1. ACCEPTANCE OF AGREEMENT

By accessing or using the Connect & Close CRM platform ("CRM," "Platform," or "System"), you ("User," "you," or "your") agree to be bound by this User Agreement ("Agreement"). This Agreement governs your use of the CRM system provided by Lead Partners, LLC ("Company," "we," "us," or "our").

If you do not agree to these terms, you must immediately cease using the CRM and contact us to terminate your account.

2. PLATFORM OVERVIEW

2.1 Connect & Close CRM

Connect & Close CRM is a comprehensive customer relationship management platform designed for mortgage and real estate professionals, featuring:

- Lead Management: Advanced lead tracking and qualification systems

- Contact Management: Comprehensive contact database and communication tools

- Pipeline Management: Deal tracking and opportunity management

- Marketing Automation: Automated marketing campaigns and follow-up sequences

- Integration Capabilities: Connections with Lead Hunter, Video Hunter, Deal Hunter, and other Company services

2.2 Authorized Use

The CRM is licensed for use by:

- Primary Users: Licensed mortgage and real estate professionals

- Team Members: Authorized employees and assistants of Primary Users

- Realtor Partners: Real estate professionals receiving gifted CRM access

- Approved Third Parties: Vendors and partners with explicit authorization

3. ACCOUNT RESPONSIBILITIES

3.1 Account Security

You are responsible for:

- Credential Protection: Maintaining the confidentiality of login credentials

- Access Control: Ensuring only authorized individuals access your account

- Activity Monitoring: Regularly reviewing account activity for unauthorized use

- Immediate Reporting: Promptly reporting suspected security breaches

- Strong Authentication: Using strong passwords and enabling multi-factor authentication when available

3.2 Account Information

You must:

- Provide Accurate Information: Maintain current and accurate account information

- Update Changes: Promptly update any changes to contact or business information

- Verify Identity: Provide verification of professional licenses when requested

- Maintain Compliance: Ensure all information meets regulatory requirements

3.3 User Conduct

You agree to:

- Professional Use: Use the CRM only for legitimate business purposes

- Lawful Activities: Comply with all applicable laws and regulations

- Respectful Communication: Maintain professional standards in all communications

- System Integrity: Not attempt to compromise or interfere with system operations

4. ACCEPTABLE USE POLICY

4.1 Permitted Activities

You may use the CRM for:

- Lead Management: Tracking and managing potential customers

- Client Communication: Professional communication with clients and prospects

- Business Development: Marketing and business growth activities

- Team Collaboration: Coordinating with authorized team members

- Compliance Activities: Meeting regulatory and business requirements

4.2 Prohibited Activities

You may NOT use the CRM for:

- Illegal Activities: Any illegal or unauthorized purposes

- Spam or Harassment: Sending unsolicited or harassing communications

- Data Theft: Unauthorized access to or theft of data

- System Abuse: Attempting to overload, hack, or compromise the system

- Competitive Intelligence: Using the system to benefit competitors

- Unauthorized Sharing: Sharing access credentials or account information

- Malicious Content: Uploading viruses, malware, or harmful content

4.3 Communication Standards

All communications through the CRM must:

- Comply with Laws: Meet all applicable communication and marketing laws

- Be Truthful: Contain accurate and non-misleading information

- Respect Privacy: Honor recipient privacy preferences and opt-out requests

- Maintain Professionalism: Meet industry standards for professional communication

- Include Disclosures: Contain required legal and regulatory disclosures

5. DATA USAGE AND PROTECTION

5.1 Your Data

You retain ownership of data you input into the CRM, including:

- Contact Information: Client and prospect contact details

- Communication Records: Email, call, and meeting records

- Business Information: Your business and marketing content

- Custom Fields: Any custom data fields you create

5.2 Data Responsibilities

You are responsible for:

- Data Accuracy: Ensuring all data entered is accurate and current

- Legal Compliance: Obtaining proper consent for data collection and use

- Data Security: Protecting sensitive client information

- Backup Procedures: Maintaining appropriate data backups

- Retention Compliance: Following applicable data retention requirements

5.3 System Data

Company retains rights to:

- Usage Analytics: Anonymous usage statistics and system performance data

- System Logs: Technical logs for security and troubleshooting purposes

- Aggregated Data: Non-identifying aggregated data for service improvement

- Security Information: Data necessary for system security and fraud prevention

5.4 Data Protection

We implement security measures including:

- Encryption: Data encryption in transit and at rest

- Access Controls: Role-based access and authentication systems

- Monitoring: Continuous security monitoring and threat detection

- Backup Systems: Secure backup and disaster recovery procedures

- Compliance: Adherence to applicable data protection regulations

6. INTEGRATION AND THIRD-PARTY SERVICES

6.1 Company Service Integrations

The CRM integrates with other Company services including:

- Lead Hunter: Automated lead generation and qualification

- Video Hunter: Personalized video creation and marketing

- Deal Hunter: Opportunity scoring and conversion optimization

- Campaign Runner: Advanced marketing campaign management

- Call Runner: Professional calling and lead warming services

6.2 Third-Party Integrations

The CRM may integrate with approved third-party services:

- Email Platforms: For enhanced email marketing capabilities

- Calendar Systems: For appointment scheduling and management

- Communication Tools: For phone, text, and video communications

- Analytics Platforms: For advanced reporting and analytics

- Compliance Tools: For regulatory compliance and monitoring

6.3 Integration Responsibilities

When using integrations, you must:

- Review Terms: Understand and comply with third-party terms of service

- Manage Permissions: Properly configure integration permissions and access

- Monitor Activity: Regularly review integration activity and data sharing

- Maintain Security: Ensure integrations meet your security requirements

- Report Issues: Promptly report any integration problems or concerns

7. SYSTEM AVAILABILITY AND SUPPORT

7.1 Service Availability

We strive to maintain high system availability but cannot guarantee:

