Privacy Policy

BrokerBalance Inc. (“we”, “our”, “us”), is committed to protecting the privacy and security of all users, including real estate brokerages, agents, and related parties who use our platform. BrokerBalance is designed to help manage transactions, accounting, and brokerage operations in a structured and efficient manner, and we take the responsibility of handling your data seriously.

When you use BrokerBalance, we may collect personal and business information that you provide directly, including your name, email address, phone number, brokerage details, and account credentials. In addition, the platform may store financial records, transaction data, and documents such as agreements or compliance-related files that are necessary for brokerage operations. We also automatically collect certain technical information such as your IP address, browser type, device details, and usage data to help us improve the performance and security of the system.

We use this information to operate and maintain the BrokerBalance platform, to facilitate real estate transaction management and accounting processes, to enhance user experience, and to communicate important updates or support-related messages. Your information may also be used to ensure compliance with applicable laws and regulations, as well as to detect and prevent fraud or unauthorized activity.

BrokerBalance does not sell personal information. We may share data only where necessary, such as with authorized users within your brokerage, trusted service providers who assist in delivering the platform, including hosting and communication services, or when required by law or legal process. All such parties are expected to handle data securely and in accordance with confidentiality obligations.

We store data on secure systems and implement reasonable technical and organizational safeguards to protect against unauthorized access, loss, or misuse. Access to information is limited to authorized users, and appropriate security measures are applied where necessary. However, while we strive to protect your data, no system can guarantee absolute security.

Your information is retained for as long as your account remains active and as needed to fulfill legal, accounting, and regulatory requirements. You may request access to your personal information, corrections to inaccurate data, or deletion of your data where permitted by law.

Depending on your jurisdiction, including Canada, you may have the right to access your personal data, request corrections, request deletion, or withdraw consent in certain circumstances. Requests can be made by contacting us.

BrokerBalance uses cookies and similar technologies to enhance functionality, remember user preferences, and analyze usage patterns. You can manage or disable cookies through your browser settings if you prefer.

We may rely on third-party services, such as cloud hosting providers, email delivery systems, and analytics tools, to operate the platform effectively. These providers are required to process your data only for service-related purposes and to maintain appropriate safeguards.

Your data may be stored or processed outside your local jurisdiction, including outside Canada, depending on the hosting infrastructure. Appropriate safeguards are implemented to protect your information.

BrokerBalance is intended for professional use and is not designed for individuals under the age of 18. We do not knowingly collect personal information from minors.

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Any updates will be posted on this page with a revised effective date.

If you have any questions or requests regarding your data or this policy, you may contact through email or by mail as stated in our contact page.