) Legal & Regulatory

We may disclose information if required by law, court order, or regulatory authority, or to protect our legal rights.

(d) Business Transfers

If Marketli is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

(e) Live sessions and recordings

When you register for a Marketli live session, we give your name and email address to Zoom, our video meeting provider, so it can create your personal joining link. Other attendees can see the name you join with. Sessions are recorded, and Zoom also makes a written transcript of what is said. Recordings show the presenter and anything they share, and the voice of anyone who speaks, along with their camera if it is on. We share recordings with Marketli professionals, and on the event's public page when it has one, after we review them. We may remove a recording at any time. We also keep a record of who attended and for how long. You can ask us to remove a recording you appear in through the contact details in section 15.

If you register for a session from a public event page, we keep your name and email to run the session and send you the link, and we may contact you about Marketli. We remove your name and email from the session record 30 days after it ends; we keep your details as a contact unless you ask us to remove them.

(a) Where your documents are stored

Your documents and the facts we read from them are stored in Australia (Sydney), with our database and file storage provider, Supabase.

(b) How we read your documents

To pull out key facts, we send the document to an AI service provided by Anthropic, PBC, in the United States. By default, Anthropic does not use this content to train its models, and it keeps it only for a limited period under its commercial terms.

If you mark a document as a loan document when you add it, we do not send it to the AI service at all. For other documents, we first send only the first page to check what kind of document it is. If it is a loan document, we stop there and keep it without reading it further.

Account and policy numbers are stored only as their last four digits. Facts we read are shown to you to check, and you can correct or delete them.

(c) Forwarding documents by email

You can forward documents to your Home Vault from the email address on your Marketli account. We receive these emails through our email provider, Resend, a United States company whose servers for our forwarding address are in Japan, and Resend keeps a copy of the emails it receives for us on its systems. We use the email server's security checks to confirm a forwarded email really came from your address. Emails that cannot be confirmed wait for you to accept them before we read or file them, and emails from addresses not linked to an account are discarded.

(d) Bank and loan data

Documents you upload or forward are information you give us directly. They are not data obtained from your bank under the Consumer Data Right.

(e) Deleting your documents

You can delete any document at any time. If you delete your Marketli account, we delete your Home Vault documents and the facts read from them. Copies of forwarded emails held by Resend are kept under Resend's own retention practices.