Privacy Policy

Welcome to Broker Deal Pipeline (“Company,” “we,” “our,” or “us”). This Privacy Policy explains how we collect, use, disclose, and protect information when you visit or use Broker Deal Pipeline and any related services, forms, communications, software, or platforms (collectively, the “Services”).

By accessing or using the Services, you acknowledge that you have read and understood this Privacy Policy and consent to the collection, use, disclosure, and handling of information as described herein.

1. Information We Collect

We may collect the following categories of information:

Information You Voluntarily Provide

When you interact with us, submit a form, schedule a call, request information, or otherwise communicate with us, we may collect:

  • Name

  • Email address

  • Phone number

  • Company name

  • Brokerage information

  • Geographic territory preferences

  • Business goals and targeting preferences

  • CRM or software integration information

  • Communication preferences

  • Any additional information you voluntarily provide

Automatically Collected Information

Information may be collected automatically through server logs, cookies, analytics tools, pixels, APIs, and similar technologies.

When you visit our website, we may automatically collect certain information including:

  • IP address

  • Browser type

  • Device information

  • Operating system

  • Referral source

  • Pages viewed

  • Time spent on pages

  • Clickstream data

  • Approximate geographic location

  • UTM parameters and campaign attribution data

Cookies & Tracking Technologies

We and our third-party service providers may use cookies, pixels, session replay tools, analytics technologies, tracking scripts, and similar technologies to:

  • Operate and improve the website

  • Understand visitor behavior

  • Measure marketing performance

  • Store user preferences

  • Improve advertising and retargeting efforts

  • Analyze traffic and conversions

Third-party tools we may use include:

  • Google Analytics

  • Meta/Facebook tracking tools

  • Calendly

  • Stripe

  • CRM and email automation platforms

  • Advertising and analytics providers

You may disable cookies through your browser settings; however, portions of the website may not function properly.

2. How We Use Information

We may collect, use, process, store, and disclose information for legitimate business and commercial purposes, including to:

  • Provide and operate our Services

  • Respond to inquiries and requests

  • Schedule consultations or meetings

  • Deliver seller lead generation services

  • Process transactions and payments

  • Send administrative or service-related communications

  • Improve website functionality and user experience

  • Personalize content and offerings

  • Analyze campaign effectiveness

  • Maintain CRM records and workflows

  • Comply with legal obligations

  • Prevent fraud, abuse, or unauthorized activity

  • Enforce our agreements and policies

We may also use information for marketing and promotional communications related to our services. You may opt out of marketing emails at any time using the unsubscribe link included in communications.

3. SMS & Communications Consent

By providing your phone number, you consent to receive calls and text messages from Broker Deal Pipeline regarding:

  • Account communications

  • Appointment scheduling

  • Service updates

  • Lead notifications

  • Operational communications

  • Marketing or promotional messages

Message and data rates may apply. Message frequency may vary. You may opt out at any time by replying STOP.

Consent to receive text messages is not a condition of purchase.

4. Sharing of Information

We do not sell personal information in exchange for monetary compensation.

However, certain analytics, advertising, retargeting, or marketing activities may constitute “sharing” or similar concepts under certain state privacy laws.

We may share information with trusted third parties only as reasonably necessary to operate our business and provide services, including:

  • Payment processors

  • CRM providers

  • Email and SMS providers

  • Analytics providers

  • Scheduling software providers

  • Cloud hosting providers

  • Contractors or service providers assisting in operations

  • Legal, regulatory, or compliance advisors

We may also disclose information:

  • If required by law, subpoena, or legal process

  • To protect rights, safety, or property

  • In connection with a merger, acquisition, restructuring, or sale of assets

  • To investigate fraud, abuse, or security concerns

We may engage third-party vendors, contractors, subprocessors, affiliates, and infrastructure providers in connection with operating the Services. Such parties may access information only as reasonably necessary to perform services on our behalf or support business operations.

