Terms of Service

These Terms of Service (the “Terms”) are an agreement between Sound Properties Group LLC (“we,” “us,” “our”) and the company or person that signs up for Rental Institute CRM (the “Customer,” “you”). Rental Institute CRM is software for real-estate investors: a dialer and call queue, texting, lead and deal management, underwriting tools, property data, proposals, contracts and e-signature, and related features (together, the “Service”).

The Service is sold to businesses. It is not for personal, family or household use. By creating an account, ticking the box at sign-up, or using the Service, you agree to these Terms. If you accept on behalf of a company, you confirm you have authority to bind it.

These Terms include, by reference, our Privacy Policy, our Data Processing Addendum and the Calling and texting responsibilities acknowledgement. If they conflict, the Data Processing Addendum controls on how we handle Customer Data, and these Terms control on everything else.

• User: a person you allow to use the Service under your account — owners, employees, contractors, virtual assistants.
• Seat: one active User. Plans include a set number of Seats; more can be added.
• Customer Data: everything you or your Users put into the Service or create with it — leads, property owners’ names, phone numbers and emails, notes, call recordings, transcripts, messages, deals, contracts and documents.
• Third-Party Data: data the Service fetches from outside providers for you, such as property records, comparable sales, rent estimates, skip-trace results and Do Not Call registry flags.

You are responsible for your account and for everything your Users do in it, as if you had done it yourself. That includes making sure each User follows these Terms and the law, keeping sign-in details private, and switching off a User’s access when they leave.

A Seat belongs to one named person. Seats may not be shared. You may reassign a Seat from one person to another when someone leaves. Tell us promptly at sales@soundpropertiesgroup.com if you believe an account has been used without permission.

Account owners and admins can change settings that affect compliance, such as calling hours, whether registry-listed numbers can be dialed, and call recording. Choose who gets those roles carefully.

We may offer a free trial for [trial length]. During a trial the Service is provided as-is, with no commitments from us, and usage allowances may be lower than on a paid plan. Calling and texting during a trial are subject to the same rules as a paid account.

If you gave us a payment method, your subscription starts and is charged when the trial ends unless you cancel before then. We will remind you before the first charge [timing of reminder]. If you did not give a payment method, the account pauses at the end of the trial until you choose a plan. Trial data may be deleted [period] after a trial ends without a subscription.

You and your Users will not:

• Break any law, including the telemarketing, texting, privacy and recording laws in section 9.
• Call or text anyone who has asked you to stop, or work around the Service’s do-not-call, consent or calling-hours controls — including by dialing from another tool because the Service refused a number.
• Send spam, bulk unsolicited texts, or messages that are false, misleading, harassing or threatening.
• Use artificial or prerecorded voices on calls to people who have not given the consent the law requires.
• Spoof caller ID or misrepresent who you are or why you are calling.
• Use the Service or any data from it to make decisions about credit, insurance, employment or housing eligibility, or for any purpose covered by the Fair Credit Reporting Act.
• Resell, share or publish Third-Party Data, or use it for anyone other than your own business.
• Scrape, copy or bulk-export data from the Service except through the export tools we provide.
• Probe, attack or overload the Service, or try to reach another customer’s data.
• Copy, reverse-engineer or resell the Service, or use it to build a competing product.
• Upload malware or content you do not have the right to use.

You own your Customer Data. We do not sell it, and we do not use it to market to the people in it.

You give us a limited license to host, store, copy, transmit, process and display Customer Data only as needed to provide, secure and support the Service, to follow your instructions, and to comply with law. Our service providers act under the same limits (see the Data Processing Addendum).

We may use information about how the Service is used — counts, timings, feature usage, error reports — to run, secure and improve it, as long as it does not identify you, your Users, or the people in your Customer Data.

You are responsible for your Customer Data: that you collected it lawfully, that you have the right to put it in the Service, and that you have any consents needed to call, text, record or email the people in it.

