Terms & Conditions

Last updated: September 24, 2026

Welcome to OfferTermz, a business name of Automationz LLC, an Indiana limited liability company doing business as OfferTermz ("OfferTermz," "we," "us," or "our"). These Terms & Conditions ("Terms") govern your access to and use of offertermz.com, any related subdomains, and our products, services, sites, portals, and applications (together, the "Services"). By accessing or using the Services, you agree to these Terms. If you do not agree, do not use the Services.

If you signed an OfferTermz Service Agreement, that agreement and these Terms work together. Where they cover the same subject, the Service Agreement controls for your account — except for Section 25 (Dispute Resolution), which is written here and applies to everyone.

1. Eligibility & Accounts

You must be at least 18 and able to enter a binding contract. You are responsible for keeping your login details safe and for everything done under your account, including by people you give access to. Tell us promptly if you think someone is using your account without permission.

2. The Platform We Build On

Your CRM account is a sub-account on the HighLevel platform, which we operate for you. Using it means you also agree to HighLevel's own terms:

• HighLevel Terms of Service
• HighLevel Privacy Policy

HighLevel may change those terms at any time without notice to us or to you. Staying current on them is your responsibility.

Which terms win: where these Terms and HighLevel's terms conflict, HighLevel's terms govern everything HighLevel controls — platform uptime, account handling, data storage and deletion, wallet and billing infrastructure, phone numbers, and message delivery. These Terms govern the OfferTermz relationship — pricing, credits, refunds, support, and the tools and configurations we build.

As operator of your sub-account, we and our authorized staff have agency-level access to it and may open and work in it for support, administration, billing, compliance, and analytics.

3. Plans, Subscriptions & Billing

Your plan, price, term, activation fee, credits, and included features are shown at checkout and in the OfferTermz Service Agreement you signed. Those documents set the amounts for your account. Pricing differs between plans and may differ where a promotion or a written offer applies to you.

The activation fee, where one is charged, pays for setting up your business phone number and your texting (A2P/10DLC) registration. That money is spent at setup and is not refundable at any time. On the yearly plan the activation fee is waived; see Section 6 for what that means if you cancel mid-year.

Usage is billed separately. Your subscription does not include usage-based services such as texts, calls, recording, transcription, and AI. Those are drawn from your account wallet at the rates in your Service Agreement.

Auto-recharge. When your wallet balance runs low it is topped up automatically from the payment method on file. The current trigger and top-up amount are set out in your Service Agreement and shown in your account. HighLevel may raise the top-up amount on its own when the same amount is triggered repeatedly in a short period. That behavior belongs to HighLevel and is outside our control. When the wallet reaches zero, messaging and other usage services stop — again, HighLevel's platform behavior, not an action by us.

If a payment fails, we or the platform may retry any payment method on file. Usage services pause. Subscription fees keep accruing while the account is open.

Price changes. All usage rates are minimum baseline pricing. We may change pricing, add services, or apply administrative adjustments, on notice by email. You are responsible for whitelisting @offertermz.com. Not receiving a notice because of spam filters, forwarding, a changed address, or messages you chose not to receive does not cancel a price change.

Affiliates and partners (for example, Truka). Some purchases — coaching, training, bundles — may be billed by a partner. Where that applies, the partner's payment terms govern that billing, while your use of OfferTermz software stays subject to these Terms.

Taxes. Prices do not include taxes. You are responsible for any applicable taxes, duties, and withholdings.

4. Credits

• You receive a one-time activation credit when your account is activated, in the amount shown at checkout and in your Service Agreement. It applies on both plans, including where the activation fee has been waived.
• There is no recurring monthly credit.
• Credits are used for calling, texting, recordings, hosting, website services, domain purchases, phone number purchases, and anything else that carries a usage fee on the platform.
• Credits roll over and do not expire while your account is active.
• Credits have no cash value, cannot be transferred, and cannot be redeemed for cash.
• Credits are forfeited immediately when your account is cancelled or terminated.
• Once credits are spent they cannot be returned, refunded, credited back, or undone. Managing your usage is your responsibility.

5. Cancelling

You can cancel at any time, in any of three ways: the cancel option inside your CRM, a text to the OfferTermz number, or an email to ahmed@offertermz.com. No approval is needed and there is no review period.

