MAXIFY
Legal · Privacy
Privacy Policy
Effective: June 2026 · Version 1.0
Draft template — pending legal review. Replace with your attorney’s final wording before launch.
1. Information we collect
- Account info: name, email, phone, business address (installers); same for customers
submitted by an installer or self-served via the guest path.
- Property info: address you enter on the calculator; public-record data we pull (ATTOM,
Trestle) such as deed owner, year built, square footage.
- Utility info: bill image / data you upload; extracted fields like usage (kWh), monthly
bill amount, rate plan, billing period.
- System config: the proposal you build (panel count, battery, roofing, EV charger).
- Verification metadata: OTP codes (server-side, time-limited), IP address, user agent for
audit purposes.
2. How we use it
- Generate the solar / roofing / EV / energy-storage quote you came for.
- Issue §7159-compliant Home Improvement Contracts and supporting agreements.
- Verify your identity before sending binding documents.
- Respond to your questions and provide ongoing service.
- Improve the calculator (when you opt into analytics cookies).
- Run marketing campaigns (when you opt into marketing cookies and provide TCPA consent).
3. How we share it
- Approved installers: when a guest customer submits a self-served quote, the lead is
routed to a Maxify-approved installer in your area.
- Service providers: Cloudflare (hosting), Resend (email), Google (Maps, Solar API),
Twilio (SMS), Anthropic / Google (AI for OCR + chat). All bound by data-processing agreements.
- Financing partners: HDM Capital for solar service agreements you accept.
- Legal: when required by court order or regulator.
We do not sell your personal information.
4. Your rights
California residents (CCPA/CPRA), and applicable rights for other U.S. states and the EEA/UK (GDPR):
- Request a copy of the personal information we hold about you.
- Request correction or deletion.
- Opt out of sharing for cross-context behavioral advertising.
- Limit use of sensitive information.
- Non-discrimination for exercising any of the above.
To exercise any right, email hi@gomaxify.com. We verify identity before
responding (matching your request to an existing account or your most recent uploaded document).
5. Retention
- Active quotes and contracts: kept while your relationship is active, then 7 years for tax + warranty
compliance.
- Marketing leads (guest, no contract): 24 months from last activity.
- Calculator session snapshots (sessionStorage): 4 hours.
6. Contact
Maxify Energy / HDM Capital LLC
4656 Biona Drive, San Diego, CA 92116
hi@gomaxify.com · (619) 719-9119