privacy policy

Casventa is a registered fictitious name (d/b/a) of Trebol Ventures LLC, a licensed Pennsylvania real estate brokerage operating a referral model, located at 700 Bent Creek Blvd, Mechanicsburg, PA 17050. This policy covers the lead match service, including leadmatch.casventa.com, freehomeoffertoday.com, myhomesearchnow.com, and communications you receive from us by phone, text, or email.

When you request an estimate, cash offer range, or agent introduction, we collect the information you provide: your name, phone number, email address, property address and details, your timeline and preferences, and your responses during calls with our assistant. Calls may be recorded where permitted by law, and you will be told when they are. We also collect standard technical information such as IP address and browser type when you use our sites, and, when you arrive from one of our ads, the click identifier the advertising platform attached to the link (see “advertising measurement” below). If you type a complete phone number into one of our forms and leave without submitting it, we keep that number (and your first name, if you typed it) for up to 30 days; see “site analytics.” If you look up a home on our estimate page, we use the address to pull that home’s public record and recent nearby sales from our property data provider before you give us any contact details, and we keep that lookup, with no name or number attached, for up to 30 days.

We use your information to prepare automated home value and offer estimates, to confirm your details by phone, to connect you with a licensed real estate agent or an independent cash buyer suited to your situation, and to send you the results and follow-up you asked for. We also use a limited set of information to measure whether our own advertising works, as described under “advertising measurement” below. We do not sell your personal information, and we do not use it to show you ads on other websites or apps.

To deliver the service you requested, we share your contact and property information with the licensed real estate agent or independent cash buyer we introduce you to. That introduction includes the summary of your call with our assistant and, where it helps them prepare, the transcript, so you do not have to repeat yourself. If our assistant cannot reach you after several tries, we may still introduce you to one licensed local agent, without a call first, and share your contact and request details with that one agent so they can reach you; we tell you who the agent is when we do. We may also disclose information when required by law.

We also share information with the service providers that run our platform, each under contractual confidentiality obligations and only for the purpose listed. These are the companies, and what each one does with your information:

• Retell: places and answers our assistant's phone calls; handles the call audio and transcript.
• Twilio: sends and receives our text messages.
• Resend: delivers our email.
• ATTOM: property records and the automated value estimate for your address.
• Google Places: address suggestions as you type your address.
• Anthropic: AI that reads the call transcript to summarise and score the conversation.
• Google Ads: the click identifier, a one-way hash of your email address, and your IP address and browser type, for advertising measurement only, and only unless you opt out (see “advertising measurement”).
• OpenAI (ChatGPT Ads): the click identifier, a one-way hash of your email address and of the phone number you enter on our forms, and your IP address and browser type, for advertising measurement only, and only unless you opt out (see “advertising measurement”).
• Meta (Facebook and Instagram ads): the click identifier, a one-way hash of your email address, and your IP address and browser type, for advertising measurement only, and only unless you opt out (see “advertising measurement”).
• Microsoft Clarity: records how visitors use our public pages (taps, clicks, scrolling, and which pages and steps are viewed), with the text on the page and anything you type masked in your browser before it is sent, so we can find and fix pages that are hard to use (see “site analytics”).
• Cloudflare R2: stores documents you or your agent upload, such as a settlement statement.
• Vercel: hosts the site and the application.
• Supabase: the database where your record lives.

If you separately choose a participating mortgage lender and consent to that introduction, we share the contact and home search information you gave us with the lender you selected, for that purpose only. You are never required to select a lender, and we do not recommend one.

If you reached us through one of our ads, we report the outcome of your request to the platform that showed you the ad (Google Ads or ChatGPT Ads) so we can measure that advertising. What we send, and how to opt out, is under “advertising measurement” below. Our servers never send your phone number. OpenAI's measurement tag on our pages may read the phone number you type into a form and send a one-way hash of it.

Sharing your number with the one agent we introduce you to, so that agent can help with the request you made, is part of the service you asked for. It is not sharing for marketing or promotional purposes, and we never share your number with anyone else for those purposes.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.

We send you text messages only if you tick the separate, optional “Text me updates” box on our forms and provide your mobile number. The texts are about your request: follow-ups, call scheduling, and your agent’s introduction. The box is unchecked unless you tick it, and it is not a condition of any service. Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out of texts, or HELP for help. Opting out of texts stops all of our automated outreach to you on every channel.

You can opt out of communications at any time: reply STOP to any text, say so on any call, use the unsubscribe link in any email, or contact us at support@casventa.com or (844) 926-2402. You may also ask us to access, correct, or delete the personal information we hold about you, and we will honor your request unless the law requires us to keep it (for example, consent and licensing records).

We use the cookies and local storage needed to run the site, keep you signed in to a portal, secure forms, and remember a choice you make here (such as dismissing our privacy notice or turning advertising measurement off). We do not sell the information these store, and none of it is used to advertise to you.

The advertising measurement tags described in the next section set their own first-party cookies on our public pages. No advertising cookie is set on the agent, partner, or lender portals, on any page that carries a private link, or in a browser that has opted out. You can clear or block cookies in your browser settings at any time; the site keeps working.

