Privacy Policy

Last updated: 1 June 2026

This Privacy Policy explains how AdvisorOps (“AdvisorOps”, “we”, “us”, “our”) collects, uses, shares, and protects personal data when you visit advisorops.ai, contact us, or take part in our pilot programme. It applies to people anywhere in the world; depending on where you are, additional rights may apply to you.

1. Who we are & scope

AdvisorOps provides case-preparation software for mortgage broker firms. For personal data about website visitors and people who contact us, we act as the controller. For case material that a broker firm shares with us during a pilot, we act as a processor on that firm’s behalf, under a separate pilot/data-processing agreement (see “Pilot case data”).

2. Information we collect

• Information you give us: when you submit the pilot request form or email us, this includes your name, work email, firm name, number of advisers, and anything you add in your message.
• Usage data: if you consent to analytics, limited information about how the site is used, such as pages viewed, approximate region (derived from IP, not stored as a precise location), and device or browser type.
• Cookies and similar technologies: described under “Cookies & analytics”.
• Pilot case material: only if your firm takes part in a pilot and chooses to share it; this is covered separately below.

3. How we use information

• To respond to your enquiry and arrange a pilot-fit conversation.
• To operate, secure, maintain, and improve the website.
• To measure marketing and site performance (including via Google), where you have consented.
• To comply with legal obligations and protect against misuse or fraud.

4. Lawful bases

Where data-protection laws such as the EU GDPR or UK GDPR apply, we rely on: consent for analytics and advertising cookies (which you can withdraw at any time); legitimate interests for responding to enquiries and for running and securing our business; and steps taken at your request before entering a contract when we discuss a potential pilot. For pilot case material, the broker firm determines the lawful basis as controller.

5. Cookies & analytics

Essential cookies and local storage are used to run the site and remember your cookie choice. With your consent, we use Google Analytics 4 and Google Ads to understand traffic and measure conversions. We operate Google Consent Mode, which defaults to “denied”, so these load only after you accept. You can change or withdraw consent at any time by clearing the site’s cookies and local storage, after which the banner reappears.

6. AI processing

Our software uses third-party AI services to help prepare draft outputs. All outputs are drafts intended for human review and do not constitute mortgage advice, lender recommendations, affordability decisions, or suitability assessments. We use AI providers under terms that do not permit your inputs or outputs to be used to train their publicly available models.

7. Pilot case data

If your firm joins a pilot, any case material you choose to share (which may include personal data about your clients) is processed only to prepare the case outputs you request, under a separate pilot or data-processing agreement in which your firm is the controller. We minimise personal data, avoid displaying client-identifying details in case-list views where possible, do not use this material to train AI models, and delete or return it in line with that agreement.

8. Sharing & sub-processors

We do not sell your personal data. We share it only with service providers that help us operate, and only as needed:

• Hosting & delivery: our website host and content-delivery network.
• Analytics & advertising: Google, only with your consent.
• Forms & scheduling: the providers used to receive your enquiry and book calls.
• Email: our email provider, so we can correspond with you.
• AI services: to generate draft outputs, under the no-training terms described above.
• Legal & safety: where required by law, or to protect rights, safety, or our service.

These providers process data under appropriate contractual terms.

9. International transfers

We and our providers may process personal data in countries other than your own, including the United States. Where we transfer personal data across borders, we rely on appropriate safeguards such as Standard Contractual Clauses, the UK International Data Transfer Addendum, or an adequacy decision, as applicable.

10. Retention

We keep enquiry details only as long as needed to follow up and for our legitimate business records, then delete or anonymise them. Pilot case material is retained only for the term of the pilot agreement and is deleted or returned afterwards.

11. Security

We use technical and organisational measures appropriate to the risk, including encryption in transit (HTTPS), access controls, and reputable infrastructure providers, to protect personal data. No method of transmission or storage is completely secure, but we work to protect your information and review our measures regularly.

12. Your rights

Subject to your local laws, you may have rights to access, correct, delete, restrict, or object to our processing of your personal data, to data portability, and to withdraw consent. To exercise any of these, email hello@advisorops.ai and we will respond within the time required by applicable law.

13. Children

The site and our services are intended for business users and are not directed to children. We do not knowingly collect personal data from children.

14. Changes

We may update this policy from time to time. We will revise the “Last updated” date above and, where appropriate, provide additional notice.

15. Contact & complaints

For any privacy question or to exercise your rights, email hello@advisorops.ai. If you believe we have not handled your data properly, you can also complain to your local data protection authority (for example, in the UK, the Information Commissioner’s Office at ico.org.uk).