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Terms of Service

Effective date: September 26, 2026. Last updated: October 9, 2026

1. The agreement

These terms govern use of the sourcedeck.ai website and the SourceDeck platform ("the Service"). By using the Service you agree to them. Founding members also sign an individual membership agreement at onboarding; where the two conflict, the signed agreement controls.

The corporate entity behind SourceDeck is in formation; the contracting party will be identified in each founding membership agreement and this page will be updated when the entity is announced.

2. The service

SourceDeck is an operating platform for real estate brokers: property owner sourcing and contact resolution, executive contact discovery, zoning and opportunity mapping, marketing document generation, outbound campaign tooling with human approval, and an AI operator (CASH). The Service assists a licensed professional; it does not replace professional judgment, and outputs (scores, drafts, analyses) are decision support, not advice.

3. Accounts and eligibility

The Service is offered to businesses and licensed real estate professionals, not to consumers. You are responsible for the accuracy of the information you provide, for maintaining the confidentiality of your credentials, and for all activity under your account.

4. Membership, founding rates, and onboarding

Membership is month to month by default and continues until you cancel. There is one membership price, with a monthly allowance of sourcing actions included; usage beyond the allowance is paid from prepaid credits, and your credit balance is always shown in the app under Settings, Billing. Current pricing is published on the pricing page: CRE membership at $750 per month for founding members, locked for life, and $999 per month list price for members who join after the founding class. The included white-glove market onboarding and any further commercial terms are set out in the individual membership agreement signed at onboarding.

Founding rates stay in effect for as long as the membership continues. Pausing a membership, or a late payment that is later made good, does not lose the founding rate; only ending the membership does. If a membership ends and is later restarted, the pricing of that day applies.

We may change list pricing and plans prospectively; changes never alter an active founding member’s locked rate.

4a. Canceling

You can cancel in the app in two clicks: Settings, Billing, Cancel membership, then confirm. You can also cancel by writing to us. Cancellation takes effect at the end of the period you already paid for; you keep full access until then and nothing further is charged. Fees already paid are non-refundable except where required by law.

4b. Annual terms

If you choose an annual term, you pay for one year at a time. An annual term never renews into another year. When the year ends, your membership continues month to month at the same monthly rate unless you cancel, and you can cancel at any time after that.

We will email you no less than 30 and no more than 60 days before the end of the year to tell you that the membership will continue month to month unless you cancel, and how to cancel. We follow the automatic renewal rules of Florida Statutes section 501.165 for every member, and you can always cancel online the same way you signed up.

4c. Reliability and support

We check the Service every hour from outside the app and publish the results, uptime, and incidents at sourcedeck.ai/status. Each month you can see a reliability receipt for your own account in the app: uptime, incidents, and how quickly your support requests were answered.

Our support promise: CASH answers every support request right away, and anything CASH hands over is answered by a named person on our team within 4 business hours (Monday to Friday, 9 AM to 6 PM Eastern). We publish our monthly median and 90th percentile response times on the status page, including the months we fall short.

These are commitments about how we run the Service and how we report on it. They are not a guarantee of uninterrupted availability (see section 9), and they do not create service credits unless your membership agreement says so.

4d. Referrals between members

Members who opt in can refer business to each other, including referring an owner’s residential need to a residential agent in that county. SourceDeck never grants territory exclusivity; referrals rotate fairly among the agents who cover a county. Any referral fee is agreed and paid between each agent’s employing broker as Florida law requires. SourceDeck is not a party to any referral fee and processes no payment for it.

5. Acceptable use

The Service exists to run a legitimate brokerage practice. You agree not to misuse it. In particular, you agree to comply with all laws applicable to your outreach, including:

  • /CAN-SPAM for commercial email: accurate sender identity, no deceptive subject lines, and honoring opt-outs. The platform enforces unsubscribe links and suppression; you must not attempt to circumvent them.
  • /Telemarketing laws, including the TCPA and state statutes such as the Florida Telephone Solicitation Act, for any calls or texts. Voice and SMS tooling in the Service is designed for warm, consented contacts.
  • /Do-not-contact requests: suppression entries are permanent and apply across campaigns; removing or evading them is prohibited.
  • /Data licensing: only load data into the Service that you have the right to use.
  • /No unlawful discrimination: outreach and marketing run through the Service must comply with fair housing and equal opportunity laws.

