Aureum AI, LLC · Last Updated: only after adoption, publication and valid acceptance; not a retroactive amendment
Customer-facing terms for business accounts Version 1.0 replacement release candidate — prepared Oct 6, 2026. Effective only after adoption, publication and valid acceptance; not a retroactive amendment.
These Terms of Service govern the Aureum software and related services provided by Aureum AI LLC, a California limited liability company (Aureum, we, or us). The customer identified in an accepted order or account registration is you. If you accept for a business or brokerage, you confirm that you have authority to bind it. Otherwise you accept for yourself. Authorized users must follow the terms applicable to the account. The agreement begins when you affirmatively accept these Terms through the registration or purchase process, or sign an order incorporating the supplied version. We will provide the applicable terms before acceptance. A visit to the website alone is not acceptance of a paid order. These Terms do not automatically replace terms governing an earlier purchase. The Service is intended for lawful professional and business use by adults at least 18 years old. Do not misstate your purpose or location to avoid legal protections, registration requirements or service restrictions.
Aureum helps real estate professionals organize relationships, client records, communications, tasks, commitments and follow-through. Available features may include briefs, analytics, connected email and calendars, AI assistance and supported automation. Your accepted order and enabled account features determine what you receive. Calling, recording, transcription, autonomous voice and other separately controlled features are available only when expressly offered and enabled. Aureum supplies software. It does not act as your real estate broker, attorney, lender, tax adviser, fiduciary or compliance adviser. You remain responsible for licensed activities, transaction decisions, brokerage supervision, professional duties and legally required records. A software recommendation is not a valuation, financing approval, legal opinion or guarantee of regulatory compliance. A roadmap, demonstration of a prototype or discussion of a future feature is not a commitment to deliver it unless an accepted order expressly makes that commitment. This does not excuse misleading descriptions of what you are buying.
Provide accurate account and business information, keep it current, protect credentials and use supported security controls. Do not share a personal login, impersonate another person or give an unauthorized person access. The account holder is responsible for its authorized users and instructions, except to the extent a loss is caused by Aureum’s breach or misconduct. Notify support@aureumai.co promptly of suspected unauthorized access. Only users with the applicable administrative authority may change account access permissions or billing. Authorized users may configure automation only within their granted account permissions. A shared brokerage name does not grant access to another account’s records. You must have authority to connect each mailbox, calendar, phone number or other service. Google sign-in, an integration permission and authorization to take autonomous actions are distinct permissions; none automatically supplies the others. You are responsible for obtaining a compatible device, internet connection and access rights to third-party services. Aureum may require account verification before a sensitive change. Verification must not be used to obstruct a lawful cancellation or privacy request.
As between you and Aureum, you retain your rights in records, content and information you submit or connect (Customer Data). You give Aureum the limited rights needed to process that data to provide, maintain, secure and support the Service under your instructions, the Data Processing Addendum and applicable law. This is not a transfer of ownership or an unrestricted AI-training license. You must have the necessary rights and lawful basis to provide Customer Data and use it for the intended purpose. Keep important information and contact preferences accurate. Do not upload unnecessary identification documents, payment-card credentials, health records or other sensitive information outside an expressly supported and authorized use. Aureum and its licensors retain the Service, software, designs, documentation and related intellectual property. During authorized access, you receive a limited, nonexclusive right to use the Service for your own business within the purchased scope. No source-code rights, resale rights, equity or ownership interest are granted. As between the parties and to the extent rights exist and are transferable, Aureum assigns to you its rights, if any, in AI output generated specifically for your account from your inputs. This excludes the Service, underlying models, system materials and third-party content. Output may not be unique or eligible for intellectual-property protection. You must assess whether your intended use is lawful. You may provide optional feedback. You grant Aureum a perpetual, worldwide, royalty-free right to use that feedback to improve its products, without an obligation to implement it or compensate you. This does not license your Customer Data, confidential client information, name, likeness, logo or testimonial for public marketing.
The Privacy Policy explains Aureum’s information practices and relevant privacy rights. It is a notice, not blanket consent to every processing activity. The Data Processing Addendum governs personal data processed on a customer’s behalf within its scope. Aureum will comply with those contractual obligations; these Terms do not reduce them. Third-party integrations require their own permissions and may be subject to separate provider terms disclosed when connected. You may disconnect supported integrations through the available controls or support. Disconnection does not recall completed actions, erase all retained records or cancel a paid plan. Subsequent retention and deletion follow the applicable data-processing terms. Customer Data and connected-account information will not be used to train general-purpose AI models under this agreement. Any separately proposed data use requiring consent or another agreement must be presented distinctly and comply with provider restrictions. De-identification is not a basis to bypass restrictions that continue to apply to the source data.
