Privacy in the client portal

This note covers the Revnera client portal. Your agreement with Revnera sets out how we process your agency’s CRM data; this note covers the portal itself.

What the portal keeps

• Your name, work email, job title and, if you add it, a phone number.
• What you and we write here: onboarding answers, questions and replies, approvals and their records, weekly updates.
• Documents we share with you, and screenshots or PDFs you attach to a question.
• A log of what happened in your agency’s portal, and when you sign in.

The portal never holds your CRM’s records (your vendors, landlords, applicants or tenants). Please don’t upload CRM exports here: how data is shared is agreed in writing.

Where it is, and who processes it

• Supabase: the database, sign-in and file storage, hosted in London.
• Vercel: runs the portal.
• Resend: sends the portal’s emails.

Cookies

One kind only: the cookie that keeps you signed in. No analytics or advertising cookies.

How long we keep it

While your engagement runs, and for a period after it ends set out in your agreement. Records of approvals are kept as evidence of what was agreed. You can ask for a copy of your agency’s portal data, or for your own account to be deleted, through Support.