Option 1 – Formal / Legal Style
This Refund Policy (“Policy”) governs the terms under which Agents and Brokers may request a refund of the enrollment fee paid pursuant to a Referral Agreement with StepInHomes LLC.
1. Duration of Policy
This Policy is valid for a period of four (4) months commencing on the date the Referral Agreement is executed and onboarding is completed, under either the Standard or Premium Plan. Refunds may only be considered if no Qualified Connected Referral has been delivered during this timeframe.
2. Definition of a Qualified Connected Referral
For the purposes of this Policy, a referral shall be considered “Qualified & Connected” if it meets all of the following:
– The referral demonstrates a genuine and express intent to buy or sell real estate.
– The referral is exclusive to the Agent/Broker and is not distributed to other parties.
– The referral is not currently under contract with another licensed real estate professional.
– The referral is located within the Agent/Broker’s designated service area (territory established during onboarding).
3. Non-Qualifying Referrals
A referral shall not be considered Qualified if:
– The individual has no interest in buying or selling property.
– The referral is not exclusive or is already engaged with another Agent/Broker.
– The referral fails to respond despite multiple outreach attempts.
– The referral is outside the Agent/Broker’s chosen service territory (30–50 miles).
– The referral is an existing client of the Agent/Broker.
4. Refund Scenarios
1. Failure to Deliver Leads
– If StepInHomes does not provide referrals within the Agreement period, the Agent/Broker must issue a written reminder.
– If StepInHomes fails to deliver within 30 days after the reminder, the Agent/Broker may request a refund.
2. Invalid or Disputed Referrals
– The Agent/Broker must report issues such as non-exclusivity, lack of intent, or territorial conflicts within 48 hours of receiving the referral, accompanied by supporting evidence.
– If StepInHomes fails to provide a replacement within 30 days, the Agent/Broker may file for a refund.
5. Refund Procedure
– Requests must be submitted to info@stepinhomes.org.
– A Cancellation Form will be issued and must be completed for processing to begin.
– Refunds will be processed within 30–60 days once verified.
– Refunds will be issued to the original payment method and deposited to the Agent/Broker’s bank account.
– Written confirmation, including proof of transaction, will be provided via email.
6. Reporting Requirement
Any concerns must be reported within 48 hours of receiving the referral. Failure to do so constitutes acceptance of the referral and waives the right to dispute, replace, or seek a refund for that referral.
7. Acceptance of Terms
This Policy supersedes all prior versions and is binding upon execution of the Referral Agreement with StepInHomes LLC.
Option 2 – Simplified / Easy-to-Read Style
At StepInHomes, we want our partners to feel secure. This Refund Policy explains when and how you may request a refund of your enrollment fee.
– This Policy applies for 4 months starting from the day you sign your Referral Agreement and complete onboarding (Standard or Premium Plan).
– If we do not provide you with a Qualified Connected Referral during this 4-month period, you can request a full refund.
What Counts as a Qualified Connected Referral?
A referral is considered valid only if:
– They are serious about buying or selling real estate.
– They are exclusive to you (not shared with other agents).
– They are not already working with another realtor.
– They are within your chosen service area (30–50 miles).
When Leads Do Not Count
We cannot count or replace leads if:
– They are not interested in buying/selling.
– They are already under contract with another agent.
– They are unresponsive despite multiple attempts.
– They are outside your chosen area.
– They are already your client.
Refund Situations
1. If No Leads Are Delivered
– Send us a reminder if no leads are given. If we don’t deliver within 30 days after your reminder, you can request a refund.
2. If a Lead Isn’t Valid
– Report issues within 48 hours (such as non-exclusive leads, bad territory, or lack of intent).
– If we cannot replace the lead within 30 days, you may apply for a refund.
Refund Process
– Email your request to info@stepinhomes.org.
– We’ll send you a cancellation form to fill out.
– Refunds take 30–60 days once verified.
– Refunds are returned to your original payment method.
– You’ll get email confirmation with proof of the refund.
Important
If you don’t report an issue within 48 hours of receiving the lead, it will be considered valid and no refund/replacement will apply.