Terms of Service

These Terms of Service (“Terms”) govern your access to and use of the website, services, communications, software, forms, lead-generation programs, consulting, automation systems, and related offerings provided by Broker Deal Pipeline (“Company,” “we,” “our,” or “us”).

By accessing or using the Services, you acknowledge that you have read, understood, and agreed to be bound by these Terms.

If you do not agree to these Terms, you should not access or use the Services.

1. Services

Broker Deal Pipeline provides business-to-business lead generation, outreach infrastructure, communication systems, automation workflows, consulting, seller outreach support, and related marketing or operational services primarily designed for business brokers and related professionals.

Services may include, without limitation:

  • Outbound email outreach

  • Territory-based lead generation programs

  • Seller response management

  • CRM and automation integrations

  • Scheduling and calendar workflows

  • Reporting and analytics

  • Consulting and strategy discussions

  • Marketing support services

  • Technology setup and onboarding

  • AI-enhanced operational workflows

We reserve the right to modify, suspend, limit, or discontinue any portion of the Services at any time without liability.

2. No Guarantee of Results

Broker Deal Pipeline does not guarantee listings, signed engagements, transactions, financing, revenue, closed deals, profitability, or business outcomes.

Any examples, estimates, projections, response rates, activity metrics, testimonials, or case studies presented through the Services are illustrative only and should not be interpreted as guarantees or promises of future performance.

Lead generation and outreach outcomes depend on numerous factors outside our control, including:

  • Broker follow-up

  • Market conditions

  • Seller motivations

  • Industry conditions

  • Valuation alignment

  • Geographic demand

  • Buyer activity

  • Timing

  • Competition

  • Economic conditions

  • Regulatory matters

Any “minimum activity” commitments, account credits, or refund arrangements are governed solely by the specific written proposal, quote, onboarding documentation, or agreement provided to the client.

3. Client Responsibilities

You agree that you are solely responsible for:

  • Compliance with applicable laws and regulations

  • Licensing obligations

  • Broker disclosure obligations

  • Communications with leads or prospects

  • Follow-up activities

  • Qualification of prospects

  • Verification of information

  • Determining suitability of transactions

  • Compliance with advertising and solicitation laws

  • Maintaining your own records and backups

  • Maintaining the security of your accounts and credentials

You further agree not to use the Services:

  • For unlawful, deceptive, fraudulent, or misleading purposes

  • To violate CAN-SPAM, TCPA, privacy, or solicitation laws

  • To infringe intellectual property rights

  • To interfere with or disrupt the Services

  • To transmit malware, spam, or malicious code

  • To impersonate others or misrepresent affiliations

  • To scrape, reverse engineer, or exploit the platform

4. Territory Availability & Exclusivity

Certain Services may involve geographic territories, markets, or lead allocations.

Territory availability is determined solely by Broker Deal Pipeline and may change at any time.

Unless expressly agreed in writing, no territory, exclusivity arrangement, lead allocation, or market reservation is guaranteed.

We reserve the right to accept, reject, modify, reassign, limit, or discontinue territories, accounts, or participation at our sole discretion.

5. Fees, Billing & Payment Terms

Certain Services require payment of setup fees, subscription fees, recurring service fees, usage-based fees, or other charges.

By purchasing Services, you agree to pay all applicable fees and authorize recurring billing where applicable.

Unless otherwise agreed in writing:

  • Setup fees are non-refundable

  • Subscription fees are billed in advance

  • Payments are due immediately upon invoicing

  • Failure to pay may result in suspension or termination of Services

  • Past due balances may accrue interest at the maximum lawful rate

You are responsible for maintaining valid payment information.

We reserve the right to modify pricing at any time upon reasonable notice.

6. Refunds & Credits

Except as expressly stated in a written agreement, quote, or proposal, all payments are non-refundable.

Any credits, guarantees, partial refunds, or performance accommodations are offered solely at the Company’s discretion or pursuant to a specific written agreement.

No refunds shall be issued for:

  • Lack of closed transactions

  • Lack of signed listings

  • Market conditions

  • Delayed responses

  • Client non-responsiveness

  • Failure to follow up with leads

  • Subjective dissatisfaction

  • Territory competition

  • Business valuation disagreements

  • Changes in strategy or business direction

7. Intellectual Property

All content, branding, systems, workflows, software, automation structures, graphics, copy, designs, reports, methodologies, databases, and related materials are owned by Broker Deal Pipeline or its licensors and are protected by intellectual property laws.

No portion of the Services may be copied, reproduced, distributed, modified, sold, sublicensed, reverse engineered, or exploited without prior written consent.

No ownership rights are transferred through use of the Services.