Microsoft Clarity, described in “site analytics” below, sets two first-party cookies on our public pages (_clck and _clsk) and may set Microsoft's own MUID cookie. The same limits apply: public pages only, and never in a browser that has opted out.

We use Microsoft Clarity to understand how people use our public pages, so we can find and fix the places where the site is confusing or broken. When a public page loads, Clarity records your interactions with it: taps, clicks, mouse movement, scrolling, which pages and form steps you view, and technical details such as your device type, browser, screen size, and approximate location derived from your IP address. We look at these as session replays and heatmaps.

Clarity is set to mask content. The text on the page and everything you type into a form (your name, address, phone number, and email) are masked in your browser before anything is sent, so neither we nor Microsoft can read them in a recording. Clarity does not run on the agent, partner, lender, or console portals, on sign-in pages, or on any page that carries a private link, and it stops recording if you move from a public page into one of them.

We also keep our own anonymous count of which steps of a form are reached (for example, that a visit got as far as the contact step), with the page, the language, whether it was a phone, and the ad campaign that brought the visit. It contains no name, address, phone number, email, or IP address, and it is never attached to your request. The same switch and a Global Privacy Control signal turn it off.

One exception to that count, stated separately so it is not missed: if you type a complete phone number into one of our forms and leave without submitting it, our own server keeps that number, your first name if you typed it, and the page, language, device type, and ad campaign, for up to 30 days. We use it only to count how many people nearly finish a form and whether they come back to finish it, so we can fix the form. We do not call, text, or email a number you did not submit, we do not pass it to an agent or partner, and we do not upload it to an advertising platform. If you later submit the form with the same number, we note that the earlier visit became your request. The same switch and a Global Privacy Control signal stop it.

Microsoft processes this information under its own privacy statement (privacy.microsoft.com). We do not use Clarity to advertise to you. The switch under “advertising measurement” and a Global Privacy Control signal turn Clarity off too.

We advertise on Google, inside ChatGPT, and on Facebook and Instagram (Meta). To learn which ads lead to real requests, our public pages (home value, cash offer, listing agent, and buyer pages) load three measurement tags: the Google Ads conversion tag, the ChatGPT Ads measurement pixel, and the Meta pixel. Each stores the click identifier that brought you here in a first-party cookie on our site (Google: _gcl_aw and _gcl_au; ChatGPT: __oppref and __obref; Meta: _fbp and _fbc), and reports the page view to its platform along with your IP address and browser type.

When you submit a request, and later if that request reaches a milestone (our assistant confirms your details, an agent is introduced, a referral agreement is signed, a sale closes), we report the milestone to the one platform whose ad you clicked, keyed on that click identifier, with the date and, for a closed sale, the referral fee amount. So the platform can match the report to its own records, we also send a one-way SHA-256 hash of the email address you gave us. We never send your email address in readable form, and our servers never send your name, your phone number, your property address, or anything you told our assistant on a call.

OpenAI's measurement tag works differently. When it is loaded, it automatically looks for contact details you enter on our pages, such as your email address and phone number, turns them into a one-way hash in your browser, and sends only the hash to OpenAI to match the visit to an ad. The readable values never leave your browser. Turning measurement off (below) stops the tag from loading.

Google, OpenAI and Meta receive this information as advertising platforms under their own terms and privacy policies, and use it to report our campaign results to us and to decide how our ads are delivered. We do not use it to show you ads on other sites or apps, we do not build or buy audiences, we do not retarget you, and we do not share your information with data brokers.

You can turn this off. Use the switch below, or send a Global Privacy Control signal from your browser. Either way the tags do not load (nor does Microsoft Clarity), no advertising or analytics cookie is set, and if you go on to submit a request in that browser we mark it so that no milestone is ever reported for it, not even from our servers. The choice is stored in your browser, like any cookie setting; use it again on another device or after clearing site data. Turning measurement off does not change the service you receive.

You can also manage the platforms' own settings: Google Ads Settings (adssettings.google.com) and the ads controls in your OpenAI account.

We do not sell your personal information. We share it only (a) with the one licensed agent (and that agent’s brokerage) or cash-buyer partner we introduce you to about your request, or a lender you chose, (b) with the service providers that run our platform, and (c) with Google Ads or ChatGPT Ads for advertising measurement as described above.

Some state privacy laws treat that measurement reporting as “sharing” personal information for advertising, or as “targeted advertising,” and give you the right to opt out of it. We give that right to everyone, in every state, without asking where you live: use the switch under “advertising measurement,” send a Global Privacy Control signal, or email support@casventa.com with the subject “do not share” and we will mark your record so nothing about it is reported to an advertising platform. We do not sell personal information, so there is no sale to opt out of, and we do not use sensitive personal information for anything beyond delivering the service you asked for.

To ask us to access, correct, or delete your information, or to confirm any of this in writing, email support@casventa.com or call (844) 926-2402. We do not discriminate against you for exercising any privacy right.

