Terms of Service

1.1 The Service is hosted software: an AI chat assistant that you embed on your own website, or share by link or QR code, together with a dashboard that records the leads, conversations and appointments it produces. From that dashboard the Service can also send text messages, emails and video messages to your leads, and place calls to them on your behalf, and it records those too.

1.2 The Service is software only. We are not a real estate brokerage, we are not your broker, and we do not provide brokerage, legal, tax, mortgage, appraisal or investment advice. We are not a party to any transaction between you and a consumer.

1.3 We are not a lead-generation service. We do not supply you with leads. Every lead in your account comes from a person who contacted you through a channel you control. Once someone is in your account, the Service can contact them again on your behalf: automated follow-up email and text, bulk campaigns you send, and automated replies you switch on. Section 8 governs those messages.

2.1 You must be at least 18 and, where the Service is used to conduct licensed real-estate activity, you must hold the licences your jurisdiction requires and operate under any supervision your broker requires.

2.2 You are responsible for the accuracy of your account information, for keeping your credentials secure, and for all activity under your account.

2.3 If your brokerage purchases seats for you, the brokerage administrator may have visibility into and control over the accounts under its organisation, including reading the leads and conversations in those accounts and reassigning leads between agents.

3.1 "Customer Content" means everything you or your visitors put into the Service: your listings, your training and configuration text, your leads' names and contact details, conversation transcripts, notes, messages, and files.

3.2 You own your Customer Content. We claim no ownership of it.

3.3 You grant us a limited, non-exclusive licence to host, process, transmit and display Customer Content solely to operate and support the Service for you, and to create backups. That licence ends when the content is deleted or the account closes, subject to routine backup retention.

3.4 We do not sell your Customer Content or your leads' data, and we do not use it to train AI models.

3.5 Export. You may export your leads to CSV, and your conversation transcripts to a separate CSV, from the dashboard at any time. The transcript export is one row per message, showing who said it and when. Both exports stay available after your account is cancelled, at libertyrealestateai.com/export, using the same login. There is no export fee.

4.1 We own the Service, the software, the model configuration, our prompt templates and guardrails, the designs and all related intellectual property. The training and configuration text you write stays yours under section 3. These Terms grant you a non-exclusive, non-transferable, revocable right to use the Service during your subscription, and nothing more.

4.2 You will not reverse engineer the Service, resell or sublicense it, offer it to third parties as your own product, or attempt to extract the underlying prompts or models, except as applicable law permits. This does not restrict your use of the branding the Service itself provides: your assistant carries your name, your logo and your colours, and that is how it is meant to run.

4.3 If you send us feedback, we may use it without obligation to you.

5.1 The Service uses generative AI. Its output is probabilistic and can be wrong, incomplete, or out of date. We do not warrant that any statement the assistant makes is accurate.

5.2 The assistant speaks in your name to your prospects. You are responsible for what it says on your behalf, including for the accuracy of any listing information you load, and for compliance with:

(a) fair housing and anti-discrimination law, including the federal Fair Housing Act and California's Fair Employment and Housing Act;

(b) real-estate advertising and disclosure rules, including licensee identification requirements; and

(c) your broker's policies and your MLS's rules.

5.3 We build guardrails to help: the assistant is instructed to refuse to steer, to refuse to discuss protected characteristics or proxies for them, to decline legal and financing questions, and to hand the conversation to you instead of guessing. Those guardrails reduce risk. They do not eliminate it, and they are not a compliance guarantee or a substitute for your own review.

5.4 Every conversation is transcripted in full and kept in your dashboard, where you, and your brokerage administrator if your brokerage administers your seat, can read exactly what was said. You can export those transcripts at any time under §3.5. We recommend you actually review them.

5.5 The chat interface discloses that it is an AI assistant. You will not remove, obscure, or misrepresent that disclosure.

5.6 Licensee identification. Your account holds fields for your name, your licence number and issuing state, your responsible broker, and your business postal address, under Settings. The Service builds an identification block from what you enter there and shows it on the chat window and at the foot of email it sends to your leads on your behalf. You are responsible for those details being accurate and current. We do not check them against any licensing registry. If details required for first contact are missing, the Service will not send that first email on your behalf and will tell you what is missing. Replies inside a conversation the person already started are still sent. If the account is not a licensed one, you can tell us so in Settings, and the assistant will say that plainly rather than giving a number.

6.1 Free trial. New subscriptions include a 30-day free trial. $0 is charged at signup. A payment method is collected at signup and kept on file.

6.2 AUTOMATIC RENEWAL, PLEASE READ. Unless you cancel before your 30-day free trial ends, your subscription will automatically begin and your payment method will be charged the plan price then in effect. After that, your subscription renews automatically every month and your payment method is charged each month until you cancel. Plan prices at the date of these Terms are Part Time $99 per month, Full Time $149 per month, and Full Time Pro $249 per month. That is the full amount charged each month for the plan. We do not currently add sales or use tax to it; if that changes, §6.5 governs. There is no setup fee. The one-time setup fee shown struck through at signup is waived for the life of your subscription and we will not charge it later. If you select an optional add-on at checkout, it is shown to you before you confirm and is billed monthly in addition to the plan price. You may cancel at any time. If you subscribed through our website, cancel in the dashboard under Settings, then Billing. If we bill you directly, including Business and brokerage accounts, cancel by emailing or texting us. Either way, cancellation stops future charges. We email a reminder to the address on your account before that first charge.

