Security and trust

Security built into every postcode, campaign and account.

ProspectOS is designed for UK estate and lettings agents handling branch access, campaign activity, property intelligence, user permissions and billing records.

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Section 1

Security at a glance

Role based access

Users only see the branches, modules and account areas they are permitted to access.

Branch scoped permissions

Postcodes, campaigns, pipeline records, reports and users can be scoped by branch.

Campaign audit trails

Campaign sends, approvals, wallet activity and platform actions are logged for accountability.

Secure payments

Payments are handled by trusted payment providers. ProspectOS does not store full card numbers.

Supplier due diligence

We use trusted infrastructure, print, data, analytics and support suppliers with appropriate safeguards.

UK data protection focus

Our approach is written around UK GDPR, PECR and the needs of UK estate and lettings agencies.

Section 2

Account and permission controls

ProspectOS uses role based permissions so agencies can control who can manage users, billing, branches, postcodes, campaigns and account settings. Multi branch accounts can separate access by branch, helping teams work their own territory without unnecessary visibility across the whole agency.

Enterprise Admin

Full control across the whole agency, including users, billing, branches and account settings.

Branch Admin

Manage users, campaigns, postcodes and activity within their assigned branch.

Standard User

Work day to day within the modules and branches they are permitted to access.

View Only

See relevant records and reports without making changes or sending campaigns.

Disabled users

Access can be removed quickly when someone leaves or changes role.

Activity logs

Key platform actions are recorded so agencies can review who did what and when.

Section 3

Campaign and data safeguards

ProspectOS is not only designed to protect accounts. It is designed to give agencies more control over how campaigns are created, approved, sent and tracked.

Postcode entitlement checks

Campaigns respect the postcodes an account is entitled to work.

Own listing protection

Helps avoid sending prospecting mail to your own live listings.

Duplicate send protection

Reduces the risk of contacting the same address twice in error.

Wallet checks

Sends are checked against available wallet balance before dispatch.

Spend controls

Limits and checks help keep campaign spend under control.

Review mode for automations

Automations can be reviewed before activity goes out.

Send history

A clear record of what was sent, to where and when.

Approval logs

Approvals are logged so accountability is clear.

Section 4

Data protection and privacy

ProspectOS is designed around the practical data protection responsibilities of UK estate and lettings agencies. Where an agency uses ProspectOS to run its own campaigns, the agency is responsible for ensuring it has the correct lawful basis and marketing permissions for its prospecting activity. ProspectOS provides the platform, workflows, audit records and controls to support responsible use.

Privacy Policy

How we collect, use, store, share and protect personal data.

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Cookie Policy

How we use cookies and similar tracking technologies on our website.

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Terms of Service

The terms that apply to using ProspectOS and our services.

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Data Processing Agreement

How we process personal data on your behalf as processor.

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Subprocessors

Third-party suppliers we use to deliver the platform.

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Section 5

Infrastructure and suppliers

ProspectOS is built on trusted infrastructure and works with carefully selected suppliers to deliver, process and support the platform.

Secure cloud hosting
HTTPS connections
Access controls
Monitoring and logging
Backups
Payment processors
Print and postage partners
Data providers
Analytics and website tracking providers
Section 6

Customer responsibilities

Security is a shared effort. A few simple habits help keep your agency account and data safe.

Use strong passwords
Remove users who leave the agency
Assign the right permission levels
Keep exported data secure
Review campaign content before sending
Report suspicious activity quickly

Have a security question?

For security, privacy, account or data protection questions, contact ProspectOS.

Email hello@prospectos.co.uk