Privacy Policy

1. Scope of This Privacy Policy

This Privacy Policy applies to information collected through:

• brokers.buildfocusdigital.com and related landing pages.
• Demonstration forms, booking pages and contact forms.
• Phone calls, AI-assisted calls, SMS and email communications.
• CRM systems, client onboarding, lead-conversion and automation services.

Separate websites, client websites and third-party platforms may have their own privacy policies. We encourage you to review the policies of any other websites or platforms you visit or use.

2. Information We Collect

A. Information Provided by Website Visitors

When you submit a form, request a demonstration or communicate with us, we may collect:

• First name and last name.
• Business or brokerage name.
• Work email address.
• Australian mobile number.
• Website URL.
• Finance services offered.
• Monthly lead volume.
• Current lead sources.
• Current response process.
• CRM platform.
• Broker transfer availability.
• Lead-conversion challenges.
• Calendar and appointment information.
• Messages, enquiries and support requests.
• Any other information voluntarily provided.

B. Technical and Website Information

We may automatically collect technical information such as:

• IP address, browser type, device type and operating system.
• Pages visited and time spent on pages.
• Referring URL, date and time of access.
• Approximate location derived from technical data.
• Cookie identifiers and analytics activity.
• Advertising attribution data and UTM parameters.
• Meta campaign, ad set and ad identifiers where available.

C. Communication Information

When we communicate with you, we may collect:

• Call date, time, telephone number and call status.
• Call recordings where enabled, call transcripts and AI-generated summaries.
• SMS activity and email activity.
• Appointment details, opt-in and opt-out records.
• CRM notes, demonstration-call answers and support conversations.

D. Client and Onboarding Information

When onboarding clients, we may collect:

• Legal or trading business name and authorised representative information.
• Business registration or verification details where required.
• Finance products, qualification criteria, calling hours and broker availability.
• CRM and calendar information, call scripts and follow-up rules.
• Billing and payment information.
• Platform-access information provided for implementation.
• Compliance and approval records.
• Other information necessary to provide the contracted service.

3. Information Processed for Clients

BuildFocus Digital may process personal information about a client’s leads, applicants, customers or contacts when operating a lead-conversion system on the client’s behalf. This may include:

• Name, email address, phone number and business name.
• ABN or ACN details, trading duration and approximate monthly revenue.
• Requested funding amount, intended use of funds and finance timeframe.
• Appointment preferences and application status.
• Call outcomes, CRM notes, qualification information.
• Documents or application information where configured.

The finance brokerage determines the information it wants to collect and is responsible for its collection notices, consent wording, lawful basis, financial-services obligations and applicant disclosures. BuildFocus Digital processes this information to provide the agreed technology and automation services.

Client data must not be used by BuildFocus Digital for unrelated marketing unless separate valid permission exists.

The exact responsibilities of BuildFocus Digital and each client may also be defined in a separate proposal, service agreement, data-processing arrangement or implementation agreement. BuildFocus Digital does not make lending, credit or eligibility decisions.

4. How We Use Information

Information may be used to:

• Respond to enquiries and provide live AI demonstrations.
• Contact prospective clients and schedule strategy calls.
• Assess whether the system is suitable for a brokerage.
• Create and manage CRM records, landing pages and forms.
• Configure AI-assisted calling workflows, transfer and appointment-booking logic.
• Send confirmations and reminders, and provide SMS and email follow-up.
• Create call recordings, transcripts and summaries where enabled.
• Provide support, process payments and manage client accounts.
• Analyse website and campaign performance and improve page usability.
• Prevent misuse, fraud and security incidents.
• Maintain consent and communication records.
• Comply with contractual, legal, carrier, platform and regulatory requirements.
• Enforce agreements and resolve complaints and disputes.

BuildFocus Digital does not sell personal information.

5. AI-Assisted Calls and Automated Communications

People who submit the live demonstration form may receive:

• An AI-assisted phone call.
• An automated or manually initiated SMS.
• An email.
• Appointment-related communications.
• Follow-up regarding their BuildFocus Digital enquiry.

The AI assistant should identify itself appropriately. The purpose of the call is to demonstrate or discuss BuildFocus Digital’s lead-conversion services. The AI assistant does not provide financial advice, does not assess finance applications, and does not approve or decline credit.

A person may ask for the call to end and may request not to receive further marketing communications.

Automated communications are configured around applicable consent requirements, approved calling periods and client instructions. This does not mean every communication is automatically lawful in every circumstance.

6. Call Recordings, Transcripts and Summaries

Calls may be recorded, transcribed, summarised using automated or AI-assisted technology, and stored in a CRM or communications platform. These records may be used for:

• Providing the demonstration.
• Quality assurance, training and system improvement.
• Troubleshooting and confirming outcomes.
• Client reporting, security and resolving disputes.
• Maintaining compliance records.

A recording disclosure or consent notice may be provided where required. Brokerage clients are responsible for obtaining any notices or permissions required for calls made as part of their own workflow.

