Terms of Service

Last Updated: November 28, 2025

1. Agreement to Terms

These Terms of Service ("Terms") constitute a legally binding agreement between you and OrbiLattice, Inc. ("OrbiLattice," "we," "us," or "our") governing your access to and use of the OrbiLattice real estate CRM platform and related services (collectively, the "Services").

By accessing or using our Services, you agree to be bound by these Terms and our Privacy Policy. If you do not agree to these Terms, you may not access or use the Services.

These Terms apply to all users, including agents, brokers, team administrators, and enterprise customers.

2. Eligibility

You must be at least 18 years old and have the legal capacity to enter into binding contracts to use our Services. By using the Services, you represent and warrant that you meet these requirements.

If you are using the Services on behalf of a company or organization, you represent that you have the authority to bind that entity to these Terms.

3. Account Registration

Account Creation

To access certain features, you must create an account. You agree to:

Provide accurate, current, and complete information
Maintain and update your information to keep it accurate
Maintain the security of your password and account
Notify us immediately of any unauthorized access
Accept responsibility for all activities under your account

Account Termination

We reserve the right to suspend or terminate your account at any time for violation of these Terms, fraudulent activity, or any reason we deem necessary to protect our Services or other users.

4. Subscription and Payment

Subscription Plans

We offer various subscription plans with different features and pricing. By subscribing, you agree to pay the applicable fees based on your selected plan.

Billing and Payments

Subscriptions are billed in advance on a monthly or annual basis
Payment is due immediately upon purchase
Automatic renewals will be charged to your payment method on file
All fees are in U.S. dollars and non-refundable except as required by law
We may change pricing with 30 days' notice to existing subscribers

Free Trials

Free trial periods are available for new customers. You must provide payment information to start a trial. If you don't cancel before the trial ends, you will be automatically charged for a paid subscription.

5. Acceptable Use

You agree to use the Services only for lawful purposes and in accordance with these Terms. You agree NOT to:

Violate any applicable laws, regulations, or third-party rights
Use the Services for any fraudulent or illegal purpose
Upload malicious code, viruses, or harmful content
Attempt to gain unauthorized access to systems or data
Interfere with or disrupt the Services or servers
Use automated systems to access the Services without permission
Reverse engineer, decompile, or attempt to extract source code
Resell or redistribute the Services without authorization
Violate Fair Housing laws or engage in discriminatory practices
Spam or harass other users

6. User Content and Data

Your Content Ownership

You retain full ownership of all content, data, and information you submit to the Services ("User Content"), including your contacts, properties, transactions, communications, notes, and uploaded documents. Your User Content remains yours.

License to Process Your Content

By submitting User Content, you grant OrbiLattice a limited, non-exclusive license to:

Host, store, backup, and process your User Content to provide the Services
Display your User Content to you and authorized users as necessary to provide the Services
Analyze your User Content using our proprietary AI systems to generate scores, insights, predictions, and recommendations
Create aggregated and anonymized derivatives for improving our Services (as described in Section 7)

This license terminates when you delete your User Content or close your account, except for: (a) aggregated/anonymized data already incorporated into our systems, and (b) data retained for legal compliance purposes.

Distinction Between Data and Technology

You expressly acknowledge and agree that:

Your Data: The raw information you input (contacts, properties, transactions, etc.) belongs to you
Our Technology: The algorithms, models, scoring systems, and intelligence that process your data belong exclusively to OrbiLattice
Generated Insights: While you may use the outputs (scores, recommendations, etc.) within the Services, the underlying methodology and systems that generate those outputs are our proprietary technology

Responsibility for User Content

You are solely responsible for your User Content and represent that:

You own or have rights to all User Content you submit
Your User Content does not violate any laws or third-party rights
Your User Content does not contain malware or harmful code
You have obtained necessary consents for personal data you submit

Data Portability and Export

You may export your User Content at any time through our data export tools or API. Upon account termination, we will retain your User Content for 30 days before permanent deletion, during which time you may request an export.

Important: Data exports include your User Content only. They do not include OrbiLattice proprietary elements such as AI-generated scores, algorithmic outputs, or system-level configurations that are part of our intellectual property.

7. Intellectual Property Rights

In short: you own your data; we own the platform and the AI that powers it.