Billed periods are not prorated. Once a billing period has been charged it is charged in full, and your access runs to the end of it. This is true whether you cancel on the first day of the period or the last.

6. Refunds

First 30 days — both plans, first purchase only. Cancel within 30 days of your purchase date and your subscription fee is refunded in full. The 30 days start on the day you bought, not the day you first logged in. This applies once, to your first subscription purchase, and does not apply to renewals.

The activation fee is never refunded, inside or outside the 30 days, on either plan.

Credits you already used do not reduce your refund. Your activation credit is free and is not deducted. Only unpaid usage above your credits is deducted. Unused credits are forfeited when you cancel and are never paid out.

Monthly plan after 30 days. Cancel any time. The period already billed is not refunded and your access runs to the end of it. Nothing further is charged.

Yearly plan after the first 30 days. You can cancel a yearly subscription at any point in the year. Your refund is the amount you paid, less what the same period would have cost on the monthly plan:

Refund = amount paid − ( your activation fee + your monthly plan rate × months used )

Your activation fee and monthly plan rate are the ones stated in your Service Agreement. The activation fee is part of this calculation because it was waived in exchange for committing to the full year — if the year is not completed, the waiver does not apply. Nothing extra is charged; that amount simply is not refunded. The refund reaches zero once the months used have used up what you paid, after which no refund is due. This applies to every yearly term, including renewal years.

How refunds are paid. Refunds go only to the original payment method. Processing takes a minimum of 35 days and up to 60 days. Before a refund is issued, outstanding third-party usage charges — texts, MMS, email, voice, AI, and any other rebillable service you used — have to be finalized and billed by those providers. Those final amounts are deducted from your refund.

Payment disputes. If you dispute a charge with your bank or card issuer instead of contacting us, you remain responsible for the dispute fee our payment processor charges and for any unpaid usage on the account, and the account may be suspended until it is settled.

7. Automatic Renewal & Renewal Notice

Subscriptions renew automatically for the same term at the then-current price until cancelled. To avoid a renewal charge, cancel before your renewal date.

For yearly subscriptions we send a renewal reminder about 30 days before the renewal date, by automated message to the email address on file at that time, stating the amount, the date, and how to cancel.

The reminder is sent, not guaranteed to arrive. Our obligation is met when the automation sends it. Spam filters, forwarding, a full mailbox, a changed or abandoned address, or not whitelisting @offertermz.com do not affect the renewal charge. If you have set Do Not Disturb, unsubscribed, or replied STOP, messages will not reach you and you accept that you may not receive the reminder. The charge still applies.

8. Included Extras & Bonus Features

Some things come at no extra charge and are not a guaranteed part of the Services. These include FSBO (For Sale By Owner) leads and similar data added to accounts from time to time, and AI team members released in the future, such as Ruby and Tate, which will be included at no additional charge when they launch.

Bonus features and included extras may be changed, paused, or removed at any time, with or without notice. No release date is promised for anything not yet launched. Removing, delaying, or changing a bonus feature does not change your subscription price and does not entitle you to a refund, credit, or price adjustment.

If you move to a different plan tier, now or in the future, you will be asked to sign a new agreement for that tier.

9. Phone Numbers, Messaging & A2P Registration

Use of phone numbers obtained through the Services is entirely at your own risk. Automationz LLC, OfferTermz, and all affiliated companies, subsidiaries, owners, partners, officers, employees, agents, and representatives are not liable for any claim, damage, fine, penalty, or consequence arising from your use of phone numbers for calling, texting, or any other communication.

Your outreach is yours. Every call, text, and email you send to the public is your own act. We do not control what you send. To the extent any such control exists on the platform, it belongs to HighLevel, not to us.

Carrier fines. You are fully liable for carrier-imposed fines, and we are authorized to charge your payment method to recover them.

Compliance is yours, on every channel. You are solely responsible for complying with the TCPA, A2P 10DLC registration and campaign requirements, carrier and CTIA rules, the CAN-SPAM Act, and all applicable federal and state laws. This applies to every message regardless of who or what initiated it — you, a team member, anyone you grant access to, a workflow or automation, Claude or any other AI tool or integration, or any other tool, channel, or party.

