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Privacy Policy

January 2024

We’re committed to the confidentiality and security of any personal information you provide us with. 


This Privacy Policy (“Policy”) sets out our standards for collecting, using, disclosing and storing your personal information. The Policy also explains how we safeguard your personal information and your right to access that information.


This Policy does not extend to websites, mobile applications or other services of third parties. We are therefore not liable for their privacy policies, procedures and practices.

Changes to this Policy

Please revisit this page periodically to stay aware of any changes to this Policy, which we may update from time to time. If we modify the Policy, we will make it available through our website, indicate the date of the latest version, and comply with applicable laws. Your continued use of our website after the revised Policy has become effective indicates that you have read, understood and agreed to the current version of the Policy. If you disagree with any changes made to the Policy, please cease to use the services.

Information We Collect Automatically

At the time you begin a relationship with us and during the course of our relationship, we may collect details about you and your background, including your name, address, contact information, and mortgage licensing information.  When you visit our websites, we collect information that web browsers, mobile devices and servers make available, such as the internet protocol address, browser type, language preference, time zone, referring URL, date and time of access, operating system, mobile device manufacturer and mobile network information.


We may use temporary and permanent cookies to identify users of our services and to enhance user experience. We embed unique identifiers in our downloadable products to track usage of the products. We also use cookies, beacons, tags, scripts, and other similar technologies to identify visitors, track website navigation, gather demographic information about visitors and users, understand email campaign effectiveness and for targeted visitor and user engagement by tracking your activities on our websites.

Information Entrusted to Brokeredge

Information provided in connection with services: You may entrust information that you or your organization control, to Brokeredge in connection with use of our services or for requesting technical support for our products. This includes information regarding your customers and your employees (if you are a controller) or data that you hold and use on behalf of another person for a specific purpose, such as a customer to whom you provide services. The data may either be stored on our servers when you use our services, or transferred or shared to us as part of a request for technical support or other services.

Purpose of Information Collection

Collecting information about you is necessary in order for us to provide you with high quality services. The nature and sensitivity of the information we collect about you varies according to the services we provide you and to legal requirements imposed on us (such as information required for tax purposes).


Purposes for collecting information generally include providing products or services requested, confirming your identity, protecting against fraud, or dealing with matters concerning the relationship between us.


When we obtain personal information from you, we initially require your consent to collect, use or disclose the information for the purposes specified.  We will obtain your consent for any additional use, disclosure or collection, or if the purpose is changed.


We generally seek your express written consent in order to collect, use or disclose personal information.  Occasionally, we may imply consent where we can infer consent from your action or inaction.


You may withdraw your consent at any time, subject to legal or contractual restrictions. We will inform you of the consequences of such withdrawal, including the possibility that we may not be able to provide a product or process a request. If you choose to withdraw your consent, we will record the decision in our file.

Ownership and Control of Your Data

You own your service data. We protect it, limit access to it, and only process it according to your instructions. You may access it, share it through third-party integrations, and request that we export or delete it.

Brokeredge will not use or disclose any personal information collected on the website for purposes other than those identified to you without your consent. Your personal information is only accessible to authorized personnel for the purposes necessary to perform their duties.

We occasionally share your personal information with service providers to ensure proper administration of products or provide you with the services you require. We are responsible for ensuring service providers comply with privacy legislation, maintaining a level of protection comparable to that provided by Brokeredge.

You have the right to know, upon request, to whom your information was disclosed. We maintain accurate records, recording to whom we disclose personal information and in what circumstances it was disclosed. Any requests for access or amendments may be sent to

Confidentiality of Your Information

Brokeredge recognizes that the information you provide while using the services, encompassing personal details, financial information, and other data submitted by you ("User Information"), is confidential and proprietary.

We commit to employing commercially reasonable efforts to safeguard the confidentiality of User Information. Security measures will be implemented to prevent unauthorized access, disclosure, alteration, or destruction of such information. Access to User Information will be limited to authorized Brokeredge personnel, bound by confidentiality obligations, necessary for providing the services and support.

On occasion, User Information may be shared with service providers for administering products or delivering necessary services. We remain responsible for ensuring service providers comply with privacy legislation, ensuring a level of protection comparable to that provided by Brokeredge. Exceptions to confidentiality may arise in response to a valid court order, subpoena, governmental or regulatory request, or as required by law. Notification will be provided to you to the extent permitted by law before any disclosure.


We only retain your personal information for as long as needed for the purposes that it was collected. We must destroy this information in accordance with the law and our file retention guidelines. When we destroy your personal information, we make sure that confidentiality is secured and that no unauthorized person can access the information during the destruction process. 


We take the security of your personal information very seriously.  We are responsible for your personal information in our possession or control, including information that may be transferred by us to third parties for processing.  We require such third parties to keep personal information under strict standards of privacy and protection.


We adhere to legislated and self-imposed rules, aimed to safeguard your privacy. 

Complaints and Concerns

Any questions, comments, concerns or complaints about this Privacy Policy can be sent to the following email address

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