While we seek to work with reputable providers, we do not control and are not responsible for the independent privacy or security practices of third parties.

5. Data Security

We implement commercially reasonable administrative, technical, and organizational safeguards designed to protect information.

However, no method of electronic transmission, storage, or processing is entirely secure. Accordingly, we cannot and do not guarantee absolute security, uninterrupted operation, or complete protection against unauthorized access, loss, misuse, or alteration of information.

6. Confidentiality & Business Information

Certain information submitted through the Services may include confidential business, operational, or financial information.

While we implement commercially reasonable measures designed to safeguard information, submission of information through the internet or electronic communications is done at your own risk unless otherwise governed by a separate written agreement.

Unless expressly agreed otherwise in writing, submission of information through the website or contact forms does not create a fiduciary, brokerage, legal, or advisory relationship.

7. Data Retention

We retain information for as long as reasonably necessary to:

  • Provide Services

  • Maintain business records

  • Comply with legal obligations

  • Resolve disputes

  • Enforce agreements

  • Support operational and analytical needs

Retention periods may vary depending on the type of information and applicable legal requirements.

8. Third-Party Websites & Services

Our website may contain links to third-party websites, software, integrations, or platforms.

We are not responsible for the privacy practices, content, or policies of third parties. Your use of third-party services is governed by their respective policies.

9. No Professional Advice

Information provided through the Services is for general informational and business purposes only and should not be construed as legal, tax, investment, securities, brokerage, valuation, or financial advice.

Any transactions, financing arrangements, business opportunities, introductions, or lead-generation activities referenced through the Services are subject to separate discussions, diligence, documentation, regulatory requirements, and approvals.

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

10. California Privacy Rights

If you are a California resident, you may have rights under applicable California privacy laws, including rights to:

  • Request access to personal information we collect

  • Request deletion of personal information, subject to legal exceptions

  • Request correction of inaccurate information

  • Know categories of information collected and disclosed

  • Opt out of certain sharing activities where applicable

To exercise applicable rights, contact us using the information below.

We will not discriminate against you for exercising applicable privacy rights.

11. Limitation of Liability

To the maximum extent permitted by law, Broker Deal Pipeline disclaims all warranties, express or implied, regarding the Services, including implied warranties of merchantability, fitness for a particular purpose, non-infringement, accuracy, availability, or uninterrupted operation.

Under no circumstances shall Broker Deal Pipeline be liable for any indirect, incidental, consequential, special, exemplary, punitive, or lost profit damages arising out of or relating to use of the Services, even if advised of the possibility of such damages.

12. GDPR & International Users

If you access our Services from outside the United States, you understand that your information may be transferred to and processed in the United States.

Where applicable under GDPR or similar laws, users may have rights including:

  • Access

  • Correction

  • Erasure

  • Restriction of processing

  • Objection to processing

  • Data portability

Requests may be submitted using the contact information below.

13. Jurisdiction & Governing Law

This Privacy Policy and any disputes relating to the Services shall be governed by the laws of the State of Georgia, without regard to conflict of law principles.

Any disputes arising from or relating to the Services shall be resolved exclusively in the state or federal courts located in Georgia.

14. Children’s Privacy

Our Services are intended for business professionals and are not directed toward individuals under 18 years of age.

We do not knowingly collect personal information from children.

15. Payment Processing

Payments may be processed through third-party payment processors such as Stripe.

We do not directly store complete payment card information on our servers.

Payment processors maintain their own privacy and security policies.

16. Email Marketing & CAN-SPAM Compliance

We may send emails related to our services, updates, and marketing.

You may unsubscribe at any time using the unsubscribe link included in communications.

We comply with applicable CAN-SPAM requirements for commercial email communications.

17. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

Changes become effective upon posting to this page. Continued use of the Services after updates constitutes acceptance of the revised Privacy Policy.

18. Contact Information

If you have questions regarding this Privacy Policy or privacy-related requests, you may contact:

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