Terms & Conditions


Effective Date:

April 2, 2025

Last Updated:

April 2, 2025

Welcome to BrokerSoft.ai (“BrokerSoft”, “we”, “our”, or “us”). These Terms and Conditions (“Terms”) govern your access to and use of the BrokerSoft.ai platform, including our website, applications, tools, and services (“Services”).


By creating an account, using our platform, or engaging with our tools in any way, you agree to be bound by these Terms. If you do not agree, please do not use our Services.


1. Acceptance of Terms

These Terms apply to all users of the Services, including customers, their employees, affiliates, and end users. By accessing BrokerSoft.ai, you acknowledge that you have read, understood, and agree to be legally bound by these Terms.

2. Description of Services

BrokerSoft.ai provides a white-labeled CRM and sales automation platform for real estate professionals. Features may include:

Lead management Appointment scheduling SMS and email communicationFunnel and website builders Workflow automations Analytics and reporting

We reserve the right to update or change any features at our sole discretion.

3. Account Registration & Security

To use our Services, you must:

Be 18 years or olderProvide accurate and complete registration informationMaintain the confidentiality of your login credentialsBe responsible for all activity under your account

You agree to notify us immediately of any unauthorized use or breach of security.

4. User Responsibilities

You agree not to:

Use the Services for unlawful, abusive, or fraudulent purposesSend unsolicited or spam communications via SMS or emailUpload malicious code, viruses, or engage in hacking or scrapingInfringe on the intellectual property of BrokerSoft.ai or othersAbuse integrations with third-party services (e.g., Twilio, Google, Facebook)

You are solely responsible for the legality, reliability, and appropriateness of the data you store and manage within BrokerSoft.ai.


5. SMS & TCPA Compliance

By using BrokerSoft.ai’s SMS features, you agree to comply with the

Telephone Consumer Protection Act (TCPA)

and all applicable laws governing text message communications.


You are solely responsible for:

Obtaining prior express written consent from each recipient before sending SMS messagesProviding clear opt-out instructions in your messages (e.g., "Reply STOP to unsubscribe")Honoring opt-out requests in a timely mannerMaintaining records of opt-in and opt-out statusesUsing only compliant language, content, and timing of messages


BrokerSoft.ai provides the tools to enable TCPA compliance but does not assume responsibility for your individual use. Misuse of SMS tools may result in suspension or termination of your account.


6. Payment Terms

BrokerSoft.ai is a subscription-based service. By subscribing, you agree to:

Pay all applicable fees associated with your selected planAllow BrokerSoft.ai to charge your payment method on a recurring basisAccept that all payments are non-refundable unless otherwise stated

Failure to pay may result in suspension or termination of your account.

7. Cancellations & Refunds

You may cancel your subscription at any time via your account dashboard or by emailing

[email protected]

Refunds are not guaranteed, but may be issued on a case-by-case basis solely at our discretion.


8. Termination

We reserve the right to terminate or suspend your account immediately, without prior notice, if:

You violate these TermsYou use the system for spam or malicious activitiesYou fail to make timely paymentRequired by law or third-party service providers

Upon termination, your access to the platform will be revoked and your data may be deleted.


9. Intellectual Property

All content, software, branding, and materials provided within BrokerSoft.ai are the intellectual property of BrokerSoft.ai or its licensors. You may not reproduce, distribute, or modify any content without express written permission.


10. Data Ownership & Usage

You retain ownership of the customer and lead data you enter into BrokerSoft.ai. However, you grant BrokerSoft.ai the right to process and access that data solely for the purpose of providing our Services.

We do not sell your data. Our practices are governed by our

Privacy Policy

11. Third-Party Services

BrokerSoft.ai may integrate with third-party tools such as Twilio, Mailgun, Stripe, Google, Facebook, and others. We are not responsible for:

The content, data practices, or failures of those servicesAny fees incurred by those services

You are responsible for maintaining those connections and complying with their terms.

12. No Warranties

BrokerSoft.ai is provided “as-is” and “as available.” We make no warranties regarding:

Uptime or availabilityAccuracy of analytics or reportingCompliance guarantees for third-party integrations (e.g., TCPA, CAN-SPAM)


Use of the platform is at your own risk.

13. Limitation of Liability


To the fullest extent permitted by law, BrokerSoft.ai will not be liable for:


Any indirect, incidental, punitive, or consequential damagesLoss of profits, data, business opportunities, or reputationDamages resulting from unauthorized access or use of your data


Our total liability will not exceed the amount you paid us in the three (3) months prior to the event giving rise to the claim.

14. Indemnification


You agree to indemnify and hold harmless BrokerSoft.ai, its officers, employees, partners, and affiliates from any claims, damages, losses, or liabilities arising out of:


Your misuse of the ServicesViolation of these TermsBreach of applicable laws or third-party rights


15. Governing Law


These Terms are governed by the laws of the State of Florida, without regard to conflict of law principles. Any disputes shall be resolved in the courts of Miami-Dade County, Florida.


16. Changes to Terms


We may update these Terms from time to time. Material changes will be communicated via email or platform notification. Continued use of BrokerSoft.ai after updates constitutes acceptance of the revised Terms.



17. Contact Information


If you have any questions about these Terms, please contact:

Email:

[email protected]

Website:

www.brokersoft.ai



Everything You Need To Know -- No Guesswork.

Still thinking it through? Here’s what solo agents ask us most before making the switch to BrokerSoft.ai

I'm a solo agent — will this really help me, or is it overkill?

BrokerSoft.ai was built specifically for solo agents. No teams. No fluff. Just the tools you actually need to stay organized, automate your follow-up, and close more without hiring help.

What if I’m not tech-savvy?

You don’t have to be. We offer full onboarding, video walkthroughs, and even a done-for-you setup if you want us to build your entire system. If you can send a text, you can run BrokerSoft.ai

Is there a contract or setup fee?

No contracts. Cancel or change plans anytime. Want us to build everything for you? That’s a one-time add-on — totally optional.

Can this really replace other tools I’m paying for?

Yes. BrokerSoft.ai replaces your CRM, email tool, text platform, call tracker, booking system, and funnel builder — all in one place.

What happens after I sign up?

You’ll get instant access to your dashboard, onboarding steps, and support. We’ll guide you through setup — or we’ll do it all for you (Elite plan or setup add-on).

Will this work with Facebook ads and my existing leads?

Absolutely. BrokerSoft.ai connects directly to Facebook Lead Forms, your website, Google, and more. Leads flow in, automations kick off, and you just follow up and close.

What kind of training or resources are available for new users?

The onboarding portal will give you Instant access to easy-to-follow videos, screen recordings, and checklists designed for solo agents — no fluff, no overwhelm.

BrokerSoft.ai helps solo agents look and operate like a full team — with automation, follow-up, and tools that close deals faster.

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