Privacy Policy

PeachTree TC (“PeachTree,” “we,” “us,” or “our”) respects the privacy of the people and businesses we work with. This Privacy Policy explains how we collect, use, disclose, store, and otherwise handle information when you visit our website, contact us, purchase our services, submit a transaction, or otherwise interact with PeachTree.

Last Updated: July 23, 2026

By using our website or providing information to PeachTree, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

The information we collect depends on how you interact with PeachTree and the services you request.

Contact and Business Information

We may collect information such as:

Name
Company name
Email address
Telephone or mobile number
Business information
Referral source
Your role in a transaction
Communications and questions submitted to us

Transaction Information

When you hire PeachTree to coordinate a transaction, we may collect information necessary to perform the requested services, including:

Property address
Property occupancy status
Transaction type
Exit strategy
Current transaction stage
Closing date
Earnest money information
Due diligence timelines
Known title issues
Title company or closing attorney information
Buyer information
Seller information
Lender or funding information
Agent information, when applicable
JV partner information
Other transaction-specific details reasonably necessary to coordinate the deal

Transaction Documents

Depending on the transaction, PeachTree may receive documents including:

Purchase agreements
Assignment agreements
JV agreements
Addenda and amendments
LLC or entity documents
Closing-related documents
Title-related documents
Other documents necessary to coordinate the transaction

We collect only the information reasonably necessary to operate our business, communicate with you, process orders, provide purchased services, coordinate transactions, comply with legal obligations, and improve our operations.

2. Information About Other Transaction Parties

Real estate transactions involve more than one person.

Clients may provide PeachTree with information concerning sellers, buyers, lenders, agents, attorneys, title representatives, JV partners, and other transaction participants.

By providing another person's information to PeachTree, you represent that you have the right, permission, or other lawful authority necessary to provide that information for purposes related to the transaction.

PeachTree may use that information as reasonably necessary to perform the services requested by our Client.

3. Sensitive Information

Do not submit Social Security numbers, bank account credentials, wire instructions, driver's licenses, passwords, or other highly sensitive financial or identity information through our general website forms, ordinary email, or text messages.

Certain information may occasionally be required by a title company, closing attorney, lender, or another authorized transaction participant.

If sensitive information must be transmitted in connection with a transaction, PeachTree may direct you to an approved method for securely providing or transmitting that information.

Please use that method rather than sending sensitive information through ordinary communication channels.

4. How We Collect Information

We may collect information:

Directly from you;
Through website forms;
Through transaction intake forms;
During checkout or purchase;
Through email or text communications;
Through documents you upload or provide;
Through our CRM and workflow systems;
From other parties involved in a transaction;
Automatically through cookies, analytics, pixels, and similar technologies; and
Through service providers that help us operate our website and business.

5. How We Use Information

We may use information to:

Process purchases and payments;
Provide transaction coordination services;
Review and organize transaction files;
Communicate with clients and transaction participants;
Track deadlines and milestones;
Request missing documents or information;
Coordinate with title companies, closing attorneys, lenders, funders, and other relevant parties;
File documents when separately requested and authorized;
Maintain business and accounting records;
Help prevent fraud or misuse;
Maintain and improve our website and services;
Analyze website traffic and user behavior;
Improve marketing and advertising;
Measure advertising effectiveness;
Send promotional communications where permitted;
Comply with applicable laws and legal obligations; and
Establish, exercise, or defend legal rights.

In plain English: we use information to run PeachTree, coordinate transactions, communicate effectively, and market the business.

6. Transaction Communications

When you hire PeachTree, we may use the contact information provided to send communications reasonably necessary to perform the requested services.

These communications may include:

Intake confirmations;
Document requests;
Deadline reminders;
Transaction updates;
Closing information;
Questions requiring your attention;
Payment or invoice information; and
Other operational communications concerning your transaction.

Transactional communications are separate from promotional marketing communications.

7. Marketing Communications

PeachTree may send marketing and promotional communications as permitted by applicable law.

Marketing Email

Marketing emails may include information about PeachTree services, promotions, educational content, company updates, and related offers.

Marketing emails will provide an appropriate method for unsubscribing from future promotional emails.

Unsubscribing from marketing does not prevent PeachTree from sending operational communications necessary to service an active transaction or business relationship.

Marketing Text Messages

Recipients may withdraw consent or request to be removed from automated text messaging marketing, through legally recognized opt-out methods.

Opting out of marketing texts does not necessarily prevent transaction-related communications that are otherwise permitted or necessary to provide requested services.

8. Cookies, Analytics and Advertising Technologies

PeachTree's website may use cookies, pixels, analytics tools, and similar technologies.

These technologies may help us:

Operate the website;
Remember preferences;
Understand how visitors use the website;
Measure website performance;
Identify traffic sources;
Improve user experience;
Measure advertising performance;
Create or refine advertising audiences; and
Improve our marketing strategy.

We may use third-party analytics and advertising technologies, which may include services provided by Wix, Google, Meta, and other technology or advertising providers.

Our technology providers may collect information such as device information, browser information, IP address, pages visited, referring sources, interactions with our website, and advertising-related identifiers in accordance with their own privacy practices.

