Broker Simple

Privacy Policy

Last updated: September 26, 2026

1. Introduction

Broker Simple ("we," "our," or "us") operates the brokersimple.app website and mobile application. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our platform.

2. Information We Collect

We collect information that you provide directly to us, including:

  • Account information (name, email address, phone number)
  • Brokerage information (brokerage name, license number, address)
  • Licensing, tax, and onboarding information (license number, business entity name, W-9 form, and other onboarding documents your brokerage collects)
  • Transaction data (property addresses, sale prices, commission details)
  • Agent information (names, contact details, commission arrangements)
  • Client and lead information that you or your brokerage add to the CRM, including inquiries submitted through your websites
  • Documents and e-signatures (documents you upload, send, or sign; saved signatures; and signing records such as time stamps and IP addresses)
  • Messages (texts sent and received through a Broker Simple texting number, and your conversations with Simply, our AI assistant)
  • Payment information (processed securely through Stripe — we do not store credit card numbers)
  • Usage data and analytics (pages visited, features used, device information)

3. How We Use Your Information

We use the information we collect to:

  • Provide, operate, and maintain our platform
  • Process transactions and calculate commissions
  • Send you transactional emails (invitations, notifications, account updates)
  • Improve and personalize your experience
  • Communicate with you about products, services, and updates
  • Detect and prevent fraud or unauthorized access

4. Data Sharing

We do not sell your personal information. We may share information with:

  • Service providers who help us operate our platform, such as Google (Firebase and Google Cloud hosting, storage, and maps), Stripe (payments), Brevo (email), Twilio (text messaging), Cloudflare (website delivery and custom domains), and Sentry (error monitoring)
  • AI providers (Anthropic and OpenAI) that power Simply and our other AI features, such as reading a contract you upload or drafting listing and marketing copy. They receive the content you use with those features. Under the commercial terms that govern our use of these services, they do not use it to train their models; they may keep it for a limited time under their own policies.
  • Other users within your brokerage as necessary for platform functionality (e.g., brokers can see agent transaction data)
  • Legal authorities when required by law or to protect our rights

5. Data Security

We implement industry-standard security measures to protect your data, including encrypted data transmission (TLS/SSL), secure authentication via Firebase Auth, and PCI-compliant payment processing through Stripe. However, no method of transmission over the Internet is 100% secure.

6. Data Retention & Account Deletion

We keep your information for as long as your account is active or paused, and after that only as described in this section.

How to delete your account

In the Broker Simple iPhone app, go to Settings → Security → Delete Account and confirm with your password. Deletion starts right away and cannot be undone: you are signed out, and the account cannot be recovered.

Account deletion is not available on the website yet. If you do not use the iPhone app, email support@brokersimple.app or contact us, and we will delete your account for you once we have confirmed the request comes from you.

What deletion removes

When you delete your account, we permanently delete your sign-in account and:

  • Your user profile, your notification settings, and the push-notification registrations for your devices
  • Your personal details on your brokerage member record: your name, email address, phone number, photo, bio and other public-profile details, personal logos, birthday and important dates (and the open reminders created from them), and app activity information
  • Your profile photo and personal logo files
  • Your conversations with Simply, our AI assistant, in the app and by text message, along with Simply's memory notes, your Simply usage counts, and the phone numbers you linked to Simply
  • Your in-app notifications, pending requests to join a brokerage, and records of email address changes
  • Your admin and role access to your brokerage

Your saved signatures are removed from your account; a signature you have already placed on a document stays part of that document.

Your texting number. If you have a dedicated Broker Simple texting number, we release it back to our messaging provider and stop the charges for it: your own texting plan is canceled or, if your brokerage pays for your number, it comes off your brokerage's bill. Texts sent to that number after it is released will not reach you or your brokerage.

Your public pages. Your websites and single-property listing sites are taken offline, their custom domains are disconnected, and their automatic blog posts are turned off. Share links you created — such as marketing-package galleries, shared investment reports, and post pages — stop working. Scheduled emails and social posts, recurring marketing programs, and action-plan automations that would send in your name are stopped, and unpaid print-mail orders are canceled. You are also removed from your brokerage's public agent listings. These pages and campaigns are taken offline rather than deleted, and stay with your brokerage's records. A cached copy of a page can take a short time to disappear.

