Legal Document

Privacy Policy

Last updated: 25 July 2026

Alfredo Real Estate Analytics — Serviços de Informação, Lda. ("Alfredo" or "we") is committed to protecting and respecting your privacy.

To use our services, you are asked to provide us with certain personal data. As the data subject, you represent that you have carefully read this Privacy Policy (the "Policy"). This document explains how we process your personal data and the rights you have in that context.

01

Personal Data and Processing of Personal Data

Personal Data

Data that identify you as a natural person or that allow such identification — for example: name, tax identification number, location data, IP address, email address or facial image.

Data Processing

Any operation performed on personal data — including collection, recording, organisation, storage, adaptation, alteration, consultation, use, disclosure, restriction, erasure or destruction.

02

Controller

The controller of your personal data is Alfredo Real Estate Analytics — Serviços de Informação, Lda., a private limited company, with registered office at Alameda das Linhas de Torres, 150-152A, 1750-155 Lisboa, Portugal, NIPC 515 376 884, as the entity that determines the purposes and means of processing account, billing, support and platform-usage data.

Controller exclusivity

Processing will respect the purposes and means set out in this Policy. When we act as processors in relation to data that the Customer uploads to the CRM (third-party contacts), the rules in section 05 apply.

03

Categories of Data and Origin

Depending on use of the Services, we may process the following categories:

01Account and identification

Name, email, phone, address, tax identification number (NIF/NIPC), credentials and authentication data (including via identity providers).

02Billing and payments

Billing data, payment history and payment-provider identifiers (for example Stripe). Full card data are processed by the payment provider.

03CRM content and activity

Contacts, notes, documents, pipelines and other content that the Customer enters on the platform.

04Usage and device

Access logs, IP address, device/browser type, pages visited and product events necessary for security and service improvement.

05Communications and support

Messages you send us, support tickets and communication preferences.

06Submitted property data

Property characteristics and parameters you provide to generate market studies, estimates or searches.

07Cookies and analytics

Cookie identifiers and measurement data, under the terms of the consent banner and section 12.

08Google integrations (optional)

Where the user enables calendar synchronisation or contact import: title, description, location, dates and identifier of Google Calendar events, and the name, email address and phone number of selected contacts. See section 10.

Data are obtained directly from you (registration, forms, platform use), through authentication or payment providers you choose to use, through integrations you voluntarily enable (section 10) and, to a lesser extent, through technical logs generated by use of the service.

04

Purposes and Legal Bases

01Provision of the Services

Create and manage the account, provide CRM, market studies, Metasearch, Website PRO, leads, alerts and plan features. Legal basis: performance of the contract / pre-contractual steps.

02Billing and accounting

Process payments, issue invoices and comply with tax and accounting obligations. Legal basis: performance of the contract and legal obligation.

03Operational communication

Contact you by email, SMS or other means about the account, security, contractual changes and support. Legal basis: performance of the contract and legitimate interest.

04Security and abuse prevention

Detect fraud, abuse, unauthorised access and breach of the Terms. Legal basis: legitimate interest and, where applicable, legal obligation.

05Product improvement

Analyse aggregated or pseudonymised usage to improve features. Legal basis: legitimate interest; non-essential analytics depend on consent.

06Marketing

Commercial communications, where legally permitted. Legal basis: consent or legitimate interest, with a right to object.

07Legal obligations

Respond to competent authorities and retain records required by law. Legal basis: legal obligation.

05

Controller vs. Processor (CRM)

When the Customer uploads personal data of third parties to the CRM (for example leads, owners or buyers), the Customer typically determines the purposes of that processing and acts as controller. Alfredo processes those data as processor, solely to provide the CRM and associated features, according to the Customer's documented instructions and the applicable Terms.

The Customer is responsible for informing data subjects, obtaining adequate legal bases and managing rights requests relating to those data; Alfredo may provide reasonable assistance.

In relation to the Customer's account data (login email, billing, platform use), Alfredo acts as controller.