Platform Ownership

OrbiLattice exclusively owns and retains all rights, title, and interest in and to the Services, including but not limited to:

All software, source code, object code, APIs, and technical infrastructure
All AI and machine learning models, algorithms, scoring methodologies, and intelligence systems (including but not limited to our Mission Control orchestration system, OpportunityScore algorithms, lead scoring models, property intelligence systems, and network intelligence features)
All workflow automation logic, routing algorithms, and system-level orchestration processes
All user interfaces, designs, visual elements, and user experience flows
All documentation, training materials, and specifications
All trademarks, service marks, trade names, and brand assets

These elements constitute valuable trade secrets and proprietary information of OrbiLattice. You agree not to attempt to copy, reverse engineer, or create competing services from them, and to use the Services only as permitted under these Terms.

Customer Data Ownership

You retain all ownership rights in your User Content, including your contacts, properties, transactions, notes, documents, and other business data you upload to the Services. However, you expressly acknowledge and agree that:

Your ownership of User Content does not extend to any OrbiLattice technology, algorithms, models, or systems used to process, analyze, score, or display that content
The outputs, scores, insights, predictions, and recommendations generated by our AI systems based on your data are produced using our proprietary technology, and you have no ownership claim to the underlying systems that generate such outputs. You own the business decisions and actions you take using these outputs; OrbiLattice owns the technology and models that generate them.
Any integrations, configurations, or customizations you make within our platform utilize our proprietary technology and do not create any ownership interest in that technology. You retain ownership of any content, business logic, or configuration data you input; OrbiLattice retains ownership of the underlying platform and integration framework.

Aggregated and Anonymized Data

You grant OrbiLattice a perpetual, worldwide, royalty-free license to use aggregated and anonymized data derived from your use of the Services for the following purposes:

Improving and training our AI models, scoring algorithms, and intelligence systems
Developing new features, products, and services
Generating benchmarks, market insights, and industry analytics
Conducting research and publishing aggregated findings

"Aggregated and anonymized data" means data that has been combined with data from other users and processed so that it cannot reasonably be used to identify you, your business, or any individual.

Limited License to Use Services

Subject to your compliance with these Terms, we grant you a limited, non-exclusive, non-transferable, non-sublicensable, revocable license to access and use the Services solely for your internal business purposes during your subscription term. This license expressly excludes any right to:

Copy, modify, adapt, or create derivative works of the Services or any component thereof
Reverse engineer, decompile, disassemble, or attempt to derive the source code, algorithms, or data structures of the Services
Access the Services to build a competitive product or service, or to copy any features, functions, or graphics
Sublicense, sell, resell, transfer, assign, or distribute the Services or any rights therein
Remove, alter, or obscure any proprietary notices, labels, or marks
Use the Services except as expressly permitted in these Terms

Feedback and Suggestions

If you provide feedback, suggestions, ideas, or recommendations regarding the Services ("Feedback"), you hereby assign to OrbiLattice all right, title, and interest in and to such Feedback. OrbiLattice may use, implement, and commercialize Feedback without restriction, compensation, or attribution to you.

Reservation of Rights

All rights not expressly granted herein are reserved by OrbiLattice. No implied licenses are granted by these Terms. Your use of the Services does not grant you any intellectual property rights in the Services or any OrbiLattice technology.

8. Trade Secrets and Confidentiality

Confidential Information

You acknowledge that in connection with your use of the Services, you may have access to or become aware of information that is confidential and proprietary to OrbiLattice ("Confidential Information"), including but not limited to:

The architecture, design, and operation of our AI systems, scoring algorithms, and intelligence engines
The methodology behind our Mission Control orchestration, OpportunityScore calculations, and auto-routing logic
Non-public features, roadmaps, pricing structures, and business strategies
Technical specifications, API internals, and system documentation not publicly available

Confidentiality Obligations

You agree to:

Maintain the confidentiality of all Confidential Information
Not disclose Confidential Information to any third party without our prior written consent
Not use Confidential Information for any purpose other than using the Services as permitted under these Terms
Not reverse engineer, analyze, or attempt to determine the methods or processes underlying our proprietary systems
Take reasonable measures to protect Confidential Information from unauthorized access or disclosure

Trade Secret Protection

You specifically acknowledge that our AI algorithms, scoring methodologies, orchestration systems, and the technical architecture of our Services constitute valuable trade secrets. You agree not to:

Attempt to replicate, recreate, or develop competing systems based on knowledge gained from using our Services
Share detailed technical knowledge of our systems with competitors or potential competitors
Use our Services primarily to understand or benchmark our technology for competitive purposes

Survival

Your confidentiality obligations under this Section survive termination of your account and these Terms indefinitely, or until such time as the Confidential Information becomes publicly available through no fault of yours.

9. AI Services and Accuracy

Our Services include AI-powered features such as lead scoring, property valuation, and document extraction. You acknowledge and agree that:

AI predictions are estimates and may not be 100% accurate
You should verify AI-generated information before making decisions
We provide confidence scores to help you assess reliability
AI models improve over time but may still produce errors
You are responsible for compliance with Fair Housing and other regulations

We are not liable for decisions made based on AI recommendations. Always exercise professional judgment.

10. Third-Party Services

Our Services may integrate with third-party services (Gmail, Calendar, DocuSign, ATTOM, etc.). Your use of these integrations is subject to:

The third party's terms of service and privacy policy
Additional fees charged by the third party
Availability and performance of the third-party service

We are not responsible for third-party services or their content. We may discontinue integrations at any time.

11. Privacy and Data Protection

Your privacy is important to us. Our collection and use of personal information is governed by our Privacy Policy, which is incorporated into these Terms by reference.

For enterprise customers, we offer Data Processing Agreements (DPAs) and comply with GDPR, CCPA, and other applicable data protection regulations.

12. Disclaimers and Limitations of Liability

Service "As Is"

THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

We do not warrant that the Services will be uninterrupted, error-free, or completely secure. We may modify, suspend, or discontinue any part of the Services at any time.

Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, ORBILATTICE SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS OR REVENUES, WHETHER INCURRED DIRECTLY OR INDIRECTLY, OR ANY LOSS OF DATA, USE, GOODWILL, OR OTHER INTANGIBLE LOSSES.

OUR TOTAL LIABILITY SHALL NOT EXCEED THE AMOUNT YOU PAID US IN THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO LIABILITY, OR $100, WHICHEVER IS GREATER.

13. Indemnification

You agree to indemnify, defend, and hold harmless OrbiLattice, its affiliates, officers, directors, employees, and agents from any claims, damages, losses, liabilities, and expenses (including legal fees) arising from:

Your use of the Services
Your User Content
Your violation of these Terms
Your violation of any third-party rights or applicable laws

14. Dispute Resolution

Informal Resolution

Before filing a claim, you agree to contact us at legal@orbilattice.com to attempt to resolve the dispute informally. We'll work with you for 60 days to reach a resolution.

Arbitration

If informal resolution fails, any disputes will be resolved through binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules. The arbitration will be conducted in [Location] or remotely.

Class Action Waiver

You agree to bring claims only in your individual capacity and not as part of any class or representative action. This means you waive your right to participate in class actions.

15. Term and Termination

Term

These Terms remain in effect while you use the Services or maintain an account.

Termination by You

You may cancel your subscription at any time through your account settings. Paid subscriptions remain active until the end of the billing period.

Termination by Us

We may suspend or terminate your access immediately for:

Violation of these Terms
Non-payment of fees
Fraudulent or illegal activity
Risk to our Services or other users

Effect of Termination

Upon termination, your right to use the Services ceases immediately. We will retain your data for 30 days, after which it will be permanently deleted. Certain provisions of these Terms (including indemnification and limitation of liability) survive termination.

16. Changes to Terms

We may modify these Terms at any time. We will provide notice of material changes by:

Posting the updated Terms on our website
Sending email notification to your account email
Displaying an in-app notification

Continued use of the Services after changes constitutes acceptance of the new Terms. If you do not agree, you must stop using the Services and cancel your subscription.

17. General Provisions

Governing Law: These Terms are governed by the laws of the State of Delaware, without regard to conflict of law principles.

Entire Agreement: These Terms and our Privacy Policy constitute the entire agreement between you and OrbiLattice.

Severability: If any provision is found unenforceable, the remaining provisions remain in effect.

No Waiver: Our failure to enforce any right or provision does not constitute a waiver of that right.

Assignment: You may not assign these Terms without our consent. We may assign them freely.

Force Majeure: We are not liable for delays or failures due to circumstances beyond our reasonable control.

18. Contact Information

For questions about these Terms, contact us at:

Email: legal@orbilattice.comSupport: support@orbilattice.comAddress: OrbiLattice, Inc., Legal Department

These Terms of Service are effective as of January 10, 2025