These terms govern your use of BrokerFolder, a deal management platform for business brokers. By creating an account or using the service, you agree to them.
1. Who we are
BrokerFolder is operated by [LEGAL ENTITY NAME], [registered address]. In these terms, "we," "us," and "BrokerFolder" refer to that entity. "You" refers to the brokerage or individual broker holding an account.
2. Your account
You must provide accurate information when creating an account and keep your login credentials confidential. You are responsible for activity that occurs under your account.
Accounts are for a single named user. Sharing one login between multiple people is not permitted. This is not an arbitrary restriction: the document access log and the NDA audit trail identify actions by account, and both stop being reliable evidence if several people share credentials. If you need additional people to have access, contact us rather than sharing a login.
3. The service
BrokerFolder provides listing management, buyer qualification workflows, in-app non-disclosure agreement acknowledgment, gated document sharing with access logging, and a buyer CRM with a deal pipeline.
Unlimited use, and fair use
Your subscription includes unlimited listings and unlimited buyer records. There is no per-listing, per-buyer, or per-deal charge.
Fair use. "Unlimited" is intended to mean that a working broker never has to think about a cap. It is not intended to cover automated bulk creation of records, resale or sublicensing of the service to third parties, use as general-purpose file storage unrelated to live deals, or usage that materially degrades service for other customers. If your usage looks like one of these, we will contact you and discuss it before taking any action.
Setup and migration
Every subscription includes setup and migration of your current active listings and their associated buyer records. Outside that scope, and available only by separate arrangement: historical or closed deals, buyer records with no live listing attached, material not already in exportable digital form (paper files, scan-only documents, or data requiring re-keying or OCR), reorganising or renaming document sets beyond uploading them as they stand, and ongoing data entry after the initial migration is complete.
4. Your data
You own your data. Listings, buyer records, documents, notes, and access logs you put into BrokerFolder remain yours. We do not sell it, and we do not use the contents of your deal documents to market to your buyers or sellers.
We process your data to operate the service, and to the extent necessary for support, security, backups, and legal compliance. See our Privacy Policy for detail on what is collected and how it is handled.
Confidential information belonging to others
Much of what you upload — seller financials, tax returns, leases — belongs to your clients rather than to you. You are responsible for having the right to upload it and to share it with the buyers you grant access to. We provide the access controls; you decide who receives what.
5. Non-disclosure agreements
BrokerFolder records a buyer's acknowledgment of an NDA, together with a timestamp, IP address, browser user-agent, and the legal name the buyer typed. This creates an audit record of the acknowledgment.
We are not providing legal services. The enforceability of any NDA depends on its wording and on the law of the relevant jurisdiction, neither of which we control. The NDA text is yours. We record that acknowledgment took place; we do not warrant that a given agreement is enforceable, and nothing in the service is legal advice.
6. Fees and billing
The Solo Broker plan is $99 per month. Subscriptions are billed monthly in advance. There is no minimum term and no annual commitment.
You may cancel at any time, effective at the end of the current billing period. We do not provide pro-rata refunds for partial months. Where a discounted or promotional rate has been agreed in writing, the dates on which it starts and ends, and the rate that follows it, will be set out in that written agreement.
We may change our prices. Any change to the price of a plan you are already subscribed to takes effect no sooner than 30 days after we notify you, and you may cancel before it applies.
7. Cancellation, export, and retention
You can export your data at any time while your account is active.
After cancellation we retain your data for 90 days, so that reactivating restores your deal history rather than requiring a fresh migration. During that window you may request a full export. After 90 days the data is deleted from active systems, and from backups in line with our backup rotation.
8. Acceptable use
You agree not to use BrokerFolder to store or transmit unlawful material, to attempt to access another brokerage's data, to probe or test the security of the service without our written permission, to reverse engineer it, or to build a competing product from it.
9. Availability
We work to keep the service available and take regular backups, but we do not currently offer a contractual uptime guarantee. Planned maintenance will be notified in advance where practical.
10. Liability
The service is provided on an "as is" basis. To the maximum extent permitted by law, our total liability arising out of or relating to these terms is limited to the fees you paid in the twelve months preceding the event giving rise to the claim. We are not liable for lost profits, lost deals, or lost commissions.
Nothing in these terms limits liability that cannot be limited by law, including liability for fraud, or for death or personal injury caused by negligence.
11. Suspension and termination
We may suspend or terminate an account for non-payment, for breach of these terms, or where required by law. Except where the law or the seriousness of a breach prevents it, we will give you notice and an opportunity to put the problem right first. On termination, the 90-day retention and export rights in section 7 still apply.
12. Changes to these terms
We may update these terms. For material changes we will notify account holders by email at least 30 days before they take effect. Continuing to use the service after that date means you accept the updated terms.
13. Governing law
These terms are governed by the laws of [JURISDICTION], and the courts of [JURISDICTION] have exclusive jurisdiction over any dispute.
14. Contact
Questions about these terms: [email protected]