Privacy Policy

BrokerStride respects your privacy and is committed to handling personal information responsibly, transparently and securely.

This Privacy Policy explains how BrokerStride collects, holds, uses, processes and discloses personal information when you visit our website, submit an enquiry, book a discovery call, communicate with us or engage our services.

In this Privacy Policy, “BrokerStride”, “we”, “us” and “our” refer to the BrokerStride paid media agency, which is operated from the Philippines and primarily provides services to mortgage brokerages in Australia.

1. Scope of this Privacy Policy

This Privacy Policy applies to personal information collected through:

1. the BrokerStride website;
2. website enquiry forms;
3. discovery-call bookings;
4. email, video meetings and other communications;
5. proposals, onboarding and service delivery;
6. client-authorised advertising, analytics and CRM platforms;
7. our social media pages and advertising campaigns; and
8. other interactions connected with BrokerStride’s business activities.

This Privacy Policy does not govern the independent privacy practices of third-party websites, platforms or services that you access separately.

2. What is personal information?

Personal information is information or an opinion about an identified individual or an individual who is reasonably identifiable.

Depending on the applicable law, personal information may also be referred to as personal data.

Information relating solely to a business may not always constitute personal information. However, information connected with an identifiable owner, broker, employee, contractor, customer, lead or other individual may be protected.

3. Personal information we may collect

The information we collect depends on how you interact with BrokerStride.

When you submit an enquiry, book a call or communicate with us, we may collect:

1. your full name;
2. business email address;
3. telephone number, where voluntarily provided;
4. brokerage or business name;
5. job title or professional role;
6. business website address;
7. service areas;
8. approximate monthly advertising spend;
9. services you are interested in;
10. meeting date, time and timezone;
11. answers to booking or qualification questions;
12. messages, questions and business goals;
13. information about your current advertising, CRM or lead process; and
14. other information you voluntarily provide.

When you use our website, we may also collect technical and usage information such as:

1. IP address;
2. approximate location derived from an IP address;
3. browser type;
4. device type;
5. operating system;
6. screen size;
7. referring website or advertising campaign;
8. pages viewed;
9. links or buttons selected;
10. date and time of visits;
11. session duration;
12. campaign parameters;
13. cookie or advertising identifiers; and
14. form submissions, bookings and other website conversion events.

When providing services to a client, we may also access information contained in client-authorised systems, including:

1. Google Ads and Meta advertising accounts;
2. analytics and tag-management platforms;
3. websites and landing pages;
4. CRM and lead-management systems;
5. campaign reports;
6. enquiry and lead-status information;
7. appointment, application or settlement-stage information; and
8. other information reasonably required to provide the agreed services.

4. Sensitive and borrower information

BrokerStride’s public website, enquiry form and booking calendar are intended for business enquiries.

Please do not submit sensitive borrower or customer information through the website, including:

1. loan applications;
2. bank-account or payment-card details;
3. credit reports or credit scores;
4. financial statements;
5. income documents;
6. tax records;
7. identification documents;
8. health information;
9. passwords or authentication codes; or
10. other confidential borrower records.

Clients must not provide borrower or customer information to BrokerStride unless:

1. it is reasonably necessary for the agreed services;
2. it has been collected and shared lawfully;
3. appropriate privacy notices have been provided;
4. any required consent or authorisation has been obtained; and
5. appropriate contractual and security arrangements are in place.

5. How we collect personal information

We generally collect personal information directly from you when you:

1. submit an enquiry form;
2. book a discovery call;
3. email or contact us;
4. attend a meeting;
5. request a proposal;
6. enter into an agreement;
7. complete onboarding documentation;
8. provide access to an advertising or analytics account; or
9. communicate with us during service delivery.

We may also collect information from:

1. your business website;
2. publicly available business and professional profiles;
3. social media platforms;
4. referrals and professional introductions;
5. Google, Meta and LinkedIn advertising platforms;
6. website analytics and conversion-tracking technologies;
7. CRM and lead-management systems;
8. service providers acting on our behalf; and
9. cookies, pixels, scripts and similar technologies.

We aim to collect personal information through lawful and fair means and only where it is reasonably relevant to our business activities.

