Your Data Privacy in Real Estate: The Hidden Cost of Convenience
The Update That Will Change Many Agents’ Clients’ Privacy
On November 15, Zillow’s new Follow Up Boss policy activates.
It allows Zillow to analyze “mutual customer data” — information about people already stored in an agent’s database and active on Zillow. In practice, that means private notes, personal dates, communication records, and engagement metrics will most likely flow into Zillow’s broader system.
The Fine Print Behind the Automation
Agents and brokers across the country rely on Customer Relationship Management CRMs that promise efficiency. That speed has a price. By clicking “agree,” most have granted sweeping permissions that they have most likely not read. These updates are not breaches. They are contracts of consent written in language few real estate professionals have the time , patience, or legal acumen to interpret.
Why This Matters to You
Real estate is built on trust and confidentiality.
When client data becomes “shared metadata,” trust erodes. The public assumes its conversations with agents are private. Agents assume that their CRMs act as secure tools. Both assumptions are now questionable.
Properties on the Potomac Does It Differently
At Properties on the Potomac, technology serves judgement. We never replace judgement with technology. Of course, we use advanced digital systems, but we maintain local control of all client data. No automated platform owns our client relationships, and no algorithm decides who receives correspondence.
Our data protocols are guided by three principles:
- Control: We decide where our data lives, and who can access it.
- Confidentiality: Your personal and financial information remains between you and your agent.
- Accountability: We read ‘agreements’ before signing and occasionally forego convenience for privacy. Your trust is not a click-through box.
Krasi’s extensive education in accounting and finance has developed a “radar” to detect potential conflicts of interests. In 2002, when her then brokerage demanded that all client data be entered into their centralized CRM system, Krasi changed companies.
When asked which CRM our company uses, Krasi replies, “spreadsheets.” Why? Because our clients do not have to be “managed” with prewritten impersonal communication. Real Estate is still a PEOPLE business. The person who is helping you with your most important financial transaction must respect you more than AI-generated communication can offer.
The Bottom Line for You
Technology should enhance professionalism.
Convenience is valuable, but not at the expense of control.
Technology must never erase human professionalism.
If you are considering a move or investment – reach our to Broker, Krasi Henkel


























