Digital Realtor Blueprint
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DIGITAL REALTOR BLUEPRINT

Terms & Conditions

Clear expectations for your plan, payments, onboarding and the AI services we provide.

Effective and last updated: October 3, 2026

On this page

1. The agreement and your business2. What your plan includes3. Prices, setup and separate costs4. Six-month initial term and monthly renewal5. How to cancel and the refund policy6. Onboarding and launch timing7. AI limitations and results8. Lawful leads, consent and acceptable use9. Client data and processing instructions10. Accounts, ownership and export11. Providers, availability and suspension12. Liability and responsibility for claims13. Changes, governing law and contact
Key purchase terms: Six-month initial commitment, billed monthly, then month-to-month renewal. One-time setup is separate. Advertising spend and additional usage are separate. No guaranteed appointments or revenue. Refunds are subject to the policy below and applicable law.

1. The agreement and your business

These Terms & Conditions govern purchases and use of Digital Realtor Blueprint’s AI follow-up, CRM and related marketing services. Digital Realtor Blueprint (DRB, we, us) operates from 55 Village Centre Place, Suite 200, Mississauga, Ontario L4Z 1V9, Canada. Questions, cancellation requests and notices may be sent to [email protected]. Phone: 1-833-736-0594.

You must be at least 18 and authorised to purchase for your business. The accepted checkout details, selected plan and any expressly agreed written scope form part of this agreement. Our Privacy Policy explains how we handle personal information. Marketing consent is separate from accepting these terms.

2. What your plan includes

  • AI Text Follow-Up: AI texting, CRM and the configured lead follow-up and booking functions. Communications and AI usage are client-funded.
  • AI Appointment Setter: AI calling and texting, CRM, calendar booking and database follow-up. Includes one initial Facebook and Instagram campaign setup for one primary market and one buyer or seller offer using DRB campaign templates.
  • AI Growth System: Appointment Setter features plus one branded website or one specialty funnel, one tailored AI assistant and monthly campaign reviews.

Appointment Setter and Growth include a manually applied $20 monthly usage credit in the billing currency. Additional usage is paid separately by the client. A campaign review is not a guarantee of ongoing creative production, unlimited changes or performance. Additional markets, campaigns, websites, assistants or work outside the selected scope require a separate written agreement.

3. Prices, setup and separate costs

Monthly subscriptions are $97, $247 or $497 for the selected plan. A separate one-time setup fee applies. The applicable setup fee, any promotion, billing currency and first-payment total are shown before payment. Promotions do not change the monthly price unless expressly stated.

Canada-based businesses should select Canadian checkout (CAD); United States-based businesses should select U.S. checkout (USD). Confirm the currency and amount at checkout. Your bank may impose conversion or other fees. Applicable taxes, if any, are shown at checkout.

Advertising spend is separate from DRB’s fees. Campaign setup does not include the advertising budget. You approve and fund your platform budget. Phone, SMS, AI and other metered charges beyond included credit are separate. Provider rates and availability can change; any wallet reload or automatic recharge must follow the settings and authorisations agreed for your account.

4. Six-month initial term and monthly renewal

All three plans have an initial six-month commitment, billed monthly. The initial term starts on the date of the first subscription payment. The first payment includes the first month and the one-time setup fee. Monthly subscription charges continue during the initial term; it is not a month-to-month trial.

After the initial six months, your subscription renews month-to-month until cancelled. You authorise the recurring charges disclosed at checkout. No additional early-exit penalty is added, but an early cancellation request does not remove the agreed monthly payment obligation through the initial term, except where applicable law requires otherwise or we agree in writing.

Review the monthly charge, one-time setup fee and initial six-month term before paying. Contact us if any part of your order is unclear.

5. How to cancel and the refund policy

Email [email protected] from your account email with your business name and cancellation request. We will acknowledge it and confirm the effective end date. A request during the initial term stops renewal at the end of that term. Afterward, cancellation stops renewal at the end of the current paid monthly period. Send the request before the next renewal so it can be processed for that renewal. Contact us if you do not receive confirmation.

Setup fees and subscription payments are non-refundable, except where required by applicable law or expressly agreed in writing. Cancellation does not normally create a prorated refund or refund for unused credits. Statutory cancellation, refund and other rights are not excluded. Charges made in error should be reported promptly so we can investigate and correct them.

6. Onboarding and launch timing

After payment, schedule a call with an onboarding specialist and provide the requested business information, calendar availability, account access and approvals. For most agents, we aim to launch in about four days overall, with setup usually ready about two days after onboarding.

This is a typical estimate, not a guaranteed deadline. Your availability, complete access, carrier registration, campaign approvals, custom requirements and provider issues may affect timing. Contact us promptly about delays. Subscription billing begins as disclosed at purchase; a different start arrangement must be agreed in writing.