What we keep, and why

Some information is not deleted, because it belongs to the brokerage you worked with or because it has to be kept:

  • Your brokerage's records. Transactions, contacts (with their message history and tasks), documents and completed e-signatures with their audit trails, commission and disbursement records, compliance, onboarding, and training records, and marketing materials belong to the brokerage and stay with it. Your member record is anonymized, so these records show a deleted user instead of your name and contact details. Your name, photo, or other details can still appear inside the records themselves — for example, on a document you signed and in its audit trail (which records signers' names, email addresses, time stamps, and IP addresses), in commission paperwork, or in marketing materials that featured you.
  • Tax and licensing records. Your license number, business entity name, W-9, and MLS identifiers stay on the anonymized member record, and onboarding documents your brokerage collected are kept, so the brokerage can meet its tax and regulatory recordkeeping obligations.
  • Changes Simply made for you. When Simply updated your brokerage's records at your request, a record of each change — including your first name and a short, redacted excerpt of your request — stays with the brokerage's records.
  • Billing records. Our payment processor, Stripe, keeps the records of past payments, invoices, and receipts.
  • Listing data from an MLS. Listing information we receive from a multiple listing service, which can include a listing agent's name, is controlled by that MLS; deleting your account does not change it.
  • Limited records of our own. A record that your account was deleted and of what was released or canceled (so we can show the deletion happened and finish anything that has to be done by hand), and messages you sent to our support and feedback channels. Our service providers may also keep copies of some information, such as texts and emails they delivered, under their own retention policies.

If you own a brokerage

A brokerage owner can delete their account only after removing or transferring every other active agent, admin, and agent admin. When the owner's account is deleted, the brokerage — including a solo agent's own brokerage — becomes dormant rather than deleted: its records are kept, its Broker Simple subscription is canceled, all of its websites and listing sites are taken offline and their custom domains disconnected, and its scheduled marketing is stopped, including scheduled emails and posts, Home Value Watch emails, and saved-search listing alerts. Domains bought through Broker Simple are switched to manual renewal, so the brokerage's card is not charged to renew them.

Pausing instead of deleting

If you want to step away without losing anything, you can pause your account instead of deleting it. While your account is paused, we keep your data, your billing is paused, and your websites and listing sites are offline. You can resume at any time. While your account is paused, we may occasionally email you about coming back; each of those emails includes an unsubscribe link.

Email after you delete your account

We do not send marketing email to deleted accounts. If you separately subscribed to our newsletter, that subscription is not tied to your account: use the unsubscribe link in any newsletter email, or contact us to be removed.

7. Your Rights

You have the right to:

  • Access the personal data we hold about you
  • Request correction of inaccurate data
  • Delete your account, or ask us to delete your data (see Section 6)
  • Opt out of marketing communications
  • Export your data in a portable format

You can also pause your account instead of deleting it.

8. Cookies & Analytics

We use cookies and similar technologies to analyze usage patterns and improve our platform. You can control cookie preferences through your browser settings. We use Google Analytics on our public website and sign-in and sign-up pages to understand how visitors use them; we do not use it inside the signed-in app. We also use Sentry to find and fix errors: for a small sample of sessions, and for sessions in which an error occurs, it records a replay of activity on the page with all text masked and images blocked.

9. SMS / Text Messaging

Real estate agents who use Broker Simple may send SMS/text messages to their own clients and leads who provided a mobile number and consented to be contacted (for example, by submitting a contact form, in person, or verbally during their working relationship). Message frequency varies. Message and data rates may apply. Reply STOP to any message to unsubscribe at any time, or HELP for assistance. See our SMS Messaging Policy for full details.

We do not sell or share mobile opt-in information, SMS consent, or phone numbers with third parties or affiliates for their own marketing or promotional purposes. Mobile information is used solely to deliver the messages you have consented to receive and is shared only with our messaging service provider (Twilio) strictly to transmit those messages.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

11. Contact Us

If you have questions about this Privacy Policy, please contact us.