6.3 Refunds. Your first 30 days are free, so there is nothing to refund for that period. If your first paid month is not right, email or text us within 30 days of that charge and we will refund it in full. One request, by email or text, and no retention call. Beyond that, fees already paid are non-refundable except where law requires otherwise or we state otherwise in writing.

6.4 No discounts are configured. If we ever offer one, its terms will be stated at the time.

6.5 Taxes. Fees exclude taxes. You are responsible for any sales, use or similar taxes, other than taxes on our income.

6.6 Price changes. We may change plan prices with at least 30 days' notice by email. A price change takes effect at your next renewal, and you may cancel before it applies.

6.7 Payment processing. Payments are processed by Stripe. Card details go to Stripe and do not touch our servers. Failed payments may result in suspension.

6.8 Plan changes. If you reach your listing limit you can move up a plan from your dashboard. The change takes effect immediately and is prorated: your next invoice includes the new monthly price plus a prorated amount covering the rest of the current month. To move down a plan, email or text us.

7.1 You will not use the Service to break the law, to harass anyone, to send messages to people who have not consented where consent is required, to impersonate another person or brokerage, to probe or overload our systems, or to build a competing service.

7.2 You will not use the Service to steer, to discriminate, or to solicit or record information about a person's protected characteristics.

7.3 Listing data and MLS rights. The Service contains no MLS or IDX feed. The assistant knows only the listings you load yourself. You represent that you have the right to load and publicly display the listing data you provide, including any rights or licences your MLS requires for a vendor to hold or display it, and that you will comply with your MLS's rules. If your MLS requires paperwork from us, we will work with you in good faith to sign what it reasonably requires.

7.4 We may suspend the Service immediately if your use creates a legal risk, a security risk, or a risk to other customers, and we will tell you why.

8.1 Where the Service sends texts, places calls, or sends email to your leads, those messages are sent on your behalf and in your name. As between you and us, you are the sender of record and the party responsible for having a lawful basis to contact that person.

8.2 Texting consent. Before the assistant accepts a phone number, it delivers a scripted disclosure that names the business, says the texts are recurring automated marketing about the enquiry, gives the message frequency, states that consent is not a condition of any purchase, notes that message and data rates may apply, and gives STOP and HELP instructions. The server then re-reads the saved transcript and records consent only where it finds that disclosure and the person's agreement to it. Automated marketing texts are gated on that record, and the gate fails closed: where consent cannot be verified from the transcript, the Service sends no automated marketing text to that lead.

That gate governs marketing texts. It does not govern replies. Where someone texts your number first, or calls you and does not get through, or where you or the assistant are answering a message they sent, the Service can text them back without a stored consent record. STOP and HELP keywords are enabled on the numbers the Service uses.

8.2.1 Email. Automated email the Service sends to your leads on your behalf identifies you as the sender. The automated follow-up sequence and any bulk campaign you send from the dashboard also carry an unsubscribe link and your postal address, and the Service will not send either one for you until you have supplied a postal address under Settings. Other email the Service sends for you, meaning a reply, an appointment confirmation, a review request or a video message, identifies you as the sender but does not carry an unsubscribe link, and carries a postal address only if you have supplied one. The postal address used is the one you supply in Settings. Supply it before you use the Service to send email on your behalf: an automated follow-up sent before you have supplied one may carry our business address rather than yours, which is not the correct address for mail sent in your name. Use the follow-up sequence or a campaign, rather than the other paths, for anything that is marketing.

8.3 You will not disable, work around, or misrepresent those consent mechanics, and you will honour opt-outs.

8.4 Where identification appears, and where it does not. The Service renders the identification block described in §5.6 on the chat window and at the foot of email it sends for you. Until the required fields are filled in, it blocks first-contact email for a real-estate account rather than sending it unidentified. You are responsible for the accuracy of what you enter, for updating it if your licence or your brokerage changes, and for any further disclosure your jurisdiction or your broker requires.

8.4.1 Text messages and calls the Service sends or places do not carry licensee identification. If your jurisdiction or your broker requires identification on texts or calls, put it in the message text you configure, or do not use the Service for those channels. You can turn either channel off in your settings.

9.1 Our handling of personal information is described in the Privacy Policy, which is incorporated into these Terms.

9.2 We use the following subprocessors to operate the Service: Vercel (hosting and website analytics), Supabase (database, authentication and file storage), Stripe (payments), Anthropic (AI model inference, and web search inside the dashboard assistant), Resend (outbound email delivery), Twilio (text messaging and calls), and Twilio SendGrid (receiving the email replies your leads send back to you). This list is current as of the effective date. We will keep it current and give notice of material changes.

