PRIVACY POLICY

Effective Date: December 21, 2025
Last Updated: December 21, 2025

This Privacy Policy explains how T&K Solutions, LLC d/b/a Precision Leverage Solutions (“PLS,” “we,” “us,” “our”) collects, uses, discloses, and protects information about:
 

1. Clients (Keller Williams agents, teams, and Market Centers, and their authorized users), and

2. Consumers (individuals who submit information through our lead generation / lead routing systems).
    

This Policy applies to information collected through our websites, forms, funnels, SMS/phone systems, email, ad campaigns, and any other interactions with us (collectively, the “Services”).
 

1) Who We Are

Business Name: T&K Solutions, LLC d/b/a Precision Leverage Solutions
Location: Cumberland County, Pennsylvania
Contact: kquintana@precisionleveragesolutions.com | 717-224-1945
 

2) Key Definitions

• “Personal Information” (or “Personal Data”) generally means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked to an individual or household.

• “Sensitive Personal Information” may include precise geolocation, account login credentials, government ID, and certain protected classifications, among other categories depending on your state.

• “Client Data” means information a Client (or a Client’s authorized users) provides to us or we process on the Client’s behalf to deliver Services.

• “Consumer Lead Data” means information a Consumer provides when requesting to be connected with a real estate agent and/or lender.

(States define these terms differently; where state law applies, we follow the applicable definitions.)
 

3) Information We Collect

A. Information Collected from Clients

We may collect:

• Identity & contact details: name, email, phone, brokerage/Market Center, license info (where relevant)

• Business & account details: billing info, service selections, user access records, support tickets

• Operational data: transaction/listing timelines, milestones, status updates, documents and metadata you upload or ask us to manage

• Platform/CRM data: integrations, workflows, tags, custom fields, action plan data, call/text logs (where enabled)

• Credentials / access tokens: if a Client elects to provide access to third-party platforms (handled via the method described in the relevant service onboarding/security process)
   

B. Information Collected from Consumers (Lead Gen)

We may collect:

• Identity & contact details: name, email, phone

• Inquiry details: buyer/seller intent, timeframe, location preferences, property details, budget ranges, and other intake answers

• Communication data: call recordings (where enabled and lawful), call logs, texts, emails, and timestamps

• Device/online identifiers: IP address, device ID, cookie identifiers, ad click/attribution data, and site activity (where enabled)

 

C. Information from Other Sources

We may receive information from:

• Advertising platforms (e.g., lead forms, conversion signals, attribution tools)

• Data enrichment vendors (if used)

• Referrals (e.g., an agent or Market Center provides your contact details to introduce you to our Services)

• Public sources (e.g., business websites, professional profiles)
   

4) How We Use Information

We use Personal Information to:
 

For Clients (Agents)

• Provide and administer Services (transaction coordination support, listing management support, marketing support, database/CRM support, lead systems)

• Set up accounts, integrations, automation workflows, and deliver requested operational outputs

• Provide support, training, and troubleshooting

• Process invoices, payments, and accounting

• Maintain security, audit logs, and access controls

• Improve our Services and develop new features
   

For Consumers

• Contact you in response to your inquiry and provide lead intake/qualification

• Route your information to participating real estate agents/teams and, if requested, lending partners

• Prevent fraud, abuse, or suspicious activity

• Measure ad performance and improve lead quality and routing
   

For Everyone

• Comply with law and enforce our agreements

• Protect the rights, safety, and security of PLS, our users, and the public
   

5) How We Share Information

We share Personal Information only as described below (and we do not share it for unrelated purposes).
 

A. Sharing for Service Delivery

• Client service providers: we may share information with vendors that help us deliver Services (e.g., CRM/automation platforms, email/SMS providers, scheduling tools, analytics, payment processors). These vendors are generally restricted by contract to use information only to provide services to us.

• Authorized Client users: if you are part of a team/Market Center account, information may be visible to other authorized users under that Client relationship.
   

B. Consumer Lead Routing

If you submit a lead inquiry, we may share your information with:

• One or more real estate agents/teams participating in our program (often within Keller Williams networks), and

• One or more lenders, if you request financing assistance or mortgage pre-approval.
   

