Legal Policies

PLEASE READ THESE TERMS OF SERVICE CAREFULLY BEFORE ACCESSING OR USING THE HOMEBASE CRM PLATFORM. BY ACCESSING OR USING THE PLATFORM, YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD, AND AGREE TO BE BOUND BY THESE TERMS AND THE TERMS OF OUR PRIVACY POLICY. IF YOU DO NOT AGREE TO THESE TERMS, YOU MUST NOT ACCESS OR USE THE PLATFORM.

ARTICLE 1 — DEFINITIONS AND INTERPRETATION

1.1 Definitions. For purposes of these Terms of Service ("Terms"), the following terms shall have the meanings set forth below:

• "Agreement" means these Terms of Service, together with the Privacy Policy, Data Processing Agreement, and any other policies or agreements referenced herein.
• "Customer" or "You" means the individual or entity accessing or using the Platform.
• "HomeBase", "We", "Us", or "Our" means HomeBase CRM, Inc., a Delaware corporation.
• "Platform" means the HomeBase CRM software-as-a-service platform, including all features, functionalities, and services.
• "Content" means all data, information, text, images, videos, documents, and other materials uploaded, submitted, or transmitted through the Platform.
• "Subscription" means the paid subscription plan selected by Customer for access to the Platform.

1.2 Interpretation. References to sections, articles, and exhibits are to these Terms unless otherwise specified. The words "including," "includes," and "include" are deemed followed by "without limitation." Headings are for convenience only and shall not affect interpretation.

ARTICLE 2 — ACCEPTANCE OF TERMS

2.1 Binding Agreement. By accessing, browsing, or using the Platform, You acknowledge that You have read, understood, and agree to be bound by these Terms and to comply with all applicable laws and regulations. If You do not agree to these Terms, You must not access or use the Platform.

2.2 Modifications to Terms. HomeBase reserves the right, at its sole discretion, to modify, replace, or amend these Terms at any time. We will provide at least thirty (30) days prior written notice of material changes via email to the address associated with Your account and by posting the updated Terms on the Platform. Your continued use of the Platform after the effective date of any modifications constitutes Your acceptance of such changes. If You do not agree to the modified Terms, You must discontinue Your use of the Platform prior to the effective date of such changes.

2.3 Electronic Communications. You consent to receive communications from HomeBase in electronic form via email, in-app notifications, or postings on the Platform. Such communications are subject to the same terms and conditions as communications delivered in paper form.

ARTICLE 3 — DESCRIPTION OF SERVICE

3.1 Platform Overview. HomeBase provides a comprehensive customer relationship management (CRM) platform designed specifically for real estate professionals. The Platform includes, without limitation, the following features and functionalities:

• Contact Management: Centralized database for storing, organizing, and managing contact information including clients, prospects, vendors, and business partners.
• Transaction Tracking: Tools for monitoring and managing real estate transactions from initial contact through closing, including pipeline management and milestone tracking.
• Lead Generation: Integrated lead capture, scoring, and nurturing tools, including website forms, landing pages, and automated follow-up sequences.
• Calendar Integration: Bi-directional synchronization with Google Calendar and Microsoft Outlook for scheduling, appointments, and task management.
• Communication Tools: Email and SMS text messaging capabilities via integration with JustCall, including templates, automation, and tracking.
• Video Conferencing: Integration with Zoom for virtual meetings, open houses, and client consultations.
• MLS Integration: Connection to multiple listing services (MLS) for property search, listing management, and automated market updates.
• AI-Powered Features: Artificial intelligence tools for coaching, deal insights, content drafting, lead scoring, and predictive analytics.
• Document Management: Secure storage, organization, and e-signature capabilities for transaction documents, contracts, and disclosures.
• Team Collaboration: Multi-user access, role-based permissions, task assignment, and internal communication tools for team coordination.

3.2 Service Modifications. HomeBase reserves the right to modify, suspend, or discontinue any aspect of the Platform, including features, functionality, or support services, at any time without prior notice. HomeBase shall not be liable to You or any third party for any such modification, suspension, or discontinuation.