7. AI limitations and results

Julie AI is an automated calling and texting assistant. AI may misunderstand information, produce inaccurate responses or fail to complete a booking. You must review prompts, business claims, calendars, communications and account activity, and supply accurate information. We help configure and support the agreed system; it is not a substitute for your professional judgment or legal obligations.

We do not guarantee lead volume, cost per lead, appointment numbers, attendance, closings, commissions, profit or return on advertising spend. Case studies describe individual historical results and are not promises of similar results. Public demos may use simulated conversations and sample leads. Outcomes depend on your market, budget, offer, data quality, follow-up, availability and sales process. Advertising and business activity involve risk.

8. Lawful leads, consent and acceptable use

You must have the necessary rights and lawful basis to upload contacts and instruct outreach, including any required consent for AI calls, SMS, email and recording. Retain evidence of consent, honour withdrawals, maintain applicable do-not-contact lists and provide truthful advertising and business information. A past enquiry does not automatically authorise every form of future outreach.

You must not use the service for deceptive communications, unlawful discrimination, harassment, fraud, unsolicited outreach contrary to applicable law, impersonation or unauthorised use of another person’s data. Do not use the AI to make housing eligibility, credit or similarly significant decisions about individuals. Applicable requirements may include Canadian anti-spam, privacy and telemarketing rules and U.S. TCPA, do-not-call, privacy and messaging rules.

We will perform our own applicable obligations and implement the controls agreed for the service. Your responsibilities do not excuse our own legal duties. We may pause an affected campaign or service to investigate suspected misuse or protect recipients and systems.

9. Client data and processing instructions

You retain rights in your lead records and business content. You authorise us and the providers needed to deliver the service to process that information for the agreed functions, support, security and legal compliance. This is not an unrestricted licence to sell or publish your lead database.

For client lead data, we act on your documented service instructions, use reasonable safeguards and authorised providers, and assist with relevant privacy requests and incidents. Processing may take place outside Canada as described in our Privacy Policy. Additional processing instructions or data requirements should be agreed in writing before upload. We will not use your identifiable client leads or conversations as public testimonials without appropriate permission.

10. Accounts, ownership and export

Keep account credentials secure and limit access to authorised users. Notify us of suspected unauthorised access. You are responsible for your own business approvals and calendar availability.

You retain ownership of materials you provide. DRB and its licensors retain rights in pre-existing templates, systems, methods and platform components. Your selected plan grants the rights needed to use the delivered services during the subscription. Ownership, transfer and portability of custom website or funnel deliverables beyond this service should be confirmed in the written scope; third-party platform and licence restrictions may apply.

Before service ends, request an available export of your client records. We normally allow up to 90 days for agreed export and account closure, unless earlier deletion is requested and lawful. We do not promise that every workflow, AI configuration or platform feature can be transferred. Records needed for billing, consent, suppression, security or legal obligations may remain under the Privacy Policy.

11. Providers, availability and suspension

The service depends on platforms such as HighLevel/LeadConnector, communications carriers, AI providers, Stripe and Meta where used. Their terms, policies, rates, approvals and technical availability also affect delivery. We cannot guarantee uninterrupted operation or third-party approval, but will take reasonable steps to support the agreed service.

We may suspend affected access for unpaid fees, a material breach, security risks or provider restrictions. Where appropriate, we will notify you and give a reasonable opportunity to resolve the issue. Suspension does not remove amounts lawfully owed, and does not limit remedies you have under applicable law for our failure to perform.

12. Liability and responsibility for claims

To the extent permitted by applicable law, neither party is liable to the other for indirect or consequential losses, including lost profits, arising from this agreement. Our aggregate liability arising from the service is limited to the DRB service fees paid by you during the three months preceding the event giving rise to the claim, to the extent such a limit is lawful and enforceable.

These provisions do not exclude liability that cannot lawfully be excluded, or liability for fraud, wilful misconduct or gross negligence. They do not waive applicable statutory rights. Liability provisions are subject to the facts, applicable law and any additional written agreement.

You are responsible for third-party claims caused by your unlawful instructions, unauthorised data or content, or material misuse of the service, to the extent attributable to you. This does not shift liability to you for our own wrongful conduct.

13. Changes, governing law and contact

Material changes to your paid scope, recurring price or initial commitment will be communicated and handled under applicable notice and consent requirements. We will not use an updated webpage to retroactively impose a new commitment on an existing purchase. Revised terms will show an updated date.

Ontario law and applicable Canadian federal law govern this agreement, subject to mandatory rights and jurisdiction rules that apply to your location. Please contact us first so we can try to resolve a concern. These terms do not require private arbitration or waive rights that cannot lawfully be waived. If a provision is unenforceable, the remaining provisions continue to apply to the extent permitted by law.

Facebook and Instagram are trademarks of Meta Platforms, Inc. DRB is independent and is not endorsed by or affiliated with Meta. Other names belong to their respective owners.

Questions? Talk to DRB.

[email protected]
1-833-736-0594

55 Village Centre Place, Suite 200
Mississauga, Ontario L4Z 1V9, Canada

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