Terms of Service and Privacy

The agreement. These terms are an agreement between Pitchly LLC, a California limited liability company operating AgentPrep (“AgentPrep,” “we”), and you, the subscribing real estate professional. By checking the box and using AgentPrep you accept them. AgentPrep is offered to licensed professionals for business use, not to consumers.

Who may use AgentPrep. You represent that you hold an active real estate license (or work under the direct supervision of someone who does), that the account information you provide is accurate, and that you are using AgentPrep in your professional capacity. Your account is yours alone; keep your password to yourself and tell us if you believe it has been compromised.

What AgentPrep is, and is not. AgentPrep produces informational summaries of real estate transaction documents, and formats comparable-sales data you supply, for your review. It is a preparation tool for licensed professionals. It is not legal, tax, inspection, appraisal, or investment advice, and it is not a substitute for reading the underlying documents, which always control. AgentPrep is not a real estate broker or brokerage, does not hold a real estate license, does not practice real estate, and no agency, brokerage, partnership, or employment relationship is created between you and AgentPrep by your use of the service. AgentPrep never communicates with your clients on its own: nothing is sent to anyone unless you review it and choose to share it.

Your professional responsibility. Anything you share with a client is your communication, made under your license and your name, and you are responsible for it, including compliance with DRE regulations, your broker's policies, fair housing and disclosure law, and your MLS's rules. AgentPrep's role is to prepare drafts and organize data; the judgment calls, the advice, and the send button are yours. You agree not to present AgentPrep output to any client or party as legal advice, an appraisal, or an inspection.

Accuracy and AI. Summaries are generated with the help of artificial intelligence and can contain errors or omissions. Every finding cites its source document and page precisely so you can verify it; verify anything you rely on or share. Cost figures labeled as estimates are planning ranges based on typical regional costs, not quotes or bids. Pricing surfaces display data from documents you supply; AgentPrep does not generate opinions of value, and any value range shown under your name is one you entered yourself.

Your documents and data rights. You represent that you are authorized to upload the documents you submit and to share the resulting summaries with your client. You retain ownership of your documents and of the deliverables generated for your deals. For CMA features, you represent that MLS-derived data you supply (including CloudCMA or similar reports) was obtained under your own MLS access and may be used by you this way; AgentPrep formats your licensed data and does not redistribute it, pool it across users, or build datasets from it.

How we handle your content. Documents are stored encrypted in a private bucket and accessed through short-lived signed links. Content is processed through Anthropic's API to produce your summaries; per Anthropic's commercial terms, your content is not used to train models. We use your content only to provide the service to you. We never sell your data or anyone else's, and we run no advertising trackers or analytics cookies: one essential session cookie keeps you signed in.

Information about people who are not our users. Transaction documents naturally contain information about third parties: sellers, inspectors, tenants, prior occupants. You are responsible for having the right to upload such documents in the course of your representation. We process that content solely to produce your summaries, use it for nothing else, and delete it when you delete the deal or document. When your client opens a share link we record only that a view occurred, so you know the report was received; we do not collect the client's name, location, or device details.

California privacy rights. We collect: account details you give us (name, email, DRE number, brokerage, optional phone), payment identifiers (card details live with Stripe, never with us), the documents and data you upload, the work product generated from them, and usage and audit events for your own records. California residents may request access to, correction of, or deletion of their personal information, and you can delete deals, documents, and their derived work product yourself at any time from inside the product. We do not sell or share personal information as those terms are defined in the CCPA/CPRA, and we do not use it for cross-context behavioral advertising. To exercise any privacy right, or for account deletion, email muzamil@risegroup.com and we will respond within the time the law requires. We will never discriminate against you for exercising these rights.

Retention. Delete a document or a deal and its files, findings, and provider-side copies are deleted with it. Share links expire automatically after 14 days. An audit log of report generation, sharing, and viewing is retained for your own records, and your terms acceptance is retained as a record of this agreement.

Acceptable use. No uploading documents you have no right to process. No reselling, redistributing, or providing the service to others outside your own account. No attempting to access other users' data or to probe, disrupt, or reverse engineer the service. No use that violates MLS rules, DRE regulations, fair housing law, or any other law.

Billing. Plans start with a 7-day free trial with a card on file; nothing is charged during the trial, the first charge lands on day 8, and your subscription then renews automatically each billing period at the rate you selected until you cancel. Cancel anytime, self-serve, in Settings → Subscription; cancellation takes effect at the end of the current period, and cancelling during the trial means your card is never charged. Every plan carries a 30-day money-back guarantee on the first month. Billing is processed by Stripe; we never see your card details.

Warranties and liability. AgentPrep is provided as is and as available, without warranties of any kind, express or implied, to the fullest extent California law allows. To the same extent, AgentPrep and Pitchly LLC are not liable for indirect, incidental, consequential, or punitive damages, or for losses arising from decisions made, advice given, or communications sent by you in your professional capacity; and our total liability for any claim is limited to the amount you paid us in the twelve months before the claim arose. Nothing here limits liability that California law does not permit to be limited.

Term and termination. You may stop using AgentPrep and cancel at any time. We may suspend or terminate an account that violates these terms. On termination you may delete your data or request its deletion; provisions that by their nature survive (your responsibility for what you shared, the liability limits, and our records of this agreement) survive.

Governing law. These terms are governed by California law. Any dispute will be resolved in the state or federal courts located in California.

Changes. If these terms change materially, the updated terms are shown to you at sign-in and you will be asked to agree again before continuing. Your continued use after agreeing is acceptance of the updated terms.

Questions. muzamil@risegroup.com