Property records, comparable sales, rent estimates, owner contact details from skip tracing, flood zones and Do Not Call registry flags come from third-party providers and public sources, not from us. Examples today include DealMachine, RentCast, HUD, FEMA and county property appraisers.

• Internal use only. Third-Party Data is licensed for your own internal business use in the Service. You may not resell it, share it with other companies, publish it, or build a list product from it.
• Provider terms apply. Some providers require you to hold your own account with them and accept their terms; when you connect that account, your use of their data is between you and them.
• No guarantee of accuracy. Third-Party Data is often incomplete, out of date or wrong: phone numbers reach the wrong person, owners change, values and rents are estimates. We do not guarantee it and are not responsible for decisions made on it. Verify anything that matters.
• Registry flags are not a scrub. A Do Not Call flag from a provider may be missing or stale. It is not a substitute for your own registry subscription and scrub where the law requires one.
• Availability. Providers change prices, coverage and terms, and may stop supplying data. We may change or remove a data source.

You decide who to call and text, when, and what to say. You are solely responsible for making sure every call, text, voicemail and recording made through your account complies with the law, including:

• the Telephone Consumer Protection Act (TCPA) and the FCC’s rules under it;
• the Florida Telephone Solicitation Act (FTSA) and other state telemarketing and “mini-TCPA” laws, which can be stricter than federal law on calling hours, the number of calls, automated dialing and registration;
• the Telemarketing Sales Rule, the National Do Not Call Registry, and state do-not-call lists;
• calling-hour limits in the called person’s time zone;
• consent requirements for text messages, and carrier rules such as A2P 10DLC registration;
• honoring requests to stop calling or texting, promptly and permanently;
• call-recording laws, including all-party consent states such as Florida and California, where everyone on the call must be told or agree before recording;
• caller-ID and identification rules, and anti-spoofing law.

The Service includes tools that can help — calling-hours limits, a do-not-call list checked before calls, registry flags, a consent requirement before texting, automatic handling of STOP replies, and a recording notice. They are described on the Calling and texting responsibilities page. These tools do not guarantee compliance, can be changed by your admins, and depend on the data you and your providers put in. Using them does not make us responsible for your calls or texts.

You must accept the Calling and texting responsibilities acknowledgement before your account can place calls or send texts. We may suspend calling or texting for an account that we reasonably believe is breaking these rules, or when a carrier or regulator asks us to.

Some features use artificial intelligence provided by third parties — for example, transcribing recordings, summarizing calls and voicemails, and writing a read of a deal. Others calculate estimates, such as after-repair values, rehab budgets, rents and offer prices.

AI output and estimates can be wrong, incomplete or out of date. They are aids to your judgment, not facts. A person on your team should review anything before you rely on it, send it to anyone, or make an offer on it.

The Service, its templates, calculators, estimates and help content are general tools and information. They are not legal, tax, financial, investment, appraisal or real-estate brokerage advice, and using the Service does not create a professional relationship with us. Talk to your own attorney, accountant or licensed professional about your situation.

The Service includes contract templates (such as a purchase agreement and an assignment of contract) and a tool for sending documents for electronic signature.

• Templates are a starting point. They are not legal advice and may not suit your state, your deal or current law. You are responsible for having any contract reviewed by your own attorney before you use it, and for what you send.
• E-signature. The tool is designed with the federal ESIGN Act and state versions of the Uniform Electronic Transactions Act (UETA) in mind: each signer agrees to sign electronically, types their name, and the document is fixed and fingerprinted when it is sent, with a record of who signed, when and from where. Whether a particular signed document is enforceable depends on the document, the parties and the law that applies to it. That is your responsibility.
• Some documents cannot be signed electronically or need extra formalities (for example, deeds, some notices and anything needing a notary or witnesses). Do not use the tool for those.
• Wholesaling and assignment of contracts are regulated differently from state to state. Following those rules is your responsibility.

