By using Connection Inc (CI) services, you agree to be bound by the following terms and conditions. CI reserves the right to change the Terms and Conditions at any time without notice, and your continued use of CI constitutes your consent to such changes.
Limitations of Scope
CI will not be responsible for work that is beyond the scope of services set forth in the subscription plan in effect at the time Client initiates the service. Any changes to the scope of services will not be effective unless approved by both parties.
Term / Termination
Your monthly subscription can be cancelled at any time. Cancellations can be performed by notifying your Account Manager, or asking for cancellation by e-mail. This Agreement shall remain in effect until formally terminated in writing by either party. CI will start subscription billing to Client beginning the date (“Renewal Date”) client agrees to these terms of services and it shall automatically renew for subsequent one (1) month periods until it is formally terminated in writing or email. Termination of this Agreement requires written or email notice delivered thirty (30) days prior to the desired date of termination. If a contract (1) year term is terminated before its conclusion the balance of the contract or the equivalent discount received (whichever is lower) must be paid at time of cancelation. A repeated failure to make payment by date due during any period gives CI the option for immediate termination. Upon the expiration or termination of this Agreement for non-payment or non-performance by client, (i) all licenses granted by CI to Client hereunder shall automatically terminate and Client shall immediately cease its use of the licensed content and other provided marketing collateral, and (ii) Client’s right to the Services afforded to CI s Clients shall automatically terminate.
Creating a clause for your terms of service or privacy policy that addresses consent to communication is a practical approach to manage user expectations and legal compliance. However, it’s important to note that the specific language and scope of such a clause can vary depending on the jurisdiction and the nature of your business. Here is a general template you can consider:
Consent to Communication
By opting in, contacting us, or providing your personal information through [specify the methods, e.g., our contact form, registration process, etc.], you expressly consent to receive communications from us, which may include text messages, emails, phone calls, and voicemails. These communications may be for purposes including, but not limited to, providing information about our services, responding to inquiries, or offering customer support.
You acknowledge and agree that:
- Text Messages and Emails: We may send you text messages and emails related to your interactions with us or for promotional purposes. Standard message and data rates may apply for any text messages sent to or received from us.
- Phone Calls and Voicemails: We may contact you via phone calls and leave voicemails for the purposes mentioned above. By providing your phone number, you confirm that the number is registered to you and that you will not hold us accountable for any charges incurred due to incoming calls or voicemails.
- Opt-Out Options: You will have the option to opt-out of certain types of communications by sending a request to info@connectionincorporated.com. Opting out of receiving communications may impact your use of our services.
- Updates to Your Contact Information: You are responsible for ensuring that your contact information is current and accurate.
- Compliance with Laws: Our communications will comply with relevant laws and regulations.
Please note that consenting to receive communications is not a condition of purchasing any goods or services.
Payment for Services
Client will pay monthly fees in advance to CI for a subscription to Services as described in CI plan in effect at the time of this agreement and for the license to use the CI web services, software and licensed content in conjunction with these services. Payment will be made by automatic credit card transactions. Invoices will include monthly subscription fees and any additional fees for elective or other additional Services that have been purchased by the Client. Invoices will be issued and automatic transactions processed on the Renewal Date as described in Section 3 above.
Management Responsibility
CI will provide certain tools, methods and resources to Client that are intended to help Client grow and build its business. However, Client is fully and exclusively responsible for its own business performance and Client satisfaction. In addition, Client has full and exclusive responsibility for understanding and ensuring compliance with any regulatory, legal or contractual obligations related to Client’s business, including without limitation, data held by Client and its Clients, information provided by Client to Clients and/or other third parties and any safeguarding and security measures that may be required. CI may participate in implementing needed systems services and functions, but Client is solely responsible for the final outcomes, actions taken and results produced.
Email, Domain, and Compliance Responsibilities
By using The Loan Officer CRM platform, you acknowledge and agree to the following terms regarding email, domain, and compliance matters:
- Email & Domain Health
You are solely responsible for maintaining the health, reputation, and deliverability of your email addresses and domains connected to The Loan Officer CRM.
This includes, but is not limited to:
- Email authentication (SPF, DKIM, DMARC)
- Email warm-up processes
- Sending limits and throttling
- List hygiene and maintenance
- Monitoring blacklists and domain reputation tools.
While we offer technical support for setup and integration, we do not guarantee email deliverability, inbox placement, or sender reputation, and we are not liable for any domain or email-related issues, suspensions, or penalties.
2.Content & Compliance Responsibility
You are fully responsible for ensuring that all messages, emails, texts, and other communications sent through The Loan Officer CRM comply with all applicable laws and regulations, including but not limited to:
- CAN-SPAM Act
- TCPA (Telephone Consumer Protection Act)
- GDPR
- CASL (Canada’s Anti-Spam Law)
Any other federal, state, or local laws governing digital communications.
You are also responsible for obtaining and maintaining valid consent from all contacts uploaded into your CRM account.
The Loan Officer CRM is not liable for any legal claims, penalties, or damages arising from the content you send or the contacts you choose to upload into the platform.
By continuing to use The Loan Officer CRM, you accept full responsibility for all aspects of your email and domain health, as well as the compliance of your messaging content and contact lists.
Copyright
All content produced by CI within the scope of Services including websites, contents, graphics and design, videos or material developed or licensed by CI for Client as part of the Services is copyrighted by CI and remains the exclusive property of CI . Upon termination of this Agreement copyrights shall remain with CI. After twelve months of service and full payment if Client chooses to cancel this agreement per the conditions in section (Number it here) all CI copyrighted content, EXCEPT web code, WordPress themes and plug-ins, PSD files and other files or code used to create the Client website and content can be used indefinitely by Client for their company website, marketing and other marketing collateral. This use will be restricted to the Client company use only and Client does not have any rights to resell, license or otherwise allow 3rd parties use of the content. In the event CI ceases business operations and providing the services described in this agreement all CI copyrighted content, EXCEPT WordPress themes and plug-ins, PSD files and other files or code used to create the Client website and marketing material can be used indefinitely by Client for their company website and marketing collateral. This use will be restricted to the Client company use only and Client does not have any rights to resell, license or otherwise allow 3rd parties use of the content. Customer hereby acknowledges and agrees that CI shall have the right to use the name of Client, including the Client Web Site, for reference as a customer of CI services for referral and marketing purposes.
Contacting Us
If you have any questions about this Privacy Policy, the practices of this site, or your dealings with this site, please contact us by email at [info@connectionincorporated.com] or by phone at [1-855-432-3990]