6. Why we collect and use personal information

We may collect, hold and use personal information to:

1. respond to enquiries;
2. schedule and conduct discovery calls;
3. determine whether BrokerStride is suitable for your business;
4. understand your advertising and lead-generation requirements;
5. prepare proposals, agreements and onboarding materials;
6. establish and manage client relationships;
7. provide Google Ads, Meta Ads, tracking and related services;
8. configure and administer advertising accounts;
9. implement conversion tracking and campaign attribution;
10. analyse campaign and website performance;
11. connect advertising information with CRM outcomes where supported;
12. assess lead quality and campaign effectiveness;
13. communicate with prospects and clients;
14. provide reports, recommendations and support;
15. manage billing, accounting and business records;
16. improve our website, services and customer experience;
17. detect fraud, spam, misuse or security threats;
18. enforce agreements and protect our legal rights; and
19. comply with legal, regulatory and professional obligations.

We will not intentionally use personal information for an unrelated purpose unless you have consented or the use is otherwise authorised or required by law.

7. Legal grounds for processing

Depending on your location and the applicable law, we may process personal information because:

1. you have provided consent;
2. processing is necessary to respond to your request;
3. processing is necessary to enter into or perform an agreement;
4. processing is necessary for legitimate business interests;
5. processing is necessary to comply with a legal obligation;
6. processing is necessary to establish, exercise or defend legal claims; or
7. another lawful basis applies.

Where we rely on legitimate business interests, we aim to balance those interests against the rights and reasonable expectations of the individuals concerned.

8. Website forms and enquiries

BrokerStride may use Contact Form 7 to collect website enquiries.

Information entered into the enquiry form may be:

1. transmitted to our business email account;
2. processed through WordPress.com and the website’s supporting infrastructure;
3. stored in website or email systems;
4. reviewed by authorised BrokerStride personnel; and
5. used to respond to and manage the enquiry.

Where the Flamingo plugin or another form-storage feature is enabled, form submissions may also be retained in the website’s WordPress database.

The information collected through the enquiry form may include:

1. full name;
2. brokerage name;
3. business email;
4. website;
5. advertising budget;
6. service interests;
7. business goals;
8. message content;
9. consent confirmation;
10. submission date and time; and
11. limited technical information associated with the submission.

Submitting an enquiry does not automatically subscribe you to a general marketing list.

9. Discovery-call bookings

BrokerStride uses Cal.com to provide the discovery-call booking calendar embedded on the website.

When you book a call, Cal.com may process information such as:

1. your name;
2. email address;
3. business or brokerage information;
4. selected appointment date and time;
5. timezone;
6. answers to booking questions;
7. rescheduling or cancellation information; and
8. meeting-related communications.

Cal.com may use connected calendar services to determine availability and create the booking. Cal.com states that its Google Calendar availability integration uses free/busy information rather than accessing the details of unrelated calendar events.

Booking information may be transmitted to or processed through:

1. Cal.com;
2. Google Calendar;
3. Google Meet;
4. Google Workspace; and
5. related email and notification services.

Google Calendar may receive the appointment details, and Google Meet may generate and host the online meeting.

Cal.com and the connected Google services process information according to their own privacy policies and service terms.

10. Cookies and similar technologies

BrokerStride and its service providers may use cookies, pixels, scripts, tags, local-storage technologies and similar tools.

These technologies may be used to:

1. operate essential website functions;
2. secure the website;
3. prevent spam and misuse;
4. remember visitor preferences;
5. measure website traffic;
6. understand how visitors use the website;
7. identify technical errors;
8. attribute enquiries and bookings to advertising campaigns;
9. measure advertising conversions;
10. create or refine advertising audiences;
11. manage advertising frequency;
12. improve advertising performance; and
13. evaluate the effectiveness of our marketing.

Some cookies are necessary for the website or embedded features to function. Other cookies may relate to analytics, advertising or personalisation.

You can restrict, block or delete cookies through your browser settings. Blocking cookies may affect the operation of website forms, embedded calendars, analytics or other features.

Where required by applicable law, we may use a consent-management mechanism to provide choices about non-essential analytics and advertising technologies.

11. Site Kit by Google

BrokerStride may use Site Kit by Google to connect the WordPress website with selected Google services.

Depending on the services enabled, these may include:

1. Google Analytics 4;
2. Google Search Console;
3. Google Tag Manager; and
4. Google Ads.

Site Kit acts as a connection and administration tool between WordPress and the selected Google services. Each connected service processes information according to its own settings, terms and privacy practices.

