Click and Mortar Investments LLC ("we", "us", or "our") respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you use https://www.clickandmortarinvestments.com, submit a form, call us, or communicate with us by SMS or email.

1. Information We Collect

Information you provide: name, mobile phone number, email address, property address, property details, and any messages you send us.
Automatically collected: IP address, device/browser type, pages viewed, referring URL, and basic analytics data.
From third parties: publicly available property records, tax records, and skip-trace data used to evaluate properties.

2. How We Use Information

Respond to your inquiry and prepare and present cash offers.
Coordinate due diligence, title, escrow, and closing on a property transaction.
Send transactional SMS, voice, and email communications related to your property.
Improve the Site, comply with law, and detect fraud.

3. SMS & Mobile Information — No Sharing

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All categories listed under "How We Share Information" exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Mobile numbers, opt-in status, and SMS conversation content are used solely to communicate with you about your property and the transaction. We use a messaging platform vendor and a CRM to send and store messages; these subcontractors are bound by contract to use the data only to provide services to us and not for their own marketing.

For full SMS program details, opt-in/opt-out instructions, and message frequency, see our SMS Terms.

4. How We Share Information

We share information only as needed to operate our business:

Title and escrow companies, attorneys, notaries, and lenders involved in your transaction.
Service providers (hosting, CRM, messaging platform, email) under confidentiality obligations.
When required by law, subpoena, or to protect rights, property, or safety.
In connection with a merger, acquisition, or sale of business assets, subject to this policy.

We do not sell your personal information, and we do not share mobile opt-in data or SMS content with third parties or affiliates for marketing or promotional purposes.

5. Cookies & Analytics

The Site uses cookies and similar technologies for basic functionality and analytics. We show a cookie consent banner on first visit; analytics scripts only load after you click Accept. You can change your choice anytime by clearing site data in your browser.

Specifically, with your consent we use the following tracking services:

Meta Pixel (Facebook): page views, form submissions, and phone/text clicks to measure ad performance.
Google Analytics 4: page views, traffic sources (organic, direct, referral, paid), and conversion events.
Microsoft Clarity: aggregate heatmaps and session recordings to improve usability. Personal information typed into fields is masked.

We also record the marketing source of your form submission (e.g. Google search, Facebook, direct, referral) so we can attribute leads to the right channel. This is stored alongside your contact details and is used solely for our internal reporting.

6. Your Rights

Depending on your state, you may have rights to access, correct, delete, or restrict the use of your personal information, and to opt out of certain processing. To exercise these rights, submit a request through our contact form. To stop SMS messages, reply STOP to any text from us.

7. Data Retention & Security

We retain information only as long as needed for the purposes described above or as required by law. We use reasonable administrative, technical, and physical safeguards to protect information, though no method of transmission or storage is 100% secure.

8. Children

The Services are not directed to children under 13, and we do not knowingly collect information from children.

9. Changes

We may update this Privacy Policy from time to time. The "Last updated" date above will reflect the most recent revision.

10. Contact

Click and Mortar Investments LLC
2819 W March LN Ste B-6 PMB 139
Stockton, CA 95219
833-388-5683 · Contact form