Privacy Policy

This app, the Owner Intent Profile™ (the "App"), is provided by NorthStar Value Group, LLC ("NorthStar," "we," "us," or "our"). This Privacy Policy explains what information we collect when you use the App, how we use and store it, and the limited ways we share it. By creating an account or using the App, you agree to the practices described below.

When you use the App we collect:

• Account information — your name and email address, provided when you register.
• Questionnaire responses — the answers you type or dictate while completing the Owner Intent Profile™, including any voice-transcribed text (audio is transcribed in the browser and not retained by us).
• Generated profile — the personalized Owner Intent Profile™ report produced from your answers.
• Basic technical data — standard log information such as timestamps and error reports needed to operate the App securely.

We do not ask for, and you should not enter, government IDs, financial account numbers, health information, or other sensitive personal data. Please do not include information about third parties beyond what is reasonably needed to answer a question.

We use your information to:

• Create and maintain your account and saved reports.
• Generate your Owner Intent Profile™ and let you view, download, and re-open it later.
• Provide the report to your NorthStar advisor so we can help you act on it.
• Operate, secure, debug, and improve the App.

Your account can hold up to three saved Owner Intent Profiles™ at a time, plus your most recent working report. We store your account details, your answers, and your generated report on our backend so you can return to them from any device. These records also serve as our backup of your work — if a device is lost or a browser is cleared, your saved profiles remain in your account.

When you complete a profile, we record your contact details and a private link to a PDF copy of your report inside NorthStar's customer relationship management system (GoHighLevel) so your advisor can review the profile and follow up with you.

• The PDF itself is stored in our secure app storage. The link saved in the CRM is a long, unguessable URL — only people who hold that specific link (you and NorthStar staff working on your account) can open the PDF.
• We do not post your full answers or full report as plain text inside the CRM.
• If you delete a saved report from the App, the underlying PDF is removed and the link in the CRM will no longer resolve.

We use a small number of trusted vendors to run the App. They process your information only to provide services to us:

• Cloud hosting, database, authentication, and storage — provided through Lovable Cloud (powered by Supabase).
• AI model provider — used to generate your Owner Intent Profile™ from your answers.
• GoHighLevel — NorthStar's CRM, where your contact record and PDF link are saved.
• Google — used when you choose to sign in with a Google account.

We do not sell your personal information, and we do not share it for third-party advertising.

Your data is transmitted over encrypted (HTTPS) connections and stored in access-controlled systems. Your saved reports and PDFs are held in a private storage area scoped to your account, and links shared with the CRM are long random URLs that are difficult to guess. No system is perfectly secure, so we cannot guarantee absolute security, but we work to protect your information using reasonable and appropriate measures.

We keep your account information and saved profiles for as long as your account is active. You can delete a saved profile from the App at any time. If you would like your entire account and all associated data deleted, contact us at the address below and we will remove it, subject to any limited retention required for legal or backup purposes.

You can view, download, and delete your saved profiles from within the App. Depending on where you live, you may also have the right to request access to, correction of, or deletion of your personal information, and to withdraw consent to future processing. To exercise any of these rights, email us at support@northstarvaluegroup.com.

The App is intended for business owners and is not directed to children under 16. We do not knowingly collect personal information from children.

We may update this Privacy Policy from time to time. When we do, we will update the effective date above and, for material changes, provide additional notice through the App or by email.

Questions, requests, or concerns? Contact NorthStar Value Group, LLC at support@northstarvaluegroup.com.