Privacy policy

Who handles your data

Heritage Real Estate Panama handles inquiries through its contact channels. Its public office address, phone and email appear below. The full identity of the legal entity responsible must be confirmed before commercial activation.

Information we use

The general inquiry form requests your name, email and mobile number. You can choose a project or indicate that you need guidance; when arriving from a property page, the project and applicable layout are retained. The message is optional. We do not request identity documents, banking details or sensitive data.

When submitting a general inquiry, a tour request or requesting a document, your consent choices, language, accepted document versions, receipt date and inquiry source are also recorded as evidence of your authorization.

Form before accessing documents

Brochure, layout, favorites and comparison PDF forms accept your real name, mobile number and email. With your consent, Heritage records the contact, selected projects, document, document language and applicable layout and page in its CRM, together with the date, consent and receipt reference. The browser delivers the file after the record is verified. A request does not prove that you saved the file and does not authorize campaigns or send messages.

The tour guide uses a form enabled for real details: name, email and mobile number. With your consent, Heritage records the contact, requested guide, authorization and reference. The browser delivers the file after receipt is verified. Downloading does not book a tour or authorize promotional follow-up.

Property tour requests

The form asks for your name, email, mobile number and preferred contact channel. Your area, preferred dates and message help prepare the route; the last two fields are optional. By giving consent, you authorize Heritage to record the request in its CRM and contact you through your chosen channel to coordinate it. A contact request does not create an appointment. If you choose an available calendar time and confirm, Heritage records the appointment in its calendar and CRM; the confirmation screen verifies the record. Payments and promotional subscriptions are not created.

The guide downloads in your browser. Requesting it does not commit you to purchasing a tour. The stated rate is US$275 per person; the itinerary, duration, transport, access, taxes and terms are confirmed in writing before payment.

Your inquiry and the CRM

With your explicit authorization, Heritage may register the information you submit in its CRM to organize and answer your inquiry, assign it to an adviser and follow up on your projects through your chosen channel. This does not reserve a property or require a purchase.

Project news and other promotional communications require separate, optional consent. The general inquiry form does not request or grant promotional consent; a subscription is not required to receive a reply. You may withdraw either authorization by emailing the contact below.

Who may access your information

Access must be limited to authorized Heritage staff and providers acting on its instructions, with confidentiality and data protection obligations. Your authorization does not permit data sales or independent commercial use by third parties.

The solution uses the exclusive Heritage sub-account in FARO CRM / Xpandit on GoHighLevel. General inquiries, tour requests and downloads record real requests. Detailed processor, processing-country and international-transfer information awaits confirmation by Heritage and can be requested through the privacy email. Request consent does not replace data protection obligations.

If a third party needs your information for a requested service, Heritage must explain what is shared and obtain authorization or establish the applicable legal basis.

Retention and protection

Entered details remain in memory until sending an inquiry or continuing a download. Accepted general inquiries, tour requests and downloads are stored in the CRM with server time, context, policy versions and consent choices. Closing the window does not delete a received request. Names, emails and phone numbers are not stored in the browser; sample records are identified for subsequent review and authorized cleanup.

Heritage must limit retention to the time necessary for the authorized purpose and applicable legal obligations. The specific period and deletion schedule await confirmation by Heritage; you may ask about them or request deletion at info@heritagerealestatepa.com. The form does not automatically delete received records.

Your rights and choices

You may request access, correction, cancellation, objection and portability, or withdraw consent, by emailing info@heritagerealestatepa.com with the subject Privacy. Describe your request and a reply channel. Only necessary identity verification information should be requested; do not send sensitive documents in advance.

Requests are subject to Panamanian statutory periods and exceptions. Withdrawal does not invalidate lawful processing before withdrawal. You may also contact Panama’s National Authority for Transparency and Access to Information (ANTAI).

Browsing and external services

Favorites and comparison are stored in your browser. They contain no name, email or phone and can be cleared from your selection or browser settings. Search criteria appear in the URL; do not include personal details.

Campaign UTM labels and entry paths are kept in this tab for 30 minutes of inactivity, or until it closes, to attach the source to your authorized request. They are filtered and do not include names, emails, phone numbers, full URLs or advertising click IDs. On the official domain, Google Analytics 4 activates through Google Tag Manager only if you accept optional analytics. It measures pages, project interactions and confirmed requests using filtered paths and parameters, without transmitting form entries. Google may process cookie identifiers and technical browser data to produce statistics. Advertising features remain disabled. You can reject or withdraw your choice through Cookie preferences; the choice is retained for up to 180 days. Vercel hosting may process technical access and security data under its terms.

WhatsApp links prepare a message for you to review and send. WhatsApp, maps and other external sites also apply their own operators’ policies. Avoid sensitive information in your messages.

Legal framework and changes

This policy is prepared with reference to Panama’s Law 81 of March 26, 2019 and Executive Decree 285 of May 28, 2021. A new purpose requiring consent will not be covered by a previous authorization. The current version and date will be displayed here.

Contact Heritage