FAQ
Questions, answered.
Getting access
How do I get access?
Tap Request access and answer a few questions about your shop. It takes about 2 minutes. We email you an invite with your suggested plan.
Do I need to talk to anyone?
No. No sales calls, no demos with a rep. You create your account, pick a plan and pay online by card. Your credits land as soon as the payment goes through.
Can I try it first?
Yes. Try the demo, no login. It's the real app with sample leads, so you can click around before you request access.
How much does it cost?
Plans are monthly and turn into credits you spend on leads. You see your suggested plan and every price right after you're approved, before you pay anything.
Is the revenue verified?
No. Revenue and time in business are what the merchant told us. Our AI looks the business up online and flags anything that looks off.
Where do the leads come from?
From BrokerSeat's own ads and forms. Merchants ask about funding and agree to be contacted. We never text or email merchants for you.
How do leads reach me?
By webhook to your CRM (GoHighLevel and most CRMs work), or in Saved Leads with full details and CSV download.
What if a lead is bad?
Return up to 2 leads a month within 24 hours of unlocking, for a clear reason: bad phone, duplicate, not the owner, or revenue or time in business far off. Approved returns come back as credits.
Can I cancel?
Yes, in Billing. No contracts. There are no more charges after your paid period ends. You then have 30 days to use your remaining credits. Credits are not refunded.
For members
What is the demo lead in my feed?
A practice lead with a made up merchant. Unlocking it is free, no credits move, and it is never sent to your CRM unless you click Send this demo to my CRM. It goes away after your first real unlock or after 7 days. You can bring it back from Help in the Lead Feed.
How do credits work?
Your monthly plan turns into credits. A fresh lead costs 10 credits ($100), then 9, 8, 7, 4 and 3 as it gets older. A lead stays in the feed for up to 30 days. The Unlock button always shows the price. Bonus credits are used first and expire at the end of the plan month.
How do I change my login email or password?
Go to Profile. Every change asks you to confirm it's you first. A new email only takes effect after you click the link we send to it, and your old email gets a notice with a cancel link.
I lost my phone. How do I log in?
Use one of your backup codes on the 2-step screen. 2-step then turns off, and you can turn it back on in Profile with your new phone. No backup codes? Email support@brokerseat.com.
Still stuck? Email support@brokerseat.com.