We will provide the Service in line with these Terms, use reasonable administrative, technical and physical safeguards to protect Customer Data (described in the Data Processing Addendum), and offer support by email at sales@soundpropertiesgroup.com. We do not promise any particular uptime. We may change, add or remove features; if we remove something material that you pay for, we will tell you in advance where we reasonably can.

We may suspend all or part of your access, with notice where practical, if:

• payment is overdue after the grace period;
• we reasonably believe your account is breaking section 6 or section 9, or the law;
• a carrier, data provider or regulator requires it, or a complaint needs investigating;
• it is needed to protect the Service, other customers or the public.

We will restore access once the problem is resolved.

The agreement lasts while you have an active trial or subscription. You can end it by cancelling (see section 5). We can end it at the end of a term with [30] days’ notice, or straight away by notice if you materially breach these Terms and do not fix the breach within [10] days of our notice (or immediately for a serious breach of section 6 or section 9).

After the agreement ends, you have [30] days to export your Customer Data using the Service’s export tools. After that we delete Customer Data from the live Service, and from backups on their normal cycle of [backup retention period], unless the law requires us to keep it. You can ask us to delete it sooner. Third-Party Data may be exportable only to the extent the provider’s terms allow.

Sections that by their nature should survive — including payment owed, sections 7, 8, 9 (for calls and texts already made), 11, 12 and 16 through 21 — survive the end of the agreement.

Each of us will keep the other’s non-public business information confidential, use it only for this agreement, and share it only with people who need it and are bound to keep it confidential. This does not cover information that is public, already known, independently developed, or that must be disclosed by law (with notice to the other party where allowed).

We own the Service, its software, design and content, other than Customer Data. These Terms give you a right to use the Service during your subscription and nothing more. If you send us suggestions, we may use them without owing you anything.

Except as expressly stated in these Terms, the Service, Third-Party Data, AI output, estimates and templates are provided “as is” and “as available.” To the fullest extent the law allows, we disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose, title, non-infringement, accuracy, and that the Service will be uninterrupted, error-free, or will make your calls, texts or contracts lawful.

To the fullest extent the law allows: (a) neither party is liable for lost profits, lost revenue, lost deals, lost data, or any indirect, incidental, special, consequential or punitive damages; and (b) each party’s total liability arising out of or relating to this agreement is limited to the fees you paid us for the Service in the 12 months before the event giving rise to the claim.

These limits do not apply to your payment obligations, your indemnity obligations in section 20, or your breach of section 6 or section 9, or to liability that cannot be limited by law.

The party asking for protection must tell the other promptly, let it control the defense and settlement (no settlement admitting fault without consent), and cooperate reasonably.

These Terms are governed by the laws of the State of Florida, without regard to its conflict-of-law rules. Any dispute will be heard only in the state or federal courts located in or serving Sarasota County, Florida, and both parties agree to those courts’ jurisdiction. Before filing, each party will first try to resolve the dispute by written notice and good-faith discussion for 30 days.

We may update these Terms. For material changes we will give at least 30 days’ notice by email or in the Service before they take effect, and may ask you to accept the new version. If you do not agree, you may cancel before the change takes effect. Continued use after that date means you accept the new Terms. Each version carries a version number and date at the top of this page.

• Whole agreement. These Terms and the documents they reference are the whole agreement about the Service and replace earlier discussions. Terms in your purchase orders do not apply.
• Assignment. You may not transfer this agreement without our consent, except to a successor to your business. We may transfer it to an affiliate or a successor to our business.
• Events outside anyone’s control (outages of carriers, cloud providers or data providers, natural disasters, government action) excuse delays they cause, other than payment.
• Notices to you go to your account owner’s email. Notices to us go to sales@soundpropertiesgroup.com and [company mailing address].
• If a court finds part of these Terms unenforceable, the rest still applies. Not enforcing a term is not a waiver of it. The parties are independent contractors.

Sound Properties Group LLC
[company mailing address]
sales@soundpropertiesgroup.com