8. Confidentiality

Each party agrees to use commercially reasonable efforts to protect confidential information disclosed in connection with the Services.

Confidential information may include business plans, lead data, pricing, operational methods, strategies, software configurations, workflows, financial information, and non-public business information.

Confidentiality obligations shall not apply to information that:

  • Is publicly available

  • Was already lawfully known

  • Is independently developed

  • Is obtained from a third party without restriction

  • Is required to be disclosed by law

Unless separately agreed in writing, Broker Deal Pipeline does not assume fiduciary obligations or heightened confidentiality obligations beyond commercially reasonable standards.

9. Third-Party Services & Integrations

The Services may integrate with or rely upon third-party providers including, without limitation:

  • CRMs

  • Email providers

  • AI systems

  • SMS providers

  • Calendaring platforms

  • Payment processors

  • Analytics platforms

  • Hosting providers

  • Advertising systems

We are not responsible for outages, errors, delays, security incidents, policy changes, account suspensions, or operational failures caused by third-party services.

Your use of third-party services is governed by their respective terms and policies.

10. Communications Consent

By providing contact information, you consent to receive communications from Broker Deal Pipeline, including:

  • Calls

  • Emails

  • Text messages

  • Notifications

  • Marketing communications

  • Operational updates

Message and data rates may apply.

You may opt out of marketing communications at any time; however, operational or account-related communications may still be sent.

11. No Professional Advice

The Services and all related communications are provided for general informational and business purposes only.

Nothing provided by Broker Deal Pipeline constitutes legal, accounting, tax, investment, securities, brokerage, valuation, financial, compliance, or regulatory advice.

Users should consult their own professional advisors before making business or legal decisions.

12. Disclaimer of Warranties

THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, BROKER DEAL PIPELINE DISCLAIMS ALL WARRANTIES, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, ACCURACY, RELIABILITY, AVAILABILITY, AND UNINTERRUPTED OPERATION.

WE DO NOT WARRANT THAT:

  • THE SERVICES WILL BE ERROR-FREE

  • LEADS WILL CONVERT

  • COMMUNICATIONS WILL BE DELIVERED

  • EMAILS WILL AVOID FILTERING OR BLOCKING

  • THIRD-PARTY SYSTEMS WILL OPERATE WITHOUT INTERRUPTION

  • RESULTS WILL MEET EXPECTATIONS

13. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, BROKER DEAL PIPELINE SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, PUNITIVE, OR LOST PROFIT DAMAGES ARISING OUT OF OR RELATED TO THE SERVICES.

IN NO EVENT SHALL THE COMPANY’S TOTAL LIABILITY EXCEED THE TOTAL AMOUNT PAID BY THE CLIENT TO BROKER DEAL PIPELINE DURING THE THREE (3) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

THIS LIMITATION APPLIES REGARDLESS OF THE THEORY OF LIABILITY, INCLUDING CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, OR OTHERWISE.

14. Indemnification

You agree to defend, indemnify, and hold harmless Broker Deal Pipeline and its owners, affiliates, contractors, employees, agents, licensors, and service providers from and against any claims, liabilities, damages, losses, costs, or expenses arising from:

  • Your use of the Services

  • Your communications or outreach

  • Your violation of laws or regulations

  • Your violation of these Terms

  • Disputes with prospects, sellers, buyers, or third parties

  • Misrepresentations or unlawful conduct

15. Suspension & Termination

We reserve the right to suspend, restrict, or terminate access to the Services at any time, with or without notice, for any reason including suspected violations of these Terms.

Termination shall not relieve you of payment obligations accrued prior to termination.

Sections intended to survive termination shall remain in effect.

16. Force Majeure

Broker Deal Pipeline shall not be liable for delays, interruptions, or failures caused by events beyond reasonable control, including:

  • Internet outages

  • Vendor failures

  • Cybersecurity incidents

  • Government actions

  • Natural disasters

  • Labor disruptions

  • Utility interruptions

  • Platform outages

  • Regulatory changes

  • Acts of God

17. Governing Law & Venue

These Terms shall be governed by and construed under the laws of the State of Georgia, without regard to conflict of law principles.

Any dispute arising out of or relating to the Services or these Terms shall be resolved exclusively in the state or federal courts located in Georgia.

You consent to the exclusive jurisdiction and venue of such courts.

18. Changes to Terms

We reserve the right to modify these Terms at any time.

Updated Terms become effective upon posting to the website.

Continued use of the Services after updates constitutes acceptance of the revised Terms.

19. Contact Information

Broker Deal Pipeline
Website: https://brokerdealpipeline.com
Phone: 404-585-1307