Svolta Marketing Solutions, LLC

Effective Date: November 4, 2026

Svolta Marketing Solutions, LLC, operating under the brand name Svolta Marketing Solutions™ ("Svolta," "we," "us," or "our"), respects your privacy and is committed to protecting the personal information entrusted to us.

This Privacy Policy explains how we collect, use, disclose, store, and protect information when you visit our website, contact us, purchase our digital products, enroll in courses, or use our services.

It also explains how information may be handled through the Svolta Leads Machine™ and Svolta AI Receptionist™.

By using our website or services, you acknowledge the practices described in this Privacy Policy. Where required by applicable law, we will obtain your consent before collecting or processing certain information.

1. About Svolta Marketing Solutions, LLC

Svolta Marketing Solutions, LLC is a North Carolina limited liability company based in Apex, North Carolina, operating under the Svolta Marketing Solutions™ brand.

We provide marketing, website development, customer relationship management (CRM), automation, AI receptionist, and educational services primarily for real estate agents.

Our offerings include:

Svolta Leads Machine™

Svolta AI Receptionist™

The Agent They Choose™

Build Your Own Leads Machine™

Niche Mastery™

AI for Real Estate

Other educational products, resources, and services offered through Svolta

Website: https://svoltamarketing.com

Email: [email protected]

Phone: (833) 358-2891

Location: Apex, North Carolina, United States

2. Information We Collect

The information we collect depends on how you interact with Svolta.

Information You Provide Directly

We may collect information such as:

First and last name

Email address

Telephone number

Business name

Brokerage affiliation

Business address or service location

Website information

Professional and business interests

Information submitted through forms

Appointment requests

Messages and other communications

Product purchases and enrollment information

Information provided during consultations or service onboarding

Information provided in service agreements

Billing contact information

When you purchase a product or service, payment information may be collected and processed by third-party payment providers.

We may receive information necessary to confirm and administer transactions, such as payment status, transaction identifiers, invoice information, and purchase details.

Information Collected Automatically

When you visit our website, certain information may be collected automatically, including:

IP address

Browser type

Device information

Operating system

Pages visited

Referring websites

Date and time of visits

Website interactions

Approximate geographic location derived from technical information

Cookie identifiers and similar tracking information

This information helps us understand how visitors use our website, improve website performance, measure marketing effectiveness, and maintain security.

Information Collected Through Our Services

When clients use Svolta services, information may include:

CRM contacts

Leads and prospects

Past-client information

Referral contacts

Appointment details

Email and text communications

Notes and opportunity records

Website form submissions

Call information

Call recordings, transcripts, and summaries

Workflow and automation activity

Other information entered into connected systems

The specific information processed depends on the services and features a client uses.

3. How We Use Information

We may use personal information to:

Respond to inquiries and requests

Schedule consultations and appointments

Provide information about our products and services

Prepare and administer service agreements

Issue invoices and process authorized payments

Manage recurring subscription billing

Process purchases and deliver digital products

Provide course access

Set up and maintain subscription services

Configure websites, CRM systems, and automations

Provide technical support

Send service-related communications

Deliver requested email and text communications

Manage customer relationships

Improve our website, products, and services

Measure advertising and marketing performance

Maintain website and system security

Prevent fraud or unauthorized activity

Meet legal and regulatory obligations

We may also use information to send educational resources, newsletters, product announcements, and other marketing communications where permitted by law.

Recipients may unsubscribe or opt out of applicable marketing communications as described below.

We do not use information collected through our clients' systems to independently solicit those clients' real estate contacts or generate personal real estate referrals for ourselves.

4. Svolta Leads Machine™ and Client Data

The Svolta Leads Machine™ is a subscription-based marketing and business systems service that may include a Smart Website, CRM, lead capture, appointment scheduling, email and text follow-up, automation, reporting, and related functionality.

Client-Controlled Information

Clients may provide information about their own customers, prospects, past clients, and business relationships for use within their configured systems.

This information may include names, contact details, communications, appointment information, and other business records.

For information processed on behalf of a client, the client generally determines the purposes for which the information is collected and used, while Svolta provides services and technology to support those purposes.

The applicable privacy roles and responsibilities may vary by service, agreement, and law.

Clients are responsible for obtaining necessary permissions and complying with applicable privacy, marketing, and communications requirements when collecting or using personal information.

Confidentiality of Client Information

Svolta respects the confidentiality of client business information, including contact databases, leads, prospects, past clients, and referral relationships.

