REsimpli – Terms of Service and Use

REsimpli – Terms of Service and Use

Effective September 17, 2026

These Terms of Service (the “Terms”) govern access to and use of REsimpli’s websites, software platform, applications, APIs, communications tools, artificial-intelligence features, data products, direct-mail services, integrations, and related products and services (collectively, the “Services”). These Terms form a binding agreement between REsimpli, LLC, an Indiana limited liability company (“REsimpli,” “we,” “us,” or “our”), and the person or organization accepting them (“Customer,” “you,” or “your”). If an individual accepts these Terms for an organization, that individual represents that they have authority to bind the organization.

IMPORTANT: SECTION 30 REQUIRES MOST DISPUTES TO BE RESOLVED THROUGH INDIVIDUAL BINDING ARBITRATION AND INCLUDES A CLASS-ACTION AND JURY-TRIAL WAIVER. REVIEW SECTION 30 CAREFULLY, INCLUDING THE RIGHT TO OPT OUT.

1. The Services

REsimpli provides software and related services for real estate investors and other authorized business users. Depending on the applicable plan and configuration, the Services may include customer relationship management, lead and property data management, list stacking, skip tracing, comparable-property and valuation tools, calling and messaging, telephone-number management, workflow automation, artificial-intelligence agents and assistance, electronic signatures, direct mail, reporting, integrations, and application programming interfaces. Features may vary by plan, location, vendor availability, and applicable law.

The Services are business tools. REsimpli does not act as a real estate broker, appraiser, attorney, financial adviser, consumer reporting agency, telecommunications carrier, or agent for a Customer or a Customer’s contacts. Customer remains responsible for its business, investment, valuation, marketing, contracting, and communications decisions.

2. Eligibility and Accounts

A Customer and each individual User must be at least 18 years old, legally capable of entering a contract, and permitted to use the Services under applicable trade and sanctions laws. “Account Owner” means the individual or entity identified in REsimpli’s account and billing records as responsible for the account. “User” means an individual whom the Account Owner authorizes to access the account through an assigned seat.

Each User must use unique credentials and may not share credentials or permit another person to use an assigned seat. The Account Owner controls User access, is responsible for assigning and removing seats, and is responsible for activity performed through the account to the extent permitted by law. A person may have access to more than one Customer account when separately authorized by each Account Owner.

You must maintain accurate account information, protect credentials and API keys, use appropriate access controls, and promptly notify support@resimpli.com of suspected unauthorized access. REsimpli may take reasonable steps to verify authority over an account and may temporarily restrict changes or access while a documented ownership or security dispute is investigated. REsimpli may require reliable evidence of authority or a binding legal directive before transferring control.

3. Customer Data

“Customer Data” means information, content, records, files, communications, recordings, transcripts, contact and property information, instructions, credentials, and other materials submitted to, imported into, generated through, or stored in the Services by or for Customer. As between the parties, Customer retains its rights in Customer Data.

Customer grants REsimpli and its subprocessors a nonexclusive, worldwide license to host, copy, transmit, format, display, and otherwise process Customer Data only as reasonably necessary to provide, secure, support, and improve the Services; comply with law; prevent fraud or abuse; and fulfill Customer’s documented instructions. This license ends when the applicable Customer Data is deleted from active systems, subject to reasonable backup cycles and lawful retention obligations.

REsimpli will protect Customer Data using reasonable safeguards and will not disclose it except as described in the Privacy Policy, at Customer’s direction, to provide the Services, or as required by law. REsimpli does not acquire ownership of Customer Data.

4. Customer Responsibilities for Data and Outreach

Customer represents and warrants that it has lawfully obtained Customer Data and has all rights, notices, permissions, and consents needed for REsimpli and its providers to process that data as configured by Customer. Customer is responsible for assessing whether a contact may lawfully be called, texted, emailed, recorded, analyzed, or otherwise contacted.

  • Customer must comply with the Telephone Consumer Protection Act, Telemarketing Sales Rule, CAN-SPAM Act, federal and state do-not-call requirements, call-recording and wiretap laws, carrier rules, industry codes, and other laws applicable to Customer’s communications. Customer is solely responsible for determining whether its activities require any license, registration, bond, permit, certification, or other governmental authorization under applicable law, and for obtaining and maintaining any such required authorization.
  • Customer must maintain and honor suppression, revocation, opt-out, and do-not-call requests; use legally sufficient consent where required; observe calling-hour and disclosure rules; and maintain evidence of compliance.
  • Customer must not upload or use data obtained unlawfully, send deceptive or unlawful content, impersonate others, obscure caller identity unlawfully, or use the Services to harass, discriminate, defraud, or infringe rights.
  • Customer remains responsible for workflows, recipients, content, cadence, consent settings, agent instructions, and messages or calls initiated through Customer’s configuration, including automated activity.

REsimpli may provide suppression, consent, or compliance-oriented controls, but those tools do not constitute legal advice or guarantee compliance. REsimpli remains responsible for its own conduct and does not disclaim liability that cannot lawfully be disclaimed. Customer must report suspected failures promptly and cooperate in mitigation.

5. Artificial Intelligence Features

Certain Services use artificial intelligence or machine-learning systems supplied by REsimpli or third parties (“AI Features”). Outputs may be incomplete, inaccurate, outdated, biased, or inappropriate for a particular use. Customer must review material outputs before relying on them and must not use AI Features as a substitute for professional judgment or legally required human review.

Comparable-property analyses, estimated values, scores, summaries, and recommendations generated by AI Features are automated decision-support information. They are not appraisals, broker price opinions, legal advice, financial advice, credit determinations, or guarantees of market value or transaction results. Customer must independently verify material facts.

Customer is responsible for configuring AI agents, scripts, instructions, voices, disclosures, recipients, escalation rules, and permitted operating hours. Customer must disclose automated or artificial interaction when required and obtain consent for artificial or prerecorded voice calls where applicable. REsimpli does not use Customer Data to train generalized AI models. REsimpli accesses OpenAI and Anthropic through their APIs under terms that prohibit them from using REsimpli’s inputs or outputs to train generalized models. REsimpli’s Head of AI may review identified call recordings, transcripts, and SMS conversations processed through the Services to evaluate and improve AI agent behavior, prompts, workflows, and quality. Such review is conducted in the United States, subject to confidentiality obligations, with limited and logged access. Content obtained through the Gmail integration is excluded from this human review.

6. Calling Recording and Transcription

The Services may enable calling, messaging, recording, transcription, summarization, monitoring, and analysis. Customer is solely responsible for enabling these functions only where lawful, providing all notices, obtaining all consents, configuring announcement or disclosure features, and restricting access to recordings and transcripts, including providing any notices and obtaining any consents required for the human review described in Section 5. The availability of a feature does not establish that its use is lawful in a particular jurisdiction or context.

7. Data Products and FCRA Restrictions

REsimpli is not a consumer reporting agency and the Services are not intended to furnish “consumer reports” under the Fair Credit Reporting Act (“FCRA”). Unless REsimpli expressly agrees in writing that a particular service is designed for an FCRA-regulated purpose, Customer must not use the Services or data obtained through them to determine eligibility for credit, insurance, employment, housing or tenant screening, or any other purpose governed by the FCRA. Customer must comply with provider restrictions applicable to property, list-stacking, cash-buyer, skip-trace, and other third-party data and may not resell, redistribute, reverse engineer, or use that data for an unauthorized purpose.

8. Electronic Signatures and Transactions

Electronic-signature functionality is a technology service and does not determine whether a document is legally sufficient, enforceable, recordable, or properly executed. Customer is responsible for document content, signer identity and authority, required disclosures, consent to electronic records, retention, delivery, and compliance with transaction-specific law.

9. APIs and Integrations

Customer may access APIs or third-party integrations only as documented and within applicable limits. Customer must protect credentials, use reasonable security, and may not scrape, overload, probe, circumvent controls, or use an integration contrary to its provider’s terms. Third-party services may change, suspend, or stop operating without REsimpli’s control. REsimpli is not responsible for third-party acts, omissions, data accuracy, or availability, but will not disclaim obligations that applicable law assigns to REsimpli.

10. Plans Seats Usage and Add Ons

Plan features, included seats, usage allowances, add-ons, metered charges, billing frequency, and taxes are disclosed at checkout, in the applicable order form, or in REsimpli’s then-current published pricing. Those transaction-specific terms are incorporated into these Terms. If they conflict with these Terms, the signed order form controls, followed by checkout disclosures, these Terms, and general marketing materials, in that order.

REsimpli offers three subscription plans, each available on a monthly or annual basis, at the then-current prices published at resimpli.com/pricing. Skip-tracing usage is subject to the allowance applicable to the selected plan. No overage fees apply; once the applicable skip-tracing allowance is exhausted, additional skip-tracing usage is unavailable for the remainder of that billing cycle. Unused skip-tracing allowances do not roll over to subsequent billing cycles. AI voice-agent calling is billed in arrears based on usage at the then-current per-minute rate disclosed on the pricing page or at checkout.

Legacy customers will retain their existing pricing until their first renewal on or after November 1, 2026. A switch from monthly to annual billing will be at the then-current annual rate, and upgrades will be subject to then-current public pricing. Once a customer moves from legacy pricing, that legacy pricing cannot be restored.

Unless otherwise disclosed, additions and upgrades take effect when purchased and may be prorated for the current billing period. Downgrades ordinarily take effect at the next renewal and may result in loss of features, allowances, or stored configuration. Customer is responsible for exporting information affected by a downgrade.

11. Trials Automatic Renewal Cancellation and Refunds

REsimpli offers eligible new customers a fourteen-day trial for both monthly and annual subscription plans. Each organization is eligible for one trial. On day 15, the payment method on file will automatically be charged for the selected monthly or annual plan unless Customer cancels before the trial expires. The checkout disclosure will state the post-trial price, billing frequency, renewal terms, and cancellation method, and Customer must affirmatively agree before enrollment. REsimpli will provide renewal, trial-expiration, and material-change notices when required by applicable law or the applicable order form.

AI Features are included during the trial. For an existing Customer that upgrades, AI Features may also be included for the disclosed promotional or evaluation period, after which access will end unless Customer separately purchases the applicable AI add-on. AI access will not automatically convert into a paid add-on.

Subscriptions renew automatically for successive periods matching the purchased billing interval unless canceled before the renewal date. Customer authorizes recurring charges at the rate disclosed at checkout or in a properly delivered price-change notice. REsimpli will provide at least thirty (30) days’ advance notice of a price change applicable to an existing subscription. Customer may cancel through Settings › Billing › Cancel Subscription or by requesting cancellation through REsimpli support by email or chat. Cancellation will take effect at the end of the then-current paid period. Cancellation stops future renewals but does not ordinarily refund or prorate the current period; access continues through the paid period unless otherwise disclosed.

Except where required by law or expressly stated in an applicable order form, charges are nonrefundable once incurred. REsimpli does not offer a thirty-day money-back guarantee for annual subscriptions. Canceling during the fourteen-day trial prevents the initial subscription charge; canceling after a paid subscription begins stops future renewals but does not refund or prorate the current monthly or annual subscription period. Add-ons, usage-based charges, carrier charges, data purchases, and other consumed services are nonrefundable except where required by law or expressly stated otherwise.

12. Payments Taxes and Charge Disputes

Customer must pay all charges and applicable taxes when due. Payments may be processed by third-party providers. If payment fails or is reversed, REsimpli may suspend paid features after reasonable notice where practicable. Customer must raise a billing question promptly at support@resimpli.com; nothing in these Terms limits rights that cannot lawfully be waived.

13. Fair Use and Service Limits

Features described as “unlimited” are intended for normal, reasonable business use and remain subject to lawful-use requirements, carrier restrictions, resource constraints, and this Section. Automated use through functionality expressly provided by REsimpli is permitted, subject to plan limits, published usage allowances, applicable law, carrier restrictions, and this Fair Use Policy.

REsimpli may investigate abnormal, excessive, abusive, fraudulent, or security-threatening activity. After notice where practicable, REsimpli may limit the affected feature, require reasonable remediation, apply published usage-based rates, or move Customer to an appropriate plan. REsimpli may act immediately when necessary to prevent harm, unlawful conduct, carrier action, or material service disruption.

14. Direct Mail

Customer must pay the disclosed printing, postage, handling, taxes, and other charges before production. Customer is responsible for lawful mailing lists, addresses, artwork rights, and final proof approval. Digital proofs may differ from printed material in color, size, trim, and placement. After Customer approves a proof and production begins, the order cannot ordinarily be changed or canceled.

If a production defect caused by REsimpli materially deviates from the approved proof, Customer must notify REsimpli within ten days after mailing and provide reasonable evidence. REsimpli’s remedy will be the remedy disclosed for the order, which may be a reprint or refund of the affected production charge. Postage already used and damage or delay caused by postal handling are nonrefundable to the extent permitted by law. This Section controls over the general refund provisions for direct-mail orders.

15. Telephone Numbers Messaging Registration and Carriers

Telephone numbers, short codes, sender registrations, and messaging campaigns are subject to carrier, registry, provider, and regulatory requirements. REsimpli does not guarantee registration approval, deliverability, number availability, or portability. Telephone numbers made available through the Services are provisioned through Twilio under REsimpli’s account. Port-in is supported subject to applicable provider requirements and procedures. Customer must provide accurate registration information and pay disclosed registration, carrier, messaging, porting, and pass-through fees.

Port-out, number release, and post-cancellation handling are subject to applicable provider requirements and REsimpli’s then-current procedures.

16. Acceptable Use

  • Do not violate law, sanctions, privacy, intellectual-property, publicity, contractual, or other rights.
  • Do not transmit malware; probe or circumvent security; interfere with the Services; or access another account without authorization.
  • Do not use the Services for harassment, threats, discrimination, fraud, deceptive impersonation, unlawful surveillance, or prohibited content.
  • Do not copy, resell, sublicense, reverse engineer, or create derivative works from the Services except as expressly authorized by law or a written agreement.
  • Do not exceed or evade plan, seat, rate, storage, carrier, data-provider, or technical limits.

17. Intellectual Property and Feedback

REsimpli and its licensors own the Services, documentation, software, models, interfaces, branding, and related intellectual property. Subject to payment and compliance, REsimpli grants Customer a limited, nonexclusive, nontransferable right during the subscription term to use the Services for Customer’s internal business purposes. Feedback may be used without restriction or compensation, provided it does not identify Customer or disclose Customer Data.

18. Third Party Services

Customer’s use of third-party services may be governed by separate provider terms and privacy notices. Customer authorizes REsimpli and applicable providers to exchange data as needed to enable integrations selected by Customer. Third-party services and integrations currently used in connection with the Services include Stripe, Twilio, Google services, Zapier, Lob, Plaid, OpenAI, Anthropic, FoxIt, RealEstateAPI, Meta Pixel, and Google Analytics, as applicable to the features selected or used. Plaid supports authorized financial-account connectivity.

19. Confidentiality

Each party may receive nonpublic information that a reasonable person would understand to be confidential. The receiving party will use it only to perform or exercise rights under the parties’ relationship, protect it using reasonable care, and disclose it only to personnel and providers who need it and are bound by appropriate duties. For clarity, REsimpli’s Head of AI may access and review Customer Data, including call recordings, transcripts, and SMS conversations, for the quality and improvement purposes described in Section 5, subject to the confidentiality and access restrictions in this Section. These obligations do not apply to information that is public without breach, lawfully known without restriction, independently developed, or lawfully received from another source. Legally compelled disclosure is permitted after notice where lawful and practicable.

20. Security

REsimpli will maintain reasonable administrative, technical, and physical safeguards appropriate to the nature of information processed. Customer is responsible for its devices, credentials, access permissions, integrations, exports, and lawful security configuration. No system is completely secure, and neither party guarantees absolute security.

21. Suspension

REsimpli may suspend affected access when reasonably necessary to address nonpayment, a security incident, material breach, unlawful activity, carrier or provider requirements, or risk of harm. When practicable, REsimpli will provide notice and an opportunity to cure. Suspension does not relieve payment obligations accrued before suspension.

22. Term and Termination

These Terms continue while Customer uses the Services. Customer may terminate by canceling all subscriptions and ceasing use. REsimpli may terminate for material breach that remains uncured after reasonable notice, or immediately for fraud, unlawful conduct, serious security risk, insolvency, or conduct that threatens the Services or others. If REsimpli terminates a prepaid subscription without cause, REsimpli will refund unused prepaid subscription fees on a prorated basis.

For thirty days after expiration or termination, Customer may request a commercially reasonable export of Customer Data, unless access is restricted by law, security needs, third-party rights, or Customer’s misconduct. After the export period, REsimpli may delete Customer Data in accordance with its retention schedule and Privacy Policy. Sections that by their nature should survive will survive, including payment, confidentiality, intellectual property, disclaimers, limitations, indemnity, dispute resolution, and general provisions.

23. Disclaimers

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE.” RESIMPLI DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. RESIMPLI DOES NOT WARRANT UNINTERRUPTED OR ERROR-FREE OPERATION, THE ACCURACY OF THIRD-PARTY DATA OR AI OUTPUTS, DELIVERABILITY OF COMMUNICATIONS, OR ANY PARTICULAR BUSINESS, INVESTMENT, MARKETING, OR TRANSACTION RESULT. THESE DISCLAIMERS DO NOT LIMIT EXPRESS WARRANTIES IN AN ORDER FORM OR RIGHTS THAT CANNOT BE WAIVED.

24. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES, OR FOR LOST PROFITS, REVENUE, GOODWILL, OR DATA, ARISING FROM THE SERVICES, EVEN IF ADVISED OF THE POSSIBILITY. EXCEPT FOR EXCLUDED CLAIMS, EACH PARTY’S AGGREGATE LIABILITY WILL NOT EXCEED FEES PAID OR PAYABLE BY CUSTOMER FOR THE SERVICES GIVING RISE TO THE CLAIM DURING THE SIX MONTHS BEFORE THE EVENT GIVING RISE TO LIABILITY.

The exclusions and cap do not apply to payment obligations, breach of confidentiality, infringement or misappropriation of the other party’s intellectual property, indemnification obligations, fraud, willful misconduct, gross negligence to the extent it cannot lawfully be limited, or liability that applicable law prohibits the parties from limiting. Direct-mail order remedies are governed by Section 14.

25. Indemnification

Customer will defend and indemnify REsimpli and its personnel against third-party claims arising from Customer Data, Customer’s communications or transactions, Customer’s violation of law or provider restrictions, or Customer’s material breach of these Terms. REsimpli will promptly notify Customer, permit Customer to control the defense with qualified counsel, and reasonably cooperate. Customer may not settle a claim in a way that admits fault by or imposes nonmonetary obligations on REsimpli without consent.

26. Privacy

REsimpli processes Personal Information as described in the Privacy Policy available at /privacy-policy. If REsimpli processes personal information on Customer’s behalf as a processor or service provider, the parties will comply with any applicable data-processing addendum. Privacy notices describe processing practices; consent will be requested separately where required.

27. Changes to the Services and Terms

REsimpli may update the Services and these Terms. For a material change that adversely affects existing Customers, REsimpli will provide reasonable advance notice through the Services, email, or another lawful method. Changes take effect on the stated effective date. If Customer does not agree, Customer must stop using the affected Services before the change takes effect, subject to rights that cannot be waived.

28. Notices and Electronic Communications

Operational and legal notices may be delivered to the email or physical address associated with the account or displayed in the Services. Marketing communications require the consent, if any, obtained through the applicable enrollment flow and are not a condition of purchase. Recipients may opt out of marketing texts by replying STOP and of marketing emails through the unsubscribe link. Transactional or security communications may continue where permitted by law.

29. Informal Dispute Resolution

Before starting arbitration or an individual small-claims action, the claimant must send a signed written notice describing the dispute and requested relief to REsimpli, LLC, Legal Department, 8410 Kennedy Avenue, Highland, Indiana 46322. The parties will attempt in good faith to resolve the matter for thirty days after a complete notice is received. Applicable limitation periods are tolled during that period.

30. Binding Arbitration and Class Action Waiver

Except for an eligible individual small-claims action or a claim seeking injunctive relief for misuse of intellectual property or confidential information, any dispute arising from these Terms or the Services will be resolved by individual binding arbitration administered by the American Arbitration Association.

Unless the AAA determines that another set of AAA rules is required to apply, the arbitration will be governed by the AAA Commercial Arbitration Rules and Mediation Procedures. The applicable AAA rules and fee schedule will govern arbitration fees and costs and the manner and location of any hearing. The AAA Mass Arbitration Supplementary Rules will apply to any filings that qualify as a mass arbitration under those rules.

THE PARTIES WAIVE THE RIGHT TO A JURY TRIAL AND TO PARTICIPATE IN A CLASS, COLLECTIVE, CONSOLIDATED, OR REPRESENTATIVE ACTION. THE ARBITRATOR MAY AWARD RELIEF ONLY TO THE INDIVIDUAL PARTY SEEKING RELIEF AND ONLY TO THE EXTENT NECESSARY TO RESOLVE THAT PARTY’S CLAIM.

REsimpli does not consent to class, collective, consolidated, or representative arbitration. If a court of competent jurisdiction determines that any portion of the foregoing waiver is unenforceable as to a particular claim or request for relief, that claim or request for relief will be severed and may proceed in court, while all remaining arbitrable claims will proceed in individual arbitration.

A person may opt out of this Section by mailing a written notice within thirty days after first accepting these Terms to REsimpli, LLC, Legal Department — Arbitration Opt-Out, 8410 Kennedy Avenue, Highland, Indiana 46322. The notice must include the person’s full legal name, account email, organization name if applicable, and an unambiguous statement opting out. Opting out does not affect other provisions.

31. Governing Law and Courts

These Terms are governed by the laws of the State of Delaware, without regard to conflict-of-law rules, except that the Federal Arbitration Act governs Section 30. Courts located in Delaware will have exclusive jurisdiction over claims not subject to arbitration, subject to applicable consumer-protection law.

32. General Terms

These Terms, applicable order forms, checkout disclosures, the Privacy Policy, and incorporated policies are the entire agreement concerning the Services. Customer may not assign these Terms without REsimpli’s consent, except in connection with a merger or sale of substantially all assets; REsimpli may assign them in connection with a reorganization, merger, acquisition, or sale. Failure to enforce a provision is not a waiver. If a provision is unenforceable, it will be modified to the minimum extent necessary and the remainder will continue, subject to any specific treatment in Section 30. Headings are for convenience. Neither party is the other’s agent, partner, or fiduciary.

33. Copyright Notices

Copyright notices should be sent to REsimpli, LLC, Legal Department — DMCA Notice, 8410 Kennedy Avenue, Highland, Indiana 46322, and support@resimpli.com. A notice must satisfy 17 U.S.C. § 512.

34. Affiliate Program

Participation in REsimpli’s affiliate program is subject to REsimpli’s approval and the applicable program terms. Affiliates may not create accounts or make referrals for themselves, directly or indirectly. Any self-referral will result in immediate termination and forfeiture of any pending or accrued rewards or commissions. Other abuse of the affiliate program may result in the same.

REsimpli may terminate an affiliate relationship at any time, with or without cause, effective immediately upon notice. Upon termination, REsimpli may, in its discretion and to the extent permitted by law, void pending or accrued rewards or commissions.

Affiliates must conduct promotional activities in compliance with applicable advertising, marketing, privacy, and other laws and must not infringe third-party rights or misrepresent REsimpli. REsimpli may modify, suspend, or discontinue the affiliate program, including its reward structure, eligibility criteria, or participation terms, at any time. Affiliates remain subject to all other applicable provisions of these Terms.

35. Contact

Questions about these Terms may be sent to support@resimpli.com or REsimpli, LLC, 8410 Kennedy Avenue, Highland, Indiana 46322.