These Terms govern your use of the PipelineSteady platform. By creating an account or using the service, you agree to them. If you are using the service on behalf of a business, you represent that you are authorized to bind that business.
PipelineSteady is front-office and secure document software for licensed loan officers and mortgage brokers. It handles intake, document logistics, scheduling, and communication. It is not a lender, a loan origination system, or a decisioning engine, and it does not make credit decisions or provide financial, legal, or tax advice. The loan officer or broker using the platform remains responsible for licensing, disclosures, and all credit and lending decisions.
Paid plans are billed on the cycle shown at checkout. Free trials convert to paid at the end of the trial unless cancelled. One-time implementation fees are charged as described at signup. Fees are non-refundable except where required by law.
Borrower financial information is handled as described in our Privacy Notice, including encryption, access controls, and audit logging consistent with the GLBA Safeguards Rule. You are responsible for the accuracy of the information you and your borrowers submit.
The service is provided "as is." To the maximum extent permitted by law, PipelineSteady disclaims implied warranties and is not liable for indirect or consequential damages. Nothing in the platform constitutes a commitment to lend or a guarantee of any rate, term, or approval.
We may update these Terms; material changes will be communicated through the platform. Questions: hello@pipelinesteady.com.