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Privacy · Affinités Immobilier

Your data, for your project only

This page applies to Affinités Immobilier: the affinites-immobilier.ch website, the online Advisor, the Noah telephone reception on 021 312 85 58, the seller portal and the broker’s office. It sets out what we collect, why, who processes it with us, how long we keep it, and how to exercise your rights under the Swiss Federal Act on Data Protection (FADP).

The essentials

  • We never sell, rent or transfer your data to anyone.
  • We collect only what serves your project: selling, buying, having a property valued, financing, investing.
  • A buyer receives a document from the seller only with the seller’s consent; a seller never receives a buyer’s name or financial details in writing.
  • Artificial intelligence prepares, calculates and drafts; a person decides. No decision is ever taken against you by a machine alone.
  • You can find out what data we hold about you, have it corrected or have it erased, simply by emailing hello@affinites.ch.

Who is responsible

Affinités, sole proprietorship, Avenue de Lavaux 70A, 1009 Pully, Switzerland, for its real estate brokerage activity “Affinités Immobilier”. Contact for any question about your data: Alexandre, hello@affinites.ch, 021 312 85 58.

What we collect, and why

Valuation requestThe property’s address and characteristics, your contact details and your reason for the request. To call you back, visit the property and write the valuation report. We also consult public data on the building (Federal Register of Buildings and Dwellings, noise, public transport, building zone, radon, solar potential).
Buying capacity and yieldThe calculation takes place in your browser. Nothing reaches us unless you send the result. If you do send it: your contact details, your figures (equity, income, loans, age) and your search criteria, so that we can get back to you and present the properties that suit you.
Online AdvisorWhat you write or say. If you speak, the recording is converted into text and is not kept by us; only the text of the conversation is kept. Your contact details only if you ask to be registered or called back.
Calls to NoahThe content of the call is processed in order to answer you, and we receive a written summary of it. Your number is used to recognise you if you are already a client. Noah gives no information about a mandate without having recognised the seller.
Sale mandateIdentity and contact details of the principal(s), property data, price, signed contract. To perform the mandate (Articles 412 to 418 of the Swiss Code of Obligations).
Seller portalThe documents you upload (land register extract, plans, minutes of owners’ meetings, energy certificate…), stored in a protected area. A summary and the points of concern are drafted by artificial intelligence and then checked by the broker. A document is passed on to a buyer only with your consent.
Mandate activity logEvery action taken for your sale, dated: viewings, offers, advertising, calls, reports. In your portal you see the actions that concern you; they serve as proof of the work done.
Viewings and offersFor a visitor: identity, contact details, signed viewing slip (signature drawn on screen, never published), feedback on the viewing, and for an offer, its amount and the strength of the financing.
Buyer portal and passportYour project, your timetable and, if you order the Buyer Passport, the documents that prove your financing (identity, salary, tax, equity, pension provision). Stored in a protected area, read by the broker alone, never passed on to a seller: the seller receives only, with your consent, the statement “capacity verified” and its date.
Services for buyersDiagnostic, Representation or Property Search: your project, the property in view or your specification, and the signed search mandate. To perform the service (Articles 412 to 418 of the Swiss Code of Obligations).
Online paymentsYour name, your email address and the amount. The payment itself is entered with SumUp: we never see your card; we receive only the confirmation and its reference.
Buyer registerFor a registered buyer: their criteria and their financing capacity, in order to calculate the Affinity Index with each property. This score is used to propose a property to you; no letter is sent without the broker’s approval.
Observatoire letterYour email address, only with your express consent. Unsubscribe on first request.
Territory WatchPublic signals (building permits, land-use planning). No natural person is named in it; only companies acting as project owners may be.

A single record for the whole firm

Affinités carries on two activities: the artificial intelligence consultancy for businesses and real estate brokerage. So as not to ask you for the same information twice, your contact details are held in a single contact record shared by both activities. The details of your property project (finances, documents, mandate) remain in the brokerage database and are not used by the consultancy.

Who processes your data with us

We work with service providers who process data on our behalf, in accordance with our instructions and under contract:

AirtableDatabase of contacts, properties, mandates, viewings, offers and the activity log. United States.
SumUpSecure online payment for the Buyer Passport and the services for buyers. European Union.
MakeAutomation linking the website, the database and emails. European Union.
Anthropic (Claude)Artificial intelligence that drafts the Advisor’s answers, reads uploaded documents and prepares texts. United States.
ElevenLabsVoice of the Noah telephone reception, speech transcription and voice of the Advisor. United States.
Website hostServer hosting affinites-immobilier.ch, affinites.ch and the protected area for uploaded documents.
Email serviceSending of confirmations, reports and valuation reports from hello@affinites.ch.

Where data is processed in the United States, this is done by service providers certified under the Swiss-U.S. Data Privacy Framework or covered by standard contractual clauses recognised by the Federal Data Protection and Information Commissioner.

We also pass on what is necessary for the sale, and only that: to the notary and to the buyer’s bank to prepare the deed and the financing, and to the experts we engage on your behalf (for the energy certificate, for example).

How long

  • Contact with no follow-up (question, valuation without a mandate, calculation sent): three years after the last exchange, then erased.
  • Seller portal documents: deleted at the end of the mandate if the sale does not go through; if it does, kept with the sale file.
  • Buyer Passport documents: erased on simple request, and at the latest twelve months after the passport expires or the assignment ends.
  • Sale file (mandate, viewing slips, offers, activity log, invoices): ten years, the retention period for business records and the limitation period.
  • Observatoire letter: until you unsubscribe.

The website and your browser

The website uses no advertising cookies and no third-party audience measurement tool. Your browser stores a few settings locally (the Advisor’s sound, your access to the seller portal during your visit) and the source of your first visit (link, campaign or referring site, for 90 days at most). This source is attached only to the forms you send, so that we know how you found us; it is passed on to no advertising network.

Your rights

You may at any time ask to know what data we hold about you, have it corrected, have it erased, object to its processing or receive a copy of it in a commonly used format. Write to hello@affinites.ch; we reply within thirty days. Certain data must be kept for as long as the law requires (the file of a completed sale, for example): in that case, we will tell you.

If you consider that your data is not being processed correctly, you may contact the Federal Data Protection and Information Commissioner (FDPIC).

Security

The broker’s office and the area for uploaded documents are protected by restricted access. The seller portal opens with a personal sixteen-character code, specific to each property. Exchanges with the website are encrypted.

Version of 7 October 2026. We will update this page if our processing changes; the date above is authoritative.