These Terms of Service are an agreement between you and LEAD HAUS LLC, an Arizona limited liability company (“LeadHaus,” “we,” “us,” or “our”), governing your use of the LeadHaus CRM platform and related features (the “Service”). By creating an account, clicking to accept at signup, or 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 to these Terms.
If you do not agree to these Terms, do not access or use the Service.
LeadHaus is a customer relationship management (CRM) platform designed for mortgage loan officers, realtors, and their teams. The Service provides tools for managing leads, contacts, pipeline deals, tasks, automated communications, and business reporting.
Accounts are created either by self-registration or by invitation from an existing account administrator (for example, a team owner adding a team member). Self-registration requires a verified email address, and starting a trial requires a valid payment method as described in Section 3a.
We are continuously improving LeadHaus. We reserve the right to modify, add, or discontinue features of the Service (in whole or in part) at any time. Where a change materially reduces the core functionality of your paid plan, we will use reasonable efforts to provide advance notice. We are not liable for any modification, suspension, or discontinuation of any feature, except as expressly provided in these Terms.
You must be at least 18 years of age and a licensed real estate or mortgage professional (or employed by one) to use the Service. By creating an account or accepting an invite, you represent that you meet these requirements.
You are responsible for maintaining the confidentiality of your account credentials. You agree to notify us immediately through our secure contact form if you suspect unauthorized access to your account.
You are responsible for all activity that occurs under your account.
LeadHaus is offered as a paid subscription. Current plans, seat counts, and prices are shown at signup and in Settings → Account. Prices may differ by professional role (for example, realtor and loan-officer plans are priced separately).
New accounts may start with one 14-day free trial. One free trial per account: an account that previously had a subscription, or complimentary or legacy (grandfathered) access, is billed from the first day. A valid payment method is required to start the trial. Unless you cancel before the trial ends, your subscription converts automatically to a paid subscription and your payment method is charged the plan price on a recurring monthly basis plus applicable taxes, until you cancel. Before you subscribe, you will be asked to agree separately to automatic monthly renewal. We will email you when your subscription starts, about 7 days and again about 3 days before a free trial converts to a paid subscription, when a cancellation is scheduled, and if a payment fails.
Payments are processed by Stripe, Inc. We never store your full card number or card credentials on our servers; Stripe handles payment data under its own terms and privacy policy. You can update your payment method, change plans, or cancel at any time from Settings → Account → Plan & billing (“Cancel subscription”) or the billing portal.
Cancellation takes effect at the end of the current billing period; you keep access until then. We do not provide prorated refunds for partial billing periods, except (i) the 24-hour plan-change undo, which refunds the amount charged for a mid-cycle plan change, (ii) refunds we issue at our discretion to correct billing errors, and (iii) where required by law. Closing your account (see Section 11) cancels your subscription immediately, and the remainder of the current billing period is not refunded. If you believe you have been billed in error, contact us through the secure contact form and we will review it promptly.
If your subscription lapses (for example, your trial ends without payment or a renewal charge fails and is not resolved), your account becomes read-only: you can sign in, view, and export your data, but cannot create, edit, or send until an active subscription is restored. If a renewal payment fails, your access continues while our payment processor retries; if payment still cannot be collected after the final retry, your account becomes read-only. If you are removed from a team because its owner changes to a single-seat plan, your account becomes read-only (you can sign in, view and export your own data) until you start your own subscription.
We may change plan prices with at least 30 days’ notice (by email or in-app notice) before the change applies to your next billing cycle. Accounts with complimentary or legacy (grandfathered) access keep that access until we notify them otherwise by email; when an end date is set or access ends, we email the account address.
You agree to use the Service only for lawful purposes and in compliance with applicable federal and state laws, including but not limited to RESPA, TILA, and applicable state licensing laws. You may not:
LeadHaus allows users to send SMS messages to clients and contacts for real estate inquiries, mortgage inquiries, loan status updates, appointment reminders, follow-ups, transaction updates, and customer care.
The Service supports SMS programs in which message recipients who have provided the required consent to a LeadHaus user (for example, by submitting their phone number through that user’s intake form containing appropriate consent language) may receive messages from that user through the Service. Nothing in this section establishes, or substitutes for, the consent that each user must independently obtain and document under Section 4b before contacting any recipient.
