TERMS AND CONDITIONS

Lead Partners, LLC

Effective Date: 06/22/2025

1. ACCEPTANCE OF TERMS

By accessing or using any services provided by Lead Partners, LLC ("Company," "we," "us," or "our"), including but not limited to Connect & Close CRM, Intelligent Attraction, Lead Hunter, Video Hunter, Deal Hunter, Campaign Runner, Call Runner, Quiz Runner, and any related platforms, software, services(collectively, the "Services"), you ("User," "you," or "your") agree to be bound by these Terms and Conditions ("Terms").

If you do not agree to these Terms, you must not access or use our services.

2. COMPANY INFORMATION

Legal Entity: Lead Partners, LLC

State of Incorporation: South Carolina

Business Names: We operate under various trade names including Connect & Close CRM, Intelligent Attraction, Lead Hunter, Video Hunter, Deal Hunter, Campaign Runner, Call Runner, Quiz Runner, and other related brands.

3. DESCRIPTION OF SERVICES

3.1 Core Services

Our Services include but are not limited to:

- Connect & Close CRM: Customer relationship management platform for mortgage and real estate professionals

- Intelligent Attraction: Marketing system for loan officers including the Triple Threat System

- Lead Hunter: Lead generation system providing market-qualified borrower leads

- Video Hunter: Personalized video creation and marketing platform

- Deal Hunter: Opportunity conversion and engagement scoring system.

- Campaign Runner: Marketing campaign management services

- Call Runner: Professional calling and lead warming services

- Quiz Runner: Interactive lead qualification tools

3.2 Proprietary Technology

All Services utilize proprietary algorithms, data sources, and technology developed by Company. This includes but is not limited to:

- Exclusive MLS data access and filtering systems

- Proprietary mortgage data integration

- AI-powered video creation technology

- Engagement scoring algorithms

- Lead qualification systems

- Marketing automation workflows

4. THE MARKETING SCIENCE GUARANTEE

4.1 Guarantee Terms

Company offers "The Marketing Science Guarantee" for Intelligent Attraction services, subject to the following terms:

Guarantee Promise: If you do not see measurable lead generations progress by Week 8 of your 12-week program, Company will extend your system access for an additional 4 weeks at no additional charge.

4.2 Guarantee Limitations

- Guarantee applies only to Intelligent Attraction 12-week programs

- "Measurable progress" is defined as system-generated leads and engagement metrics as determined by Company in its sole discretion

- Guarantee does not include refund of any fees paid

- Extension is limited to 4 additional weeks of service access

- User must remain in good standing and comply with all Terms

- Guarantee is void if User violates any Terms or engages in prohibited activities

4.3 Guarantee Exclusions

The guarantee does NOT cover:

- Vendor costs including lead credits, search credits, or video credits consumed

- Third-party service costs including domain registration, email services, or data providers

- Onboarding costs including setup training, or configuration services

- Any costs related to custom content creation or personalization

5. PAYMENT TERMS AND BILLING

5.1 Pricing Structure

Services are offered under various pricing tiers with specific credit allocations and features. Current pricing and terms are available on our website and may be updated at Company's discretion.

5.2 Payment Schedule

- Intelligent Attraction services are billed in 12-week cycles

- Payment is due in advance for each cycle

- No refunds are provided for any reason

- All sales are final

5.3 Vendor Costs and Credits

- Lead credits, search credits, and video credits are purchased from third-party vendors

- Once credits are consumed, they cannot be refunded or returned

- Credit usage is tracked in real-time and is non-transferable

- Unused credits may expire according to vendor terms

5.4 Setup and Onboarding Costs

Company incurs substantial setup costs for each User including:

- Domain registration and configuration

- Email account setup and warming services

- CRM integration and webhook configuration

- Custom training and onboarding sessions

- Asset collection and processing These costs are non-refundable regardless of service continuation.

