Legal

Privacy policy

This policy explains how EstateHQ collects, uses, and protects your personal data in accordance with UK GDPR and the Data Protection Act 2018.

Last updated: May 2026

Disclaimer: This document is provided for informational purposes. We recommend seeking independent legal advice to ensure your compliance with applicable laws.

Data controller

Who we are

EstateHQ is the trading name of the company operating this platform. We provide a SaaS compliance management platform for UK estate agencies. We are the data controller for the personal data described in this policy.

Company registration number: 17209704 (registered in England and Wales). ICO registration: EstateHQ Ltd is registered with the Information Commissioner's Office as a data controller (registration reference to be inserted on this page once confirmed).

You can contact us at any time by email: hello@estatehq.co.uk

Data categories

What data we collect

We collect and process the following categories of data when you use EstateHQ:

Account data
  • Your name and email address when you create an account
  • Your organisation name and branch details
  • Billing information (payment method details are processed by Stripe and not stored by us)
  • Role and access level within your organisation
Property and client data
  • Landlord client names, contact details, and AML risk assessment records that you enter into the platform
  • Property addresses and certificate records
  • Sales and lettings instruction details
  • Offer, viewing, and pipeline data
Usage and analytics data
  • Pages visited and features used within the platform
  • Browser type, operating system, and device information
  • IP address and approximate location (country/region)
  • Session duration and interaction events
Cookies

We use essential, functional, and analytics cookies. Please see our Cookie policy for full details of the cookies we use and how to control them.

UK GDPR Article 6

Legal basis for processing

Under UK GDPR, we must have a lawful basis for processing your personal data. We rely on the following bases:

Article 6(1)(b) — Contract

Processing is necessary to perform our contract with you (providing the EstateHQ platform) and to take steps at your request prior to entering into a contract.

Article 6(1)(c) — Legal obligation

We may be required to process certain data to comply with legal obligations, including record-keeping requirements under UK tax law.

Article 6(1)(f) — Legitimate interests

We rely on our legitimate interests for the following activities: (i) improving the EstateHQ platform using aggregated usage analytics; (ii) detecting and preventing fraud, abuse, and security threats; and (iii) sending you service-related communications relevant to your subscription. For each activity we have conducted a balancing assessment and concluded that our legitimate interests are not overridden by your rights and interests. You may object to this processing at any time by contacting us.

Article 6(1)(a) — Consent

Where you have provided explicit consent, we process usage and analytics data for product improvement purposes via PostHog, our EU-hosted analytics provider. You may withdraw consent at any time by contacting us at hello@estatehq.co.uk or by adjusting your cookie preferences.

Processing purposes

How we use your data

  • To provide, operate, and maintain the EstateHQ platform
  • To manage your account and subscription
  • To send transactional emails (account notifications, certificate expiry alerts, staff invitations)
  • To process payments via Stripe
  • To respond to support requests and enquiries
  • To improve platform performance and fix issues
  • To detect and prevent fraud and abuse
  • To comply with applicable law

We do not sell your personal data to third parties. We do not use your data for automated profiling that produces legal or similarly significant effects.

Article 28 UK GDPR

Who we share data with

We use the following sub-processors to operate the platform. Each is bound by a data processing agreement and appropriate safeguards. For full details of how we process your data as a data processor, see our Data Processing Agreement.

Sub-processorPurposeLocation
SupabaseDatabase hosting, authentication, and file storageEU (London)
StripePayment processing and subscription managementUSA (SCCs)
ResendTransactional email deliveryUSA (SCCs)
VercelPlatform hosting and edge networkUSA / EU (SCCs)

SCCs = UK International Data Transfer Agreement (IDTA) or UK Addendum to EU Standard Contractual Clauses, as approved by the UK ICO for international data transfers under UK GDPR.

We may also disclose your data to law enforcement or regulatory authorities where required by law.

Data retention

How long we keep your data

We retain personal data only for as long as necessary:

  • Account and subscription data: for the duration of your subscription, plus 90 days after account closure to allow data export, then deleted
  • Billing records: 7 years from the end of the relevant tax year, to comply with HMRC requirements
  • AML and compliance records: we recommend your agency retains AML records for a minimum of 5 years under the Money Laundering Regulations 2017; you are responsible for your own retention obligations
  • Usage and analytics data: aggregated and anonymised within 13 months
  • Support correspondence: 2 years from the date of the last communication
Data typeStatutory minimumPlatform action
AML risk assessment records5 years — MLR 2017 reg. 40Retained for statutory period; erasure available on request after expiry
Instruction and transaction records6 years — Limitation Act 198090 days after account closure, then deleted (statutory minimum takes precedence where applicable)
Billing records6 years — HMRC requirementsRetained for 6 years from end of relevant tax year
Marketing consent recordsNone (PECR)Until consent is withdrawn or account is closed
UK GDPR Articles 12–22

Your rights

Under UK GDPR, you have the following rights regarding your personal data. Please see our GDPR & Your Rights page for full details of how to exercise each right.

  • Right of access — obtain a copy of the personal data we hold about you
  • Right to rectification — ask us to correct inaccurate or incomplete data
  • Right to erasure — ask us to delete your data in certain circumstances
  • Right to restriction — ask us to restrict processing of your data
  • Right to data portability — receive your data in a structured, machine-readable format
  • Right to object — object to processing based on legitimate interests
  • Right not to be subject to automated decision-making with legal or significant effects
Supervisory authority

Contact us & complaints

To exercise any of your rights, or if you have any questions about this policy, please contact us at hello@estatehq.co.uk. We will respond within 30 calendar days.

EstateHQ does not meet the thresholds requiring a mandatory Data Protection Officer under UK GDPR Article 37. All data protection queries and rights requests are handled by our data protection team at hello@estatehq.co.uk.

If you are not satisfied with our response, you have the right to lodge a complaint with the UK supervisory authority:

Information Commissioner's Office (ICO)

Website: ico.org.uk

Telephone: 0303 123 1113

Post: Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, SK9 5AF

Questions about your data?

We are committed to handling your data transparently and responsibly. Get in touch with any questions.