BrokerFlo · Built only for mortgage brokers
When you request a demo we collect your full name, email, an optional phone number, brokerage name, and a few qualifying answers (what best describes you, deals closed per year, current setup). We also capture any UTM parameters from the link that brought you here so we know which content introduced you to us.
Your information is used only to qualify your request, schedule your BrokerFlo Preview Call, and run the system on your behalf. We do not sell your data. Your contacts and conversations are yours to export at any time. BrokerFlo hosts and runs the system; we never claim ownership of your website.
SMS messaging is strictly opt-in. The “Text me about my demo request” box is unchecked by default. Checking it records an explicit, durable Approved decision; leaving it unchecked records an explicit Declined decision. We only text you about your demo request when you have approved. Message rates may apply. You may withdraw consent at any time by replying STOP or emailing us. No confirmation messages are sent while notifications are disabled.
Questions about your data or these terms? Reach the BrokerFlo team through the demo request form and we will respond within one business day.
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