3.3 Beta Features. Certain features may be designated as beta, preview, or experimental. Such features are provided on an as-is basis without warranties and may be subject to additional terms. HomeBase does not guarantee the availability, performance, or continuity of beta features.

ARTICLE 4 — ACCOUNT REGISTRATION AND SECURITY

4.1 Account Creation. To access the Platform, You must create an account by providing accurate, current, and complete information during the registration process. You are responsible for maintaining the confidentiality of Your account credentials and for all activities that occur under Your account.

4.2 Eligibility Requirements. You represent and warrant that: (a) You are at least eighteen (18) years of age and possess the legal capacity to enter into this Agreement; (b) You are not prohibited from using the Platform under applicable law; (c) All registration information You provide is accurate and complete; (d) You will maintain and promptly update Your information to keep it accurate and complete.

4.3 Account Security. You agree to: (a) maintain the security of Your account credentials; (b) immediately notify HomeBase of any unauthorized access or security breach; (c) ensure that all users under Your account comply with these Terms; (d) implement reasonable security measures to protect Your account from unauthorized access.

4.4 Multiple Accounts. Each user of the Platform must have a unique account. Sharing of account credentials is prohibited except as expressly permitted for team accounts under applicable Subscription plans.

4.5 Account Termination. HomeBase reserves the right to suspend or terminate any account that violates these Terms or is used in a manner that violates applicable law or harms HomeBase or other users.

ARTICLE 5 — SUBSCRIPTION AND FEES

5.1 Subscription Plans. Access to the Platform requires a paid Subscription. Current Subscription plans and pricing are as follows:

• Individual Plan: $49.00 USD per month, includes one (1) user with full access to all standard features.
• Team Plan: $99.00 USD per month, includes up to five (5) users with collaborative features, role-based permissions, and team management tools.
• Brokerage Plan: Custom pricing, includes unlimited users, advanced reporting, API access, dedicated support, and enterprise features. Contact sales for pricing.

5.2 Free Trial. All Subscription plans include a fourteen (14) day free trial period. No payment information is required to initiate the trial. At the end of the trial period, You must select a paid Subscription to continue using the Platform. Data accumulated during the trial period will be retained for thirty (30) days after trial expiration.

5.3 Payment Terms. Subscription fees are payable in advance on a monthly or annual basis, as selected at the time of purchase. Payment is due upon invoicing. All fees are non-refundable except as expressly stated in these Terms. You authorize HomeBase to charge Your selected payment method for all applicable fees.

5.4 Payment Methods. Individual and Team plans require a valid credit card (Visa, MasterCard, American Express, or Discover) or debit card. Brokerage plans may be invoiced with payment terms of Net 30. You are responsible for providing accurate billing information and ensuring sufficient funds are available.

5.5 Fee Changes. HomeBase reserves the right to modify Subscription fees at any time. Fee increases will take effect at the start of the next billing cycle following thirty (30) days prior written notice. If You do not agree to the increased fees, You may cancel Your Subscription prior to the effective date of the increase.

5.6 Taxes. All fees are exclusive of taxes, levies, or duties imposed by taxing authorities, including without limitation sales, use, value-added, and withholding taxes. You are responsible for all such taxes, except for taxes based on HomeBase net income.

5.7 Refund Policy. Monthly Subscriptions: No refunds for partial months. Annual Subscriptions: Pro-rated refunds available for cancellations made after the first thirty (30) days. Refunds will be processed within thirty (30) days of cancellation.

5.8 Delinquent Payment. If payment is not received when due, HomeBase may: (a) charge late fees at the rate of 1.5% per month (or the maximum rate permitted by law, if less); (b) suspend access to the Platform; (c) terminate the Subscription. HomeBase may also engage collection agencies or pursue legal action for unpaid fees.

ARTICLE 6 — ACCEPTABLE USE POLICY

6.1 Permitted Uses. The Platform is intended solely for lawful business purposes related to real estate activities, including client management, transaction coordination, marketing, and team collaboration.

6.2 Prohibited Activities. You agree NOT to, and agree NOT to assist or permit any third party to:

• (a) Resell, redistribute, sublicense, lease, rent, or otherwise transfer access to the Platform or any features thereof;
• (b) Reverse engineer, decompile, disassemble, or attempt to derive source code from the Platform, except as expressly permitted by applicable law;
• (c) Send unsolicited or spam communications, including bulk email or SMS messages without recipient consent;
• (d) Upload, transmit, or distribute malware, viruses, ransomware, spyware, or any other malicious code;
• (e) Attempt to gain unauthorized access to the Platform, other accounts, or computer systems through hacking, password mining, or other means;
• (f) Use the Platform for illegal real estate practices, including but not limited to: violations of fair housing laws, mortgage fraud, kickbacks prohibited under RESPA, or unlicensed real estate activities;
• (g) Interfere with or disrupt the integrity or performance of the Platform or third-party data contained therein;
• (h) Use the Platform to store or transmit infringing, libelous, defamatory, obscene, pornographic, abusive, or otherwise illegal content;
• (i) Impersonate any person or entity, or falsely state or otherwise misrepresent Your affiliation with a person or entity;
• (j) Scrape, mine, or harvest data from the Platform using automated means without HomeBase express written consent;
• (k) Circumvent any usage limits, access controls, or security measures implemented by HomeBase;
• (l) Use the Platform in violation of any applicable local, state, national, or international law or regulation.

6.3 Content Standards. All Content uploaded to or transmitted through the Platform must: (a) comply with all applicable laws; (b) not infringe any third-party intellectual property rights; (c) not contain harmful or malicious code; (d) not violate the privacy or publicity rights of any person; (e) not be false, misleading, or deceptive.

6.4 Enforcement. HomeBase reserves the right to investigate and take appropriate action against anyone who violates these Terms, including without limitation: (a) issuing warnings; (b) suspending or terminating access to the Platform; (c) reporting violations to law enforcement authorities; (d) pursuing legal remedies.

ARTICLE 7 — INTELLECTUAL PROPERTY RIGHTS

7.1 HomeBase Ownership. HomeBase and its licensors retain all rights, title, and interest in and to the Platform, including without limitation: (a) all software, code, algorithms, and technology; (b) all designs, graphics, logos, and user interfaces; (c) all text, documentation, and content; (d) all trademarks, trade names, and brand identifiers; (e) all patents, copyrights, trade secrets, and other intellectual property rights. Nothing in these Terms transfers ownership of any HomeBase intellectual property to You.

7.2 Customer Ownership. You retain all rights, title, and interest in and to Your Content. Subject to the license granted herein, HomeBase claims no ownership rights in Your Content.

7.3 License Grant. You grant HomeBase a worldwide, non-exclusive, royalty-free, sublicensable, and transferable license to use, reproduce, distribute, prepare derivative works of, display, and perform Your Content in connection with providing the Platform and exercising HomeBase rights under these Terms. This license extends to HomeBase affiliates, subprocessors, and service providers solely for purposes of providing the Platform.

7.4 Feedback. Any suggestions, ideas, feedback, or other communications You provide to HomeBase regarding the Platform (Feedback) are provided on a non-confidential basis. HomeBase shall have the unrestricted right to use, disclose, reproduce, and exploit such Feedback without limitation, compensation, or attribution to You.

7.5 Copyright Infringement. HomeBase respects intellectual property rights. If You believe that any Content on the Platform infringes Your copyright, please submit a notice of copyright infringement to our designated agent at: legal@homebase.app. Include: (a) identification of the copyrighted work; (b) identification of the allegedly infringing material; (c) Your contact information; (d) statement of good faith belief; (e) statement of accuracy under penalty of perjury; (f) Your physical or electronic signature.

ARTICLE 8 — DATA AND PRIVACY

8.1 Data Ownership. You retain all ownership rights in Your Content and data stored on the Platform. HomeBase does not claim ownership of Your data.

8.2 Privacy Policy. HomeBase collection, use, storage, and disclosure of personal information is governed by our Privacy Policy, available at /public/legal. By using the Platform, You consent to the practices described in the Privacy Policy.

