Privacy Policy

1. Who We Are

Legacy Wealth Realty LLC ("Legacy Wealth Realty," "we," "us," or "our") is a licensed Texas real estate brokerage operating in the Dallas–Fort Worth metropolitan area. We provide residential and commercial real estate brokerage services, property management, and related financial services.

TREC License: Legacy Wealth Realty LLC is licensed by the Texas Real Estate Commission (TREC). Our licensed broker is Suhail Sabharwal.

This Privacy Policy applies to all services offered through our websites (legacyrealtydfw.com and related subdomains), our agent portal, our client portal, and any forms, documents, or communications associated with our brokerage.

2. Information We Collect

We collect information in the following ways:

• Information you provide directly — name, email address, phone number, mailing address, financial information necessary for real estate transactions (income, credit background where applicable), property details, and any other information submitted through our intake forms, portals, or communications.
• Transaction information — property addresses, sale prices, contract terms, closing dates, commission details, and related documentation associated with real estate transactions you are party to.
• Agent information — TREC license number, W-9 tax information, bank account details (for commission disbursement), professional biography, and performance data for agents affiliated with our brokerage.
• Technical information — browser type, device type, IP address, and usage patterns when you visit our websites or portals.
• Communications — emails, messages, and any correspondence you send to us or through our platforms.

3. How We Use Your Information

We use the information we collect to:

• Provide real estate brokerage services, including listing, buying, selling, and leasing transactions
• Communicate with you about your transaction, property, or relationship with us
• Process commission payments and financial disbursements
• Comply with TREC, IRS, and other applicable legal and regulatory requirements
• Generate required disclosures, contracts, and transaction documents
• Send marketing communications where you have given consent or where permitted by law
• Improve our services, platforms, and internal operations
• Recruit and onboard affiliated agents
• Generate annual 1099 tax forms for affiliated agents

We will not use your personal information for any purpose materially different from those listed above without first obtaining your consent.

4. Who We Share Information With

We do not sell your personal information. We may share your information with:

• Transaction parties — other agents, brokers, title companies, lenders, inspectors, and parties necessary to complete a real estate transaction you are involved in
• MLS (Multiple Listing Service) — listing information including property details and agent information is submitted to the relevant MLS per standard real estate practice
• Service providers — third-party vendors that help us deliver our services (e.g., e-signature platforms, email services, payment processors), who are contractually bound to protect your data
• Legal and regulatory bodies — TREC, IRS, courts, or law enforcement where required by law or legal process
• Professional advisors — attorneys, accountants, or other professionals as needed in connection with our brokerage operations

We require all third parties to maintain appropriate security standards and to use your information only for the purposes for which it was shared.

5. Data Storage & Security

We take reasonable technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• HTTPS encryption for all web-based communications
• Password-protected access to our internal portals
• Limited access to personal data on a need-to-know basis
• Regular review of our data practices and platform security

We retain your information for as long as necessary to fulfill the purposes described in this policy, or as required by law. Real estate transaction records are typically retained for a minimum of 4 years per TREC requirements.

No method of transmission over the Internet is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

6. AI Tools & Automated Processing

Legacy Wealth Realty uses AI-assisted tools (including large language model assistants) to help with tasks such as drafting marketing content, summarizing documents, generating communications, and analyzing transaction data.

Important disclosures regarding our AI use:

• AI-generated content used in client-facing communications is reviewed and approved by a licensed real estate professional before sending
• AI tools do not make final decisions regarding your transaction, financing qualification, or legal rights
• We do not input personally identifiable information (PII) into public AI systems without appropriate safeguards
• AI assistance is used as a productivity tool; all professional advice and recommendations come from licensed humans

7. Cookies & Tracking

Our public website uses minimal tracking technologies:

• Essential cookies — required for the website to function, such as maintaining your login session in our portals
• Analytics — we may use basic web analytics (such as page view counts) to understand how visitors use our site. These analytics are aggregated and do not identify individuals
• No advertising cookies — we do not use cookies for advertising targeting or retargeting

You may disable cookies in your browser settings. Disabling essential cookies may prevent portions of our portal from functioning correctly.

8. Your Rights & Choices

Depending on your relationship with us and applicable law, you may have the right to:

• Access — request a copy of the personal information we hold about you
• Correction — request that we correct inaccurate or incomplete information
• Deletion — request deletion of your personal information, subject to our legal retention obligations
• Opt-out of marketing — unsubscribe from marketing emails at any time using the unsubscribe link in any email, or by contacting us directly
• Data portability — request your transaction or profile data in a portable format where technically feasible

To exercise any of these rights, contact us using the information in Section 12 below. We will respond within 30 days of receiving your request. Note that certain data cannot be deleted where retention is required by law (e.g., TREC-mandated transaction records).

9. Texas Law & TREC Compliance

Legacy Wealth Realty LLC operates under the Texas Real Estate License Act (TRELA) and is regulated by the Texas Real Estate Commission (TREC). Certain information we collect and retain is required by TREC rules, including:

• Transaction records and correspondence related to real estate transactions
• Signed contracts, disclosures, and agency agreements
• Agent license and continuing education records

The TREC Consumer Protection Notice and Information About Brokerage Services (IABS) are posted on our website footer and provided to clients as required by Texas law.

This Privacy Policy is governed by the laws of the State of Texas. Any disputes arising under this policy shall be subject to the jurisdiction of the courts of Texas.

10. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected information from a minor, please contact us immediately and we will promptly delete it.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will update the "Last Updated" date at the top of this page.

We encourage you to review this policy periodically. Your continued use of our services after any changes constitutes your acceptance of the updated policy.

12. Contact Us

If you have questions about this Privacy Policy, want to exercise your data rights, or have a concern about how we handle your information, please contact us: