Terms & Conditions

The agreement

These Terms & Conditions are a binding agreement between Truclose LLC, a Montana limited liability company ("Truclose", "we", "us"), and the person or business that opens an account ("you", "your", "Customer").

By starting a free trial, subscribing to a plan, or using the Truclose platform in any way, you accept these terms. If you are accepting on behalf of a company or brokerage, you confirm you have authority to bind it. If you do not accept these terms, do not use the platform.

Our Privacy Policy forms part of this agreement.

What Truclose provides

Truclose is a hosted lead conversion and customer relationship platform for realtors, real estate agents and brokerages. A subscription gives you an account preloaded with a configured snapshot covering the CRM, pipelines, automated follow-up sequences, funnels, calendars, templates and an AI assistant that can respond across SMS, email, web chat, social channels and voice.

The platform is provided as software as a service. We host it, maintain it and update it. You are responsible for customising it for your business, connecting your own phone numbers, domains and accounts, and for the content and conduct of everything sent from your account.

We may add, change or withdraw individual features as the product develops. We will not materially reduce the core functionality of a plan you are paying for without giving you notice and the option to cancel.

Your account

You must be at least 18 and legally able to enter a contract. You agree to give accurate registration information and keep it current.

You are responsible for everything that happens under your account, for keeping credentials confidential, for the actions of every user you invite, and for removing access when someone leaves your team. Tell us immediately at support@truclosehq.com if you suspect unauthorised access.

Accounts are for your business. You may not resell, sublicense, white-label or otherwise make the platform available to third parties as a service of your own without our written agreement.

Free trial

Every subscription starts with a 7-day free trial with full access, including the pre-built system we install in your account. A valid payment card is required to start it, so that your account can be provisioned.

• You will not be charged the plan fee during the trial.
• Cancel at any time before the trial ends and no plan fee is taken.
• If you do not cancel, the subscription begins automatically at the end of the trial at the plan rate you selected, and recurs until cancelled.
• Usage-based charges incurred during the trial are billable, because we pay the carriers and AI providers for them.
• Trials are limited to one per business. We may decline or end a trial where we reasonably believe it is being abused.

Plans, prices and billing

Truclose is sold as one plan with two billing options, in United States dollars:

Yearly billing is charged once, in advance, for the full year and is equal to ten monthly payments. Monthly billing is charged in advance on the same date each month.

The yearly plan includes onboarding support from a success manager for the first 14 days after you start. This covers account setup help, training for you and your users, and a launch check. It does not include ongoing account management, campaign management or done-for-you marketing services.

Users are unlimited on both billing options, subject to the acceptable use section below.

Payments are processed by Stripe. By subscribing you authorise us to charge your payment method for the plan fee, any additional users, and all usage-based charges, on a recurring basis until you cancel.

If a payment fails we will retry it and notify you. We may suspend the account if it remains unpaid, and we may charge reasonable costs of recovering overdue amounts to the extent the law allows.

Usage-based charges

Your plan fee covers the platform. Some features, such as SMS, calling, email, phone numbers and AI, are billed based on how much you use them. Current rates are available in your account or by emailing support@truclosehq.com. Rates depend on what carriers and providers charge us and may change, and we will give notice before an increase takes effect. Usage is billed in arrears, either on your regular billing date or when your usage balance reaches a threshold.

You are responsible for the charges your account generates, including those generated by automations you configure or by users you invite.

AI usage

AI features are billed as part of usage-based charges above.

AI features are for your own lead conversion. They may not be used for automated bulk generation unrelated to your business, for resale of AI capacity, or in a way that degrades service for other customers or breaches the acceptable use section below.

Renewal, cancellation and refunds

Renewal

Subscriptions renew automatically at the end of each billing period at the then-current rate, until cancelled.

Cancellation

You may cancel at any time from your account or by emailing support@truclosehq.com. Cancellation takes effect at the end of the period you have already paid for. You keep access until then. Usage charges already incurred remain payable.

Refunds

Fees are non-refundable except where the law requires otherwise. We do not provide partial refunds for unused time, for downgrades, or for periods in which you did not use the platform. Where we cancel your subscription for reasons other than your breach of these terms, we will refund the unused portion of any prepaid plan fee on a pro rata basis.

Price changes

We may change plan prices. Changes take effect at your next renewal and we will give at least 30 days' notice by email. If you do not accept the new price, cancel before it takes effect.

