TERMS OF SERVICE
Broker Launch UK Operations Ltd
Last updated: 30 May 2026

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1. INTRODUCTION
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These Terms of Service (“Terms”) govern your use of the BrokerLaunch
platform and the Orion deal management system (together, “the Platform”)
operated by Broker Launch UK Operations Ltd, registered in England and
Wales (“BrokerLaunch”, “we”, “us”, “our”).

By accessing or using the Platform, you agree to be bound by these Terms.
If you do not agree, you must not use the Platform.

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2. THE PLATFORM
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The Platform provides commercial finance brokers with:

• Deal and case management tools (CRM, pipeline tracking, case documents)
• AI-powered deal analysis and lender matching
• Lender submission tools (email submissions, document sharing)
• Offer management and client document generation
• Loan calculators
• Training modules and learning resources
• Community features
• Integration with third-party services including Meta Lead Ads and
Companies House

Access is provided on a subscription basis. Features available to you
depend on your subscription tier (Broker Launch or Broker Launch Pro).

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3. ACCOUNTS
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3.1 Access to the Platform is by invitation only. You may not self-register.

3.2 You are responsible for maintaining the security of your login
credentials. You must not share your account with any other person.

3.3 You must notify us immediately at admin@brokerlaunch.co.uk if you
suspect unauthorised access to your account.

3.4 You are responsible for all activity that occurs under your account.

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4. ACCEPTABLE USE
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You agree to use the Platform only for lawful commercial finance
broking activities and in compliance with all applicable laws and
regulations, including FCA rules where applicable.

You must not:
• Use the Platform to process data you do not have the legal right
to use
• Attempt to gain unauthorised access to any part of the Platform
or its underlying infrastructure
• Upload malicious code, viruses, or harmful files
• Misrepresent your identity or the nature of any deal
• Use the Platform to send unsolicited communications to lenders
• Scrape, copy, or systematically extract Platform data
• Sublicense, resell, or provide access to the Platform to third parties
• Use AI features for any purpose other than legitimate deal analysis

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5. AI FEATURES
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5.1 The Platform includes AI-powered features including deal analysis,
lender matching, document extraction, and chat assistance. These features
are powered by Anthropic’s Claude AI models.

5.2 AI outputs are provided for informational and decision-support
purposes only. They do not constitute financial advice, legal advice,
or a guarantee of any outcome.

5.3 You are responsible for reviewing and verifying all AI-generated
outputs before acting on them, submitting them to lenders, or
presenting them to clients.

5.4 When you use AI features, relevant deal information is transmitted
to Anthropic’s API. By using these features, you confirm you have the
right to share this information for processing purposes.

5.5 Anthropic does not use data submitted via API calls to train its
models.

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6. LENDER SUBMISSIONS
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6.1 When you use the Platform to submit deal packs to lenders, you are
responsible for the accuracy and completeness of all information submitted.

6.2 You must ensure you have your client’s knowledge and consent before
submitting their information to any lender.

6.3 BrokerLaunch does not act as an intermediary between you and lenders
and takes no responsibility for lender decisions, responses, or outcomes.

6.4 The Platform includes a sandbox mode for testing submissions. You
must not use live lender email addresses for test submissions.

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7. META LEAD ADS INTEGRATION
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7.1 The Platform offers optional integration with Meta (Facebook/Instagram)
Lead Ads to import lead form submissions into your CRM.

7.2 By connecting your Meta Business account, you grant the Platform
permission to access lead form data from your advertising campaigns using
the Meta Lead Ads API.

7.3 You confirm that you have the legal right and appropriate consent
from lead form respondents to process their personal data.

7.4 You are responsible for ensuring your use of Meta Lead Ads data
complies with Meta’s Platform Terms, your privacy obligations under
UK GDPR, and any consent obtained from your leads.

7.5 You may disconnect your Meta integration at any time from within
the Platform settings. Disconnecting revokes our access to your Meta
account going forward. Existing CRM records created from Meta leads
are not automatically deleted — you may delete these manually or
contact us to request bulk deletion.

7.6 You must not use the Meta integration to access lead data from
advertising campaigns that you do not own or have explicit permission
to access.

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8. YOUR DATA
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8.1 You retain ownership of all data and content you upload, create,
or import into the Platform.

8.2 You grant BrokerLaunch a limited, non-exclusive licence to process
your data for the sole purpose of providing the Platform to you.

8.3 We do not use your deal data, client data, or CRM data for any
purpose other than operating the Platform.

8.4 Full details of how we handle your data are set out in our
Privacy Policy at brokerlaunch.co.uk/privacy.

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9. CLIENT DOCUMENTS AND OFFER LETTERS
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9.1 The Platform enables you to generate branded client-facing documents
including loan offer summaries and calculator outputs.

9.2 These documents are generated using information you provide and/or
information extracted from lender documents. You are responsible for
reviewing and confirming accuracy before presenting them to clients.

9.3 Documents generated by the Platform are indicative summaries only
and do not constitute a binding offer, financial advice, or a regulated
mortgage communication unless you have the appropriate authorisations.

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10. SUBSCRIPTION AND PAYMENT
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10.1 Access to the Platform is subject to a valid subscription.
Subscription terms, pricing, and billing cycles are agreed at the
point of onboarding.

10.2 Subscriptions renew automatically unless cancelled with reasonable
notice before the renewal date.

10.3 No refunds are provided for partial subscription periods, except
where required by law.

10.4 We reserve the right to suspend access to the Platform if
subscription payments are overdue.

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11. INTELLECTUAL PROPERTY
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11.1 The Platform, including all software, design, content, and
trademarks, is owned by BrokerLaunch and protected by intellectual
property law.

11.2 You are granted a limited, non-exclusive, non-transferable licence
to use the Platform for your commercial finance broking business during
the term of your subscription.

11.3 You may not copy, reverse-engineer, modify, or create derivative
works based on the Platform.

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12. AVAILABILITY AND SUPPORT
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12.1 We aim to provide the Platform with high availability but do not
guarantee uninterrupted access. Scheduled maintenance will be notified
in advance where possible.

12.2 We provide support via email at admin@brokerlaunch.co.uk.
We aim to respond to all queries within 2 business days.

12.3 We reserve the right to modify, update, or discontinue features
of the Platform at any time, with reasonable notice provided where changes
are material.

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13. LIMITATION OF LIABILITY
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13.1 To the maximum extent permitted by law, BrokerLaunch’s total
liability to you for any claim arising out of or relating to these
Terms or the Platform shall not exceed the total subscription fees
paid by you in the three months preceding the claim.

13.2 We are not liable for:
• Any indirect, consequential, or economic loss
• Loss of revenue, profit, or business opportunity
• Loss or corruption of data
• Any lender decisions, refusals, or outcomes
• Any reliance on AI-generated outputs
• Any disruption caused by third-party service failures (Supabase,
Anthropic, Resend, Meta, etc.)

13.3 Nothing in these Terms limits our liability for death or personal
injury caused by negligence, fraud, or any other liability that cannot
be excluded by law.

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14. REGULATORY DISCLAIMER
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14.1 BrokerLaunch is a software platform provider. We are not authorised
or regulated by the Financial Conduct Authority (FCA).

14.2 Commercial finance broking may require FCA authorisation depending
on the products you arrange (particularly regulated mortgage contracts
and consumer credit). You are responsible for ensuring you hold the
appropriate permissions, authorisations, and registrations for your
broking activities.

14.3 Nothing on the Platform or in any communication from BrokerLaunch
constitutes financial advice, investment advice, or a recommendation to
arrange or not arrange any particular financial product.

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15. TERMINATION
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15.1 Either party may terminate the subscription with reasonable notice.

15.2 We may suspend or terminate your access immediately if you breach
these Terms, engage in fraudulent activity, or if required by law.

15.3 Upon termination, your access to the Platform ceases. We will
retain your data for 30 days to allow export, after which it is deleted.

15.4 To terminate your account, contact admin@brokerlaunch.co.uk.

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16. GENERAL
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16.1 These Terms constitute the entire agreement between you and
BrokerLaunch in relation to the Platform.

16.2 If any provision of these Terms is found to be unenforceable,
the remaining provisions continue in full force.

16.3 Our failure to enforce any right does not constitute a waiver
of that right.

16.4 These Terms are governed by the laws of England and Wales.
Any disputes shall be subject to the exclusive jurisdiction of the
courts of England and Wales.

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17. CONTACT
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Broker Launch UK Operations Ltd
71-75 Shelton Street, London, WC2H 9JQ
admin@brokerlaunch.co.uk
brokerlaunch.co.uk