BrokerDIY / Your data & leaving
Your data, and what happens when you leave.
Most of this category will not tell you what happens to your transactions when you stop paying. Some delete everything the moment you cancel and tell you to make your own backup first. We think you should be able to read our answer before you ever hand us a file.
Effective 4 September 2026 · applies to trials and paid plans alike
What you create in BrokerDIY is yours. We do not sell it. We do not train other brokerages on it. And when you go, we delete it — keeping nothing that identifies you or your clients.
Your signed documents already work without us
This is the part most platforms cannot say. Every document executed in BrokerDIY carries a Signature Verification Proof page bound into the PDF itself — a document digest, per-signer timestamps, the head of a hash-chained ledger, and a QR code. The moment a document is fully signed, the certified PDF is emailed to the parties.
That means the copy in your inbox is self-proving. Anyone can check that the file has not been altered and that the signatures are the ones recorded — years later, without a BrokerDIY account, and whether or not you are still a customer. Your evidence was never rented from us.
If your trial ends, or you cancel
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Access to the platform ends
When a trial finishes or a subscription is cancelled, the product closes. We would rather be straight about that than leave a half-working account open to make leaving feel expensive.
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We hold your data for 30 days, and we will deliver it to you
For thirty days we keep everything intact — documents, executed PDFs with their proof pages, and your transaction records. Ask us in that window and we will package it and send it to you. There is no fee and you do not have to explain why.
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We warn you twice before anything is deleted
You get a notice seven days out and again one day out, to the email on the account. We will not quietly delete a brokerage’s records and let you discover it later.
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Then we delete it
After the window closes your data is permanently removed from our systems. Holding a former customer’s client information indefinitely is not a courtesy — it is a risk we would be taking with people who never agreed to it.
The one thing that outlives your account is statistics: counts and averages that cannot be traced back to you, your brokerage or any client — how long a document takes to sign, how many documents a transaction needs. They carry no names, no addresses and no document contents, and they cannot be turned back into your records. Everything else goes.
While you are with us
Isolated to your brokerage
Your data lives on your side of the wall. It is not pooled with other tenants and it never trains another brokerage’s system.
Delivered as it happens
You do not have to wait until you leave to have a copy. Every completed signing emails the certified PDF to the parties at the moment it is executed.
Cancelling is not a phone call
You cancel the same way you signed up — in the app, yourself. No retention call, no support ticket, no waiting for business hours.
Things we will not do
- Sell your data, or your clients’ data, to anyone.
- Train other brokerages’ systems on what happens inside yours.
- Delete your records without telling you first.
- Hold your data hostage to make cancelling harder.
- Keep a former customer’s files indefinitely because it is easier than deleting them.
One thing that is yours, not ours. Your brokerage has its own record-keeping obligations, and they do not transfer to a software vendor. State real-estate commissions set their own retention periods, and they are typically measured in years — longer than any trial. Your state commission is the authority on what applies to you. Treat BrokerDIY as a place your records live while you are here, not as your compliance archive, and keep your own copies the way you would with any vendor.