Terms of Service

These Terms of Service (“Terms”) govern your access to and use of the DealBase platform and website at dealbaseai.com (the “Service”) provided by DealBase (“DealBase,” “we,” “us,” or “our”). By accessing or using the Service you agree to be bound by these Terms. If you are using the Service on behalf of an organization, you represent that you have authority to bind that organization, and “you” refers to both you and the organization.

1. The Service

DealBase is a software-as-a-service CRM and AI-powered deal management platform designed for licensed real estate agents and brokerages. The Service includes a pipeline Kanban, client CRM, property management, AI assistant, CMA generator, listing writer, lead scoring, document e-signing, outbound email and SMS, team collaboration tools, and related features.

DealBase is provided as a done-for-you engagement: onboarding, data migration, and configuration are completed by us on your behalf following an intro call. Access to the platform is granted after setup is complete.

2. Eligibility & Accounts

You must be at least 18 years old and have the legal authority to enter into a binding contract to use the Service. The Service is intended for professional real estate use; you represent that you are a licensed real estate agent, broker, or authorized team member.

You are responsible for all activity that occurs under your account and for maintaining the confidentiality of your login credentials. Notify us immediately at info@dealbaseai.com if you believe your account has been compromised.

3. Subscriptions & Payment

Plans

DealBase is offered on the following plans (subject to change with notice):

• Starter — $279/month. The full DealBase platform: unlimited clients, CRM and deal pipeline, AI assistant and analytics, CMA and listing tools, lead scoring, client portals, e-signature (where enabled), integrations, and team features.
• Tailored Automations — custom pricing, quoted per engagement. Everything in Starter, plus custom AI automation workflows that DealBase builds, hosts, and maintains for you. Scope, fees, and term are set out in the applicable order form or statement of work, which governs the automation services alongside these Terms.

Billing

Subscriptions are billed or invoiced monthly in advance. By providing a payment method or accepting an invoice, you authorize DealBase to charge the applicable monthly fee on a recurring basis until you cancel. Fees for Tailored Automations engagements are invoiced as set out in the applicable order form. Fees are non-refundable except as expressly set out in these Terms or required by law.

Price Changes

We may change subscription prices at any time. We will give you at least 30 days’ written notice (by email) before a price increase takes effect. Continued use of the Service after the effective date of a price change constitutes your acceptance of the new price.

Taxes

Prices are exclusive of applicable taxes. You are responsible for all taxes arising from your purchase of the Service.

4. Cancellation & Termination

By You

You may cancel your subscription at any time by emailing info@dealbaseai.com. Cancellation takes effect at the end of the current billing period. You will retain access to the Service through the end of the period you have paid for; no partial refunds are issued for unused time.

By Us

We may suspend or terminate your access immediately if you violate these Terms, fail to pay fees when due, or if we determine that continued access would expose DealBase, other users, or third parties to harm or legal risk. We will provide notice where practicable.

Effect of Termination

Upon termination, your right to access the Service ceases. We will retain your data for 90 days to allow export, then delete it in accordance with our Privacy Policy.

5. Acceptable Use

You agree not to use the Service to:

• Violate any applicable law or regulation, including real estate licensing laws
• Send unsolicited commercial messages (spam) or any communication prohibited by the CAN-SPAM Act, TCPA, or similar laws
• Store or transmit material that is defamatory, fraudulent, obscene, or harassing
• Attempt to gain unauthorized access to any system, account, or data; probe, scan, or test the vulnerability of any DealBase system
• Reverse-engineer, decompile, or disassemble any part of the Service
• Use the Service in a way that interferes with or degrades performance for other users (e.g., automated scraping, excessive API calls)
• Resell or sublicense the Service without our written consent
• Upload or store data to which you do not have the right (e.g., client data collected without consent)

6. AI Features & Outputs

DealBase uses AI (powered by Anthropic Claude) to generate content including CMA reports, listing descriptions, lead scores, deal coaching, and assistant responses. You acknowledge that:

• AI-generated content is provided for informational and productivity purposes only. It does not constitute legal, financial, tax, or investment advice.
• You are responsible for reviewing all AI-generated content before sharing it with clients or using it in professional materials. AI outputs may contain errors, inaccuracies, or outdated information.
• DealBase makes no representation that AI-generated valuations, lead scores, or market analyses are accurate, complete, or current.
• You retain ownership of outputs you generate using the Service. By using the Service, you grant DealBase a limited license to process your inputs and outputs as necessary to operate the Service.

