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Terms of Service

Effective date: July 6, 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. Subscriptions, founding rates, and onboarding

Subscriptions are billed monthly and continue until canceled. Current founding pricing is published on the pricing page: CRE at $750 per month (list price $999 after the founding class). White-glove market onboarding is included with founding membership as described on the pricing page. Any additional commercial terms, including onboarding terms for later cohorts and the residential program, are set out in the individual membership agreement signed at onboarding.

Founding rates remain in effect for as long as the founding member maintains a continuous subscription. If a subscription lapses and is later restarted, then-current pricing applies. Fees already paid are non-refundable except where required by law; canceling stops future billing at the end of the current billing period.

We may change list pricing and plans prospectively; changes will not alter an active founding member’s locked rate.

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.

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, 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 independent and is not affiliated with or endorsed by Keller Williams. 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.