Message frequency may vary. Message and data rates may apply. Recipients may opt out by replying STOP. Recipients may reply HELP for assistance. Consent to receive SMS messages is not a condition of purchasing any goods or services.
For information about how mobile numbers are handled, see our Privacy Policy at https://leadhauscrm.com/privacy.
LeadHaus provides tools that can send calls, text messages, and emails to your contacts — using YOUR connected phone numbers and email accounts. You, not LeadHaus, initiate and control those communications. You are solely responsible for obtaining and documenting all legally required consent from each contact before calling or texting them (including prior express written consent where required for marketing messages), and for honoring opt-outs promptly.
Call recording. Calls placed or received through your LeadHaus-connected phone numbers are recorded by default, and you can turn recording off in Settings. You are solely responsible for providing any notice and obtaining any consent to recording required by the laws of the states where the participants in your calls are located (some states require the consent of every party to a call).
You agree to comply with all laws applicable to your communications, including the Telephone Consumer Protection Act (TCPA) and its regulations, state "mini-TCPA" and telemarketing statutes (such as the Florida Telephone Solicitation Act and comparable laws in Oklahoma, Washington, Maryland, and other states), the CAN-SPAM Act for commercial email, applicable Do-Not-Call registry rules, and carrier and A2P 10DLC messaging requirements. Automation features (drip campaigns, automated texts, AI-assisted responses) do not reduce your consent obligations — you are responsible for ensuring each recipient may lawfully be contacted through each channel you enable.
We may suspend messaging features or your account if we receive complaints or have reason to believe your use violates these laws. Your obligations under this section are covered by the indemnification provisions in Section 10a.
If you use the Service in connection with residential mortgage lending or real estate, you agree to comply with the Fair Housing Act, the Equal Credit Opportunity Act (ECOA / Regulation B), and analogous state and local anti-discrimination laws in all of your activities on the platform — including the notes, tags, custom fields, and communications you create about borrowers, applicants, and clients.
You may not use the Service to record, segment, score, or make decisions about any person on the basis of race, color, religion, national origin, sex (including sexual orientation and gender identity), familial status, disability, marital status, age, or receipt of public assistance, or any other characteristic protected by applicable law, except as expressly required for lawful monitoring or reporting purposes under applicable regulations. Discriminatory use of the platform is a material breach of these Terms.
The Service includes AI features that draft, summarize, translate, and — where you enable them — automatically compose and send communications on your behalf (for example, the AI responder, speed-to-lead texts, and nurture agent). AI output is generated automatically and may be inaccurate, incomplete, or inappropriate for a particular recipient or situation. AI output is not legal, financial, lending, or investment advice.
Some AI features (call recap) are on by default and can be turned off in Settings; you choose whether to enable the others, you configure how each behaves, and you are responsible for AI-assisted and AI-sent communications from your account to the same extent as if you had written and sent them yourself — including their accuracy and their compliance with Sections 4, 4a, 4b, and 4c. Where a feature presents AI-drafted content for review, you should review it before sending.
Content generated with AI features (such as flyers, social posts, newsletters, and message drafts) may not be eligible for copyright protection, and you must review it for accuracy and compliance before you publish or send it.
Your use of the Service is also governed by our Privacy Policy, which is incorporated into these Terms by reference. By using the Service, you consent to the data practices described in the Privacy Policy.
You retain ownership of all data you enter into the Service (contacts, leads, notes, documents, etc.). You grant us a limited license to store, process, and display that data solely for the purpose of providing the Service to you — including operating the features you use, such as delivering the newsletters and email campaigns you send.
You are responsible for ensuring that any personal data you enter about third parties (borrowers, clients, contacts) has been collected lawfully and that those individuals have appropriate notice of its use.
The Service offers optional integrations with third-party platforms including Google (Gmail, Google Calendar), Microsoft (Outlook and Microsoft 365), Twilio (SMS), and others. By connecting these integrations, you agree to the respective terms of service of those providers. We are not responsible for the availability or conduct of third-party services.
Credentials for third-party integrations are stored encrypted using Supabase Vault and are designed to be decrypted only server-side when executing API calls on your behalf; they are not sent to your browser.
