RETM SolutionsReal estate transaction management

Privacy Policy

Last updated July 4, 2026

RETM Solutions, operated by Southern Referral Associates Inc. d/b/a RETM Solutions, provides software for real-estate brokerages and their authorized users, including brokerage dashboards, client portals, IDX and listing tools, marketing and compliance workflows, mobile apps, Roku and TV display apps, screensaver apps, and related real-estate operations. This Privacy Policy explains how we collect, use, disclose, and protect information when you use those services.

Information We Process

Depending on your relationship with RETM, we may process contact details, account credentials, brokerage and agent profile data, client and lead records, transaction metadata, listing and search preferences, favorites, rejected or passed listings, tour lists, saved searches, pending-home information that you or your brokerage choose to use in the platform, uploaded documents, marketing preferences, audit logs, device and usage data, communications with our team, and calls or text-message consent records such as the phone number provided, the consent language shown, and the date and time of opt-in.

Roku, Screensaver, and TV Display Apps

Our Roku and TV apps, including RETM Display, RETM Screensaver, and RETM Client, use device pairing codes, device identifiers, friendly display names, app version information, display configuration, brokerage or agent assignment, enabled slide types, listing filters, and technical diagnostics to pair, operate, sync, and recover displays. Display apps may show IDX-approved listing information, photos, listing brokerage attribution, QR codes, lender or evergreen content, social media prompts, agent contact cards, and other content configured by an authorized brokerage, agent, or client.

Roku and other TV platform providers may independently collect device, account, analytics, or platform data under their own privacy policies. RETM does not control those platform-provider practices.

Client, Agent, and Brokerage Workflows

Authorized agents, brokerages, and clients may use RETM to manage client favorites, rejected listings, tour lists, saved searches, showing or appointment activity, transaction information, and display takeovers or TV browsing sessions. We use that information only to operate the requested workflows, sync authorized devices, provide support, maintain records, and meet legal, MLS, brokerage, and contractual obligations.

Calls, Text Messages, and Email

If you provide a phone number or email address, RETM may send account, login, verification, transaction, listing, showing, appointment, customer-care, and lead-assignment communications as permitted by your consent and applicable law. Message and data rates may apply. Message frequency varies. You may opt out of text messages by replying STOP, request help by replying HELP, ask to be removed from calls at any time, and use unsubscribe links where available for marketing email.

We use phone numbers and messaging consent records to operate the calling and messaging program, honor help and opt-out requests, support compliance and carrier requirements, and maintain required records.

How We Use Information

We use information to provide the platform, authenticate users, route leads, power broker and client workflows, pair and operate devices, display authorized listing and marketing content, deliver support, secure the service, improve product reliability, prevent misuse, enforce agreements, and comply with law, MLS rules, and brokerage instructions.

Sharing and Service Providers

RETM may share information with the brokerage, agents, clients, lenders, vendors, or service providers involved in the workflows you use, and with cloud hosting, email, SMS, payment, identity, analytics, CRM, QR-code, media, and communications providers that help us deliver the service. These providers are used only as needed for platform operations. We may also disclose information when required by law, MLS or brokerage rules, or to protect rights, security, and safety.

No Sale and Messaging Consent

We do not sell personal information. We do not share mobile phone numbers, SMS opt-in data, or text-message consent records with third parties or affiliates for their marketing or promotional purposes. We may share that information with communications providers only as needed to deliver calls or messages on our behalf, or when required by law.

MLS and Listing Information

Listing data may come from MLS, IDX, brokerage, agent, or third-party sources. RETM uses listing information only according to the permissions, licenses, and display settings applicable to the requesting brokerage, agent, client, website, app, or display. Listing information may be delayed, changed, corrected, withdrawn, or restricted by its source.

Retention and Your Choices

We retain information for as long as needed to provide the services, maintain business and legal records, comply with brokerage, MLS, tax, accounting, fraud-prevention, and regulatory obligations, resolve disputes, and enforce agreements. You may request access to, correction of, or deletion of personal information we hold about you by contacting us. Some records may need to be retained where required by law, brokerage supervision, transaction recordkeeping, MLS obligations, or legitimate security and compliance needs.

Children

RETM is not directed to children under 13, and we do not knowingly collect personal information from children under 13.

Changes

We may update this Privacy Policy from time to time. Material changes will be posted on this page with a revised effective date.

Contact

Privacy questions or deletion requests can be sent to privacy@retmsolutions.com.