6. INTELLECTUAL PROPERTY RIGHTS

6.1 Company Ownership

Company owns all right, title, and interest in and to:

- All proprietary software, algorithms, and technology

- Trade names, trademarks, and service marks

- Data processing methods and lead generation systems

- Video creation technology and avatar systems

- Marketing methodologies and campaign structures

- All content, documentation, and training materials

6.2 User License

Subject to these Terms, Company grants User a limited, non-exclusive, non-transferable license to use the Services solely for User's business purposes. This license does not include:

- Right to copy, modify, or reverse engineer any technology

- Right to access source code or proprietary algorithms

- Right to create derivative works or competing services

- Right to share access credentials or sublicense Services

6.3 Restrictions

User shall not:

- Attempt to reverse engineer, decompile, or disassemble any software

- Use Services to create competing services

- Share, sell, or distribute any proprietary information or technology

- Violate any intellectual property rights of Company or third parties

7. DATA PROTECTION AND USAGE

7.1 Data Sources

Company provides access to exclusive data sources including:

- MLS data for lead generation and market analysis

- Mortgage data for Realtor partnership strategies

- Proprietary lead scoring and qualification data

- Market intelligence and analytics

7.2 Data Usage Restrictions

User agrees to:

- Use data solely for authorized business purposes

- Maintain confidentiality of all proprietary data

- Not share, sell, or distribute data to third parties

- Comply with all applicable data protection laws

- Delete data upon termination of Services

7.3 Data Security

Company implements industry-standard security measures but cannot guarantee absolute security. User is responsible for maintaining the security of their account credentials and promptly reporting any suspected breaches.

8. USER OBLIGATIONS AND PROHIBITED CONDUCT

8.1 Account Responsibility

User is responsible for:

- Maintaining accurate account information

- Protecting account credentials and access

- All activities conducted under their account

- Compliance with all applicable laws and regulations

8.2 Prohibited Activities

User shall not:

- Use Services for any illegal or unauthorized purpose

- Violate any applicable laws, regulations, or third-party rights

- Interfere with or disrupt the Services or servers

- Attempt to gain unauthorized access to any systems

- Use Services to send spam or unsolicited communications

- Engage in any activity that could damage Company's reputation

8.3 Content Standards

All content created or distributed through Services must:

- Comply with applicable laws and regulations

- Be truthful and not misleading

- Respect intellectual property rights

- Meet professional standards for mortgage and real estate marketing

9. THIRD-PARTY SERVICES AND INTEGRATIONS

9.1 Third-Party Vendors

Services may integrate with or rely upon third-party vendors for:

- Data provision and processing

- Email delivery and management

- Domain registration and DNS services

- Payment processing

- Analytics and tracking

9.2 Third-Party Terms

User acknowledges that third-party services are subject to their own terms and conditions. Company is not responsible for third-party service performance, availability, or terms.

9.3 Vendor Relationship Costs

Company incurs costs for vendor relationships and data access. These costs are factored into service pricing and are non-refundable regardless of User's service continuation.

10. SERVICE AVAILABILITY AND MODIFICATIONS

10.1 Service Availability

While Company strives to maintain continuous service availability, we do not guarantee uninterrupted access. Services may be temporarily unavailable due to:

- Scheduled maintenance

- Technical difficulties

- Third-party service interruptions

- Force majeure events

10.2 Service Modifications

Company reserves the right to:

- Modify, update, or discontinue Services at any time

- Change pricing, features, or terms with appropriate notice

- Add or remove integrations or third-party services

- Update technology and algorithms

10.3 Notice of Changes

Material changes to Services or Terms will be communicated through:

- Email notifications to registered Users

- In-platform notifications

- Website announcements

- Updated Terms posted on our website

11. TERMINATION

11.1 Termination by Company

Company may terminate User's access immediately for:

- Violation of these Terms

- Non-payment of fees

- Fraudulent or illegal activity

- Misuse of proprietary technology or data

- Any conduct that damages Company's business or reputation

11.2 Termination by User

User may terminate Services by providing written notice. Termination does not entitle User to any refund of fees paid or credits consumed.

