Website And Lead Management Platform Setup Agreement

1. Parties

This Website And Lead Management Platform Setup Agreement is entered into by Loan Officer Web Studio and [CUSTOMER_LEGAL_NAME].

2. Scope of Work

Loan Officer Web Studio will provide the platform setup services described in the applicable proposal, order form, statement of work, or invoice. Services may include mortgage website design, configuration, content placement, lead capture forms, mortgage calculator setup, lead management dashboard configuration, contact activity workflow setup, scheduling link setup, basic SEO structure, compliance review workflow support, and deployment support.

3. Deliverables

Deliverables may include a borrower-facing mortgage website, selected pages, lead capture forms, lead management dashboard access, contact history/status workflow, compliance review workflow, hosting setup, scheduling link configuration, and related platform configuration described in the statement of work.

4. Timeline

Project timelines depend on customer responsiveness, content delivery, compliance review, revisions, third-party providers, and payment status. Estimated timelines are not guaranteed unless expressly stated in a signed agreement.

5. Customer Responsibilities

Customer must provide accurate content, headshots, logo materials, NMLS information, company NMLS information, licensing details, service areas, disclosures, testimonials, domain access, scheduling links, analytics IDs, social links, dashboard user information, and compliance approvals.

6. Acceptance Process

Customer will review deliverables and provide written approval or specific requested changes within [ACCEPTANCE_PERIOD]. Deliverables are deemed accepted if customer launches, uses, approves, or fails to reject them with specific written objections during the acceptance period.

7. Revisions

Included revisions are limited to minor content revisions, minor visual revisions, and bug fixes during the agreed revision period. Additional work is handled through the Change Request Policy.

8. Additional Work

New pages, integrations, workflows, forms, major redesigns, additional design concepts, significant rewrites, custom CRM development beyond the included dashboard, automation, SMS/email drip campaigns, and marketing campaigns are out of scope unless separately approved and paid.

9. Payment Terms

Customer shall pay a $1,500 setup fee and $100 per month for hosting, maintenance, lead form support, and basic dashboard support under the current starter platform package, unless a written proposal, order form, invoice, or statement of work states different pricing. Optional marketing services, custom integrations, large redesigns, advanced automations, ongoing copywriting, paid ads, and other additional work may be priced separately. Work may pause for non-payment.

10. Intellectual Property

Customer owns customer content. Loan Officer Web Studio owns pre-existing tools, templates, platform technology, processes, and reusable components. Customer receives a limited right to use deliverables as stated in the applicable agreement.

11. Warranty Disclaimer

Except as expressly stated, deliverables are provided "as is" and Loan Officer Web Studio disclaims implied warranties to the maximum extent permitted by law.

12. Limitation of Liability

Liability is limited as stated in the Terms of Service or Master Service Agreement.

13. Termination

Either party may terminate according to the applicable agreement. Customer remains responsible for amounts owed for work performed and non-cancelable commitments.