In real estate, trust is everything. You work hard to build it with your clients, and we work just as hard to protect it when it comes to your data.
The Systems Accelerator Manager (SAM) was designed from the ground up with security, privacy, and ethical AI practices at its core. Whether youâre managing client details, generating personalized resources, or automating workflows, your data remains protected at every step.
Here's a look at how we protect your information - and what you can do to keep it safe.
đ ď¸ 1. Built-In Security by Design
SAM doesnât just "add" security features as an afterthought. Data protection is built into the foundation of our platform:
Strong Password Protocols: Every SAM account requires a unique, secure password. We encourage using a combination of uppercase letters, lowercase letters, numbers, and symbols for maximum protection.
Advanced Encryption: All data is encrypted both at rest and in transit - ensuring client names, contact information, and business records are protected from unauthorized access.
Regular Security Audits: Our development team conducts ongoing reviews to identify and address potential vulnerabilities before they become problems.
(Tip: While SAM doesn't currently use two-factor authentication (2FA), we recommend using a password manager to keep your login information secure.)
đ 2. Transparent AI Operations
AI works best when you know what itâs doing and why. Thatâs why SAM operates with full transparency:
The Communications Matrix: This feature gives you a clear view of how SAM uses stored information to create messages. Youâll see exactly what data is used, how itâs applied, and when it's sent.
Human-Guided Content: SAM generates content based on the preferences and examples you provide - it doesn't "guess" or pull from random sources. You stay in control at all times.
Clear Content Review in the Outbox: No messages written by SAM ever go out without your approval. Every email, text, or call list entry is visible in the Outbox before it reaches a client. Pre-Written Templates? Sure - send em â¨automagically!â¨
âď¸ 3. Ethical AI Practices & Privacy Safeguards
We built SAM with a privacy-first mindset. While AI helps you serve clients better, it never compromises their privacy. Hereâs how we maintain that balance:
Personal Data is Never Shared: Workflow Secrets (or by extension SAM) doesnât share, sell, or use your data for external AI model training. Your client information remains yours - always.
Community Insights, Not Personal Details: While SAM can use anonymized, broad insights to improve system performance, it never accesses individual conversations or personal identifiers. What this means is SAM could observe you built a 'Lead Magnet' but never uses details on who it was for, what the context of that resource was, etc.
Clear Boundaries for Personalization: AI-generated messages might include details like a clientâs name or closing date - but only if you've added those details to your SAM system.
(Transparency = Trust. Weâre happy to answer questions if youâd like more details about these processes.)
đ§ 4. Safe, Smart AI Outputs
AI tools are powerful, but they still need human oversight. SAM helps agents create personalized content and automations without requiring advanced tech knowledge - but always with responsible safeguards:
Promptless Generations: SAM asks clear, goal-based questions to generate resources - so you donât need to guess what the AI needs.
Discernment in Action: The Outbox and built-in content review tools encourage human review of AI-generated content to ensure accuracy and tone.
Continuous Refinement: We monitor AI outputs for consistency and regularly adjust algorithms to reduce potential biases and improve content reliability. This serves to help monitor performance, pricing, and irregularities that could indicate bad-actors.
(Tip: If you notice content that feels off, use the thumbs-up/thumbs-down feature to let us know. SAM learns from your feedback.)
đ 5. Practical Steps You Can Take to Protect Your Data
While SAMâs systems provide robust protection, you can take a few simple actions to stay even safer:
Use Strong Passwords: Create passwords with a mix of uppercase letters, lowercase letters, numbers, and symbols. The more complex, the better. (Tip: A password manager can help with this.)
Stay Alert for Unusual Activity: Regularly check your Profile Settings to ensure your contact details, email addresses, and connected lead sources look correct.
Log Out on Shared Devices: If you ever access SAM from a public or shared device, make sure to log out completely when you're done.
đą 6. Our Ongoing Commitment to Data Safety
The world of AI and cybersecurity moves fast - and we move with it. Hereâs how we stay proactive:
Continuous Security Updates: We update SAM regularly to address potential threats and implement the latest safeguards.
Strict Internal Standards: Our development team follows leading industry guidelines, including those recommended by organizations like NIST and OWASP.
User Education: We provide training, articles (like this one!), and updates to help you stay informed about best practices.
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What It All Means for You
When you use SAM, your data - and your clients' information - is treated with the care it deserves. We donât just see this as a feature; itâs part of our core mission.
Our systems are designed to:
- Protect your sensitive information.
- Give you full control over your data.
- Make AI safe, useful, and transparent for your business.
AI is powerful - but only when it's used safely and ethically as a tool for your business success, enhancing your ability to show up for your clients and build lasting relationships that naturally help you grow.
đ Need More Information? Weâre Here.
We take data security seriously, and we know you do too. If you have questions about how SAM protects your information or need help updating your settings, just reach out.
Your trust means the world to us - and weâll keep working to earn it every day.
Letâs keep building something exceptional together with SAM.