11.3 Effect of Termination

Upon termination:

- User's access to Services will cease immediately

- All data and content may be deleted

- User must cease all use of proprietary technology and data

- All payment obligations remain in effect

- Confidentiality obligations survive termination

12. DISCLAIMERS AND LIMITATIONS OF LIABILITY

12.1 Service Disclaimers

SERVICES ARE PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND. COMPANY DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING:

- MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE

- ACCURACY OR COMPLETENESS OF DATA

- UNINTERRUPTED OR ERROR-FREE OPERATION

- SPECIFIC RESULTS OR OUTCOMES

12.2 Results Disclaimer

Company does not guarantee specific business results, lead quality, conversion rates, or revenue outcomes. Success depends on numerous factors including User's implementation, market conditions, and business practices.

12.3 Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, COMPANY'S TOTAL LIABILITY SHALL NOT EXCEED THE AMOUNT PAID BY USER IN THE 12 MONTHS PRECEDING THE CLAIM. COMPANY SHALL NOT BE LIABLE FOR:

- INDIRECT, INCIDENTAL, OR CONSEQUENTIAL DAMAGES

- LOST PROFITS OR BUSINESS OPPORTUNITIES

- DATA LOSS OR CORRUPTION

- THIRD-PARTY ACTIONS OR SERVICES

13. INDEMNIFICATION

User agrees to indemnify, defend, and hold harmless Company, its officers, directors, employees, and agents from any claims, damages, losses, or expenses arising from:

- User's violation of these Terms

- User's use of Services

- User's content or marketing activities

- Violation of third-party rights

- Any illegal or unauthorized activities

14. DISPUTE RESOLUTION AND GOVERNING LAW

14.1 Governing Law

These Terms are governed by the laws of the State of South Carolina, without regard to conflict of law principles.

14.2 Jurisdiction and Venue

Any legal action or proceeding arising under these Terms shall be brought exclusively in the state or federal courts located in South Carolina. User consents to the jurisdiction of such courts and waives any objection to venue.

14.3 Dispute Resolution Process

Before filing any legal action, parties agree to attempt resolution through:

1. Direct negotiation between the parties

2. Mediation through a mutually agreed mediator

3. If necessary, binding arbitration under South Carolina law

14.4 Class Action Waiver

User waives the right to participate in any class action lawsuit or class-wide arbitration against Company.

15. CONFIDENTIALITY

15.1 Confidential Information

User acknowledges that access to Services provides exposure to confidential and proprietary information including:

- Proprietary algorithms and technology

- Data sources and processing methods

- Business strategies and methodologies

- Customer information and analytics

- Pricing and vendor relationships

15.2 Confidentiality Obligations

User agrees to:

- Maintain strict confidentiality of all proprietary information

- Not disclose confidential information to any third party

- Use confidential information solely for authorized purposes

- Return or destroy confidential information upon termination

15.3 Survival

Confidentiality obligations survive termination of these Terms and continue indefinitely.

16. FORCE MAJEURE

Company shall not be liable for any failure or delay in performance due to circumstances beyond its reasonable control, including but not limited to acts of God, natural disasters, war, terrorism, labor disputes, government actions, or third-party service failures.

17. SEVERABILITY

If any provision of these Terms is found to be unenforceable, the remaining provisions shall continue in full force and effect. The unenforceable provision shall be modified to the minimum extent necessary to make it enforceable.

18. ENTIRE AGREEMENT

These Terms, together with our Privacy Policy and any other referenced policies, constitute the entire agreement between User and Company regarding the Services and supersede all prior agreements and understandings.

19. CONTACT INFORMATION

For questions about these Terms, please contact:

Lead Partners, LLC

2557 Ashley Phosphate Rd., North Charleston, SC 29418

Intelligent Attraction System | More Leads, More Realtors®, More Closings

[email protected]

20. UPDATES TO TERMS

Company reserves the right to update these Terms at any time. Updated Terms will be posted on our website with a new effective date. Continued use of Services after updates constitutes acceptance of the revised Terms.


Last Updated: 06/22/2025

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