Privacy Policy
Last Updated: November 4, 2025
1. Introduction
Welcome to Broker Marketplace ("we," "us," or "our"). We are committed to protecting your privacy and the confidentiality of your data. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our platform and services.
Broker Marketplace is a real estate tools marketplace platform that provides mortgage professionals and real estate agents with specialized software tools for property management, marketing, valuation, and client engagement. The platform owner was formerly a mortgage originator but is no longer actively engaged in loan origination.
2. Your Data Belongs to You
IMPORTANT: All data you upload, create, or store on our platform belongs exclusively to you.
We want to be absolutely clear: Your data is your property. We do not, and will never:
• Sell your data to third parties
• Share your data with other users without your explicit permission
• Use your data for purposes outside the core functionality of our platform
• Mine your data for marketing purposes
• Transfer your data to competitors or other businesses
• Use your client information for our own business purposes
Your data is used solely to provide you with the services and features you've subscribed to, and nothing more. You maintain full ownership and control over all information you upload to our platform.
3. Information We Collect
We collect various types of information to provide and improve our services:
3.1 Account Information
• Name and email address
• Professional credentials (NMLS number, license information)
• Company name and contact information
• Professional headshot and logo
• Role designation (loan officer, realtor, user)
• Custom public slug for your landing page
3.2 Client and Property Data (Tool-Specific)
Depending on which tools you use, you may upload:
Open House Genie:
• Property addresses and details
• Visitor/lead contact information
• Event scheduling information
• Flyer creation and sharing data
HomeAI:
• Client names and contact information
• Property characteristics (bedrooms, bathrooms, square footage, year built)
• Mortgage information (loan type, balance, rate, closing date)
• Property valuations and equity calculations
Refi Finder:
• Client names and contact information
• Mortgage details (current rate, loan balance, FICO score, loan type)
• Loan amounts and payment information
• Property listing status and agent details
LoanSight:
• Loan parameters (amount, rate, term, down payment)
• Property costs (tax, insurance, HOA, PMI)
• Income and credit score data
• Existing mortgage information
Reachly Video:
• Video recordings and metadata
• Video analytics (views, engagement, watch time)
• Viewer engagement metrics
Templates:
• HTML template code
• Template metadata and merge field configurations
Guideline Updates:
• Subscription preferences and notification settings
The LO Portal:
• Client contact information
• Communication history and workflow data
3.3 Usage and Analytics Data
• Tool usage patterns and feature engagement
• Email opens and clicks (for marketing emails you send)
• Video view counts and watch time
• Report and flyer generation activity
• Team collaboration and activity tracking
3.4 Technical Data
• IP address and browser type
• Device information and operating system
• Log data and error reports
• Cookies and similar tracking technologies
4. How We Use Your Information
We use the information we collect exclusively to provide and improve our services:
• To provide you access to our tools and features
• To process and store your data securely
• To enable collaboration with your team members
• To generate reports, flyers, and other outputs you request
• To facilitate integrations with third-party services you choose to connect
• To provide customer support and respond to your inquiries
• To send you service-related notifications and updates
• To improve our platform and develop new features
• To ensure platform security and prevent fraud
• To comply with legal obligations
We do NOT use your data for advertising, marketing to others, or any purpose unrelated to providing you with our services.
5. Data Storage and Security
We take the security of your data seriously and implement industry-standard measures to protect it:
• Data is stored in Supabase (PostgreSQL database) with encryption at rest
• All data transmission is encrypted using SSL/TLS protocols
• Authentication is handled by Clerk with support for multi-factor authentication
• Role-based access controls ensure users can only access their own data
• Regular security audits and monitoring
• Secure file storage with signed URLs (1-year expiry)
• API endpoints are protected with authentication middleware
While we implement robust security measures, no system is 100% secure. You are responsible for maintaining the confidentiality of your account credentials and for any activity that occurs under your account.