Registration is a setup service. We complete your A2P registration from the information you give us, including your legal business name and EIN as shown on your IRS CP-575. You represent that the information is accurate and complete, that your business is a real estate business, that messaging will be used only to conduct your real estate transactions and promote available properties, and that recipients have already consented to receive those messages. Any use outside that purpose, any inaccurate information, and any consent obtained improperly are your responsibility alone.

We are not A2P professionals and do not claim to be. Any help, guidance, instruction, template, or action we provide about A2P, messaging compliance, or carrier registration — by text, email, phone, video, written guide, through Tate or any other OfferTermz AI tool, through the Claude connection, or performed by us on your account — reflects publicly published material from providers such as HighLevel and Twilio, plus our own experience. It is not legal advice and not professional compliance advice. We make no guarantee of approval, compliance, or successful registration, and the outcome is your responsibility.

10. Call Recording & Transcription

Call recording and transcription are HighLevel features. As a convenience at setup we turn recording on for your account, because it is customary for real estate investors. Recordings and transcripts appear in your CRM directly under each call in the call log.

You control it. You can turn recording off at any time, turn it back on, and review, download, or delete recordings.

Consent is your responsibility. Federal law and most states allow recording with one party's consent, but a number of states — including California, Florida, Illinois, Pennsylvania, and Washington — require every party to consent. The rules differ by state, change over time, and depend on where each person on the call is. Knowing which rules apply to your calls, announcing recording where required, and any claim, fine, or penalty arising from a recorded or transcribed call are yours. We give no legal advice on this.

11. Your Responsibility & Assumption of Risk

You assume full responsibility and all risk for your use of the CRM platform and everything done through your account, including:

• all communications with leads, prospects, and customers;
• all real estate transactions, negotiations, and contracts you enter into;
• the acquisition, disposition, and liquidation of any real estate;
• all marketing campaigns, messages, and outreach conducted through the platform;
• compliance with all applicable laws, regulations, and industry standards;
• any claims, disputes, or legal actions arising from your business activities.

Automationz LLC, OfferTermz, and all affiliated entities, owners, partners, and representatives are not responsible for any outcome, loss, damage, or liability resulting from your use of the Services or your business activities.

12. Acceptable Use

You agree not to:

• violate laws or other people's rights;
• probe, scan, or bypass security, or introduce malware or harmful code;
• send spam or unlawful or unauthorized messages or content;
• infringe intellectual property;
• use the Services to process highly sensitive or regulated data without our prior written consent;
• interfere with or degrade performance of the Services;
• use any AI tool for deepfakes or unauthorized voice cloning.

We may suspend or terminate access for violations.

13. Our Software Inside Your CRM

Part of the OfferTermz experience — the AI team dock, status pills, panels, and similar tools — is software we load into your CRM session from systems we control. We may update, change, pause, or switch that software off for any account at any time, with or without notice, including to fix a problem, release an improvement, or limit a feature to particular plans.

To work, these tools store small pieces of information in your browser — for example, that a message has already been shown or dismissed. This storage is functional only and is never used for marketing or advertising tracking.

We also deliver regular updates to our AI tools, workflows, and platform configuration, including by pushing snapshots across accounts. Updates may overwrite, conflict with, or disable changes you or an integration have made. We have no obligation to detect, preserve, merge, or work around your modifications, and we are not required to delay, alter, or roll back an update for your account.

14. Third-Party Services, Integrations & AI

The Services work alongside third-party providers, including HighLevel, Twilio, Stripe, Anthropic, OpenAI, Make.com, Airtable, Cloudflare, GitHub, and others. We are not liable for their outages, changes, discontinuation, rate limits, cost changes, or errors, or for the connections between them. You are bound by their acceptable use policies and terms.

Any integration with write access can create, alter, or delete workflows, pipelines, custom fields, automations, settings, and other configuration in your account. We are not responsible for any change, damage, or malfunction caused by an integration, and any repair, rebuild, or snapshot restoration we perform at your request is best-effort and billable.

Our AI tools: Sam, Mia, Ruby, Tate, and future tools ship with prompts, instructions, knowledge bases, and configurations we designed and tested. If any of those are modified, replaced, or removed — by you, by anyone you grant access to, by Claude or another integration, or by any other means — our responsibility for that tool's behavior, output, and compliance ends at the moment of modification. Restoring a tool to its delivered state is available on request and is billable. You remain the deployer of every message and action the tool takes.

