Draft for review. Please have this checked by a solicitor before launch.
Who we are
CaseHelp is run by Mortgage Social Pro Limited, company number 05428597, registered office 12 Melbourne Business Court, Pride Park, Derby, England, DE24 8LZ. We are the data controller for the personal data we hold about CaseHelp users and website visitors. Our ICO registration number is ZC123752.
You can contact us about your data at privacy@casehelp.co.uk.
What we collect
- Account details: your name, work email, firm name, FRN, IRN, role and the product types you work in.
- Profile details: your handle, badge and any extras you choose to show, such as years of experience.
- What you post: cases, replies, votes and reports.
- Technical details: log in times, device and browser type and IP address, to keep the service secure.
- Interest forms: the details you give us on our lenders and advertisers form.
Who can see your details
Other users only see your handle, badge and any extras you choose to show. They never see your name, firm, IRN or email.
Our platform admin can see who you are, but only to deal with a report, a data issue or a legal request. Every look-up is logged.
How we use your data
| What we do | Lawful basis |
|---|---|
| Create and run your account | Contract |
| Check you on the FCA register, at sign-up and each month | Legitimate interests: keeping CaseHelp for advisers only |
| Check posts for client details before they go live | Legitimate interests: protecting clients and users |
| Moderate reports and keep the service safe | Legitimate interests |
| Send you notes about replies and cases you follow | Contract |
| Reply to lenders and advertisers who register interest | Consent |
Client data
Our terms ban client names and other details that could identify a client. Before a case goes live, we scan the text to spot personal details and ask the poster to remove them. If client data gets through, we remove it as soon as we know.
Who we share data with
We use trusted suppliers to run CaseHelp. They only use your data to provide their service to us.
- Supabase: database and log in
- Netlify: website hosting and forms
- Anthropic: processes case text to check for personal details, suggest a product type and find similar cases
- Resend: account and notification emails
- Stripe: payments, if we add paid features later
Some suppliers may process data outside the UK. Where they do, we use safeguards such as the UK International Data Transfer Agreement or the UK Addendum to the EU standard clauses.
We do not sell your data. We do not share your identity with advertisers.
How long we keep data
We keep account details while your account is open. When you delete your account, we remove your personal details within 30 days. We may keep your cases and replies under your handle so solved cases stay useful, but they will no longer link to you. We keep logs and records we need for legal reasons for 6 years.
Your rights
You can ask to see, correct or delete your data. You can object to how we use it or ask us to limit it. You can ask for a copy to take elsewhere. Email privacy@casehelp.co.uk.
If you are not happy with how we handle your data, you can complain to the Information Commissioner's Office at ico.org.uk.
Changes
We may update this policy. We will tell users about big changes by email or in the app.