12. Google Analytics 4

BrokerStride may use Google Analytics 4 to measure website activity and understand how visitors interact with the website.

Google Analytics may process information such as:

1. pages viewed;
2. session activity;
3. approximate geographic location;
4. device and browser information;
5. referral source;
6. advertising campaign parameters;
7. website interactions;
8. enquiry or booking events; and
9. cookie or device identifiers.

We may use this information to:

1. analyse website performance;
2. understand visitor behaviour;
3. identify popular or underperforming pages;
4. improve the visitor experience;
5. measure marketing effectiveness; and
6. prepare aggregated business reports.

We do not intend to send sensitive borrower information, financial information or form-field contents to Google Analytics.

13. Google Search Console

BrokerStride may use Google Search Console to understand how the website appears and performs in Google Search.

Search Console information may include aggregated data about:

1. search queries;
2. impressions;
3. clicks;
4. average search position;
5. indexed pages;
6. website errors; and
7. device or country-level search performance.

Search Console is primarily used for website and search-performance reporting rather than directly identifying website visitors.

14. Google Tag Manager

BrokerStride may use Google Tag Manager to deploy and manage analytics, conversion and advertising tags.

Google Tag Manager is a tag-management system. The information collected through it depends on the individual tags configured within the container.

Tags deployed through Google Tag Manager may include:

1. Google Analytics tags;
2. Google Ads conversion tags;
3. Meta Pixel;
4. LinkedIn Insight Tag;
5. consent-management tags;
6. conversion and form-event tags; and
7. other approved measurement technologies.

We aim to configure tags so that sensitive information, passwords, financial records and complete form contents are not intentionally transmitted to advertising platforms.

15. Google Ads

BrokerStride may use Google Ads and related Google conversion-measurement technologies.

These tools may process information about:

1. advertisements viewed or selected;
2. website visits following an advertisement;
3. enquiries and bookings;
4. campaign identifiers;
5. device and browser details;
6. cookie or advertising identifiers;
7. approximate location; and
8. other conversion-related interactions.

We may use this information to:

1. measure advertising conversions;
2. attribute enquiries or bookings to campaigns;
3. understand advertising performance;
4. create or refine advertising audiences;
5. optimise advertising delivery; and
6. prevent irrelevant or excessive advertising.

16. Meta Pixel

BrokerStride may deploy the Meta Pixel through Google Tag Manager or another approved implementation method.

The Meta Pixel may collect or receive information about:

1. pages viewed;
2. website actions;
3. enquiry or booking events;
4. date and time of visits;
5. referral information;
6. browser and device details;
7. IP-derived approximate location;
8. cookie or advertising identifiers; and
9. interactions associated with Meta advertisements.

We may use this information to:

1. measure Meta advertising conversions;
2. attribute website activity to advertising;
3. optimise campaign performance;
4. create website visitor audiences;
5. exclude existing converters from selected campaigns; and
6. deliver more relevant advertising.

Meta processes information under its own privacy terms and platform settings.

17. LinkedIn Insight Tag

BrokerStride may deploy the LinkedIn Insight Tag through Google Tag Manager or another approved implementation method.

The LinkedIn Insight Tag may collect or receive information such as:

1. page visits;
2. website actions;
3. enquiry or booking events;
4. referring information;
5. device and browser details;
6. IP-derived approximate location;
7. cookie or advertising identifiers; and
8. interactions connected with LinkedIn advertising.

We may use this information to:

1. measure LinkedIn advertising conversions;
2. understand campaign performance;
3. create or refine professional audiences;
4. analyse aggregated website demographics; and
5. improve advertising relevance.

LinkedIn processes information according to its own privacy terms and advertising settings.

18. Google Workspace, Gmail, Calendar and Meet

BrokerStride may use Google Workspace for:

1. business email;
2. document and file storage;
3. calendar management;
4. meeting invitations;
5. video meetings; and
6. internal business administration.

Information sent to policy@brokerstride.com, booking confirmations and client communications may be stored or processed within Google Workspace.

Google Calendar and Google Meet may process information including:

1. attendee names and email addresses;
2. meeting dates and times;
3. meeting links;
4. calendar invitations;
5. meeting descriptions;
6. attendance information; and
7. communications associated with meetings.