6. Third-Party Services and Integrations
Our platform integrates with various third-party services to provide functionality. These services may receive limited data necessary for their operation:
Authentication & User Management:
• Clerk (authentication and user management)
Database & Storage:
• Supabase (data storage and file storage)
AI & Content Generation:
• Tavily API (web search)
Communication:
• Microsoft Graph API (Outlook integration)
• Gmail API (Google email integration)
Other Integrations:
• Giphy API (GIF search for marketing)
• Zapier (automation and CRM integration)
• Stripe (payment processing via Clerk)
When you use features that rely on these services, only the minimum necessary data is shared to enable the functionality. We carefully vet all third-party services for security and privacy compliance. Each service has its own privacy policy governing how they handle data.
We never share your client data with third parties for their own marketing or business purposes.
7. Data Sharing and Disclosure
We do not sell, rent, or trade your personal information. We only share your data in the following limited circumstances:
7.1 With Your Team Members
If you use our team collaboration features, data may be shared with team members you've explicitly invited (e.g., realtor partners you've linked to your account). This sharing is entirely under your control.
7.2 Service Providers
We share limited data with service providers who help us operate our platform (as listed in Section 6). These providers are bound by confidentiality agreements and are prohibited from using your data for any purpose other than providing services to us.
7.3 Legal Requirements
We may disclose your information if required by law, court order, or government regulation, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
7.4 Business Transfers
In the event of a merger, acquisition, or sale of assets, your data may be transferred to the acquiring entity. We will notify you of any such change and ensure the new entity honors this Privacy Policy.
8. Your Rights and Choices
You have full control over your data and the following rights:
• Access: You can access and download your data at any time through our platform
• Correction: You can update or correct your information directly in your account settings
• Deletion: You can delete your data or close your account at any time
• Export: You can export your data in standard formats (CSV, JSON, etc.)
• Opt-Out: You can opt out of non-essential communications and analytics tracking
• Portability: You can request a copy of your data in a machine-readable format
To exercise any of these rights, contact us at [email protected]. We will respond to your request within 30 days.
9. Data Retention
We retain your data for as long as your account is active or as needed to provide you services. Specific retention policies:
• Account data: Retained while your account is active
• Client and property data: Retained until you delete it or close your account
• Videos and media: Retained until you delete them
• Analytics data: Aggregated and anonymized after 2 years
• Billing records: Retained for 7 years for tax and accounting purposes
• Support communications: Retained for 3 years
Upon account closure, your data is deleted within 30 days, except where we are required to retain it for legal or regulatory purposes.
10. Cookies and Tracking Technologies
We use cookies and similar technologies to enhance your experience:
• Essential Cookies: Required for authentication and core functionality
• Preference Cookies: Remember your settings and preferences
• Analytics Cookies: Help us understand how you use the platform
You can control cookie settings through your browser, but disabling cookies may limit functionality.
11. Children's Privacy
Our platform is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected data from a child, please contact us immediately.
12. International Data Transfers
Your data is stored in secure data centers located in the United States. If you access our services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States where our servers are located. By using our services, you consent to this transfer.
13. California Privacy Rights (CCPA)
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):
• Right to know what personal information is collected
• Right to know if personal information is sold or disclosed
• Right to opt-out of the sale of personal information (we don't sell your data)
• Right to request deletion of personal information
• Right to non-discrimination for exercising your rights
To exercise these rights, contact us at [email protected] with "CCPA Request" in the subject line.
14. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the new policy on this page and updating the "Last Updated" date. Continued use of our services after changes constitutes acceptance of the updated policy.
15. Contact Us
If you have questions about this Privacy Policy or our data practices, please contact us:
Email: [email protected]
Privacy Policy Summary
✓ Your data belongs to you - we never sell or share it
✓ We use your data only to provide services to you
✓ You have full control to access, edit, or delete your data
✓ We implement industry-standard security measures
✓ Third-party integrations receive only minimum necessary data
✓ You can close your account and delete all data at any time
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