Effective Date: July 6, 2026
Last Updated: July 6, 2026
These terms are an agreement between you and Vector Intake LLC, a Colorado limited liability company ("Vector Intake," "we," "us"). They apply when you enroll in the Tier 1 Loan Officer package through the Founder program.
You are enrolling in the Vector Intake Tier 1 Loan Officer package at $297 per month, with the $500 setup fee waived as a Founder. In exchange, you agree to actually use the system and share feedback during your first 3 months so we can dial it in for you. The $500 only comes into play if you stop participating during that window. If we do not hold up our end, you are free to go.
Your rate is $297 per month. This is our founding rate, not our regular price. The regular price for new clients after the founding round is $497 per month plus a $997 setup fee. Your $297 founder rate is locked for 24 months from your enrollment date, as long as your account stays active and in good standing. "Good standing" means your subscription is current and your payments are up to date. After 24 months, Vector Intake may adjust your rate. We will give you at least 60 days notice before any change. If you cancel or pause your subscription, your founder rate ends. If you come back later, you start at the regular price in effect at that time. New features or services we add in the future may be offered as separate paid add-ons.
Your $500 setup fee is waived in exchange for your participation during the first 3 months. The waiver stays in place as long as you:
Complete onboarding within 2 weeks of enrollment. Book and attend your 30 minute Activation Call, where we set up your account, and upload your cold lead list so the system can start warming your pipeline.
Attend your System Coaching Call near the end of month 1. This is a 30 minute check in where we make sure the system is working for you, answer your questions, and gather your Founder feedback.
Keep your $297 per month subscription active for at least 3 consecutive months (90 days), so the AI has time to learn and warm up your pipeline.
You can cancel at any time. Canceling before the end of the 3 months simply means the founder waiver no longer applies, as described below.
If, without Vector Intake's prior agreement, you do not meet one of the commitments above, whether that means not completing onboarding, missing the feedback session, or canceling or charging back before your 3 month participation is complete, the setup fee waiver lapses and the original $500 setup fee becomes due and payable. This is not a penalty for leaving. It is the standard setup fee that we waived up front in exchange for your participation, becoming due because the participation did not happen.
We will not charge anything without warning. If you miss a commitment, we will notify you by email at the address on file and give you 5 days to make it right. The $500 is only charged if the issue goes unresolved after that. The point is to filter out people who sign up and disappear, not to penalize an honest delay.
By enrolling in the Founder Program using the Founder code or link, you authorize Vector Intake to charge the payment method on file for the $500 waived setup fee if the waiver lapses as described above and the lapse goes unresolved after the 5 day notice.
We do our part as long as you do yours. If you hold up your end, meaning you complete onboarding and give feedback, but our system does not deliver the warm hand offs it is meant to, we will release you from the rest of the 3 month participation with no penalty and no setup fee. We make that call in good faith. The $500 is only ever about participation. It is not a performance penalty, and it is never charged to someone who showed up and did the work.
These terms are governed by the laws of the State of Colorado, without regard to its conflict of laws rules.
By checking the Founder Program Terms box at checkout, you confirm that you have read and agree to these terms.