Overview
Baro Flow AI ("we", "us", "our") provides CRM, workflow, and document coordination tools for mortgage professionals and their collaborators.
This Privacy Policy explains what we collect, how we use it, and the choices you have.
Information we collect
- Account data: name, email, password hash, and role.
- Business data you enter: deals, contacts, notes, tasks, conditions, and files.
- Communications data: emails sent through the app and related metadata.
- Google data you authorize: calendar events, Drive file access, and Gmail sending.
- Usage data: device info, logs, and diagnostic events for reliability and security.
How we use information
- Provide core CRM functionality and sync data across deals, tasks, and portals.
- Process file uploads, generate summaries, and keep document status current.
- Generate drafts and recommendations when you request AI assistance.
- Secure the platform, prevent abuse, and improve performance.
Legal bases
Where required by law, we process personal data based on contract performance, legitimate interests, consent, or legal obligations.
Google API data
We access Google user data only for the features you enable (calendar sync, Drive uploads, Gmail send/read).
We do not sell Google user data and do not use it for advertising.
We comply with the Google API Services User Data Policy, including the Limited Use requirements.
Sharing
- Service providers: cloud hosting, storage, email delivery, and AI tools used to operate the service.
- Google APIs: only the scopes you authorize.
- Legal: disclosures required to comply with law or protect rights and safety.
Data retention
We retain data as long as your account is active or as needed to provide the service and meet legal obligations.
Security
We use reasonable safeguards to protect data, including access controls and encryption where appropriate.
Your choices and rights
- Disconnect Google access anytime in your Google Account settings.
- Request access, correction, or deletion of your data by contacting us.
- Manage consent and notification settings within the app.
International transfers
Your data may be processed in countries outside your own. We use appropriate safeguards where required.
Children's privacy
The service is not intended for children under 13 and we do not knowingly collect their data.
Changes
We may update this policy from time to time. Material changes will be posted on this page.
Contact
Questions? Contact us at support@baroflow.com.