Some browsers and extensions send a Global Privacy Control (GPC) signal indicating you want to opt out of the sale or sharing of your personal information. We honor that signal automatically: the advertising measurement tags do not load, no advertising cookie is set, any request you submit from that browser is marked so our servers never report it to an advertising platform, and we do not show our privacy notice. Nothing else about the service changes.

We are a Pennsylvania company serving Pennsylvania property owners and buyers. If you live in a state with a comprehensive consumer privacy law (for example California, Virginia, Colorado, Connecticut, or Texas), that law may give you rights to know what personal information we hold about you and how we use it, to get a copy of it, to correct it, to delete it, to opt out of its sale or its use for targeted advertising, and to appeal a decision we make about a request. We extend the same rights to every consumer we serve, whichever state you live in.

To exercise a right, email support@casventa.com or call (844) 926-2402. We will verify that the request comes from you (or from an agent you have authorized) using the phone number or email address on your record, and we will respond within 45 days, extending once by a further 45 days if we need to and telling you why. If we decline a request you may appeal by replying to our answer, and a different person will review it. Some records must be kept even if you ask us to delete them: consent records, call recordings kept for licensing compliance, and records of a completed transaction. We will tell you which, and why, when that applies.

For the record required by some of these laws: in the last 12 months we have collected the categories of personal information listed under “what we collect,” for the purposes under “how we use it,” and disclosed them to the recipients under “what we share.” We have not sold personal information. We share the click identifier, a hashed email address, IP address, and browser type with advertising platforms for measurement, and OpenAI's tag also collects a hashed phone number, all of which you can opt out of above. We also share usage data from our public pages, with what you type masked, with Microsoft for site analytics, which the same opt-out stops. We do not knowingly sell or share the personal information of anyone under 16.

Our service is offered to people buying or selling property in Pennsylvania, and we do not target visitors in the European Economic Area, the United Kingdom, or Switzerland. If you use the site from one of those places anyway, this section explains how the General Data Protection Regulation (GDPR) and the UK GDPR apply. Trebol Ventures LLC d/b/a Casventa is the controller of your personal data. We have not appointed a representative in the EU or the UK.

Our legal bases are: performance of a contract or steps you ask us to take before one, for preparing your estimate, confirming your details, and making the introduction you requested; your consent, for text messages, call recording, any lender introduction, and the advertising measurement tags, each of which you can withdraw at any time without affecting the lawfulness of what came before; our legitimate interests in running and securing the site and in keeping licensing and audit records; and legal obligation, where a law requires us to keep or disclose something.

You have the right to access your personal data, to have it corrected or erased, to restrict or object to our processing of it, to receive it in a portable form, and to withdraw consent. Where we rely on legitimate interests you may object at any time and we will stop unless we can show compelling grounds. You also have the right to lodge a complaint with your local supervisory authority (in the UK, the Information Commissioner's Office). To exercise any of these rights email support@casventa.com; we respond within one month, extending by up to two further months for complex requests and telling you if we do.

We are located in the United States and process and store personal data there, with the service providers named under “what we share.” Where data is transferred from the EEA, UK, or Switzerland we rely on standard contractual clauses (and the UK Addendum) with those providers, or on your explicit consent for the transfer. Our assistant uses automated processing to prepare estimates and to confirm your details before introducing you to a licensed agent; no decision with legal or similarly significant effects about you is made solely by automated means, and a licensed person is always available by phone at (844) 926-2402. We keep personal data for the periods under “retention and security.”

We keep records only as long as needed for the purposes above and to meet legal, licensing, and audit obligations, then delete or de-identify them. As a rule: recordings and transcripts of calls are kept for 24 months from the call, and personal information connected to an inquiry that does not lead to a transaction is deleted or de-identified within 36 months of our last contact. Consent records, and records connected to a completed transaction, are kept longer where licensing and audit rules require it. We use industry-standard safeguards, including encryption in transit and access controls, to protect your information.

Our services are for adults. We do not knowingly collect information from anyone under 18.

If we change this policy, we will post the new version here with a new effective date. The September 25, 2026 revision said that if our assistant cannot reach you we may still introduce you to one licensed agent, explained that sharing your number with that agent is part of the service and not marketing, and covered consent given by tapping a button. The September 22, 2026 revision added the sentence under “what we collect” about addresses looked up on our estimate page. The September 21, 2026 revision added the paragraph under “site analytics” about phone numbers typed into a form and not submitted. The September 20, 2026 revision added the “site analytics” section (Microsoft Clarity) and named Meta and Microsoft under “what we share.” The September 6, 2026 revision named each of our service providers and what it does under “what we share,” and said plainly that your call summary goes to the professional we introduce you to; the September 5, 2026 revision added the “advertising measurement,” “state privacy rights,” and “visitors outside the United States” sections and the one-click opt-out. Neither changed what we collect from you or whom we introduce you to. Questions: support@casventa.com, (844) 926-2402, or Trebol Ventures LLC d/b/a Casventa, 700 Bent Creek Blvd, Mechanicsburg, PA 17050. See also our Terms of Service.