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Security & privacy

Your information, with clear boundaries and control

Read-only email, limited storage and recorded decisions.

What happens to your email

  • Read-only Gmail

    ProxiClose cannot send, delete or change mail.

  • Deal summaries only

    Only deal summaries are stored. No message bodies or attachments.

  • Sensitive details removed

    Passwords, codes, bank details, Social Security numbers and screening reports are removed before storage.

  • Wire instructions excluded

    Wire instructions are never read from email or filled into anything.

Who is in control

  • You decide

    Revoke access anytime. You approve drafts, then send them.

  • Encrypted access

    Connection tokens are encrypted. Your saved logins in My logins are encrypted; only you can see them.

  • Separate brokerage data

    Each brokerage’s information stays separate.

  • Decisions recorded

    Approvals, filings and deal changes are recorded in the deal history.

Read the current privacy and terms drafts

The privacy and terms drafts are under legal review. Contact us.

ProxiClose does not provide legal advice. Read the forms commitments.

See the work. Keep the decisions.

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