The Claude connection is optional, free, and installed and configured by you, including which permissions you grant. Anything done through it — sending messages, creating or deleting records, triggering workflows, buying phone numbers, running AI agents — counts as an action taken by you, and all usage it triggers is billed to your account at normal rates. AI output can be inaccurate or fabricated; reviewing it before you rely on it is your job. We may suspend, disable, or uninstall the connection at any time.

Access to any third-party tool requires your own account with that provider, under their pricing and limits. We are not a party to that relationship and do not provide, subsidize, or guarantee it.

15. Proprietary Content & Confidentiality

The CRM platform contains proprietary material including system structure, workflows, automations, templates, layouts, designs, images, graphics, content, copy, scripts, AI configurations, integrations, and other intellectual property and trade secrets.

You may not share, copy, reproduce, distribute, sell, license, or disclose any proprietary content to anyone outside your account — including other users, competitors, or any third party — without our express written consent.

Violating this is a material breach of these Terms and may result in immediate account termination and legal action, including civil litigation seeking damages, injunctive relief, and recovery of attorneys' fees.

16. Third-Party Hosted Source Code

Any source code, scripts, or technical assets located on third-party websites, repositories, or hosting platforms (including GitHub, Cloudflare, Google Cloud Storage, or others) are hosted there solely for operational and technical reasons. Their presence there is not consent, permission, or a license to access, view, copy, download, share, sell, modify, reverse-engineer, or use that code for any purpose. All rights are reserved by Automationz LLC.

17. Messaging to You

Messages we send you are about your account, setup, billing, and support. Message and data rates may apply; frequency varies. Reply HELP for help and STOP to stop at any time. Consent is not a condition of purchase. If you stop messages you may not receive account notices, including your renewal reminder, and charges still apply.

18. Privacy

Your use of the Services is subject to our Privacy Policy. By using the Services you consent to the data practices described there.

19. Your Content & License

You keep ownership of the content you submit — text, images, data, and so on. You grant OfferTermz a worldwide, non-exclusive, royalty-free license to host, store, reproduce, process, and display it in order to provide and improve the Services and to comply with law. You confirm you have the rights to that content and that it does not break any law or anyone else's rights.

20. Intellectual Property

The Services — software, designs, text, graphics, logos, icons, and other content — are owned by Automationz LLC or its licensors and protected by intellectual property law. Subject to these Terms, we grant you a limited, non-exclusive, non-transferable license to access and use the Services for your internal business purposes. No other rights are granted.

21. Beta & Experimental Features

Beta or pre-release features are provided as-is, may change or be discontinued at any time, and may be less reliable than released features. We may use your feedback without restriction.

22. Availability, Maintenance & Changes

We aim for high availability but do not guarantee uninterrupted operation. We may modify or discontinue features or the Services, in whole or in part, with or without notice, and are not liable for resulting loss.

23. Security

We use reasonable security safeguards, but no method is 100% secure. You are responsible for your account security and for reporting suspected incidents promptly.

24. When Your Account Closes

What happens to your sub-account and its contents after cancellation is decided by HighLevel, not by us. Accounts currently appear to go inactive, but this is not a promise — HighLevel may change that practice or delete account contents at any time.

Export anything you need before you cancel. Basic lead information exports easily from the CRM. Phone numbers, domains (whether bought with credits or paid for separately), call recordings, voicemail, conversation history, notes, and documents do not export from the interface. Moving, porting, forwarding, or recovering any of those is your responsibility and must be arranged with HighLevel support. We do not know whether any given item can be moved and make no representation that it can.

25. Dispute Resolution; Binding Arbitration; Class-Action Waiver

Please read this section carefully. It affects your legal rights. This section is the single governing version of dispute resolution for OfferTermz, and any OfferTermz Service Agreement incorporates it by reference.

(a) Informal resolution first. Before filing any claim, email ahmed@offertermz.com with a short description of the dispute and your contact information, and allow 30 days for informal resolution.

(b) Binding arbitration. Except as described in subsection (e), any dispute, claim, or controversy arising out of or relating to these Terms, any OfferTermz Service Agreement, or the Services will be resolved by binding arbitration on an individual basis under the Federal Arbitration Act, administered by JAMS (or, if JAMS is unavailable, the AAA) under its Streamlined or Consumer Arbitration Rules. The arbitrator may award any relief available in court, including injunctive relief and attorneys' fees where allowed by law. Judgment may be entered in any court of competent jurisdiction.

