Privacy Policy

MyCRM AutoFill — Trial Edition · Last updated: 16 July 2026

The short version: your clients' information never leaves your computer. The extension reads documents in your browser and types data into MyCRM — the same as doing it by hand, just faster. The only thing it ever sends anywhere is its own licence check: an anonymous installation ID and the email you signed up with. Never client data.

What the extension does

MyCRM AutoFill reads deal notes you type (and, in firm editions, client forms you load) entirely within your browser, and enters that data into MyCRM (mycrm.finance) on your behalf. All reading and data entry happens locally on your computer.

What we collect

Your email address — provided by you when starting a trial or activating a licence. Used to manage your licence and contact you about it.
An anonymous installation ID — a random identifier generated on install, used to tie your licence to your installation. It contains no personal information.
Licence events — timestamps of trial start, licence checks and activations, kept for licence administration.

What we never collect

Your clients' names, financials, documents, or any other client information.
The content of your deal notes or forms.
Anything you enter into MyCRM.
Browsing history, analytics, or tracking of any kind.

Where licence data lives

Licence records (your email, installation ID, licence status and event history) are stored with our database provider (Supabase) and processed by our licence server (Netlify Functions). Licence responses are cryptographically signed. We do not sell or share this information with anyone.

Data on your computer

The extension stores its licence state and your settings in Chrome's extension storage on your device. Uninstalling the extension removes this local data.

Deleting your data

Email help@mycrmautofill.com from your signup address and we'll delete your licence record.

Website analytics

This website (not the extension) uses GoatCounter, a privacy-friendly analytics service, to count page visits. It uses no cookies and collects no personal information.

Changes

If this policy changes, the date above will be updated. Material changes will be noted on the website.

Contact

help@mycrmautofill.com

MyCRM AutoFill is independent software built by a former broker. It is not affiliated with, endorsed by, or supported by LMG (Loan Market Group). MyCRM is a product of LMG.