Your closings. Nobody else's business.

We'll be straight with you. To run WayToClose for you, we need to keep some real information: your name, email, phone, brokerage, the addresses of your active deals, the deadlines, and contact info for the people on each deal — buyers, sellers, lenders, title, inspectors, co-agents.

Most of this lives in your CRM, your CTM eContracts, your phone contacts, and your inbox already. We're another keeper of it, and we know the responsibility that comes with that. We'll protect it the best we can. We're not going to claim no system can ever leak — but we will tell you exactly what we do with your data, what we've deliberately decided not to keep, and the things we promise we will never do.

The most important commitment, and the easiest one for us to keep: we are not using your data for any commercial purpose other than running WayToClose for you.

From you, the agent

• Name, email, phone, brokerage
• Your message templates and template overrides
• Your notification preferences

From your forwarded CTM emails

• The structured contract data we extract — property address, purchase price, key dates, deadlines, execution status
• Contact information for the parties on each deal — names, roles, phone, email, company
• Notes you add to a transaction
• Message drafts you save

• We will never sell your data. Not aggregated, not anonymized, not under any framing.
• We will never share your data for marketing purposes. Your contacts are not added to any list, sold to any service, or used to advertise anything to anyone.
• We will never use your data for any commercial purpose other than running WayToClose for you. No analytics products built on your deals, no “insights” sold back to lenders or title companies, nothing.
• We will never use your data to train AI models. See the section on AI extraction below.
• We will never collect Social Security numbers, bank account numbers, or wire instructions. Those fields don't exist anywhere in our database. If they appear in a forwarded email, the extraction skips them.
• We will never store the body of your forwarded emails. We pull the structured fields and the CTM links, then discard the rest.
• We will never store your CTM eContracts password or login. WayToClose works by parsing the share-links CTM emails you, not by logging in as you.

On data security itself: we'll do everything we reasonably can. But we're not going to claim no system can ever be breached. If anything ever does affect your data, we'll tell you promptly and in plain language.

When you forward a CTM email to WayToClose, here's what we do with it:

1. Pull the CTM share-links out of the email body.
2. Fetch the calendar / contact / contract pages those links point to.
3. Send the cleaned content of those pages to Anthropic's Claude API to extract structured fields (address, deadlines, contacts, provisions, execution status).
4. Store only the extracted structured fields in our database.
5. Discard the source HTML.

About Anthropic: per their API terms, your data is not used to train Anthropic's models. The data they receive (the cleaned content of the CTM page) is retained on their side for up to 30 days for trust and safety review, then deleted. We don't pretend that's zero — it's the honest answer. If we ever upgrade to a zero-data-retention agreement with Anthropic, we'll update this page.

The body of your forwarded email itself is not stored in our database — only the metadata needed to log that an import happened (sender, subject, links found, import status). The 500-character body excerpt that earlier versions stored was removed.

Your data lives in a Postgres database hosted by Supabase. The database is encrypted at rest and only reachable over HTTPS.

WayToClose is currently in single-user mode while we finish building out multi-tenant authentication. When that ships, Row Level Securitypolicies at the database layer will enforce that each agent can only read and modify their own data — not just in our application code, but in the database itself. That's the same model EZShown uses today.

Logging. Our application logs do not contain contract content, client names, full email bodies, addresses, or phone numbers. When something goes wrong, our team sees masked identifiers (a redacted email like j***@hotmail.com, length-only references like <35 chars>) and error codes — not your data.

When you archive a transaction, it's hidden from your active views but kept in the database — useful if you want to bring it back later. When you deletea transaction, it's removed from the database for real, along with its deadlines, provisions, and notes.

Encrypted database backups maintained by Supabase may retain deleted data for up to 7 days before being permanently overwritten.

We use a small number of established providers. Each receives only what it needs to do its specific job.

• Supabase — hosts our encrypted Postgres database and (in Phase 2) handles agent authentication.
• Anthropic — receives cleaned CTM page content for structured extraction. Per their API terms, your data is not used to train their models, and is retained for up to 30 days.
• Vercel — hosts the WayToClose application.

We do not share data with advertisers, data brokers, marketing partners, or any other third parties.

You can:

• See the data we hold on you — most of it is visible inside the app already; for anything else, email us.
• Correct anything wrong directly in the app, or by emailing us.
• Export all your transaction data using the “Backup all” button on the Deals page — it generates a CSV containing everything we have.
• Delete individual transactions from inside the app. To delete your entire WayToClose account and all associated data, email the support address below — we'll respond within 30 days.

WayToClose is not intended for use by individuals under 18. We do not knowingly collect information from minors.

If we change how your data is handled in any material way, we'll notify you before the change takes effect — not after. The effective date at the top of this page reflects the latest version.

Questions about privacy? Email support@waytoclose.com.