We access and use this information only as reasonably necessary to provide authorized services, support the client's business operations, maintain system functionality, comply with applicable law, or carry out other purposes authorized by the client.

We do not use client contact databases or business opportunities accessed through Svolta services to independently pursue real estate transactions or earn personal referral compensation.

Subscription Cancellation and Data Export

The Svolta Leads Machine™ requires an active subscription.

When a subscription ends, access to and operation of the corresponding service, including its website, CRM, workflows, automations, integrations, and other connected functionality, will end.

Clients may export their contact information before their subscription ends, subject to available platform functionality and applicable agreements.

Clients are responsible for completing permitted exports and retaining necessary business records before losing access.

Svolta does not guarantee continued access to information within the platform after cancellation.

Information remaining within the system may be retained, deleted, or otherwise handled according to applicable agreements, platform capabilities, provider policies, and legal requirements.

We do not currently specify a universal deletion period for all information remaining after subscription cancellation.

5. Svolta AI Receptionist™ and Call Information

The Svolta AI Receptionist™ is an artificial intelligence-powered service designed to assist with incoming telephone calls.

Depending on its configuration, the service may answer calls, provide approved information, collect caller details, assist with appointment requests, and pass information to the client's CRM or notification system.

AI Disclosure

The AI Receptionist™ is configured to identify itself as an AI receptionist when answering calls.

Callers may interact with an automated system rather than a human representative.

Call Recording, Transcription, and Summaries

Calls handled by the Svolta AI Receptionist™ are recorded, transcribed, and summarized.

Information collected may include:

Caller name

Telephone number

Reason for calling

Questions and requests

Appointment information

Call date and time

Call content

Call recordings

Written transcripts

AI-generated call summaries

Call information may be processed by third-party technology providers that support AI, telephone, recording, transcription, and CRM functionality.

Information may also be delivered to the subscribing business through notifications, connected systems, or other configured workflows.

Call Recording Consent

Call recording, transcription, and monitoring laws vary by jurisdiction.

Depending on applicable law, callers may need to receive notice and provide consent before a call is recorded or processed.

Identifying the receptionist as an AI system does not necessarily satisfy the legal requirements for recording consent.

Clients using the AI Receptionist™ are responsible for ensuring that their calling arrangements, notices, and consent procedures comply with applicable laws.

Svolta may assist with configuring appropriate disclosures and technical settings.

Retention of Call Information

Call recordings, transcripts, and summaries may be stored within the third-party platforms used to provide the service.

Their retention and deletion depend on provider policies, available technical settings, applicable agreements, and legal requirements.

Svolta does not currently specify a fixed retention or deletion period for call recordings, transcripts, or summaries.

Related information stored in CRM records, notifications, or other connected systems may be subject to different retention practices.

Subscription Cancellation

The Svolta AI Receptionist™ requires an active subscription.

When the subscription ends, the receptionist and its associated functionality will stop operating.

Information associated with the service may remain subject to applicable provider retention practices, service agreements, and legal requirements.

6. Books, Courses, Digital Purchases, and Payment Processing

When you purchase a book, course, or other digital product from Svolta, we may collect information needed to process and deliver your purchase.

This may include:

Name

Email address

Contact information

Products purchased

Purchase date

Transaction information

Course enrollment and access information

We use this information to:

Confirm purchases

Deliver digital products

Provide access to courses

Send purchase receipts

Provide customer support

Communicate important product or access information

Maintain appropriate transaction records

Digital products may be purchased through applicable online checkout or delivery systems.

Service Agreements and Stripe Invoicing

Enrollment in the Svolta Leads Machine™ and Svolta AI Receptionist™ requires a consultation or other direct discussion and a signed service agreement.

Following acceptance of the agreement, Svolta uses Stripe to issue the initial invoice and process applicable payments.

After the initial invoice, monthly subscription charges are processed automatically through Stripe using the payment method authorized by the client for recurring billing.

Information Processed Through Stripe

Stripe may collect and process:

Customer name

Email address

Billing address

Payment method details

Invoice information

Payment amounts

Transaction dates

Payment authorization information

Transaction identifiers

Payment status

Other information needed for payment processing, fraud prevention, and legal compliance

Stripe may use this information to process transactions, administer recurring payments, verify payments, detect fraud, and perform other functions described in its privacy policy.

Svolta may receive invoice details, payment confirmations, payment status, transaction identifiers, and other related records necessary to administer client accounts.