9.2.1 Two other third parties receive limited data. If you turn on notifications for the installed dashboard app, those notifications are delivered through the push service your own browser or device vendor operates; the notification is encrypted so that service cannot read its contents. If you book a call with us from our website, that booking is handled by Calendly.

9.3 Prompts and conversation content sent to the AI provider are not used to train that provider's models.

9.4 To the extent we process personal information on your behalf as a service provider, we will do so only for the purposes of providing the Service, and we will enter into a data processing addendum on reasonable request.

10.1 We maintain commercially reasonable technical and organisational safeguards, including HTTPS in transit, encryption at rest by the database provider, AES-256-GCM encryption of API keys you connect such as a CRM API key, and per-account data isolation so that, apart from the brokerage visibility described in §2.3, one customer cannot see another's data.

10.2 No system is perfectly secure. You are responsible for your own credential hygiene and for the security of the systems you connect.

10.3 We will notify you without undue delay of a security incident affecting your Customer Content, as required by applicable law.

11.1 Support is provided by email and text by the founder directly. We do not commit to a specific response time.

11.2 The Service is provided without any uptime commitment. There is no service level agreement and no availability credit. The Service depends on third parties including Vercel and Anthropic, whose status pages are public.

11.3 We may modify, add to, or discontinue features. If we discontinue a feature you materially rely on, you may cancel and we will refund any prepaid, unused fees for the terminated period.

12.1 THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE". To the fullest extent permitted by law, we disclaim all warranties, express, implied and statutory, including merchantability, fitness for a particular purpose, non-infringement, and any warranty arising from course of dealing or usage of trade.

12.2 We do not warrant that the Service will be uninterrupted, error-free or secure; that AI output will be accurate, complete or suitable; that the Service will generate any leads, appointments, transactions or revenue; or that the Service will make you compliant with any law, rule or MLS requirement.

12.3 No results are promised. Nothing on our website or in any conversation with us is a guarantee of business outcomes.

13.1 These Terms run while you have an account.

13.2 You may cancel at any time, in the dashboard under Settings, then Billing, or by emailing or texting us. Cancellation takes effect at the end of the then-current billing period. We do not pro-rate partial months except as §11.3 or §6.3 provides.

13.3 We may suspend or terminate for material breach, for non-payment, or where required by law. Where practical we will give notice and an opportunity to cure.

13.4 If we discontinue the Service entirely, we will give you at least 90 days' written notice by email before the Service stops operating, together with a full export of your data.

13.5 On termination, your data remains yours. When a subscription ends, the dashboard closes, but your exports do not: sign in at libertyrealestateai.com/export and download your leads and your conversation transcripts. We will delete your Customer Content on written request, subject to routine backup cycles and any retention the law requires. There is no exit fee and no charge to export.

13.6 Sections 3.2, 4, 5, 6.3, 12, 13.4, 13.5, 14, 15 and 16 survive termination.

14.1 To the fullest extent permitted by law, neither party is liable for indirect, incidental, special, consequential, exemplary or punitive damages, or for lost profits, lost revenue, lost business, lost commissions, or loss of data, even if advised of the possibility.

14.2 Our total aggregate liability arising out of or relating to the Service or these Terms will not exceed the total fees you paid us in the 12 months immediately before the event giving rise to the claim.

14.3 These limits do not apply to liability that cannot be limited by law.

14.4 The parties agree these limits are an essential basis of the bargain and that the fees reflect them.

You will defend and indemnify us against third-party claims arising from: (a) Customer Content, including listing data you load and any MLS or IDX rights in it; (b) your use of the Service in breach of these Terms or law; (c) your own advertising, disclosure, licensing and fair-housing compliance; and (d) messages sent to your leads where you lacked a lawful basis to contact them.

16.1 Governing law and venue. California law governs, without regard to conflict of laws rules. The state and federal courts located in San Diego County, California have exclusive jurisdiction, and both parties consent to venue there.

16.2 Notices. To us: support@libertyrealestateai.com, and LibertyTrades LLC, 773 Ball Ave, Escondido, CA 92026. To you: the email on your account. Email notice is effective when sent.

16.3 Changes to these Terms. We may update these Terms. For material changes we will give at least 30 days' notice by email, and the change applies at your next renewal. Continuing to use the Service after that constitutes acceptance.

16.4 Assignment. You may not assign these Terms without our written consent. We may assign them to a successor in a merger, acquisition or sale of assets, on notice to you. Any successor remains bound by §13.4 and §3.4.

16.5 Force majeure. Neither party is liable for delay or failure caused by events beyond its reasonable control, other than payment obligations.

16.6 Entire agreement; severability; no waiver. These Terms and the Privacy Policy are the entire agreement and supersede prior discussions. If a provision is unenforceable, the rest stands and the provision is limited to the minimum extent necessary. Failure to enforce a provision is not a waiver.

16.7 Relationship. The parties are independent contractors. Nothing creates a partnership, agency, employment or franchise relationship.

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*LibertyTrades LLC, doing business as Liberty Real Estate AI. Effective July 31, 2026.*