Effective Date: April 13, 2026 | Last Updated: April 15, 2026
These Terms of Service ("Terms") govern your access to and use of BankerPipeline, including our website at bankerpipeline.com and all related services (the "Service"). By accessing or using the Service, you agree to be bound by these Terms.
By creating an account, submitting a demo request, or otherwise accessing the Service, you confirm that you have read, understood, and agree to these Terms. If you are using the Service on behalf of an organization (such as a bank, credit union, or financial institution), you represent that you have authority to bind that organization to these Terms.
BankerPipeline is a customer relationship management (CRM) platform designed for commercial bankers and financial institutions. The Service provides tools for:
The Service is provided on an "as available" basis and may be updated, modified, or discontinued at our discretion.
You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. You agree to notify us immediately of any unauthorized use.
You agree to provide accurate, current, and complete information when using the Service, including when submitting demo requests or creating account profiles.
You agree to use the Service only for lawful business purposes related to banking, lending, and financial services operations. You may not use the Service for any purpose that violates applicable laws or regulations.
Bankers and lending officers using the Service are responsible for ensuring that any borrower or applicant data they enter is collected with appropriate consent and in compliance with applicable laws, including consumer protection and data privacy regulations. Bankers are also responsible for the accuracy of the information they input and for safeguarding any access credentials they share with team members.
BankerPipeline enables bankers to invite borrowers to a secure portal to submit documents and track application status. Borrowers who access the portal:
Borrowers' use of the portal is subject to these Terms. The banker or financial institution that invited the borrower is responsible for ensuring appropriate consent has been obtained.
You agree not to:
You retain full ownership of all data you enter into the Service, including loan records, deposit information, customer data, contact information, and activity notes ("Your Data"). We do not claim any ownership rights over Your Data.
By using the Service, you grant us a limited, non-exclusive license to host, store, process, and display Your Data solely for the purpose of providing and improving the Service.
You may request an export of Your Data at any time by contacting us. We will provide Your Data in a standard, machine-readable format within a reasonable timeframe.
Your use of the Service is also governed by our Privacy Policy, which describes how we collect, use, and protect your information. By using the Service, you consent to the data practices described in the Privacy Policy.
The Service, including its design, code, features, branding, documentation, and all related intellectual property, is owned by BankerPipeline and protected by applicable intellectual property laws. These Terms do not grant you any rights to our trademarks, logos, or brand elements.
BankerPipeline is offered at $20 per user per month. Pricing is per named user seat within your organization. There is no free trial. A paid subscription is required to access the platform.
Subscriptions are billed monthly. Your billing cycle begins on the date you first subscribe and renews automatically each month unless cancelled. All fees are charged in advance for the upcoming billing period.
Payment is processed via our payment processor at the time of subscription. You agree to provide accurate billing information and authorize recurring charges. If payment fails, access to the Service may be suspended until the outstanding balance is resolved.
All subscription fees are non-refundable unless otherwise required by applicable law. If you cancel mid-cycle, your access continues through the end of the paid period; no pro-rated refund is issued for unused time.
We reserve the right to change subscription pricing at any time. We will provide at least 30 days' advance notice of any price increase. Continued use of the Service after a price change takes effect constitutes acceptance of the new pricing.
You may cancel your subscription at any time by contacting us. Upon cancellation, your account remains active through the end of the current billing period. After that, your access will be terminated and your data will be retained for 60 days to allow for export, then permanently deleted.
To the maximum extent permitted by applicable law:
You agree to indemnify and hold harmless BankerPipeline, its officers, directors, employees, and agents from any claims, losses, damages, liabilities, and expenses (including reasonable attorney's fees) arising from:
These Terms shall be governed by and construed in accordance with the laws of the State of South Carolina, United States, without regard to its conflict of law provisions. Any disputes arising under these Terms shall be resolved in the state or federal courts located in South Carolina.
We may update these Terms from time to time. When we make material changes, we will update the "Last Updated" date at the top of this page and, where appropriate, notify you through the Service. Your continued use of the Service after changes take effect constitutes acceptance of the revised Terms.
If any provision of these Terms is held to be invalid or unenforceable, that provision will be enforced to the maximum extent permissible, and the remaining provisions will remain in full force and effect.
If you have questions about these Terms of Service, contact us at:
BankerPipeline
Email: bankerpipeline@polsia.app
Web: bankerpipeline.com