PRIVACY POLICY

Bella Trae Team Platform (Website & App)
Operated by Cozi Homes, LLC — Florida, USA
Last Updated: November 27th, 2025

1. Introduction

This Privacy Policy explains how Cozi Homes, LLC (“we,” “us,” “our”) collects, uses, protects, and manages information when you access or use:

The Bella Trae Team website (“Website”), and

The Bella Trae Team mobile, web, or related applications (“App”),

collectively referred to as the “Services.”

The Services are designed exclusively for licensed real estate agents and team members affiliated with the Bella Trae Team, located in the United States.

By using the Services, you agree to this Privacy Policy.

2. Information We Collect

We collect several types of information to operate the Services, support team members, and improve functionality.

A. Personal Information

We may collect:

First and last name

Email address

Phone number

Home or business address

Location data

Account username and login information

B. Business & Professional Information

We may collect:

Real estate license information

Brokerage affiliation

Team role, participation, and performance data

Transaction details (if submitted or tracked)

CRM activity related to Company-owned clients and leads

C. Usage Data

When using the Services, we may automatically collect:

Device type

IP address

Browser type

Operating system

Pages, screens, and features accessed

Login times, dates, and duration

App navigation and behavior analytics

D. Optional Information Agents May Provide

You may voluntarily provide:

Uploaded files or documents

Profile details

Comments, posts, or messages within community features

Participation in training, events, or forums

3. How We Use Your Information

We use your information to:

A. Operate and Improve the Services

Maintain your account access

Provide training, tools, and internal resources

Improve Website and App performance

Enhance user experience

B. Support Bella Trae Team Operations

Verify team membership

Facilitate collaboration between agents

Manage internal communications

Track performance metrics

Distribute Company-owned leads

C. Provide Security & Fraud Prevention

Authenticate users

Monitor unauthorized activity

Protect the integrity of Company-owned data

D. Communicate with Users

Send updates and announcements

Provide support and respond to inquiries

Notify you of changes to policies or features

Your information is used strictly for internal Bella Trae Team and Cozi Homes, LLC business purposes.

4. Company-Owned Leads, Clients, and Client Information

Any personal information of leads, prospects, clients, or customer inquiries (“Client Data”) collected through:

The Website

The App

Company marketing and advertising

CRM systems

Team referrals

Internal programs

Training workflows

Events and Company-branded lead capture

Partner-generated leads

is the exclusive property of Cozi Homes, LLC.

You acknowledge and agree that:

You are granted access to Client Data solely to perform your duties as a Bella Trae Team agent

You may not download, export, copy, screenshot, transfer, or store Client Data outside Company systems

Upon leaving the team, you must immediately cease all communication with Company-owned clients

You may not solicit, market to, or attempt to retain Company-owned clients after departure

Unauthorized retention or use of Client Data is prohibited and may result in legal action.

5. Information Sharing

We do not sell or share your personal or business data with external marketing companies.

We may share information only with:

A. Authorized Service Providers

Companies that securely support:

Hosting

Data storage

Authentication

App functionality

Analytics

Customer support systems

All service providers must maintain confidentiality and use data solely for their assigned functions.

B. Bella Trae Team Leadership & Internal Operations

Information may be shared internally for:

Agent support

Team management

Lead distribution

Compliance

Operations

C. Legal Requirements

We may disclose information when required to:

Comply with laws

Respond to subpoenas

Protect the rights, safety, or property of Cozi Homes, LLC, its agents, or partners

6. Data Security

We implement reasonable technical, administrative, and physical safeguards to protect your information.

However, no system is 100% secure.
We cannot guarantee the absolute security of any information transmitted or stored through the Services.

7. Data Retention

We retain information:

As long as you maintain an active account

As necessary to support internal Bella Trae Team operations

As required to comply with legal or business obligations

You may request account deletion, subject to retention requirements.

8. Your Rights

You may request to:

Access your personal information

Update inaccurate or incomplete information

Request deletion of your account

Understand how your data is being used

To submit a request, contact us at:
[email protected]

We may need to verify your identity before processing requests.

9. Children’s Privacy

The Services are not intended for individuals under 18 years of age.
We do not knowingly collect personal information from minors.

If we discover such information has been collected, we will delete it promptly.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.
When updated, the “Last Updated” date will reflect the new effective date.

We may also notify users through the Services or by email when significant changes occur.

11. Contact Information

For questions about this Privacy Policy, contact:
[email protected]