- 100% Uptime: Continuous system availability without interruption

- Performance Levels: Specific performance or speed guarantees

- Feature Availability: Continuous availability of all features

- Third-Party Services: Availability of integrated third-party services

7.2 Maintenance and Updates

We may perform:

- Scheduled Maintenance: Planned system maintenance with advance notice

- Emergency Maintenance: Urgent maintenance for security or stability

- System Updates: Regular updates to improve functionality and security

- Feature Changes: Addition, modification, or removal of features

7.3 Support Services

We provide support including:

- Technical Support: Assistance with system issues and questions

- Training Resources: Documentation, tutorials, and training materials

- Best Practices: Guidance on effective CRM usage

- Troubleshooting: Help resolving system problems and errors

8. COMPLIANCE AND REGULATORY REQUIREMENTS

8.1 Industry Compliance

Users must comply with applicable regulations including:

- TRID: TILA-RESPA Integrated Disclosure requirements

- TCPA: Telephone Consumer Protection Act

- CAN-SPAM: Email marketing compliance requirements

- Fair Housing: Fair housing and lending laws

- State Licensing: Applicable state licensing and regulatory requirements

8.2 Data Privacy Compliance

Users must comply with privacy laws including:

- GLBA: Gramm-Leach-Bliley Act privacy requirements

- CCPA: California Consumer Privacy Act (where applicable)

- GDPR: General Data Protection Regulation (where applicable)

- State Privacy Laws: Applicable state privacy regulations

8.3 Compliance Support

We provide compliance support including:

- Compliance Features: Built-in compliance tools and safeguards

- Documentation: Compliance documentation and guidance

- Training: Compliance training and best practices

- Updates: Regular updates for regulatory changes

9. INTELLECTUAL PROPERTY

9.1 Company Intellectual Property

Company retains all rights to:

- CRM Software: The Connect & Close CRM platform and all components

- Proprietary Technology: Algorithms, processes, and technical innovations

- Trademarks: Company names, logos, and branding

- Content: Training materials, documentation, and marketing content

- Data Models: Lead scoring, qualification, and analytics models

9.2 User Content

You retain rights to content you create, but grant Company:

- License to Use: Right to process and store your content for service provision

- Technical Rights: Right to make technical copies for backup and security

- Improvement Rights: Right to use anonymized data for service improvement

- Support Rights: Right to access content for support and troubleshooting

9.3 Restrictions

You may not:

- Copy or Reverse Engineer: Attempt to copy or reverse engineer the CRM

- Create Derivatives: Create competing products based on our technology

- Infringe Rights: Violate any intellectual property rights

- Unauthorized Use: Use our intellectual property without permission

10. ACCOUNT TERMINATION

10.1 Termination by User

You may terminate your account by:

- Written Notice: Providing written notice of termination

- Account Closure: Following our account closure procedures

- Data Export: Exporting your data before termination

- Final Payment: Paying any outstanding fees or charge

10.2 Termination by Company

We may terminate your account for:

- Terms Violation: Violation of this Agreement or our Terms of Service

- Non-Payment: Failure to pay required fees or charges

- Illegal Activity: Use of the CRM for illegal purposes

- System Abuse: Abuse or misuse of the CRM system

- Security Threats: Activities that threaten system security

10.3 Effect of Termination

Upon termination:

- Access Cessation: Your access to the CRM will be immediately terminated

- Data Retention: We may retain your data according to our retention policies

- Data Export: You may request data export within 30 days of termination

- Survival: Certain provisions of this Agreement will survive termination

11. LIMITATION OF LIABILITY

11.1 Service Disclaimers

THE CRM IS PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND. WE DISCLAIM ALL WARRANTIES INCLUDING:

- MERCHANTABILITY: Fitness for a particular purpose

- ACCURACY: Accuracy or completeness of data or results

- AVAILABILITY: Continuous or uninterrupted service availability

- PERFORMANCE: Specific performance levels or outcomes

11.2 Limitation of Damages

TO THE MAXIMUM EXTENT PERMITTED BY LAW, OUR LIABILITY IS LIMITED TO THE AMOUNT PAID BY YOU IN THE 12 MONTHS PRECEDING THE CLAIM. WE SHALL NOT BE LIABLE FOR:

- INDIRECT DAMAGES: Consequential, incidental, or punitive damages

- BUSINESS LOSSES: Lost profits, revenue, or business opportunities

- DATA LOSS: Loss or corruption of data or content

- THIRD-PARTY ACTIONS: Actions or omissions of third parties

12. GOVERNING LAW AND DISPUTES

12.1 Governing Law

This Agreement is governed by the laws of the State of South Carolina, without regard to conflict of law principles.

12.2 Jurisdiction

Any legal action arising under this Agreement shall be brought exclusively in the state or federal courts located in South Carolina. You consent to the jurisdiction of such courts.

12.3 Dispute Resolution

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

- Direct Negotiation: Good faith negotiation between the parties

- Mediation: Mediation through a mutually agreed mediator

- Arbitration: Binding arbitration under South Carolina law (if necessary)

13. CONTACT INFORMATION

For questions about this User Agreement or the CRM system:

Lead Partners, LLC

Connect & Close CRM Support

2557 Ashley Phosphate Rd.,

North Charleston, SC 29418

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

[email protected]

14. AGREEMENT UPDATES

We may update this Agreement to reflect changes in our services, legal requirements, or business practices. Updated Agreements will be posted in the CRM with a new effective date. Continued use of the CRM after updates constitutes acceptance of the revised Agreement.