The point is simple: you may need to share your budget, preferred streets, and lending position, and I may share my notes, comps thinking, and process. We both agree to keep what the other shares confidential, and to use it only for this work, on the terms below.
What stays private
“Confidential information” means anything either of us shares that a reasonable person would treat as private, whether it is marked confidential or not. For you, that includes your budget range, proof of funds or loan paperwork details, preferred areas and target properties, viewing schedule, offer limits, bid strategy, personal circumstances, and any messages you ask me to pass to an agent. For me, it includes my viewing notes pack, comparable sales summary, pricing opinions, templates, checklists, contact details, and the way I run searches and offer handling. It also covers passwords, access links, and documents shared by email, WhatsApp, calls, or in person.
How I handle it
Each of us will use the other’s confidential information only to discuss, plan, or carry out the buyer representation work we are talking about. I will not discuss your budget, target properties, or offer figure with anyone unless you ask me to, and I will keep my communication with estate agents to what is needed to book viewings, ask questions, and submit bids on your instruction. Each of us will share confidential information only with people who need to know it for this work, and only if they are bound to keep it private at least as carefully as this agreement requires. Each of us will protect the other’s information with the same care we use for our own sensitive information, and we will be careful with forwarding, screenshots, and casual conversations after viewings.
What is not covered
Information is not confidential if it is already public through no fault of the receiving person. It is also not confidential if the receiving person already knew it before it was shared, and can show that from their own records. Information is not confidential if it is received lawfully from someone else who is not under a duty to keep it private. It is not confidential if it is developed independently without using the other person’s confidential information. Finally, if either of us is required to disclose information by law or a regulator, we may do so. Where I am allowed, I will give you notice first so you have a chance to seek protection or limit what is shared, and I ask the same from you.
How long this lasts
This agreement applies to confidential information shared between us from the date we both sign it. It covers information shared during calls, viewing days, follow-up messages, and any offer and counter-offer discussions while we are working together. The duty to keep information confidential continues even after the relationship ends. Unless we both agree in writing to a different period, that duty lasts for three years from the date our buyer representation work ends. This is meant to match the reality that the same properties, agents, and buyer decisions can come back around later, and neither of us wants old budgets, targets, or strategies resurfacing in a small market.
Giving things back
If either of us asks, or when our work together ends, the other will return or destroy the confidential information they hold, including copies. This includes documents, PDFs, spreadsheets, screenshots, notes, and message exports, whether stored on a phone, laptop, email, or cloud drive. Each of us may keep a minimal archive only where it is genuinely needed for legal, tax, or insurance reasons, or to keep a clear record of what was agreed. Anything kept for archiving stays confidential and is not used for any other purpose. If returning something is not practical (for example, information embedded in an email thread), then it should be deleted or made inaccessible as far as reasonably possible.
Who owns what
Nothing in this agreement transfers ownership of anything either of us already owns. Your documents, your decisions, and your personal information stay yours. My templates, notes format, methods, and written materials stay mine. Sharing information under this agreement does not give the other person permission to copy, reuse, publish, or sell it. The only permission created here is the practical permission to look at the information, discuss it, and use it to evaluate and carry out the buyer-side work we are considering. If we want broader use (for example, using a case study or sharing an excerpt), we will agree that separately and in writing first.
If there is a leak
We both understand that a leak of confidential information can cause real harm that money alone may not fix, especially where budgets, targets, and offer figures are involved. If either of us breaches this agreement, the harmed person may seek an order to stop the breach (or prevent it continuing) as well as claiming their actual losses.
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