Data retention and deletion
Effective September 23, 2026
This page adds detail to section 7 of our Privacy Policy. Real estate professionals use UplevelRE to keep records about their clients and leads. Those records belong to the workspace, and the workspace decides when to delete them.
How long we keep information
| Information | How long we keep it |
|---|---|
| Contacts and their messages, notes, deals, tasks and filesDeleting a contact erases their texts, emails, call transcripts, voicemails, lead emails and website history. Opt-outs are kept so they stay unsubscribed. | Until the workspace deletes them |
| Call transcripts, call summaries and voicemail recordingsThe call log itself stays. Our phone provider's copy of a voicemail is deleted once we've saved it. | Until deleted, or 30 days to 2 years if the workspace chooses |
| Conversations with Jan, the AI assistantCounted from the last message. | Until deleted, or 30 days to 2 years if the workspace chooses |
| Page views and visitor history on websites built with UplevelREDaily totals stay. See "Website visitors" below. | 13 months |
| Carrier notices for texts and callsThe raw notices our phone provider sends to deliver texts and calls. | 30 days |
| Automation trigger detailsFinished triggers, and the message text saved with finished automation runs. | 30 days |
| Notifications | 180 days |
| Support requests sent from our website, or from a deleted workspace | 1 year after the last message |
| Security activitySign-ins, permission changes, exports and deletions. A copy that can't be altered, without names or content, is kept for the same 400 days, even after a workspace is deleted. | 400 days |
| API and connected-app request logs | 90 days |
| Webhook delivery history | 30 days |
| Expired sign-in sessions, codes and linksUplevelRE support sessions are kept as the record of staff access. | 1 day after they expire |
| Encrypted backupsInformation you delete stays in backups until they expire. | Up to 35 days |
Each limit is applied by a cleanup that runs every day, so information can outlast its limit by about a day.
When a contact is deleted
Deleting a contact in UplevelRE, whether one at a time, in bulk, through the API or by asking Jan, erases what the person sent and said:
- the contact record, its activity history, notes, tags and occasions;
- the words of every text message, and the person's phone number on those messages;
- emails with the person and their conversation threads;
- lead emails forwarded into UplevelRE, including the original message;
- call transcripts, call summaries, suggested follow-ups and voicemail recordings;
- their visits, page views and form answers on the workspace's websites;
- their account on those websites, with its saved homes and searches;
- their details on bookings, and messages sent with showing requests;
- queued and finished background work and notifications about them.
Some information stays, for these reasons:
- Opt-outs. If the person unsubscribed, asked not to be contacted, or their email bounced or was reported as spam, we keep that so they are not contacted again if they are added back. Email opt-outs are kept as a one-way hash of the address and the workspace, never the address itself. Text opt-outs are kept by phone number, because carriers require senders to honor a STOP reply for that number.
- Usage records. Each text and call keeps a record without its content or the person's number, because texts and calls are billed from them. Email campaigns keep their send counts without the address.
- Business records. Deals, tasks, transactions and appointments belong to the agent and stay, without the link to the person.
- Jan conversations. Conversations with Jan that mention the person stay until they are deleted or reach the workspace's limit for Jan conversations.
- Security activity. We record that a deletion happened and who made it, not whose record it was.
- Backups. Deleted information stays in encrypted backups for up to 35 days.
When a website account is deleted
A visitor who created an account on a website built with UplevelRE can delete it from the “Manage or delete your account” link in its listing alert emails. The agent who runs the site can delete it too. Deleting the account removes its sign-in, saved homes, saved searches and listing alert history, and stops those alerts. The agent keeps their contact record unless they delete it as well.
Website visitors
Websites built with UplevelRE count page views with a first-party visitor id kept in the browser's storage and in a cookie that expires after a year. We do not store a visitor's IP address with page views. We store a hash of it made with a random value that changes every day and is deleted once the day is over, so it cannot be traced back to the address or linked across days. We use it only to stop abuse. Browsers that send a Global Privacy Control signal get no visitor id and are not counted.
Asking us to delete information
If an agent who uses UplevelRE holds information about you, ask them first: they control their records and can delete them. You can also write to [email protected] and we will help.