9. Payment Information

Payments may be processed through Wix or third-party payment processors available through our website.

PeachTree does not need or intend to directly collect your complete payment-card information through our transaction intake forms.

Payment processors handle payment information according to their own terms, security practices, and privacy policies.

The specific payment providers available may change over time.

10. How We Share Information

PeachTree does not sell or rent personal information.

We may disclose information when reasonably necessary to:

Provide purchased services;
Coordinate a transaction;
Process payments;
Operate our website or technology systems;
Store and manage documents;
Send communications;
Conduct analytics or advertising;
Help prevent fraud or misuse;
Comply with legal obligations; or
Protect PeachTree's legal rights.

Information may therefore be shared with relevant service providers and transaction participants, such as title companies, closing attorneys, lenders, funders, recording offices, buyers, sellers, vendors, technology providers, payment processors, cloud-storage providers, CRM providers, and other parties reasonably necessary to provide the requested service.

We seek to limit transaction-related disclosures to information reasonably necessary for the relevant purpose.

11. Advertising and Service Providers

PeachTree may use third-party companies to provide hosting, CRM, cloud storage, communications, analytics, advertising, payment processing, automation, and other business services.

These providers may process information on our behalf or collect information through their technologies.

We may change providers as our business and technology evolve.

We do not provide customer information to unrelated third parties so they can independently sell their products or services to you.

12. Data Storage and Retention

Transaction documents are not intended to be stored permanently by PeachTree.

PeachTree may retain transaction documents for up to 30 days following closing or termination of services and may thereafter delete them.

Clients are responsible for maintaining their own permanent copies of transaction and closing documents.

Other information may be retained for longer periods when reasonably necessary for:

Accounting and tax records;
Payment records;
Business administration;
Fraud prevention;
Contract enforcement;
Dispute resolution;
Legal compliance;
Marketing records;
Maintaining customer relationships; or
Establishing, exercising, or defending legal claims.

We may delete or anonymize information when it is no longer reasonably necessary, subject to applicable legal requirements.

13. Data Security

PeachTree uses reasonable administrative, technical, and organizational measures intended to protect information under our control.

Where appropriate, transaction documents may be stored using cloud-based document management systems such as Google Drive or comparable providers with access restricted according to business needs.

However, no website, cloud-storage system, email service, telecommunications network, or electronic transmission method can be guaranteed to be 100% secure.

Clients should therefore follow PeachTree's instructions when transmitting sensitive information and should not send highly sensitive information through unapproved channels.

14. Privacy Rights

Depending on where you reside and which privacy laws apply to PeachTree, you may have certain legal rights concerning your personal information.

PeachTree does not voluntarily extend statutory privacy rights beyond those required by applicable law.

If applicable law grants you a privacy right that you wish to exercise, you are responsible for initiating that request.

Submit requests in writing to:

hello@peachtreetransactions.com

Subject line:

Privacy Request

Your request should provide enough information for PeachTree to reasonably identify you, understand your request, and verify your identity or authority where required.

PeachTree will evaluate properly submitted requests and respond as required by applicable law.

Certain information may be exempt from a request or may need to be retained despite a request, including information required for accounting, tax, legal compliance, fraud prevention, contract enforcement, transaction records, or the establishment, exercise, or defense of legal claims.

15. Marketing Opt-Outs Are Different From Privacy Requests

You don't need to submit a formal Privacy Request just to stop marketing communications.

For promotional email, use the unsubscribe mechanism provided in the message.

For covered marketing texts, use the opt-out instructions provided with those communications or another legally recognized method.

PeachTree will process applicable marketing opt-outs in accordance with applicable law.

16. Children

PeachTree provides business services for real estate investors and its website and services are intended for individuals 18 years of age or older.

We do not knowingly solicit or collect personal information directly from children.

If we learn that personal information was collected directly from a child in circumstances where it should not have been, we may take reasonable steps to delete it.

17. Legal Disclosures

PeachTree may preserve, access, or disclose information when we reasonably believe doing so is necessary to:

Comply with applicable law;
Respond to a subpoena, court order, warrant, or lawful government request;
Enforce our agreements;
Investigate fraud or unlawful activity;
Protect PeachTree, our clients, or others;
Establish or defend legal claims; or
Address an emergency involving safety or security.

18. Business Changes

If PeachTree undergoes a merger, acquisition, restructuring, financing, sale of assets, formation or transition of a business entity, or similar business transaction, information associated with the business may be transferred or reorganized as part of that transaction, subject to applicable law.

19. Changes to This Privacy Policy

PeachTree may update this Privacy Policy as our business, technology, services, vendors, or legal obligations change.

The current version will be posted on our website with its Last Updated date.

Material changes will be handled as required by applicable law.

Continued use of the website after an updated policy becomes effective constitutes acknowledgment of the updated policy to the extent permitted by law.

20. Contact PeachTree

Questions about this Privacy Policy or legally applicable privacy requests may be submitted to:

PeachTree TC
Atlanta, Georgia
hello@peachtreetransactions.com

For privacy-rights requests, please use the subject line:

Privacy Request