In addition to subscription fees, the Service is supported by sponsored content from third-party businesses such as title companies, home services providers, and financial services companies ("Sponsors"). Sponsor placements appear within the LeadHaus app and are labeled Sponsored.
Sponsors pay flat fees for advertising placement at general market rates. Placement is not conditioned on, and Sponsors do not receive, referrals of business from LeadHaus or its users, and no user is required or encouraged by LeadHaus to use any Sponsor's services. We do not share your personal data or your clients' data with Sponsors.
We do not endorse Sponsors' products or services and are not responsible for any transactions you enter into with them.
The Service, including its design, features, and underlying software, is owned by LeadHaus and protected by copyright and other intellectual property laws. These Terms do not grant you any right to use our name, logo, or trademarks.
If you send us ideas, suggestions, or other feedback about the Service, you grant LeadHaus a perpetual, irrevocable, worldwide, royalty-free license to use that feedback for any purpose — including improving the Service — without any obligation or compensation to you. Feedback never includes your customer data, which remains yours under Section 5.
We respect intellectual property rights and expect users to do the same. If you believe content stored or displayed through the Service (for example, an uploaded document, image, or email asset) infringes your copyright, send a notice through our secure contact form that includes: (a) identification of the copyrighted work; (b) identification and location of the allegedly infringing material; (c) your contact information; (d) a statement that you have a good-faith belief the use is not authorized by the copyright owner, its agent, or the law; (e) a statement, under penalty of perjury, that the information in your notice is accurate and that you are the copyright owner or authorized to act on the owner’s behalf; and (f) your physical or electronic signature.
Upon receipt of a valid notice we will remove or disable access to the identified material, notify the user who uploaded it, and, where appropriate, accept a counter-notification meeting the requirements of 17 U.S.C. § 512(g). We may terminate the accounts of repeat infringers.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR COMPLETELY SECURE.
We are not responsible for any errors or omissions in data entered by users, or for business decisions made based on information displayed within the Service.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, LEADHAUS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, DATA, BUSINESS, OR GOODWILL, ARISING FROM OR RELATED TO YOUR USE OF THE SERVICE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
OUR TOTAL AGGREGATE LIABILITY TO YOU FOR ALL CLAIMS ARISING FROM OR RELATED TO THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE GREATER OF (A) THE SUBSCRIPTION FEES YOU PAID TO LEADHAUS IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED DOLLARS ($100).
The limitations in this section do not apply to losses caused by our gross negligence or willful misconduct, or to any liability that cannot be limited under applicable law.
You agree to defend, indemnify, and hold harmless LeadHaus, its owners, employees, and agents from and against any claims, damages, liabilities, penalties, fines, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to: (a) your misuse of the Service or violation of these Terms; (b) any communication you send or cause to be sent through the Service — including any alleged violation of the TCPA, state telemarketing or mini-TCPA statutes, CAN-SPAM, or Do-Not-Call rules as described in Section 4b; (c) your violation of fair lending, fair housing, or other laws applicable to your business as described in Section 4c; (d) data you enter into the Service, including claims that it was collected or used unlawfully; and (e) your violation of any third party’s rights.
We will promptly notify you of any claim subject to this section; you may not settle any claim in a way that imposes obligations on LeadHaus without our written consent.
You may stop using the Service and delete your account at any time from Settings. When you close your account yourself, your sign-in and connected integrations are disabled immediately, and your data is permanently deleted after a 7-day grace period, during which the closure can be cancelled by contacting support (see Section 6 of our Privacy Policy). Export anything you need before closing your account.
If your subscription lapses, your account becomes read-only: you can sign in, view, and export your data, but not create, edit, or send. If we terminate your account (other than for a violation described below), or if we later schedule a long-inactive lapsed account for removal, you will have at least 30 days from notice to export your data (contacts, leads, notes, and related records) before it is permanently deleted from our production systems.
We reserve the right to suspend or terminate your access immediately, with or without notice, if we believe you have violated these Terms (including Sections 4, 4a, 4b, and 4c) or where required by law; in those cases the export window may be shortened or unavailable where continued access would perpetuate the violation. Team members’ access may also be ended by their account administrator.