8.3 Data Processing Agreement. For customers subject to the EU General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), or similar data protection laws, the Data Processing Agreement (DPA) available at /public/legal forms part of this Agreement.

8.4 Data Security. HomeBase implements and maintains administrative, physical, and technical safeguards designed to protect the security, confidentiality, and integrity of Your data, including encryption, access controls, and regular security assessments.

8.5 Data Export and Portability. You may export Your data from the Platform at any time in standard formats (CSV, JSON, PDF). HomeBase provides data export functionality through the Platform user interface and API.

8.6 Data Deletion. You may delete Your data at any time. Upon account termination, HomeBase will retain backups for ninety (90) days, after which all data will be permanently deleted, except as required by law or for legitimate business purposes (e.g., fraud prevention, legal compliance).

ARTICLE 9 — AI FEATURES AND DISCLAIMERS

9.1 AI-Powered Features. The Platform includes artificial intelligence and machine learning features, including without limitation: coaching recommendations, content drafting, lead scoring, deal insights, and predictive analytics.

9.2 Third-Party AI Providers. AI features are powered by third-party large language model (LLM) providers, including OpenAI, Anthropic, and Google. Your use of AI features is subject to the terms and policies of these providers.

9.3 No Professional Advice. AI-generated content, recommendations, and insights are provided for informational purposes only and do not constitute professional advice (legal, financial, real estate, or otherwise). You are solely responsible for evaluating the accuracy and appropriateness of AI outputs before relying on them.

9.4 Accuracy Disclaimer. AI features may produce inaccurate, incomplete, outdated, or misleading information (hallucinations). HomeBase does not guarantee the accuracy, reliability, or completeness of AI-generated content. You agree to review and verify all AI outputs before use.

9.5 AI Content Labeling. AI-generated content is labeled as such within the Platform. You may not remove or alter such labels when sharing or distributing AI-generated content.

9.6 Opt-Out Rights. You may disable AI features at any time through Your account settings. Disabling AI features will not affect access to other Platform functionality.

9.7 Prohibited AI Uses. You agree not to use AI features to: (a) generate deceptive, fraudulent, or misleading content; (b) impersonate individuals without consent; (c) create legal, medical, or financial advice without appropriate disclaimers; (d) produce content that violates these Terms or applicable law.

ARTICLE 10 — THIRD-PARTY INTEGRATIONS

10.1 Integration Overview. The Platform integrates with third-party services and applications, including without limitation: Google (Calendar, Gmail, Drive), Microsoft (Outlook, OneDrive), JustCall (calls and SMS messaging), Zoom (video conferencing), and multiple listing services (MLS).

10.2 Separate Terms. Your use of third-party integrations is subject to the terms of service, privacy policies, and other agreements of the respective third-party providers. HomeBase is not a party to such agreements and assumes no responsibility for them.

10.3 Authorization. You are responsible for obtaining and maintaining any necessary authorizations, subscriptions, or accounts required to use third-party integrations.

10.4 No Endorsement. HomeBase does not endorse, control, or assume responsibility for any third-party services, content, or privacy practices. Access to third-party integrations is provided on an as-is and as-available basis.

10.5 Integration Modifications. HomeBase reserves the right to modify, suspend, or discontinue any third-party integration at any time without notice. HomeBase is not liable for any resulting loss of functionality or data.

ARTICLE 11 — DISCLAIMER OF WARRANTIES

11.1 As Is Basis. THE PLATFORM IS PROVIDED ON AN AS IS AND AS AVAILABLE BASIS WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE. TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, HOMEBASE DISCLAIMS ALL WARRANTIES, INCLUDING WITHOUT LIMITATION: (A) IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND QUIET ENJOYMENT; (B) WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE; (C) WARRANTIES THAT THE PLATFORM WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE; (D) WARRANTIES REGARDING THE ACCURACY, RELIABILITY, OR COMPLETENESS OF INFORMATION OR CONTENT.

11.2 No Professional Advice. Content and information provided through the Platform, including AI-generated outputs, coaching recommendations, and market insights, are for informational purposes only and do not constitute professional advice. You should consult with qualified professionals (attorneys, accountants, real estate brokers) for advice specific to Your situation.