C. Legal, Safety, and Business Transfers

We may disclose information to:

• Comply with legal obligations, lawful requests, or to protect rights/safety

• Accountants, auditors, attorneys, and insurers where necessary

• A buyer/successor in a merger, acquisition, or asset sale (with appropriate safeguards)
   

6) Cookies, Analytics, and Targeted Advertising

We may use cookies, pixels, tags, SDKs, and similar technologies to:

• Keep our sites and funnels working (security, session integrity)

• Understand usage (analytics)

• Measure ad performance (attribution)

• Deliver and measure targeted advertising (where enabled)
   

Universal Opt-Out Signals (GPC)

Where required by applicable law, we recognize Global Privacy Control (GPC) and/or other universal opt-out mechanisms for opting out of certain data processing (e.g., “sale”/sharing for targeted advertising). coag.gov

Note: Some states expressly recognize universal opt-out mechanisms, and Colorado’s Attorney General has recognized GPC as a universal opt-out mechanism under CPA rules. coag.gov
 

7) “Sale,” “Share,” and Targeted Advertising

Some state privacy laws define “sale” broadly to include certain disclosures of personal information in exchange for “valuable consideration,” and “sharing” to include disclosures for cross-context behavioral advertising.

• We do not sell personal information for money in the traditional sense.

• However, our use of advertising/analytics tools and routing Consumer Lead Data to agents/lenders could be considered a “sale,” “share,” or “targeted advertising” under certain state laws depending on the facts and configuration.

We therefore provide opt-out rights described in Section 10.

(There is a growing patchwork of state privacy laws with varying opt-out and consent standards; we design our program to support these differences operationally.)
 

8) Sensitive Personal Information

We do not intentionally collect Sensitive Personal Information unless it is needed for a legitimate purpose (e.g., onboarding access to platforms, compliance, or security) and is provided through an approved process.

• For Clients, if credentials are provided for third-party platforms, we expect use of a secure method defined in onboarding/security documentation.

• For Consumers, we do not need (and you should not submit) government ID numbers, full financial account numbers, or other sensitive data through general lead forms.

Where state law provides special rights around sensitive data, we honor them (see Section 10).
 

9) Data Retention

We retain Personal Information only as long as reasonably necessary for:

• Providing Services

• Maintaining records required for business, legal, tax, or compliance purposes

• Resolving disputes and enforcing agreements

• Security, fraud prevention, and auditing

Retention periods vary by data type and context (Client vs. Consumer). We may de-identify or aggregate data and retain it longer where permitted.
 

10) Your Privacy Rights 

Depending on where you live, you may have rights such as:

• Access/Confirm whether we process your Personal Information

• Correct inaccuracies

• Delete Personal Information (subject to exceptions)

• Data portability (obtain a copy)

• Opt out of:

  • targeted advertising

  • “sale” of personal information (as defined by law)

  • profiling in furtherance of decisions with legal or similarly significant effects (where applicable)

Many state privacy laws granting these rights are in effect across the U.S. and continue expanding. TrustArc+1
Virginia’s Attorney General, for example, summarizes rights that include access, correction, deletion, portability, and opt-outs for targeted advertising/sale/profiling. Virginia Attorney General's Office
 

Appeals

Some states (such as Virginia, Colorado, and Connecticut) require an appeals process when we deny a request. If we deny your request, you may appeal by replying to our denial email or contacting us at the details in Section 14, and we will respond in accordance with applicable law. Virginia Attorney General's Office+1

Authorized Agents

Where permitted by law (notably California), you may designate an authorized agent to submit requests on your behalf. We may require proof of authorization and verification of identity.
 

Non-Discrimination

We will not unlawfully discriminate against you for exercising your privacy rights.
 

11) How to Exercise Your Rights

To submit a privacy request, contact us:

Email: kquintana@precisionleveragesolutions.com
Phone: 717-224-1945

Please include:

• Your full name

• The email/phone you used with PLS

• The type of request (access/correct/delete/opt-out)

• Any helpful context (e.g., “lead form submitted on [date]”)
   

Verification

To protect your information, we will take reasonable steps to verify your identity before fulfilling certain requests. If we cannot verify you, we may deny the request.
 

Opt-Out Requests

You may opt out by:

• Submitting a request using the contact method above, and/or

• Using browser/device signals such as GPC, where recognized and required. coag.gov
   

12) Security

We use reasonable administrative, technical, and physical safeguards designed to protect Personal Information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
 

13) Children’s Privacy

Our Services are not intended for children under 13, and we do not knowingly collect Personal Information from children under 13. If you believe a child has provided us information, contact us and we will take appropriate steps to delete it.
 

14) Contact Us

T&K Solutions, LLC d/b/a Precision Leverage Solutions
Cumberland County, Pennsylvania
Email: kquintana@precisionleveragesolutions.com
Phone: 717-224-1945
 

15) Updates to This Policy

We may update this Privacy Policy from time to time. The “Last Updated” date at the top indicates when changes take effect.