Brokerly

Cancellation Policy

Loan Officer Responsibilities:

Loan Officer acknowledges and agrees that the satisfaction of Leads and their use of the Platform is an integral part of the success of the Program. As such, it is important that the Loan Officer utilize the Platform
and keep Brokerly informed about the current status of all Leads and quickly investigate any cause of Lead dissatisfaction.

Lead Fees:

Loan Officer agrees to pay due to fees Brokerly to join its network and pay for each accepted lead for any insurance services of any and all transactions (including subsequent dealing) involving the Lead during the Lead Coverage period.

Minimum Lead Fee:

Loan Officer agrees to pay min of $99 for a solo agent, $75 for Team plan, and $49 for Team Plus on all successful leads it has accepted.

Setup Fee:

Loan Officer agrees to a one-time, non-refundable setup fee of $299 for Solo agent, $2499 for Team plan, and $7999 for Team Plus to join the Brokerly network.

Annual Fee:

Loan Officer agrees to an annual fee of $299 for Solo agent, $2499 for Team plan, and $7999 for Team Plus to stay in the Brokerly network.

Term and Termination:

This Agreement shall become effective on the Effective Date and will remain in effect for one (1) year following the Effective Date and will automatically renew for successive one-year periods until terminated by either Party pursuant to this section. Brokerly or Loan Officer may terminate this Agreement, with or without cause, at any time upon thirty (90) days prior written or emailed notice of termination to the other party. Loan Officer must fill out the cancellation form in its entirety and submit it to Brokerly in order to process the cancellation and reconfirm it with a cancellation confirmation number.

Effect of Termination:

Termination of this Agreement by either party shall have no impact on any compensation, credits or discounts, or other amounts owing or payable or that are later earned as a result of a Lead Acceptance by Loan Officer which occurred prior to the termination of this Agreement CONFIDENTIALLY.

SETUP FEE Policy:

The one-time setup fee is charged at the time of signup and it is a non-refundable fee.

Cancellation Policy:

To cancel the online leads service agreement, you can complete the “service cancellation form” in its entirety and submit it to Brokerly via email at Cancellations@Brokerly.ai.

All cancellations are processed as per the terms of the agreement of the online lead.

Click here to download Cancellation Form Brokerly

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