Privacy Policy

When a brokerage uses BrokerDrive, the brokerage is the controller of the data it puts into the platform — its leads, contacts, transactions, and documents. BrokerDrive processes that data on the brokerage’s behalf to provide the service.

• Account information: names, email addresses, and roles for users you invite.
• Brokerage data: contacts, leads, transactions, documents, and related records you enter or import.
• Usage data: logs of actions taken in the platform for security, audit, and support.
• Billing information: handled by our payment processor; we do not store full card numbers.

We use information to provide and secure the platform, route and attribute leads, support transactions and compliance, process billing, and respond to support requests. We do not sell personal information.

BrokerDrive’s access model distinguishes brokerage-owned records from agent-owned relationships. Agent-owned relationships remain private to the agent by default; brokerage oversight applies to brokerage-sourced data and where compliance requires it. When an agent leaves a brokerage, data is handled according to that ownership distinction and the brokerage’s agreements.

We protect data with tenant isolation, row-level access controls, role-based permissions, optional multi-factor authentication, audit logging, and encryption in transit and at rest. See our Security page for details.

We use a small set of vetted service providers to operate the platform. They are listed on our Subprocessors page.

Depending on your jurisdiction, you may have rights to access, correct, export, or delete personal information. Requests are generally directed to the brokerage that controls the data; we support brokerages in fulfilling them.

Questions about this policy can be sent to the brokerage that controls your data, or to BrokerDrive through the support channels in your workspace.