Your data

You keep all rights in the data you put into Truclose and the data your account generates, including your contacts, conversations, content and configuration ("Customer Data").

You grant us a limited licence to host, process, transmit and display Customer Data solely to provide and support the platform, to keep it secure, and as otherwise instructed by you. We do not sell it and we do not use it to train AI models.

You are responsible for the accuracy and legality of Customer Data and for having the right to give it to us. You can export your data at any time while the account is open. After cancellation we keep it for 30 days and then delete it, as set out in the Privacy Policy.

Messaging and calling compliance

You are the sender of every message and the caller on every call placed from your account. You agree that for all of it you will:

• obtain and keep records of the prior express written consent required by the Telephone Consumer Protection Act (TCPA) before sending marketing SMS or placing automated or prerecorded marketing calls;
• honour opt-out requests immediately, including STOP, UNSUBSCRIBE and equivalent words, and never message someone again after they opt out unless they opt back in;
• check and respect the National Do Not Call Registry and any applicable state registry, and keep your own internal do-not-call list;
• respect calling and texting time restrictions in the recipient's local time zone;
• comply with CAN-SPAM for email, including accurate headers and subject lines, a valid physical postal address, and a working unsubscribe mechanism honoured promptly;
• complete and maintain A2P 10DLC brand and campaign registration for the numbers you use, and keep your registered use case accurate;
• obtain any consent required before recording or transcribing a call, including all-party consent in the states and countries that require it;
• comply with the Fair Housing Act, state real estate advertising and licensing rules, and any brokerage or MLS rules that apply to you, including licence disclosure in your messaging;
• comply with GDPR, UK GDPR, CASL, PIPEDA or any other regime that applies to the people you contact.

You will not use Truclose to contact purchased, scraped or rented lists, or anyone who has not given you a lawful basis to contact them.

We may suspend messaging on your account immediately, without notice, if a carrier flags it, if opt-out or spam complaint rates become unacceptable, or if we reasonably believe messages from your account breach this section.

Use of the AI assistant

The AI assistant produces automated responses. It can be wrong, and it can misread a conversation.

• You are responsible for reviewing and configuring what it says on your behalf, and for the content of every message it sends from your account.
• You must not configure it to claim to be a specific named human, to deny being an automated assistant when asked directly, or to impersonate anyone.
• You must not use it to give legal, tax, mortgage, financial or other regulated advice unless you are licensed to do so.
• Where the law requires you to disclose that a recipient is interacting with an automated system, you must do so.

AI output is not professional advice and is not a substitute for your own judgement as a licensed professional.

Acceptable use

You will not, and will not permit anyone else to:

• use Truclose for anything unlawful, fraudulent, deceptive, harassing, defamatory or discriminatory;
• send spam, phishing, malware or any unsolicited bulk communication;
• infringe anyone's intellectual property, privacy or other rights;
• reverse engineer, decompile, scrape, or attempt to derive the source code or underlying structure of the platform;
• probe, scan or test the security of the platform without our written permission, or bypass any access control or usage limit;
• resell, sublicense or provide the platform to third parties as your own service;
• interfere with the platform's operation or place a load on it that degrades service for others;
• use the platform to build or train a competing product.

Intellectual property

The Truclose platform, the snapshot and its templates, the website, the name, the logo and all related material are owned by Truclose LLC and its licensors and are protected by intellectual property law. Nothing in this agreement transfers ownership of any of it to you.

We grant you a limited, non-exclusive, non-transferable, revocable licence to use the platform for your own business for as long as your subscription is current and you comply with these terms.

Content you create inside the platform remains yours. If you send us feedback or suggestions, we may use them freely and without obligation to you.

Third-party services

Truclose connects to services we do not control, including payment processing, telephone and email carriers, AI providers, calendars, social platforms, IDX and MLS feeds. Your use of those services is governed by their own terms.

We are not responsible for their availability, accuracy or acts, and an outage or change on their side may affect the platform. Where a third-party service changes in a way that removes a feature, we will tell you and do what we reasonably can to replace it.

Disclaimers

We work hard to keep Truclose available and accurate, but to the fullest extent permitted by law the platform is provided "as is" and "as available", without warranties of any kind, whether express, implied or statutory, including any implied warranty of merchantability, fitness for a particular purpose, title or non-infringement.

We do not warrant that the platform will be uninterrupted, error free, secure against every threat, or that defects will be corrected. We do not warrant that messages will always be delivered, since delivery depends on carriers and recipient devices.