06

Retention

We retain data only for as long as necessary for the purposes for which they were collected, including:

  • Active account — for as long as the account exists and is necessary to provide the Services;
  • After cancellation — a limited period for closure, credit claims, security and data-subject requests;
  • Billing — up to 10 years, where Portuguese tax or accounting law so requires;
  • Security logs — shorter periods, typically up to 12–24 months, unless an investigation is ongoing;
  • Cookies — according to the periods indicated in the consent banner.

Important note

In certain cases, Alfredo may be subject to legal obligations that require retention of data for a period longer than strictly operational — for example, in relation to billing.

07

Recipients and Subprocessors

Data may be accessed by Alfredo staff subject to confidentiality, and by providers acting as subprocessors, strictly to the extent necessary, including categories such as:

  • Infrastructure and hosting — Cloudflare (network, CDN and protection) and hosting and file storage services;
  • Payments — Stripe, for payment processing and subscription management. Alfredo does not store full card data;
  • Authentication — Google Firebase, for sign-in and credential management;
  • Automated valuation (AVM) — statistical modelling service that receives property characteristics and market parameters in order to produce value estimates;
  • Text generation with AI — OpenAI, exclusively for the optional generation of titles and descriptions of property listings, at the user's request. Property characteristics are sent; no CRM contacts and no data obtained through Google APIs are sent;
  • Maps and geocoding — Google Maps Platform, for converting addresses into coordinates, address suggestions and street imagery;
  • Product analytics — OpenPanel, for usage measurement, when enabled and, where applicable, subject to consent;
  • Communications — providers of transactional email delivery and notifications.

AI use

Data obtained through Google APIs — namely from Google Calendar and Google Contacts — are not sent to any artificial intelligence service, nor used to train, tune or improve AI or machine learning models, whether our own or those of third parties. See section 10.

We may also disclose data where required by law, court order or competent authority, or to protect the rights, security and property of Alfredo, users or third parties.

An up-to-date list of principal subprocessors may be requested via geral@alfredo.pt.

08

International Transfers

The Services are provided from the European Union / EEA wherever possible. Some subprocessors may process data outside the EEA.

In such cases, we ensure appropriate safeguards, namely Standard Contractual Clauses (SCCs) approved by the European Commission, and supplementary measures where necessary, under the GDPR.

09

Automated Processing and AI

We use automated processing in two distinct situations, with different purposes and input data:

Automated valuation (AVM)

Statistical and machine learning models that produce value estimates, price ranges and market indicators. The input data are property characteristics and market parameters submitted by the user, as well as listing data collected from public or licensed sources.

Text generation (generative AI)

A third-party language model used, at the user's request, to draft titles and descriptions of property listings. The input data are limited to property characteristics.

These outputs are intended to support the user's professional decision-making. They do not constitute solely automated decisions producing significant legal effects concerning the data subject, within the meaning of Article 22 GDPR: the estimates concern properties and market parameters, and not the evaluation of persons.

Limits on AI processing

We do not use personal data of CRM contacts, nor data obtained through Google APIs, to train, tune or improve AI or machine learning models, whether our own or those of third parties. Requests sent to the generative AI provider are made through enterprise interfaces (API), which do not use that content to train their models.

You may contact us for additional information about the logic involved, to the extent technically and legally possible, without prejudice to trade secrets.

10

Google Integrations and Limited Use

The platform allows optional integrations with Google services, which are enabled only by express action of the user and may be switched off at any time.

CALENDARGoogle Calendar synchronisation

Authorisation scope requested: https://www.googleapis.com/auth/calendar.events. This allows Alfredo to create, update and delete, in the user's primary calendar, the events corresponding to viewings, tasks, events and follow-ups created in Alfredo, and to import into Alfredo the events of that calendar, within a time window from 90 days in the past to 1 year in the future. The title, description, location, dates and times and the Google event identifier are retained. No attendees, attachments, video-conferencing data or reminders are collected or retained.

CONTACTSGoogle Contacts import

Authorisation scope requested: https://www.googleapis.com/auth/contacts.readonly, read-only. This allows the user to select and import contacts into the CRM. The imported name, email address and phone number become part of the Customer's CRM records. The access token is used only in the browser during the import and is not retained.

