Privacy Policy

Last updated: February 9, 2026

Introduction

BrokerBase ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our equipment financing CRM platform and related services.

Information We Collect

Personal Information

We collect information that you provide directly to us, including:

  • Name and contact information
  • Email address and phone number
  • Business information (company name, business type, tax ID)
  • Location and address information
  • Job title and role within your organization

Deal and Financial Information

When you use our platform to manage equipment financing deals, we may store:

  • Deal details (equipment description, amounts, terms)
  • Client and lender contact and business information
  • Quote and structure data (rates, payments, terms)
  • Document metadata and file references
  • Notes and internal communications related to deals

Usage Information

We automatically collect information about how you interact with our platform, including pages visited, features used, and actions taken, to improve our services and security.

How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our CRM and calculator tools
  • Process and store deals, quotes, and client data within your company
  • Communicate with you about your account and platform updates
  • Send you product-related or marketing communications (with your consent)
  • Detect and prevent fraud and abuse
  • Comply with legal and regulatory obligations

Financial Information Handling

Deal data, rates, and financial figures you enter are stored securely and are accessible only within your organization (multi-tenant isolation). We do not use your deal or client financial data for our own marketing or analytics beyond what is necessary to operate the service. We do not sell your financial or deal information.

Client Data Protection

When you add clients and share quotes through our platform, we store that data on your behalf. You are responsible for ensuring you have appropriate consent and legal basis to collect and process your clients' information. We treat client data with the same security and access controls as your company data and do not use it for purposes other than providing the service to you.

Information Sharing

We do not sell your personal or business information. We may share your information with:

  • Other users within your company (as configured by your admin)
  • Clients you invite, only to the extent you share quotes or documents with them
  • Service providers who assist in hosting, security, and operating our platform
  • Legal or regulatory authorities when required by law

Data Retention

We retain your account and deal data for as long as your account is active or as needed to provide the service. We may retain certain information after account closure to comply with legal obligations, resolve disputes, and enforce our agreements. Audit and compliance-related logs may be retained according to applicable regulatory requirements.

Data Security

We implement appropriate technical and organizational measures to protect your personal and deal information, including encryption, access controls, and secure infrastructure. However, no method of transmission over the internet is 100% secure.

Your Rights

You have the right to:

  • Access your personal information
  • Correct inaccurate information
  • Request deletion of your information
  • Opt-out of marketing communications
  • Data portability

Contact Us

If you have questions about this Privacy Policy, please contact us at support@brokerbase.app.