Information We Collect

We may collect information that individuals voluntarily provide when contacting our office, requesting an appraisal quotation, submitting an inquiry, or engaging our professional services.

Contact and Inquiry Information

Depending on the information submitted, this may include:

• Full name
• Email address
• Telephone number
• Property address and location
• Type or purpose of appraisal inquiry
• Property descriptions and characteristics
• Requested effective dates
• Messages and related correspondence
• Documents voluntarily supplied to our office

Technical and Usage Information

When visitors browse the Website, certain technical information may be collected through website analytics, hosting infrastructure, and security systems.

Such information may include browser and device information, pages visited, approximate geographic location, referral sources, website interactions, Internet Protocol (IP) information, and other technical identifiers.

The specific information collected depends on the technologies involved and their configurations.

How We Use Information

Information collected through the Website and related communications may be used to:

• Respond to appraisal inquiries and requests for quotations
• Evaluate whether a proposed assignment is within our service area and expertise
• Communicate about property inspections, scheduling, and assignment requirements
• Prepare, complete, and deliver professional appraisal services
• Maintain necessary business and appraisal records
• Manage inquiry follow-ups and customer communications
• Monitor and improve Website performance and usability
• Protect the Website and associated systems against spam, misuse, and security threats
• Meet applicable legal, regulatory, professional, or recordkeeping obligations

We use submitted contact information primarily for responding to inquiries and providing services requested by the individual or client.

Website Analytics and Cookies

Our Website uses Google Analytics to help us understand website traffic, visitor interactions, and the performance of our content.

Google Analytics may use cookies and similar technologies to associate website interactions with browser or device identifiers and generate usage statistics.

Analytics information may include pages visited, session activity, device characteristics, traffic sources, and approximate location.

We use this information to evaluate and improve the usability and effectiveness of our Website.

Website hosting and security technologies may also use cookies or technical identifiers necessary for normal website operation, security, or spam prevention.

Contact Forms and Email Communications

The Website uses Contact Form 7 to receive appraisal inquiries and general contact requests.

Information submitted through these forms is transmitted to our business email systems for review and response.

We do not currently maintain a dedicated WordPress form-submission database as our primary storage system for these inquiries.

However, submitted information may remain in email accounts, message histories, technical logs, or other services used to process business communications.

Our email systems may use third-party mail delivery and authentication services to facilitate reliable electronic communications.

Automated Inquiry Processing

Pilgrim Colonial uses business automation tools to help manage certain incoming inquiries, email responses, and follow-up communications.

These workflows may involve services such as Make.com, Google email services, and Google Sheets.

Depending on the workflow, information such as a customer's name, email address, property information, inquiry details, and correspondence may be transferred between these services.

These tools assist with administrative tasks such as organizing inquiries, monitoring response status, and sending or preparing service-related communications.

Automated communications are intended to support customer inquiries and related business operations, rather than unsolicited marketing campaigns.

Information processed through these tools may be subject to their respective security practices, privacy policies, and contractual terms.

Third-Party Service Providers

We use service providers to operate the Website, manage communications, protect against spam, and support administrative business functions.

Depending on the service being provided, these may include:

• Liquid Web: Website hosting and associated infrastructure
• Google: Website analytics, email services, and spreadsheet-based administrative workflows
• Make: Business automation and inquiry processing
• Cloudflare: Website security and automated traffic or spam protection
• WordPress and associated plugins: Website functionality and contact form processing

These services may process information as necessary to provide their functions. Not all providers receive the same categories of data.

For example, website analytics information differs from information provided directly through an appraisal inquiry or business email message.

Information may also be processed or stored using infrastructure outside Massachusetts or the United States, depending on the provider and service.

Professional Appraisal Records

When Pilgrim Colonial accepts an appraisal assignment, additional information may be collected or developed as part of the professional valuation process.

These records may include:

• Client and assignment information
• Property characteristics, measurements, and inspection notes
• Property photographs and supporting documentation
• Relevant public records and market information
• Comparable sales and valuation analyses
• Appraisal reports and associated workfiles
• Assignment correspondence and related business records

Appraisal records may be maintained in professional appraisal software, electronic storage systems, and other business recordkeeping resources.

The confidentiality, retention, and disclosure of appraisal information may be governed by the Uniform Standards of Professional Appraisal Practice (USPAP), applicable laws, and assignment-specific requirements.

Disclosure and Sharing of Information

Pilgrim Colonial does not sell or rent personal information submitted through the Website to third-party data brokers or advertisers.

We may disclose or make information available in the following circumstances:

• To service providers supporting website hosting, communications, analytics, security, and business automation
• To clients, intended users, or other authorized recipients when appropriate for an appraisal assignment
• When disclosure is authorized by the individual or client, as applicable
• When required by law, valid legal process, or applicable regulatory obligations
• To protect the security and integrity of our business systems or investigate misuse

Disclosure of confidential appraisal information is additionally subject to applicable professional and legal restrictions.

Information Retention

We retain information for periods appropriate to the purposes for which it was collected, our business needs, and applicable legal or professional recordkeeping requirements.

Website Inquiries

Contact information, email correspondence, and inquiry-management records may be retained while necessary for administrative follow-up, customer service, business documentation, or other legitimate operational purposes.

Professional Appraisal Records

Appraisal reports and supporting workfiles are retained in accordance with applicable professional standards, legal requirements, and other relevant assignment obligations.

As a result, appraisal-related records may need to be retained for longer periods than ordinary website inquiries.

When information is no longer required, it may be deleted, archived, or otherwise managed in accordance with applicable retention obligations and technical capabilities.

Information Security

We use administrative and technical measures intended to reduce the risk of unauthorized access, misuse, alteration, or disclosure of information.

These measures may include account authentication, access controls, website security tools, and protections provided by our hosting and communications services.

Nevertheless, no internet transmission, electronic communication system, or data storage method can be guaranteed to be completely secure.

Visitors should use appropriate care when transmitting confidential or sensitive information electronically.

Access, Correction, and Deletion Requests

Individuals who have submitted personal information may contact our office to inquire about information we maintain, request correction of inaccurate information, or request deletion where appropriate.

We will review such requests in accordance with applicable law, identity-verification requirements, and any relevant professional recordkeeping obligations.

Some information, including appraisal workfiles and other required business records, may need to be retained even when a deletion request is made.

Requests may be sent to orders@pilgrimcolonial.com .

Website Payments and Marketing Communications

Online Payments

Pilgrim Colonial does not currently collect or process customer payments directly through this Website.

Any payment arrangements associated with professional appraisal services are handled separately under the applicable engagement terms.

Marketing Communications

We do not currently operate a newsletter subscription program or send unsolicited promotional email campaigns to individuals who submit website inquiries.

Email and other communications associated with inquiries are primarily intended to respond to customer requests, provide service-related information, or manage follow-up communications.

External Websites and Links

The Website may contain links to third-party websites, professional resources, or external services.

We do not control the privacy practices, security measures, or content of external websites.

Visitors should review the policies of those websites before providing information or using their services.

Updates to This Privacy Policy

We may update this Privacy Policy to reflect changes in our Website, business operations, technology providers, or applicable requirements.

Any updated version will be published on this page with a revised Last Updated date.

Visitors may review this page periodically for changes.