Privacy Policy
Last updated August 5, 2026
Southeast Business Solutions operates the SBS Partner Portal so referring partners can follow the progress of clients they refer. This policy explains what the portal stores, who can see it, and how it is protected.
Information we collect
- Account information. Your name, work email address, company, role, and portal activity such as sign-ins and pages you open.
- Client progress information. Program stage, milestone dates, dispute cycle activity, and the qualifying middle credit score for clients you refer.
- Communications. Secure messages you send in the portal and records of notification emails we send to you.
Information we deliberately do not show partners
The portal is built around data minimization. Partner-facing screens never display Social Security numbers, dates of birth, account numbers, or creditor-level credit report detail. Client surnames are shown as an initial, and credit scores are presented as a single qualifying middle score.
Client authorization controls sharing
A partner sees a client's status or middle score only while that client's written authorization for that specific type of sharing is on file and active. Authorization can be limited to status only, extended to score ranges, or revoked. When authorization is revoked, partner access to that client stops.
How we use information
We use portal information to deliver the service: showing progress, sending status and milestone notifications, generating reports and mortgage-ready packets, supporting your account, and keeping audit records. We do not sell personal information, and we do not use client information for advertising.
Service providers
We use third-party providers to host the portal, store documents, and deliver email. They process information on our instructions and only as needed to run the service.
Security
- Sign-in is passwordless: a single-use magic link bound to the browser that requested it.
- Every record is protected by row-level access rules, so accounts can only read what they are entitled to.
- Documents are stored in a private bucket and released only to authorized users.
- Sensitive actions are written to an append-only activity ledger that cannot be edited or deleted.
No system can be guaranteed fully secure, but these controls are in place and monitored.
Retention
We keep account, client progress, and audit records for as long as your relationship with Southeast Business Solutions is active and afterward as needed for legitimate business, recordkeeping, and legal purposes.
Your choices
You can update your profile and notification preferences in the portal, or ask us to correct or remove your partner account. Clients may contact us to review or revoke their authorization for partner sharing.
Contact us
Southeast Business Solutions · Tye Richardson · 404-200-3352 · info@sbsofatl.com