Meetings will not normally be recorded without notice and an appropriate reason.

19. Client advertising, analytics and CRM information

BrokerStride generally works inside accounts owned or controlled by the client.

These may include:

1. Google Ads accounts;
2. Meta Business Portfolios and ad accounts;
3. LinkedIn advertising accounts;
4. Google Analytics properties;
5. Google Tag Manager containers;
6. websites and landing pages;
7. CRM systems;
8. lead-management platforms; and
9. reporting tools.

Where BrokerStride processes personal information solely on behalf of a client and under that client’s instructions, the client remains responsible for:

1. having a lawful basis to collect and use the information;
2. providing appropriate privacy notices;
3. obtaining any required consent;
4. ensuring the information is accurate and relevant;
5. managing privacy requests from its leads, borrowers or customers;
6. controlling access permissions; and
7. ensuring its systems and data-sharing arrangements comply with applicable law.

BrokerStride will use client-provided lead and CRM information only for:

1. providing the agreed services;
2. campaign optimisation;
3. attribution and reporting;
4. lead-quality analysis;
5. authorised account administration;
6. security;
7. legal compliance; and
8. other purposes authorised by the client.

We do not sell client lead information or use it to market unrelated services directly to a client’s leads.

20. Direct marketing

Submitting an enquiry or booking a discovery call does not automatically subscribe you to a general promotional mailing list.

We may contact you to:

1. respond to an enquiry;
2. confirm or manage a booking;
3. provide requested information;
4. prepare or discuss a proposal;
5. follow up on an active business conversation; or
6. communicate about an existing client relationship.

We may send promotional communications where we have appropriate consent or another lawful basis.

Marketing communications will identify BrokerStride and provide a reasonable way to opt out.

You may opt out by:

1. using the unsubscribe option included in an email; or
2. contacting policy@brokerstride.com.

Opting out of promotional communication will not prevent necessary service messages, meeting confirmations, security notices or communications connected with an active agreement.

21. Disclosure of personal information

We may disclose personal information where reasonably necessary to:

1. provide our services;
2. operate the website;
3. process enquiries and bookings;
4. administer advertising and analytics;
5. communicate with prospects and clients;
6. obtain professional advice;
7. comply with legal obligations; or
8. protect our rights, users and systems.

Recipients may include:

1. WordPress.com and Automattic;
2. website plugins and infrastructure providers;
3. Contact Form 7 and associated form-storage tools;
4. Cal.com;
5. Google Workspace;
6. Google Calendar;
7. Google Meet;
8. Google Analytics;
9. Google Search Console;
10. Google Tag Manager;
11. Google Ads;
12. Meta;
13. LinkedIn;
14. CRM and automation providers;
15. email and cloud-storage providers;
16. contractors supporting our business;
17. accountants, lawyers and professional advisers;
18. regulators, courts, law-enforcement authorities or government agencies; and
19. a purchaser or adviser involved in a genuine business sale, restructuring or transfer.

The exact providers used may change as our business and technology arrangements develop.

We do not sell or rent personal information.

22. Overseas processing and disclosure

BrokerStride is operated from the Philippines and primarily serves businesses in Australia.

Personal information may therefore be transferred to, accessed from or processed in a country other than the country where it was originally collected.

Our technology providers may maintain infrastructure, personnel, contractors or support operations in multiple countries.

International recipients may be subject to privacy laws that differ from the laws in your location.

Where reasonably practicable, we use reputable providers and reasonable contractual, technical and organisational measures intended to protect information processed internationally.

23. Data security

BrokerStride takes reasonable administrative, technical and organisational measures to protect personal information against:

1. unauthorised access;
2. loss;
3. misuse;
4. interference;
5. alteration;
6. disclosure;
7. destruction; and
8. other unauthorised processing.

These measures may include:

1. strong passwords;
2. multifactor authentication;
3. access restrictions;
4. role-based account permissions;
5. encrypted connections;
6. reputable cloud and software providers;
7. device security;
8. software updates;
9. backup procedures;
10. secure credential-sharing practices; and
11. limiting access to those who reasonably require it.

No website, internet transmission or electronic-storage method is completely secure. We therefore cannot guarantee absolute security.

