Vector Intake Founder Plan Terms

These terms are an agreement between you and Vector Intake LLC, a Colorado limited liability company ("Vector Intake," "we," "us"). They apply when you sign up for the Vector Intake Founder Plan for loan officers.

Your free trial

You start with a free trial. Nothing is charged when you sign up, but a card is required.

Your trial lasts 45 days from the day you sign up. That covers setup and texting registration with the carriers, which usually takes a few days to two weeks, and leaves about 30 days of your system working.

How fast your system goes live depends partly on you: booking your setup call and sending the information we ask for. The sooner you do, the more of your trial your system is working.

Your first $297 charge happens when your trial ends, and then every month after that on the same day, until you cancel. We will remind you by email at least 3 days before your first charge.

If you cancel before your trial ends, you pay no subscription fee. Usage your account has already run up, including texting registration, is still billed (see Usage fees).

When we end a trial

We may end your trial, with no subscription charge to you, if:

1. You do not book your setup call within 7 days of signing up, or you stop responding for 14 days while we are setting up your system. We will email you before we do this.
2. Your company does not allow you to text your leads from your own system. By signing up, you confirm you are allowed to, or that you will check with your company before your setup call.
3. Your business cannot pass texting registration with the carriers.

Your founder pricing

Your rate is $297 per month. This is our founding rate for our first 10 clients, not our regular price. The regular price for new clients after the founding round is $497 per month with no setup fee. Your $297 founder rate is locked for 24 months from your first charge, 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.

There is no setup fee and no minimum term. Your subscription is month to month.

Usage fees

Your $297 per month covers the Vector Intake system and our work running it. It does not cover the platform usage your account generates. Your free trial covers our fee only. Some usage starts during setup, before your system goes live: the fees to register your business for texting with the carriers (a one-time fee, then a monthly fee) and your phone number start when we set them up. The rest of your usage is billed from the day your system starts working, including during your trial.

Usage is billed separately, at the platform's own rates. Today we pass these charges through without adding a markup of our own. If that ever changes, we will tell you by email at least 30 days before it takes effect.

Usage charges include:

• Text messages sent and received, along with the carrier fees and business texting registration fees that carriers charge on top of them
• Emails sent
• Your dedicated phone number, billed monthly
• Calls placed or received through your account, billed per minute
• AI features, including the assistant that texts with your leads, billed on the volume of text it processes
• Automation steps that run in your account, billed per step

Because these depend on how many leads your account works and how many of them reply, the amount varies from month to month. The platform sets these rates and can change them. Current rates are published by the platform and your account's usage is visible in your billing section at any time.

These charges are billed to the payment method you add to your account as a prepaid balance that tops up automatically as it is drawn down, so the timing and size of individual charges vary. By signing up, you authorize those charges. If the balance runs out and cannot be topped up, messaging in your account stops until it is funded.

The ranges on our website are estimates based on typical usage, not a cap or a fixed fee. Texting registration fees are charged by the carriers and are not refundable, even if you cancel during your trial.

What we do, and what you do

We set up your system, connect your lead sources with you, and run the follow-up. You attend one setup call, keep your payment methods current, and tell the system how each lead turned out by tapping the link we text you. We also offer a System Coaching Call near the end of your first live month. It is optional, and we recommend it.

Canceling

You can cancel anytime by replying to any of our emails or emailing us at the address on our website. When you cancel, outreach to your leads stops, and your subscription ends at the end of the period you have already paid for. We do not give partial-month refunds. We keep your account paused for 30 days in case you change your mind, then delete it.

Governing law

These terms are governed by the laws of the State of Colorado, without regard to its conflict of laws rules.

Agreement

By checking the terms box at checkout, you confirm that you have read and agree to these terms.