Limitation of liability

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 data, lost business or lost goodwill, even if advised such losses were possible;
• our total aggregate liability arising out of or relating to this agreement, whether in contract, tort or otherwise, will not exceed the total amount you paid us in the twelve months immediately before the event giving rise to the claim.

We are not liable for fines, penalties, damages or claims arising from your failure to comply with the messaging and calling compliance section, nor for the content of messages sent from your account.

Nothing in this agreement excludes liability that cannot lawfully be excluded, including for fraud or for death or personal injury caused by negligence. Some jurisdictions do not allow certain exclusions, so parts of this section may not apply to you.

Indemnification

You will defend, indemnify and hold harmless Truclose LLC, its members, officers and personnel from any claim, demand, proceeding, loss, liability, damage, fine, penalty, cost or expense, including reasonable legal fees, arising out of or related to:

• your use of the platform;
• Customer Data, including your right to collect and use it;
• messages or calls sent from your account, including any TCPA, CAN-SPAM, do-not-call, call recording, Fair Housing or data protection claim;
• your breach of this agreement or of any law;
• any dispute between you and one of your own contacts, clients or team members.

Suspension and termination

We may suspend or terminate your account, with notice where practicable and immediately where not, if:

• you breach these terms, in particular the compliance or acceptable use sections;
• your payment fails and remains unpaid after notice;
• your use presents a legal, security or reputational risk to us, to a carrier, or to other customers;
• we are required to do so by law or by a provider we depend on.

You may terminate at any time by cancelling. On termination your licence ends immediately, and we will make your data available for export for 30 days before deleting it. Sections that by their nature should survive will survive, including payment obligations already incurred, intellectual property, disclaimers, limitation of liability, indemnification and governing law.

Truclose text message program

These terms apply when you agree to receive text messages from Truclose LLC itself, for example by ticking a consent box on truclosehq.com/contact or on our onboarding form.

• Program name: Truclose.
• What you will receive: if you ticked the account box, demo and onboarding appointment confirmations and reminders, account and billing notices, and replies to your support requests. If you also ticked the separate marketing box, occasional product updates and offers.
• How often: message frequency varies with your account activity. Marketing messages are limited to four a month.
• Cost: message and data rates may apply, according to your mobile plan.
• Opting out: reply STOP to any message. You will receive one confirmation and no further messages. Reply START to rejoin.
• Help: reply HELP, email support@truclosehq.com or call +1 (775) 983-1162.
• Consent: agreeing to receive texts is not a condition of any purchase.
• Carriers: mobile carriers are not liable for delayed or undelivered messages.
• Privacy: your mobile number and consent are handled as described in our Privacy Policy and are never shared with third parties for marketing.

Governing law and disputes

This agreement is governed by the laws of the State of Montana, United States, without regard to its conflict of laws rules. The United Nations Convention on Contracts for the International Sale of Goods does not apply.

Before starting formal proceedings, both parties agree to try in good faith to resolve the dispute by writing to the other and allowing 30 days to respond. Most disputes are settled this way.

If that fails, the courts located in Flathead County, Montana will have exclusive jurisdiction, and both parties consent to venue there. Either party may seek injunctive relief in any court of competent jurisdiction to protect its intellectual property or confidential information.

To the extent permitted by law, each party waives any right to a jury trial and to participate in a class or representative action.

Changes to these terms

We may update these terms as the product, our providers and the law change. The date at the top always shows the current version.

For material changes we will give at least 30 days' notice by email or by a notice inside the platform. If you do not accept a change, cancel before it takes effect. Continuing to use Truclose after that date means you accept the updated terms.

General

Entire agreement. These terms and the Privacy Policy are the entire agreement between us about the platform and replace any earlier understanding.

Severability. If a provision is held unenforceable, it is modified to the minimum extent needed and the rest stays in force.

No waiver. Not enforcing a right on one occasion does not waive it.

Assignment. You may not assign this agreement without our written consent. We may assign it to an affiliate or in connection with a merger, acquisition or sale of assets.

Force majeure. Neither party is liable for delay or failure caused by events beyond its reasonable control, including carrier outages, provider failures, natural events and government action.

Independent parties. Nothing here creates a partnership, joint venture, employment or agency relationship.

Notices. We may give notice by email to the address on your account or by a notice in the platform. You give notice to us at support@truclosehq.com.

How to reach us

Questions about these terms, your subscription or your account: