Data Processing Agreement

Effective 2026-06-02 · v1.0 · Send to counsel if you need formal sign-off

What this is: a plain-English description of how Summit Automations processes tenant data on behalf of property managers who subscribe to the service. We're publishing this proactively because PM operators kept asking for it. It is not attorney-drafted boilerplate — your counsel may want to red-line specific sections. Email summitautomationsslc@gmail.com for a Word/PDF copy or to request changes before signing.

1. Parties & relationship

"Customer" is the property management business (or individual landlord) holding a Summit Automations subscription.

"Summit" is Summit Automations, a sole-founder Utah operation.

For purposes of GDPR / CCPA-style data-protection law: Customer is the data controller of tenant data; Summit is the data processor. Summit only processes tenant data on Customer's instructions (provided implicitly by Customer's use of the product features).

2. Categories of data processed

CategoryExamplesSource
Tenant identityName, email, phone, status (active/applicant/past)Customer-entered or forwarded from tenant email
Property + lease dataAddresses, units, lease terms, rent amountsCustomer-entered
Payment statusRent due dates, amounts paid, payment methods on fileCustomer-entered; Stripe for card processing only
Maintenance + communicationsTickets, vendor assignments, tenant email threads, AI repliesInbound email forwarding + Customer dashboard activity
Screening dataIncome, employer, credit score (when entered by Customer)Customer-entered via the screening form

Summit does not process tenant Social Security Numbers, drivers' license numbers, or full payment card numbers. Stripe handles all card data under its own PCI compliance.

3. Subprocessors

Summit relies on the following third-party services to operate the Service. Each receives only the data necessary for its function:

SubprocessorPurposeData sharedLocation
Anthropic, PBCAI model that drafts agent repliesTenant message content + Customer-configured promptsUS
Stripe, Inc.Subscription billing + tenant rent paymentsCustomer billing info; tenant payment method tokens (no full card numbers)US
SendGrid (Twilio)Inbound + outbound email infrastructureTenant email message bodies + addressesUS
Twilio, Inc.SMS notifications when SMS automation is enabledTenant phone numbers + message bodiesUS
Render (or successor host)Application hosting + databaseAll Customer + tenant data (encrypted at rest)US

Customers are notified by email at least 30 days before any subprocessor change. The current list lives at this URL; the version date is at the top.

4. Commitments Summit makes

4.1 No sale of data

Summit does not sell, license, or rent tenant data — including names, contact info, payment patterns, lease terms, or communication content — to any third party for any purpose. This applies regardless of whether the data is identified or de-identified.

4.2 No model training

Summit does not train AI models on Customer tenant data. Anthropic's commercial API terms (which apply to Summit's use of Claude) state that customer content sent through the API is not used to train Anthropic's models. Summit does not run its own models and does not derive training datasets from Customer data.

4.3 No cross-operator access

Tenant data is scoped at the database query layer by Customer-account ownership. Summit's agent and tools cannot return one Customer's tenant data in response to another Customer's session. The owner-scoping is enforced in database.py at the SQL filter level and double-checked in tool handlers.

4.4 Security measures

Summit is not SOC 2 certified as of this version. We pursue certification once revenue supports the engagement cost. If formal certification is a precondition for your contract, tell us — we'll let you know our current timeline.

4.5 Breach notification

In the event of a security incident affecting Customer data, Summit will notify the Customer's primary email contact within 72 hours of discovery, including: nature of the incident, data categories involved, mitigation taken, and steps the Customer should take.

4.6 Deletion + portability

Customer may request:

5. Customer obligations

Customer agrees to:

6. Termination

Either party may terminate the subscription per the Subscription Agreement's terms. On termination:

7. Governing law

This DPA is governed by the laws of the State of Utah, USA. Disputes are resolved in Salt Lake County, Utah courts.

8. Updates

Summit may update this DPA. Material changes are notified 30 days in advance by email. Continued use of the Service after the effective date constitutes acceptance.

9. Contact

For DPA questions, deletion requests, or to escalate a privacy concern:
summitautomationsslc@gmail.com
Summit Automations, Salt Lake City, UT 84101

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