24. Data breaches

If we become aware of a suspected data breach, we will take reasonable steps to:

1. contain the incident;
2. investigate what occurred;
3. assess the information and individuals affected;
4. reduce the risk of further harm;
5. document the incident; and
6. notify affected individuals or relevant regulators where required by applicable law.

Clients remain responsible for managing data breaches within client-controlled accounts and systems, except to the extent that BrokerStride has accepted responsibility under a written agreement or applicable law.

25. Retention and deletion

We retain personal information only for as long as reasonably necessary for the purposes for which it was collected, including to:

1. respond to enquiries;
2. manage prospective or active client relationships;
3. provide contracted services;
4. maintain advertising and analytics records;
5. comply with accounting, tax and legal obligations;
6. manage disputes;
7. prevent fraud or abuse;
8. maintain security records; and
9. establish, exercise or defend legal claims.

Enquiries that do not lead to an engagement may be retained for a reasonable follow-up and record-keeping period.

Client records may be retained for the duration of the engagement and for a reasonable period afterwards.

Analytics and advertising information may be retained according to the settings and policies of the relevant platform.

When information is no longer reasonably required, we will take reasonable steps to delete, anonymise or securely destroy it.

Some information may remain temporarily in backups, archives or third-party systems until removed through their normal retention processes.

26. Access and correction

You may request access to personal information BrokerStride holds about you.

You may also request correction of information that is:

1. inaccurate;
2. incomplete;
3. outdated;
4. irrelevant; or
5. misleading.

To make a request, email:

policy@brokerstride.com

Please include enough information for us to identify the relevant records.

We may ask you to verify your identity before providing access or making changes.

We will respond within a reasonable period. We may refuse or limit a request where permitted by law, but will explain the reason where legally required.

27. Other privacy rights

Depending on the applicable law, you may also have rights to:

1. withdraw consent;
2. object to certain processing;
3. request deletion or erasure;
4. request restriction of processing;
5. receive information about how your data is used;
6. request data portability;
7. object to direct marketing; or
8. lodge a complaint with a privacy regulator.

These rights may be subject to exceptions and limitations.

We may retain information where necessary to comply with legal obligations, perform an agreement, resolve a dispute, maintain security or establish, exercise or defend legal claims.

28. Privacy complaints

To raise a privacy question or complaint, contact:

Email: policy@brokerstride.com

Suggested subject: Privacy Complaint

Please provide:

1. your name and contact details;
2. a description of the issue;
3. the information involved;
4. relevant dates or communications; and
5. the outcome you are seeking.

We will acknowledge and investigate the complaint and aim to respond within a reasonable period.

Where the issue cannot be resolved directly, you may have the right to contact an applicable regulator, including:

1. the Office of the Australian Information Commissioner, where Australian privacy law applies; or
2. the National Privacy Commission of the Philippines, where Philippine privacy law applies.

29. Children’s privacy

BrokerStride provides business-to-business services and is not directed at children.

We do not knowingly collect personal information from children through the website.

If we become aware that a child has submitted personal information without appropriate authorisation, we will take reasonable steps to delete it where required.

30. Automated processing

BrokerStride may use basic automation for:

1. booking confirmations;
2. reminders;
3. spam prevention;
4. enquiry routing;
5. analytics;
6. advertising attribution;
7. lead-status reporting; and
8. campaign optimisation.

We do not currently use information submitted through the public BrokerStride website to make solely automated decisions that have legal or similarly significant effects on an individual.

Advertising platforms may use their own automated systems to deliver and optimise advertisements according to their respective terms and settings.

31. External websites and services

The BrokerStride website may contain links to third-party websites, social media pages or platforms.

BrokerStride does not control and is not responsible for the privacy, security or content practices of independent third parties.

You should review the relevant third party’s privacy policy before submitting personal information to it.

32. Changes to this Privacy Policy

We may update this Privacy Policy when:

1. our services change;
2. new technology or providers are introduced;
3. existing tools are removed;
4. our business structure changes;
5. legal or regulatory obligations change; or
6. we improve our privacy practices.

The latest version will be published on the BrokerStride website with a revised effective date.

Material changes may also be communicated through the website or directly to affected individuals where appropriate.

33. Contact BrokerStride

Questions, access requests, correction requests, deletion requests or complaints regarding this Privacy Policy may be sent to:

BrokerStride
Email: policy@brokerstride.com
Website: https://brokerstride.com
Business location: Philippines
Primary service market: Australia