(c) Venue and procedure. The arbitration seat is Vanderburgh County, Indiana, unless you reside outside the U.S., in which case proceedings may be remote or on documents only, at the arbitrator's discretion. We will pay arbitration filing and administrative fees where required by applicable rules or law.

(d) Class-action and jury waiver. Claims must be brought individually, not as a class or representative action. The arbitrator may not consolidate claims or preside over any class or representative proceeding. You and we waive any right to a jury trial.

(e) Small claims and injunctive relief carve-out. Either party may bring an individual claim in small claims court in Vanderburgh County, Indiana (or your U.S. county of residence) instead of arbitration. Either party may also seek temporary or preliminary injunctive relief in court to protect intellectual property or prevent unauthorized access or misuse, pending arbitration.

(f) 30-day opt-out. You may opt out of arbitration by emailing ahmed@offertermz.com within 30 days after the earlier of (i) your first use of the Services, or (ii) the date these Terms first took effect for you. Include your full name, contact information, and a statement that you are opting out of arbitration. If you opt out, subsections (b) through (d) do not apply and disputes are resolved in the courts named in subsection (g).

(g) Governing law and courts. These Terms are governed by Indiana law (conflict rules excluded), except that the Federal Arbitration Act governs the arbitration agreement. For disputes not subject to arbitration or small claims court, the state and federal courts in Vanderburgh County, Indiana have exclusive jurisdiction.

(h) Severability. If any part of this Section is unenforceable, the rest stays in effect; however, if the class-action waiver in subsection (d) is unenforceable, then the entire arbitration provision is unenforceable and disputes will be heard in the courts named in subsection (g).

26. Disclaimers

THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. We make no representation regarding deals, revenue, or business outcomes.

27. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE ARE NOT LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, USE, GOODWILL, OR OTHER INTANGIBLE LOSSES, EVEN IF ADVISED OF THE POSSIBILITY. OUR TOTAL LIABILITY FOR ANY CLAIM RELATING TO THE SERVICES SHALL NOT EXCEED THE AMOUNTS YOU PAID (IF ANY) FOR THE SERVICES IN THE 12 MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

28. Indemnification

You agree to indemnify and hold harmless Automationz LLC and its affiliates, officers, employees, and agents from claims, damages, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to your use of the Services or your violation of these Terms — including claims brought by your contacts, message recipients, carriers, or regulators, and including any message sent, call recorded, cost incurred, data altered or deleted, or compliance violation.

29. Suspension & Termination

We may suspend or terminate access for violations of these Terms, suspected fraud, security risks, non-payment, or where required by law, and we may decline to serve you in the future. On termination your right to use the Services ends immediately. Provisions that by their nature should survive will survive, including ownership, disclaimers, limitation of liability, indemnification, and dispute resolution.

30. Force Majeure

We are not liable for delays or failures caused by events beyond our reasonable control, including natural disasters, government action, labor disputes, internet or telecommunications failures, or third-party outages.

31. Assignment

You may not assign or transfer these Terms without our prior written consent. We may assign them in connection with a merger, acquisition, or sale of assets.

32. Changes to These Terms

We may update these Terms from time to time. The "Last updated" date above reflects the current version. Continued use after changes constitutes acceptance.

33. Entire Agreement; Waiver; Severability

These Terms, any order forms, any OfferTermz Service Agreement you signed, and our Privacy Policy are the entire agreement between us and supersede prior agreements on the same subject. Failing to enforce a provision is not a waiver of it. If any provision is unenforceable, the rest stays in effect.

34. Notices & Contact

We may give notice by email to your account address or inside the Services. You can reach us at:

Automationz LLC, doing business as OfferTermz
5444 E INDIANA ST NUM 121, EVANSVILLE, IN 47715, USA
Email: ahmed@offertermz.com

35. Relationship of the Parties

Nothing here creates a partnership, joint venture, agency, or employment relationship.

36. Headings

Headings are for convenience only and do not affect interpretation.

Attribution: "OfferTermz is a business name of Automationz LLC."