Privacy Policy

1. Introduction

Upstream Title Forensics, LLC (“Company,” “we,” “our”) is committed to protecting the privacy and security of nonpublic personal information (NPI) as defined under the Gramm-Leach-Bliley Act (GLBA) and its implementing regulations. This Privacy Policy describes how we collect, use, disclose, and safeguard information in connection with our forensic title examination and curative services.

2. Information We Collect

We collect information necessary to perform our contracted title forensic and curative services, including:

• Contact information (name, business email, phone, company name)
• Engagement-related data (service type, file volume, case details)
• Title records and property information provided by institutional clients
• Technical data (IP address, browser type) collected automatically through our website

3. How We Use Information

We use the information we collect to:

• Perform contracted forensic title examination services
• Process and respond to engagement inquiries
• Communicate regarding active engagements and deliverables
• Comply with legal and regulatory obligations
• Maintain and improve our security controls

4. Information Sharing and Disclosure

We do not disclose nonpublic personal information to nonaffiliated third parties except as permitted or required by law. We may share information with:

• Service providers who assist in our operations and are bound by confidentiality agreements
• Regulatory authorities as required by applicable law
• Courts and legal counsel in connection with title curative proceedings

5. Data Security

We maintain a comprehensive Written Information Security Plan (WISP) in compliance with the GLBA Safeguards Rule (16 CFR Part 314). Our security controls include encryption at rest and in transit, access controls, monitoring, and incident response procedures. For details, see our Security Protocol page.

6. Data Retention

We retain information only for as long as necessary to fulfill the purposes for which it was collected, comply with legal obligations, and resolve disputes. Retention periods are defined in our data retention schedule and governed by engagement terms.

7. Your Rights

Depending on your jurisdiction, you may have rights regarding your personal information, including the right to access, correct, or request deletion of your data. To exercise these rights, contact us at compliance@upstreamtitleforensics.com.

8. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable regulations. We will post the updated policy on this page with a revised effective date.

9. Contact Information

For questions about this Privacy Policy or our data practices, contact:

Upstream Title Forensics, LLC
Attn: Compliance Department
1888 Sherman St, Suite 350, Denver, CO 80203
compliance@upstreamtitleforensics.com