7. SMS and Email Communications

BuildFocus Digital may send service-related and marketing communications where permitted, including:

• Demonstration confirmations, appointment confirmations and reminders.
• Requested information and follow-up about an enquiry.
• Service updates and client support messages.

• Message frequency varies and standard message and data rates may apply.
• Recipients may reply STOP to supported SMS messages.
• Email recipients may use the unsubscribe link or contact BuildFocus Digital.
• Opt-out requests will be processed within the period required by applicable law.
• Service or transaction-related communications may still be sent when necessary to provide a requested service.
• Mobile opt-in data and SMS consent information are not sold or shared with third parties for their independent marketing.

8. Cookies, Advertising and Tracking Technologies

The website may use cookies, Meta Pixel, Meta Conversions API, Google advertising tools, website analytics, GoHighLevel tracking, session and attribution technologies, and similar measurement technologies. These may be used to:

• Operate the website and measure page performance.
• Attribute form submissions and understand traffic sources.
• Improve user experience and measure advertising effectiveness.
• Create remarketing audiences where permitted.
• Detect technical issues.

Users can control cookies through browser settings and, where implemented, the website’s cookie controls. Not all cookies can be disabled without affecting site functionality.

9. How We Share Information

BuildFocus Digital may share information with service providers only as reasonably necessary to operate the business and provide services. Potential categories include:

• CRM, website and hosting providers.
• Telephony, SMS and email providers.
• Calendar, automation and analytics providers.
• Advertising platforms and payment processors.
• Contractors, professional advisers and security providers.
• Authorities where legally required.
• Parties involved in a legitimate business transfer.

BuildFocus Digital does not sell website visitor or client lead information. We do not list a third-party company by name unless its use has been confirmed.

10. Third-Party Service Providers

BuildFocus Digital relies on third-party platforms for hosting, CRM, forms, scheduling, telephony, SMS, email, call recording, AI processing, analytics, advertising, payments and automation. These providers may process information under their own privacy policies and contractual terms.

Third-party systems may experience outages, policy changes or security incidents outside BuildFocus Digital’s direct control.

11. International and Cross-Border Processing

BuildFocus Digital, its contractors and technology providers may operate in different countries. Personal information may therefore be:

• Accessed from another country.
• Stored on overseas servers.
• Processed where a service provider operates.
• Transferred between jurisdictions to provide the requested services.

BuildFocus Digital takes reasonable steps appropriate to its role and circumstances when selecting and managing service providers. We do not state that all information remains in any one country.

12. Data Retention

Information is retained only for as long as reasonably necessary for purposes such as:

• Providing services and maintaining account and CRM history.
• Managing demonstrations and bookings.
• Maintaining consent records and supporting troubleshooting.
• Meeting contractual obligations and resolving disputes.
• Preventing abuse and meeting legal, tax or accounting requirements.

Retention periods may vary according to the type of information and the relevant client agreement. De-identified or aggregated information may be retained for analysis and service improvement. We do not promise a fixed deletion period unless one has been formally implemented.

13. Data Security

BuildFocus Digital uses reasonable administrative, organisational and technical safeguards, which may include access controls, password protections, role-based permissions, secure service providers, account-security practices, limited contractor access, and monitoring and backup practices where available.

We do not claim absolute security.

14. Access, Correction and Privacy Requests

Individuals may contact BuildFocus Digital to request:

• Access to certain personal information.
• Correction of inaccurate information.
• Deletion where applicable.
• Restriction or objection where applicable.
• Information about how their data has been handled.
• Withdrawal of marketing consent.

Identity verification may be required before fulfilling a request.

15. Marketing Preferences and Opt-Outs

People may:

• Reply STOP to a supported SMS.
• Use the unsubscribe link in an email.
• Ask during a telephone call not to receive further calls.
• Email BuildFocus Digital using the contact details in the "Contact Us" section below.

BuildFocus Digital will update its communication records after receiving a valid opt-out request. Opting out of marketing does not necessarily prevent essential service communications relating to an active agreement, appointment or requested service.

16. Client Responsibilities

Clients using BuildFocus Digital systems are responsible for:

• Providing accurate consent language and ensuring their lead source is appropriate.
• Maintaining required licences and authorisations.
• Approving call scripts and qualification questions.
• Providing required privacy notices and determining whether recording disclosure is required.
• Honouring opt-out requests and using collected information only for lawful purposes.
• Complying with financial-services and credit obligations applicable to their brokerage.
• Configuring appropriate access for employees and contractors.

BuildFocus Digital does not provide legal or regulatory advice.

17. Children’s Privacy

The website and services are intended for businesses and adults. BuildFocus Digital does not knowingly target or collect personal information from children through this business-to-business website.

18. External Links

The website may link to client websites, scheduling platforms, privacy policies, software platforms and third-party resources.

BuildFocus Digital is not responsible for the privacy practices or content of independent third-party websites.

19. Changes to This Privacy Policy

This Privacy Policy may be updated periodically. The revised policy will be posted on this page and the Effective Date will be updated. Material changes may be communicated through reasonable channels where appropriate.

Contact Us

Questions, requests or concerns regarding this Privacy Policy may be sent to: