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.