Svolta does not need to receive full payment card numbers to administer ordinary Stripe invoices and subscriptions.

Stripe processes personal information in accordance with its own applicable privacy policy and data-handling practices.

For more information, visit:

https://stripe.com/privacy

Payment Information Retention

Payment and billing information may be retained by Svolta and applicable payment providers for legitimate business purposes, accounting, fraud prevention, dispute resolution, and legal compliance.

We do not currently specify a fixed retention period for all payment-related records.

Retention may vary according to the record involved, applicable provider practices, and legal requirements.

7. Email, Text Messages, and Communications

Svolta may communicate with individuals by email, telephone, or text message.

These communications may include:

Responses to inquiries

Appointment confirmations

Appointment reminders

Service updates

Purchase confirmations

Product delivery information

Course access information

Educational newsletters

Marketing communications

Customer support messages

Billing and subscription notifications

Email Marketing

You may unsubscribe from marketing emails using the unsubscribe link included in applicable messages or by contacting us.

We may continue sending necessary transactional or service-related communications where permitted by law.

Text Messaging

Text messages may be sent when appropriate consent or another lawful basis exists.

Message frequency may vary depending on the communication or service.

Message and data rates may apply according to your wireless provider.

For applicable SMS programs, recipients may reply STOP to opt out or HELP for assistance, subject to the specific program and messaging provider.

Individuals may also contact us at [email protected] concerning messaging preferences.

We do not sell telephone numbers or text messaging consent information collected for a particular messaging program to unrelated businesses for their independent marketing purposes.

Client Messaging Systems

Clients who use Svolta's technology to send emails or text messages are responsible for ensuring that their contacts have provided any legally required consent.

Svolta may provide technical tools to help manage permissions, opt-outs, and communications, but clients remain responsible for their own marketing practices and legal compliance.

8. Cookies, Analytics, and Advertising Tracking

Our website uses cookies and similar technologies for website functionality, analytics, and advertising measurement.

These technologies may help us:

Understand website traffic

Measure visitor engagement

Analyze website performance

Understand how visitors arrive at our website

Measure advertising effectiveness

Identify conversions

Improve website usability

Deliver or measure relevant advertising

Depending on the services and integrations enabled, tracking technologies may involve advertising and analytics platforms, including providers such as Meta and Google.

We may use cookies, pixels, tags, or similar technologies that collect technical identifiers and website interaction information.

Third-Party Advertising

Advertising and analytics providers may process information according to their own privacy policies.

Depending on the technology and applicable privacy laws, certain advertising-related disclosures of information may be considered "sharing," targeted advertising, or a "sale" of personal information even when Svolta does not receive direct payment for that information.

We will provide legally required notices, consent choices, or opt-out rights where applicable.

Cookie Preferences

You may be able to limit certain cookies through your browser settings or privacy controls made available on the website.

Disabling cookies may affect some website features or functionality.

Browser controls alone may not satisfy every privacy choice or opt-out requirement under applicable law.

For questions about tracking or available privacy choices, contact:

[email protected]

9. How We Share Information

We may disclose information to third parties when reasonably necessary to operate our business and provide requested services.

These may include:

Website hosting providers

CRM and marketing automation providers

Payment processors, including Stripe

Email and text messaging providers

Telecommunications providers

AI and transcription service providers

Scheduling and calendar services

Analytics and advertising platforms

Technical support providers

Professional advisers

Legal or regulatory authorities when required

We may also disclose information:

With your direction or authorization

To comply with legal obligations

To protect the rights, property, or security of Svolta, our customers, or others

To investigate fraud or misuse

In connection with a legitimate business restructuring, merger, acquisition, or transfer, subject to applicable law

We do not sell customer contact databases entrusted to us through the Svolta Leads Machine™ for independent marketing or real estate referral purposes.

Advertising-related data practices are addressed separately in Section 8.

10. Third-Party Technology Providers

Svolta uses third-party technology to deliver aspects of its website, educational products, and subscription services.

These include platforms such as GoHighLevel™, Stripe, and other providers supporting:

Website hosting

CRM systems

Marketing automation

Email delivery

Text messaging

Calling

AI services

Payment processing

Invoicing and recurring billing

Scheduling

Reporting

Analytics and advertising

These providers may process information on our behalf or, in some circumstances, for purposes governed by their own terms and privacy policies.

The particular providers involved may vary depending on the product, service, or integration being used.

Svolta does not control every aspect of third-party data processing, storage, or retention.

We encourage users to review relevant third-party privacy policies where appropriate.

11. Data Security

We take reasonable measures designed to protect personal information against unauthorized access, misuse, loss, alteration, and disclosure.

These measures may include appropriate administrative, technical, and organizational safeguards, as well as the security features provided by our technology partners.

However, no website, online platform, telecommunications system, payment processing service, or method of electronic storage can be guaranteed to be completely secure.

We cannot guarantee absolute security.

Users and clients should also take appropriate steps to protect their own accounts, passwords, devices, and access credentials.

12. Data Retention

We retain information for as long as reasonably necessary for the purposes described in this Privacy Policy, subject to applicable agreements, provider capabilities, and legal requirements.

Retention may depend on:

The type of information

The purpose for which it was collected

Whether an active customer relationship exists

Applicable recordkeeping requirements

Security and fraud-prevention needs

Contractual obligations

Third-party platform practices

Technical retention and deletion capabilities

Different categories of information may have different retention periods.

Client CRM Information

Information within a Svolta Leads Machine™ account may be subject to the retention and deletion practices of the underlying technology platform.

Clients should export their contact information before their subscription ends if they wish to retain those records.

AI Call Information

Call recordings, transcripts, and summaries are subject to the retention practices of the platforms processing or storing them.

Svolta does not currently specify a fixed deletion timeframe for these records.

Payment and Billing Records

Stripe and Svolta may retain invoice information, payment confirmations, recurring-payment records, transaction information, and related billing records according to their respective purposes, applicable policies, and legal requirements.

Purchase and Account Records

Certain purchase, billing, support, and transaction records may be retained as necessary for legitimate business purposes or legal compliance.

Requests concerning personal information may be submitted using the contact details below.

Where legally required and technically available, we will address requests for deletion or other privacy rights in accordance with applicable law.

13. Your Privacy Rights and Choices

Depending on where you live and which laws apply, you may have certain rights regarding your personal information.

These may include the right to:

Request access to personal information

Request correction of inaccurate information

Request deletion of certain information

Obtain a copy of certain information

Withdraw consent where processing is based on consent

Opt out of certain marketing communications

Opt out of certain targeted advertising or other covered data disclosures

Request information about how personal information is processed

Appeal certain privacy-rights decisions where required by law

Not all rights apply in every jurisdiction or circumstance.

Certain information may be exempt from deletion or other requests when retention or processing is permitted or required by law.

Submitting a Privacy Request

To submit a privacy-related request, contact:

[email protected]

Please describe the nature of your request and provide enough information for us to identify the relevant records.

We may take reasonable steps to verify identity or authority before fulfilling a request.

We will respond in accordance with applicable legal requirements.

Information Held by Svolta Clients

If you are a customer, prospect, or other contact of a real estate agent using Svolta technology, your information may be controlled by that agent or business.

For requests concerning information collected directly by that business, you may need to contact the agent or business responsible for the information.

Svolta may assist its clients in responding to applicable privacy requests as appropriate.

14. Children's Privacy

Our website, products, and services are intended primarily for adults and business professionals.

They are not directed toward children under the age of 13.

We do not knowingly collect personal information directly from children under 13 through our own website for independent marketing purposes.

If we learn that we have collected personal information from a child in violation of applicable law, we will take appropriate action.

Parents or guardians with concerns may contact us using the information below.

15. International Visitors and Data Processing

Svolta is based in the United States.

If you access our website or services from outside the United States, your information may be processed or stored in the United States or other locations where our service providers operate.

Privacy and data protection laws may differ between jurisdictions.

Where applicable, international transfers of personal information will be handled according to relevant legal requirements.

16. Links to External Websites

Our website and educational materials may contain links to third-party websites, platforms, products, or services.

These websites operate independently and may maintain their own privacy policies and terms.

Svolta is not responsible for the privacy practices or content of external websites that we do not control.

We encourage visitors to review the privacy policies of external websites before providing personal information.

17. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business, services, technology, or applicable legal requirements.

When changes are made, we will update the effective date shown at the beginning of this page.

Where required by law, we will provide additional notice or obtain consent before implementing material changes affecting personal information.

The updated policy will be made available through our website.

18. Contact Information

If you have questions about this Privacy Policy, how your information is handled, or your privacy rights, please contact us.

Svolta Marketing Solutions, LLC

Apex, North Carolina, United States

Website: https://svoltamarketing.com

Email: [email protected]

Phone: (833) 358-2891

© 2026 Svolta Marketing Solutions, LLC. All rights reserved.