Broker Tools – Privacy Policy & Terms and Conditions

Last Updated: September 2025

At Broker Tools, we’re taking a human approach in the age of AI. This project exists to research and understand what tools and services are available to the broker industry with the goal of saving brokers time, money, and effort in finding what works best.

We believe in keeping things simple, clear, and honest.

Privacy Policy

1. Your Data & Privacy

We do not sell your details or data to other brokers, aggregators, or third parties.

What we collect: When you participate in our surveys or sign up for updates, we may collect information like your email address, survey responses, and basic details about your brokerage. We only collect what's necessary to understand the broker technology landscape.

How we use it: Your responses help us research and map out how the tools available are being used and their potential for improvement. We may use anonymous, aggregated insights (e.g. "X% of brokers said…"), but your personal details remain private and are never shared in a way that identifies you.

How we protect it: We store your information securely and only keep it for as long as needed for our research purposes.

Third-party tools: We use trusted services with SOC II compliance to collect and manage responses. These providers are bound by their own privacy policies and only process data on our behalf.

Your rights: You can request to see, update, or delete your personal information at any time by contacting us at [email protected].
You are always in control of what you choose to share.

2. Affiliate & Advertising

Sometimes, we may recommend products or services we believe could truly benefit brokers.

If you decide to click on a link and purchase, we may earn a small commission at no extra cost to you. These are called affiliate links, and we'll always be transparent when we use them.

Our independence: These partnerships help keep Broker Tools sustainable, but they don't influence our research or recommendations. We'll only promote tools we genuinely see value in for you, and we'll never let commissions drive what we recommend.

You're never obligated to use our links, and our content remains helpful regardless of whether you do.

3. Our Promise

  • No selling of your personal information.
  • No spam: We'll only contact you if you've opted in, and you can unsubscribe anytime.
  • No hidden tricks: if something changes, we'll tell you.
  • Your control: you can request to access, update, or delete your data at any time by contacting us at [email protected].

We exist to make broker tools simpler, not more complicated.

Terms & Conditions

  1. Research Purpose Only: Broker Tools is currently a research project. Information provided is for discovery and educational purposes only. It should not be considered financial, legal, business, or technology advice. Always do your own due diligence before making decisions.

  2. Accuracy of Information: While we aim to keep the information accurate and up to date, we make no guarantees or warranties about completeness, reliability, or accuracy. The broker technology landscape changes rapidly, and tools or services mentioned may update their features, pricing, or availability at any time. Use all information at your own discretion.

  3. Limitation of Liability: Broker Tools (and its team) will not be held liable for any loss, damage, or inconvenience caused by use of our site, survey, or any tools we recommend. This includes, but is not limited to, any direct or indirect damages arising from:
    • Decisions made based on information found on Broker Tools
    • Use of third-party products or services we mention or link to
    • Any errors, omissions, or inaccuracies in our content

    To the maximum extent permitted by law, you use Broker Tools entirely at your own risk.


  4. Third-Party Links: We may link to third-party products or services. We are not responsible for the content, privacy practices, or outcomes of those third-party sites. When you click a link and leave Broker Tools, you are subject to that site's own terms and privacy policy. You interact with them at your own risk.

    Note: Some links may be affiliate links (see Section 2), but this doesn't change our lack of responsibility for third-party sites.

  5. Intellectual Property: All content on Broker Tools (logos, branding, wording, design, and research findings) belongs to Broker Tools unless otherwise noted. Please don’t copy, reproduce or reuse without permission.

    Fair use: You're welcome to reference or quote our findings with proper attribution (e.g., "According to Broker Tools research...") and a link back to our site.

  6. Changes to These Terms: We may update these Terms & Privacy Policy occasionally as our project evolves. If we do, we’ll always post the latest version here with the updated date at the top.

    Material changes: If we make significant changes that affect your rights or how we handle data, we'll notify you via email (if you've provided one) or through a notice on our site.

    Continued use: By continuing to use Broker Tools after changes are posted, you accept the updated terms.

Got questions? Reach out anytime: [email protected]