7. Your Data & Content

You retain all ownership rights to the data and content you submit to the Service (“Your Content”). By submitting Your Content you grant DealBase a non-exclusive, worldwide, royalty-free license to store, process, and transmit Your Content solely as necessary to provide the Service to you. We will not use Your Content to train AI models.

You are responsible for the legality, accuracy, and appropriateness of Your Content, including your clients’ personal information. You warrant that you have the right to submit all data you provide and that doing so does not violate any third party’s rights or applicable law.

8. Intellectual Property

DealBase and its licensors own all rights, title, and interest in the Service, including all software, design, branding, and documentation. These Terms do not grant you any rights in DealBase intellectual property except the limited right to use the Service as described. “DealBase” and the DealBase logo are trademarks of DealBase; you may not use them without our prior written consent.

9. Third-Party Services

The Service integrates with third-party platforms including Stripe, DocuSign, Twilio, Resend, Rentcast, and others. Your use of those services is governed by their respective terms and privacy policies. DealBase is not responsible for the availability, accuracy, or practices of any third-party service.

10. Service Availability

DealBase will make reasonable efforts to keep the Service available and operational. However, we do not guarantee uninterrupted or error-free service. Scheduled maintenance, force majeure events, and upstream infrastructure issues (Vercel, Supabase, Clerk, etc.) may cause temporary unavailability. We are not liable for losses arising from downtime.

11. Disclaimer of Warranties

The Service is provided “as is” and “as available” without warranties of any kind, either express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non-infringement. DealBase does not warrant that the Service will meet your specific requirements, be accurate, complete, or free from defects.

12. Limitation of Liability

To the maximum extent permitted by applicable law, DealBase and its officers, employees, and licensors will not be liable for any indirect, incidental, special, consequential, or punitive damages, including loss of profits, data, or business opportunities, arising out of or relating to the Service or these Terms, even if advised of the possibility of such damages.

DealBase’s total cumulative liability for any claims arising under these Terms will not exceed the amount you paid to DealBase in the 12 months preceding the event giving rise to the claim.

13. Indemnification

You agree to indemnify and hold harmless DealBase and its officers, employees, and agents from any claims, losses, damages, and expenses (including reasonable legal fees) arising from: (a) your use of the Service in violation of these Terms; (b) Your Content; (c) your violation of any applicable law; or (d) any claims by your clients arising from your real estate business activities.

14. Governing Law & Disputes

These Terms are governed by the laws of the United States without regard to conflict-of-law principles. Any dispute arising under these Terms that cannot be resolved informally will be resolved by binding arbitration under the rules of the American Arbitration Association (AAA) Commercial Arbitration Rules, conducted in English. The arbitrator’s award will be final and binding and may be entered as a judgment in any court of competent jurisdiction.

Class Action Waiver: You agree that any dispute will be resolved only on an individual basis and not as a plaintiff or class member in any purported class or representative proceeding.

Nothing in this section prevents either party from seeking injunctive or other equitable relief from a court to prevent irreparable harm.

15. Changes to These Terms

We may update these Terms at any time. We will notify you by email at least 14 days before material changes take effect. Your continued use of the Service after the effective date constitutes acceptance of the revised Terms. If you do not agree to the changes, you may cancel your subscription before the effective date.

16. General

• Entire Agreement. These Terms (together with our Privacy Policy) constitute the entire agreement between you and DealBase regarding the Service and supersede all prior agreements.
• Severability. If any provision of these Terms is found invalid or unenforceable, the remaining provisions continue in full force.
• Waiver. Our failure to enforce any right or provision is not a waiver of that right or provision.
• Assignment. You may not assign your rights or obligations under these Terms without our written consent. We may assign these Terms freely.
• Force Majeure. Neither party is liable for delays or failures caused by events outside their reasonable control.

17. Contact

Questions about these Terms should be directed to: