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Version 2026-05-21 · Effective May 21, 2026

SafeBilled Privacy Policy

This Privacy Policy explains how SafeBilled collects, uses, discloses, retains, and protects personal information.

Information We Collect

SafeBilled may collect identity and contact data, account and role-selection data, project data, uploaded files and project materials, commercial and transaction data, contractor compliance and onboarding data, realtor referral data, technical and usage data, and communications data.

Sources

SafeBilled collects information directly from users, from counterparties on the same project, from service providers that help process payments, verify information, deliver messages, support onboarding, or secure the platform, and automatically from devices and browsers when users interact with SafeBilled.

How We Use Information

SafeBilled uses information to create and administer role-based accounts and project workspaces; facilitate contractor onboarding and approval; store and organize Project Work Agreements, project files, invoices, change orders, completion notices, and other project records; facilitate funding, payment authorizations, releases, reversals, refunds, and support; screen, verify, approve, monitor, suspend, or remove contractors and users; communicate about account activity and disputes; detect fraud and abuse; comply with law; enforce agreements; and improve, troubleshoot, audit, and secure the platform.

How We Disclose Information

SafeBilled may disclose information with project participants, service providers, payment processors, insurers, auditors, professional advisors, courts, regulators, law-enforcement authorities, and counterparties where necessary to operate the platform, investigate disputes, respond to legal process, protect rights, or comply with law.

When contractors complete Stripe-hosted payout setup, SafeBilled and Stripe may exchange information needed to verify payout eligibility, create or manage the connected account, process payouts, support compliance, prevent fraud, and resolve payment issues.

SafeBilled does not sell personal information for money and does not knowingly share personal information for cross-context behavioral advertising.

Cookies and Logs

SafeBilled may use essential cookies and similar technologies needed to authenticate users, maintain sessions, remember preferences, and secure the platform.

If SafeBilled later introduces analytics, attribution, session-replay, or advertising technologies, this notice should be updated and any legally required choices should be offered.

Texts and Email

SafeBilled may send transactional and operational emails, texts, and in-app notices relating to account setup, role onboarding, security, project activity, disputes, releases, and support.

Marketing communications, if added later, should be managed using separate consent and unsubscribe mechanisms where required by law.

Retention and Security

SafeBilled retains information for as long as reasonably necessary to operate the platform, maintain role-based accounts, document projects and payments, resolve disputes, comply with legal obligations, enforce agreements, and maintain security and fraud-prevention records.

Because payment and project records may be relevant to later disputes, audits, tax obligations, insurance matters, or fraud review, certain records may be retained for extended periods, even after an account is closed or a user requests account deletion.

SafeBilled uses administrative, technical, and physical safeguards appropriate to the nature of the information it maintains. No method of transmission or storage is completely secure.

Privacy Rights and Contact

Depending on your state of residence and applicable law, you may have rights to access, correct, delete, or obtain information about the personal information SafeBilled maintains, subject to exceptions.

Privacy and legal inquiries may be sent to info@safebilled.com. Telephone: 704-749-4009.