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Privacy Policy

Effective date: August 7, 2026

This Privacy Policy explains how BrokerGuard collects, uses, stores, discloses, and protects personal information when you use the service.

BrokerGuard is a compliance workflow platform and does not provide legal advice.

1. Information we collect

  • Account and identity information, such as name, email, authentication identifiers, and organization details.
  • Workspace content, such as listing text, uploaded images, scan results, corrections, and compliance preferences.
  • Team and operational data, such as roles, invitations, audit events, and activity history.
  • Billing and subscription data, such as tier, invoices, and subscription state from payment providers.
  • Support and communications data, such as contact form submissions and support ticket metadata.
  • Technical and usage data, such as request logs, timestamps, and security-related telemetry required to operate the service.

2. How we use information

  • Provide and maintain the platform, including scanning, reporting, team collaboration, and billing workflows.
  • Authenticate users, secure accounts, detect abuse, and protect service integrity.
  • Process subscriptions, invoices, and account lifecycle actions.
  • Respond to support requests, send operational notices, and communicate product updates based on your preferences.
  • Improve platform reliability, diagnostics, and product performance.
  • Comply with legal obligations and enforce contractual terms.

3. Legal bases for processing

Where required by applicable law, BrokerGuard processes personal information under one or more legal bases, including:

  • Performance of a contract (for providing the service you request).
  • Legitimate interests (for security, fraud prevention, service improvement, and operational continuity).
  • Consent (for certain optional communications or settings).
  • Compliance with legal obligations.

4. Third-party services and disclosures

BrokerGuard uses third-party service providers that process data on our behalf, including identity/authentication, payment processing, communications, and AI or hosting services.

  • Authentication and account management providers.
  • Payment and billing providers.
  • Email and notification providers.
  • AI processing providers used to assist with scan workflows.

We may also disclose information when required by law, to protect rights and safety, or in connection with a merger, acquisition, financing, or asset transfer.

5. Data retention

We retain information for as long as reasonably necessary to provide the service, fulfill contractual commitments, resolve disputes, enforce agreements, and satisfy legal requirements.

  • Account records are retained while your account is active and for a limited period after closure where required for legal, security, or billing reasons.
  • Scan and workflow history is retained according to your account lifecycle and deletion actions.
  • Billing and transaction records may be retained longer where required by law or financial regulations.

6. Your privacy rights and choices

Depending on your jurisdiction, you may have rights to access, correct, delete, export, or object to certain processing of personal information.

  • You can manage key profile settings in your account workspace.
  • You can request export or deletion actions through account settings and support workflows.
  • You can opt out of non-essential communications where those controls are available.

We may need to verify your identity before completing certain rights requests.

7. U.S. state and federal privacy context

BrokerGuard is designed for compliance-sensitive operations and may process data under state-specific and federal requirements. Rights and obligations can vary by state and may include additional disclosure, access, deletion, correction, and appeal rights.

Where non-waivable state or federal law grants greater privacy protections, those protections control.

8. Cookies and similar technologies

BrokerGuard and its providers may use cookies or similar technologies for authentication, session continuity, security, and basic analytics. You can control certain cookie behaviors through browser settings, but disabling required cookies may affect service functionality.

9. Security

BrokerGuard uses administrative, technical, and organizational safeguards designed to protect information. No method of transmission or storage is guaranteed to be completely secure, and you are responsible for maintaining credential security and using strong account practices.

10. International data transfers

If you access BrokerGuard from outside the primary service region, your information may be processed in jurisdictions where privacy laws differ from those in your location. We take reasonable steps to apply protections consistent with this policy and applicable law.

11. Children's privacy

BrokerGuard is intended for business users and is not directed to children. If you believe a child has provided personal information, contact us so we can review and take appropriate action.

12. Policy updates

We may update this Privacy Policy from time to time. Material changes will be reflected by updating the effective date. Continued use of the service after changes take effect constitutes acceptance of the updated policy.

13. Contact

For privacy questions or rights requests, use Contact support.

For usage rules, review Terms. For compliance source context, review Policy. For operational help, visit Help center.