11.3 Third-Party Services. HOMEBASE MAKES NO WARRANTIES REGARDING THIRD-PARTY INTEGRATIONS, SERVICES, OR CONTENT. YOUR USE OF THIRD-PARTY SERVICES IS AT YOUR OWN RISK.

11.4 Jurisdictional Variations. Some jurisdictions do not allow the exclusion of certain warranties or the application of implied warranty limitations. In such cases, the limitations set forth in this Section shall apply only to the fullest extent permitted by applicable law.

ARTICLE 12 — LIMITATION OF LIABILITY

12.1 Consequential Damages Waiver. IN NO EVENT SHALL HOMEBASE, ITS AFFILIATES, OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, OR LICENSORS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING WITHOUT LIMITATION: (A) LOSS OF PROFITS, REVENUE, OR BUSINESS OPPORTUNITIES; (B) LOSS OF DATA OR CORRUPTION OF DATA; (C) BUSINESS INTERRUPTION; (D) COST OF SUBSTITUTE SERVICES; (E) PERSONAL INJURY OR PROPERTY DAMAGE; (F) REPUTATIONAL HARM, EVEN IF HOMEBASE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

12.2 Liability Cap. HOMEBASE TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS OR YOUR USE OF THE PLATFORM, WHETHER IN CONTRACT, TORT, OR OTHERWISE, SHALL NOT EXCEED THE TOTAL AMOUNT PAID BY YOU TO HOMEBASE IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO LIABILITY. IF YOU HAVE NOT PAID ANY FEES TO HOMEBASE, HOMEBASE TOTAL LIABILITY SHALL NOT EXCEED ONE HUNDRED DOLLARS ($100.00 USD).

12.3 Essential Basis. THE LIMITATIONS AND EXCLUSIONS OF LIABILITY SET FORTH IN THIS ARTICLE CONSTITUTE AN ESSENTIAL BASIS OF THE BARGAIN BETWEEN THE PARTIES AND ARE REFLECTED IN THE SUBSCRIPTION FEES CHARGED BY HOMEBASE. WITHOUT THESE LIMITATIONS, HOMEBASE WOULD NOT BE ABLE TO PROVIDE THE PLATFORM AT THE CURRENT PRICING.

12.4 Jurisdictional Variations. Some jurisdictions do not allow the limitation or exclusion of liability for certain damages. In such cases, the limitations set forth in this Section shall apply only to the fullest extent permitted by applicable law.

ARTICLE 13 — INDEMNIFICATION

13.1 Customer Indemnification. You agree to indemnify, defend, and hold harmless HomeBase and its affiliates, officers, directors, employees, agents, and licensors from and against any and all claims, liabilities, damages, losses, costs, expenses, or fees (including reasonable attorneys fees) arising out of or related to: (a) Your use of the Platform; (b) Your Content; (c) Your violation of these Terms; (d) Your violation of applicable law or third-party rights; (e) Your negligent or willful misconduct.

13.2 Indemnification Procedures. HomeBase will notify You of any indemnifiable claim. You may assume control of the defense with counsel of Your choice, provided that: (a) HomeBase may participate in the defense at its own expense; (b) You may not settle any claim without HomeBase consent (not to be unreasonably withheld); (c) You will keep HomeBase reasonably informed of the defense status.

ARTICLE 14 — TERM AND TERMINATION

14.1 Term. These Terms commence on the date You first access or use the Platform and continue until terminated in accordance with this Article.

14.2 Termination by Customer. You may terminate Your Subscription at any time by contacting HomeBase support or through the Platform account settings. Termination will be effective at the end of the current billing period. No refunds will be provided for partial billing periods, except as stated in Section 5.7.

14.3 Termination by HomeBase. HomeBase may suspend or terminate Your access to the Platform, in whole or in part, at any time and for any reason, including without limitation: (a) violation of these Terms; (b) non-payment of fees; (c) conduct harmful to HomeBase or other users; (d) legal or regulatory requirements; (e) discontinuation of the Platform or specific features.

14.4 Immediate Termination. HomeBase may terminate Your access immediately without prior notice for: (a) material breach of these Terms; (b) illegal or fraudulent activity; (c) security threats or breaches; (d) repeated violations after warnings.

14.5 Effect of Termination. Upon termination: (a) Your right to access and use the Platform ceases immediately; (b) You must pay all unpaid fees; (c) HomeBase will provide access for data export for ninety (90) days; (d) after ninety (90) days, all Your data will be permanently deleted, except as required by law or for legitimate business purposes.

14.6 Survival. The following provisions survive termination: intellectual property rights, data ownership, disclaimers, limitations of liability, indemnification, governing law, and any other provisions that by their nature should survive.

ARTICLE 15 — DISPUTE RESOLUTION

15.1 Informal Resolution. Before initiating formal dispute resolution proceedings, You agree to attempt to resolve disputes informally by contacting HomeBase at legal@homebase.app. We will respond within thirty (30) days and work toward a mutually acceptable resolution.

15.2 Binding Arbitration. If informal resolution is unsuccessful, any dispute, claim, or controversy arising out of or relating to these Terms or the Platform shall be resolved by binding arbitration administered by the American Arbitration Association (AAA) in accordance with its Commercial Arbitration Rules. The arbitration shall be conducted in Wilmington, Delaware by a single arbitrator. Judgment on the award may be entered in any court having jurisdiction.

15.3 Class Action Waiver. ALL CLAIMS MUST BE BROUGHT ON AN INDIVIDUAL BASIS AND NOT ON A CLASS, COLLECTIVE, OR REPRESENTATIVE BASIS. YOU WAIVE ANY RIGHT TO PARTICIPATE IN A CLASS ACTION, COLLECTIVE ACTION, OR REPRESENTATIVE ACTION AGAINST HOMEBASE.

15.4 Exceptions. Notwithstanding Section 15.2, either party may seek injunctive or other equitable relief in a court of competent jurisdiction to prevent actual or threatened infringement of intellectual property rights, misappropriation of trade secrets, or violation of data security obligations.

15.5 Small Claims Court. Either party may bring a claim in small claims court if the claim qualifies and the relief sought is within the court jurisdictional limits.

ARTICLE 16 — GOVERNING LAW

16.1 Governing Law. These Terms and any dispute arising out of or relating to these Terms shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of law principles.

16.2 Venue. For any claims not subject to arbitration, You agree to submit to the personal and exclusive jurisdiction of the state and federal courts located in Wilmington, Delaware.

16.3 No Joint Venture. Nothing in these Terms creates a partnership, joint venture, agency, or employment relationship between You and HomeBase.

16.4 Assignment. You may not assign or transfer Your rights or obligations under these Terms without HomeBase prior written consent. HomeBase may assign its rights and obligations without restriction, including in connection with a merger, acquisition, or sale of assets.

16.5 Severability. If any provision of these Terms is held to be invalid, illegal, or unenforceable, the remaining provisions shall remain in full force and effect. The invalid provision shall be modified to the minimum extent necessary to make it valid and enforceable while preserving the original intent.

16.6 Waiver. No waiver of any provision of these Terms shall be effective unless in writing and signed by HomeBase. HomeBase failure to enforce any provision does not constitute a waiver of that provision or any other provision.

16.7 Entire Agreement. These Terms, together with the Privacy Policy, Data Processing Agreement, and any other documents expressly incorporated by reference, constitute the entire agreement between You and HomeBase regarding the Platform and supersede all prior or contemporaneous agreements, representations, and warranties.

ARTICLE 17 — CONTACT INFORMATION

17.1 Legal Notices. All legal notices to HomeBase shall be sent to: legal@homebase.app

17.2 Customer Support. For technical support and general inquiries: support@homebasecrm.io

17.3 Privacy Inquiries. For privacy-related questions: privacy@homebase.app

17.4 Mailing Address:
HomeBase CRM, Inc.
Attn: Legal Department
123 Innovation Drive, Suite 400
Wilmington, DE 19801
United States of America

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