We may update these Terms from time to time. For material changes — including any change to Section 13 (dispute resolution) or to the Privacy Policy incorporated by reference — we will provide at least 30 days’ advance notice by email to your account address or by prominent in-app notice, in addition to updating the effective date at the top of this page. Continued use of the Service after the notice period constitutes acceptance of the updated Terms.
Changes to Section 13 do not apply to any dispute that accrued, or of which either party had notice, before the change took effect.
These Terms are governed by the laws of the State of Arizona and applicable federal law, without regard to conflict-of-law principles.
Informal resolution first. Before filing any claim, you agree to contact us through our secure contact form and give us 30 days to work with you to resolve the dispute informally.
Binding arbitration. Except as provided below, any dispute arising out of or relating to these Terms or the Service shall be resolved by final and binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules, seated in Phoenix, Arizona (with the option to appear remotely), before a single arbitrator. The arbitrator — not a court — decides all questions of arbitrability, including the scope and enforceability of this agreement to arbitrate. Filing, administrative, and arbitrator fees are allocated as provided in the Commercial Rules, and each party bears its own attorneys’ fees except where the underlying law provides otherwise. Judgment on the award may be entered in any court of competent jurisdiction. Either party may instead bring an individual claim in small-claims court, and either party may seek injunctive relief in court for infringement or misuse of intellectual property or unauthorized access to the Service.
Coordinated filings. If 25 or more arbitration demands raising similar claims are filed against LeadHaus by the same or coordinated counsel, the demands shall be resolved in staged batches: the parties will each select 10 demands to proceed first, and the remaining demands shall not be filed (and no fees shall accrue on them) until the first batch is resolved; the parties will then meet and confer in good faith about resolving the remainder. Any statute of limitations is tolled for demands awaiting their batch.
Arbitration opt-out. You may opt out of this arbitration agreement (but not the rest of these Terms) by notifying us through the secure contact form within 30 days of first accepting these Terms, stating your account email and that you decline arbitration. If you opt out, disputes will be resolved in the courts identified below.
CLASS ACTION WAIVER: ALL CLAIMS MUST BE BROUGHT IN THE PARTIES’ INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE, OR REPRESENTATIVE PROCEEDING. THE ARBITRATOR MAY NOT CONSOLIDATE CLAIMS OF MORE THAN ONE PERSON. YOU AND LEADHAUS EACH WAIVE ANY RIGHT TO A JURY TRIAL. If the class action waiver is found unenforceable as to a particular claim, that claim (and only that claim) shall proceed in the state or federal courts located in Maricopa County, Arizona, and both parties consent to venue and personal jurisdiction there.
Severability. If any provision of these Terms is held unenforceable, the remaining provisions remain in full force, and the unenforceable provision will be modified to the minimum extent necessary to make it enforceable.
Force majeure. Neither party is liable for delay or failure to perform (other than payment obligations) caused by events beyond its reasonable control, including outages of third-party infrastructure, natural disasters, war, terrorism, labor disputes, or governmental action.
Assignment. You may not assign or transfer these Terms or your account without our prior written consent. We may assign these Terms in connection with a merger, acquisition, reorganization, or sale of assets, or by operation of law.
Waiver. Our failure to enforce any provision of these Terms is not a waiver of our right to enforce it later.
Entire agreement. These Terms, together with the Privacy Policy and any order or plan details presented at checkout, are the entire agreement between you and LeadHaus regarding the Service and supersede all prior agreements on that subject.
Survival. Sections 4b, 4c, 4d, 5, 7, 8, 8a, 9, 10, 10a, 11, 13, and 13a survive any termination of these Terms or of your account.
No third-party beneficiaries. These Terms create no rights in any third party, including Sponsors, message recipients, or your clients.
Notices. We provide notices to you by email to your account address or by in-app notice. Legal notices to LeadHaus (including arbitration demands and DMCA notices) must be sent by mail to LEAD HAUS LLC’s registered agent on file with the Arizona Corporation Commission, with a copy submitted through our secure contact form.
If you have questions about these Terms, please use our secure contact form. For legal notices, see the Notices provision in Section 13a.