The refresh token for the Google Calendar integration is retained in association with the account, solely to maintain synchronisation, and is deleted when the user switches off the integration on the platform. The user may also revoke access directly in their Google Account, at myaccount.google.com/permissions.

Limited Use Declaration

Alfredo's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

Specifically, and in relation to data obtained from Google APIs, such data:

  1. (a) Are used exclusively to provide and improve the calendar and contacts features that the user has enabled and for which access was authorised;
  2. (b) Are not transferred to third parties, except where necessary to provide those features, for security reasons, to comply with a legal obligation or in connection with a merger or acquisition with the user's consent;
  3. (c) *Are not used, transferred or sold to develop, train or improve artificial intelligence or machine learning models, whether generalised or foundation models*, our own or those of third parties, whether in raw, aggregated, anonymised or derived form;
  4. (d) Are not used for advertising, including personalised advertising, remarketing or behavioural advertising;
  5. (e) Are not read by humans, save with the user's express consent, for security purposes, to comply with applicable law, or where the data are aggregated and anonymised for internal operations purposes.

Alfredo does not integrate any third-party artificial intelligence service that receives data originating from Google APIs. The only generative AI provider used on the platform receives property characteristics only, for the drafting of listings, as described in section 09.

For questions relating to the Google integrations or to request the deletion of imported data, please contact geral@alfredo.pt.

11

Your Rights

You may exercise your rights by sending a request to geral@alfredo.pt. We will respond within one month, extendable under the GDPR. We may request additional information to verify your identity.

Right of access

You may request information about the data processed, obtain a copy and consult them.

Right to rectification

Where your data are inaccurate or incomplete, you may have them rectified or completed.

Right to erasure

When the data are no longer necessary, you may request erasure, without prejudice to legal retention obligations. Contact geral@alfredo.pt.

Right to restriction

In certain circumstances, you may request that processing be limited to data strictly necessary.

Right to data portability

Where data are subject to automated processing based on contract or consent and it is technically possible for us, you may request transfer.

Right to object

You may object to processing based on legitimate interest, including direct marketing.

Withdrawal of consent

Where processing is based on consent, you may withdraw it at any time, without affecting the lawfulness of prior processing.

Right to lodge a complaint

You may lodge a complaint with the Portuguese Data Protection Authority (CNPD) or another competent supervisory authority, without prejudice to any other remedy.

12

Cookies and Similar Technologies

We use cookies strictly necessary for the operation of the Website and, subject to your consent, analytics cookies and similar technologies.

You may manage or change your preferences at any time through the cookie consent banner (including the option to reopen preferences from the Website footer, when available) and through your browser settings.

Disabling essential cookies may prevent normal operation of sign-in and security features.

13

Minors, Breaches and Contacts

The Services are not intended for persons under 16 years of age. We do not knowingly collect data from minors. If you become aware of such a situation, contact us so that we may proceed with erasure.

In the event of a personal data breach likely to result in a risk to the rights and freedoms of natural persons, we will notify the supervisory authority and, where required, the affected data subjects, within the time limits and under the terms of the GDPR.

For any question relating to this Policy or to the processing of your personal data, you may contact us through the following means:

Alfredo Real Estate Analytics — Serviços de Informação, Lda.

Alameda das Linhas de Torres, 150-152A, 1750-155 Lisboa, Portugal

Email: geral@alfredo.pt

This Policy may be unilaterally amended by Alfredo. Depending on the nature of the changes, the User may: (a) not be notified; (b) be notified; or (c) be notified and duly informed of the substance of the changes. Material changes will be communicated appropriately.

14

Alfredo API Privacy Policy

This Privacy Notice explains how Alfredo processes personal data in connection with the Alfredo Data API, developer dashboard, subscriptions, support and related services.

Alfredo Real Estate Analytics — Serviços de Informação, Lda. · Alameda das Linhas de Torres, 150-152A, 1750-155 Lisboa, Portugal · NIPC 515 376 884

For questions about this policy, contact geral@alfredo.pt

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