5a. Platform integrity

You also agree not to probe or circumvent tenant isolation or approval gates, not to resell or redistribute data obtained through the Service outside your brokerage practice, not to use the Service to build a competing data product, and not to interfere with the operation of the Service.

We may suspend accounts that put deliverability infrastructure, other customers, or third parties at risk, with notice where practical.

5b. Text messages

Program description: SourceDeck sends text messages from (561) 933-4902 about your SourceDeck request, scheduling a demo or onboarding call, and account and support questions. These are one to one messages. We do not send promotional or bulk marketing texts.

How you join: only by ticking the unchecked text-message box on sourcedeck.ai/sms. The box is never ticked for you, it is never bundled with another sign-up, and providing your contact information on any other form does not enroll you. Consent to receive texts is not a condition of any purchase.

Message frequency varies; in practice a few messages at most, and only while you have a request open with us. Message and data rates may apply, depending on your carrier and plan. We never charge you for messages.

How you stop: reply STOP to any message and messages end immediately. Reply HELP for help, or email [email protected]. Carriers are not liable for delayed or undelivered messages.

Mobile information or text messaging opt-in data and consent will not be sold or shared with third parties or affiliates for their marketing or promotional purposes.

6. Your data

You own the data you bring to the Service and the work product you create in it: contacts, pipeline, documents, and outreach history. We process it to provide the Service, as described in the privacy policy. Your CRM data is not used to train foundation models, and it is never shared with other customers.

On termination you may export your data in standard formats, and we delete it from production systems within a commercially reasonable period thereafter, except where law requires retention.

7. Third-party data and services

The Service draws on public records and third-party data sources (county records, state registries, enrichment and verification providers, mapping services). We work to keep results accurate and current, but public records contain errors and third-party sources change; the Service does not warrant the accuracy of any individual record. Verify before you rely, especially before a transaction.

8. Intellectual property

We own the Service: the software, the templates, the designs, and the SourceDeck and CASH names and marks. You receive a subscription-term license to use the Service for your brokerage practice. Documents you generate with your own data and brand are yours to use freely.

9. Disclaimers

The Service is provided "as is" and "as available" during its founding phase. We do not warrant uninterrupted availability, that outputs will be error-free, or that any particular business result will be achieved. AI-generated content requires your review before use; that review step is built into the product deliberately.

Nothing in the Service is legal, financial, appraisal, or tax advice.

10. Limitation of liability

To the maximum extent permitted by law, neither party is liable for indirect, incidental, consequential, or punitive damages, and our total aggregate liability arising from the Service is capped at the amounts you paid us in the twelve months before the event giving rise to the claim. Nothing in these terms limits liability that cannot be limited by law.

You are responsible for your own outreach conduct. You will indemnify us against third-party claims arising from your violation of section 5 (acceptable use).

11. Termination

You may cancel at any time as described in section 4a, effective at the end of the current billing period. We may terminate for material breach that remains uncured after notice, or immediately for acceptable-use violations that create legal exposure or endanger the platform. Sections on data ownership, disclaimers, liability, and governing law survive termination.

12. Governing law and disputes

These terms are governed by the laws of the State of Florida, without regard to conflict-of-law rules. Venue for disputes lies in the state or federal courts located in Florida, and each party consents to their jurisdiction.

13. Changes to these terms

We may update these terms as the product and the law evolve. Updates are posted on this page with a new effective date, and material changes are communicated to active customers directly. Continued use after the effective date constitutes acceptance.

14. Independence

SourceDeck is an independent platform and is not affiliated with, endorsed by, or sponsored by any brokerage, franchisor or multiple listing service. All third-party names and trademarks on this site are the property of their respective owners and are used for identification only.

15. Contact

Questions about these terms: [email protected].

Draft pending attorney review.