Privacy Policy
Information We Collect
BrokerBuddyOS collects information to provide our AI-powered lender matching service to commercial finance brokers:
- Account Information: Name, email, phone number, company details
- Deal Information: Loan amounts, business details, equipment types, financial documents
- Client Information: Business names, contact details, financial data (with permission)
- Usage Data: How you use our platform, features accessed, time spent
- Communication Data: Messages sent through our platform, support interactions
How We Use Your Information
- Provide AI-powered lender matching services
- Process and analyze deal information
- Facilitate communication between brokers and lenders
- Improve our AI algorithms and platform features
- Provide customer support and account management
- Send important updates about our service
Data Security
We implement industry-standard security measures to protect your data:
- SSL encryption for all data transmission
- Database encryption at rest
- Regular security audits and monitoring
- Access controls and authentication
- SOC 2 compliance standards
Data Sharing
We do not sell your personal information. We may share data in these limited circumstances:
- With lenders when you submit deals (with your explicit consent)
- With service providers who help operate our platform
- When required by law or to protect our rights
- In connection with a business transfer or merger
Your Rights
- Access your personal information
- Correct inaccurate information
- Delete your account and associated data
- Export your data
- Opt out of marketing communications
Terms of Service
Acceptance of Terms
By accessing or using BrokerBuddyOS, you agree to be bound by these Terms of Service. If you do not agree to these terms, you may not use our service.
Service Description
BrokerBuddyOS is an AI-powered platform that helps commercial finance brokers match deals with appropriate lenders. Our service includes CRM functionality, document management, communication tools, and automated workflows.
User Responsibilities
- Maintain accurate and up-to-date account information
- Use the service only for legitimate business purposes
- Comply with all applicable laws and regulations
- Protect your account credentials and notify us of unauthorized access
- Respect the intellectual property rights of others
- Obtain proper consent before sharing client information
Prohibited Uses
You may not use BrokerBuddyOS to:
- Engage in fraudulent or illegal activities
- Violate any laws or regulations
- Spam or send unsolicited communications
- Interfere with the proper functioning of the service
- Attempt to gain unauthorized access to our systems
- Share false or misleading information
Payment Terms
- Subscription fees are billed monthly or annually in advance
- All fees are non-refundable except as required by law
- We may change pricing with 30 days notice
- Accounts may be suspended for non-payment
Intellectual Property
BrokerBuddyOS and all related technology, including our AI algorithms, are the intellectual property of BrokerBuddy OS. You retain ownership of your data and content.
Limitation of Liability
BrokerBuddyOS is provided "as is" without warranties. We are not liable for indirect, incidental, or consequential damages. Our total liability is limited to the amount you paid us in the past 12 months.
Termination
You may terminate your account at any time. We may terminate accounts that violate these terms or for any reason with reasonable notice. Upon termination, you will retain access to your data for 30 days.
Changes to Terms
We may update these terms from time to time. We will notify users of material changes via email or through the platform. Continued use constitutes acceptance of updated terms.