AI systems can produce inaccurate, incomplete or unsuitable results. Review matters that require professional judgment or specific approval. Keep underlying facts, permissions and instructions current. Aureum’s agent names, including Navius, identify software functions and do not imply a licensed professional or human employee is reviewing the work. Where supported, you may authorize a defined class of routine actions in advance. The authorization must identify its account or client scope, permitted channels and actions, and applicable limits. A properly authorized routine action does not require another approval solely because AI assists it. An enabled switch is limited by its displayed scope, account permissions and all legal, recipient and provider restrictions. General encouragement to automate, importing a contact or accepting these Terms does not by itself enable every client or action. Standing authorization does not permit the system to make or accept binding offers, negotiate transaction terms, give regulated advice, waive rights, make unauthorized purchases, disclose protected information or take another high-impact action requiring separate authority. Required licensee review, broker supervision and other legal duties remain in force. Consumer-facing use must follow any required review workflow applicable to the user, jurisdiction and activity. The AI and Automation Policy describes permitted modes, review requirements, pauses and human takeover. You may withdraw supported authorizations. Withdrawal must stop new work within its scope; it cannot undo an action already completed or recall an external communication already transmitted. Aureum may pause an action because of missing facts, conflicting instructions, a changed permission or a safety restriction. Account and recipient restrictions prevail over an AI instruction. A recommendation, scheduled task, attempted action, provider acceptance, delivery, reply and completed business objective are different events. Do not treat an attempted send or an AI completion statement as independent proof of delivery or success. Use the available records and a human check for consequential deadlines.
Communication access is limited to the channels and use cases approved for the account. You must obtain and preserve legally sufficient authority for each recipient, channel, purpose and method, including written consent where required. A prior relationship, public listing, purchased lead, imported phone number or approved carrier campaign is not a substitute for required consent. Follow the Communications Policy, including restrictions on spam, purchased or scraped list blasting, deceptive messages and unauthorized marketing. Identify the proper business sender and provide required opt-out and support information. Honor STOP, unsubscribe, legally effective withdrawals, DND and other restrictions received inside or outside Aureum. Do not evade them through another number, channel, account or provider. Business identity verification, brand and campaign registration, number assignment and continuing provider approval may be required. Supply accurate information for the actual sending business and authorize its use only for legitimate setup, compliance, delivery and support purposes. Activation timing depends on required information and provider review; there is no universal same-day activation promise. A phone number is an assigned service resource subject to carrier rules and any express porting rights, not property transferred by these Terms. Message frequency depends on the authorized workflow; message and data rates may apply to recipients. Plan and provider limits apply to manual and automated messages. Voice and recording permissions are separate from SMS permission. Do not use Aureum for emergency communications. Recording must follow the separately enabled feature’s notice and consent requirements; account acceptance is not consent from call participants.
Follow the Acceptable Use Policy. Do not engage in unlawful discrimination or steering, use protected characteristics or proxies to deny housing opportunities, misrepresent a professional license or make unsupported housing, financing or product claims. Do not direct an AI agent to do something you could not lawfully do yourself. Do not bypass access controls, isolate another customer’s data for extraction, introduce malware, disrupt the Service, remove proprietary notices, sublicense or resell unauthorized access, or copy protected Service materials. Reverse engineering restrictions apply only to the extent permitted by law. This provision does not forbid lawful competition using independently developed work, protected research, legally permitted interoperability, truthful reviews or reports to regulators. Aureum may investigate credible abuse and restrict the affected feature while preserving appropriate evidence under its data-handling obligations. These customer duties do not eliminate responsibilities the law places on Aureum.
Before you buy, the order or checkout must identify the product, price, billing period, included scope and limits, taxes, activation conditions, renewal terms and any separate charges. You authorize only the charges you accept. Applicable transaction taxes may be added as disclosed; Aureum remains responsible for taxes on its own income. Payment is made through the disclosed payment provider. Usage fees, phone numbers, carrier registration, AI consumption, calling, storage or add-ons are chargeable only under the disclosed rate and authorization you accept. A base plan is not unlimited provider usage. We will not silently enroll you in a recurring add-on or deduct undisclosed fees from a required refund. Payment failure may result in reasonable retry attempts or suspension after appropriate notice, subject to law and the order. Notify us promptly of billing errors. No short contractual reporting deadline removes a statutory or payment-network dispute right.
A recurring subscription renews at the interval and price you affirmatively accept unless canceled. We provide required renewal, trial, annual-reminder and price-change notices. We will not change a promised price lock or apply a new price to a prepaid period contrary to the accepted offer. Any permitted new renewal price must be disclosed before the affected renewal with the required opportunity to cancel. You may stop future renewals using the account’s cancellation control or by emailing support@aureumai.co. Where law requires online cancellation for online enrollment, it must be available. Cancellation must not require a sales call or a forced retention offer. A timely valid request remains effective even if internal processing is delayed. We will confirm the cancellation and the paid-through date. Unless you request earlier account closure or access is lawfully restricted for another reason, you keep access through the paid period. Cancellation does not by itself refund an authorized past charge. Deleting an app, disconnecting a mailbox, pausing an agent or simply not using Aureum does not cancel renewal. A demo or free evaluation does not authorize billing. A trial converts automatically only if the offered price, charge date, renewal terms and cancellation method were disclosed and you separately authorized that conversion. Otherwise paid service requires a new accepted order.
The Refund and Cancellation Policy applies. There is no general change-of-mind, satisfaction, revenue or performance money-back guarantee. Billing corrections, expressly binding refund commitments and remedies required by law remain protected. Nothing in these Terms converts a required cash refund into a discretionary credit. Lifetime access exists only under a completed Lifetime Order Summary accepted before payment. That order must define the duration, covered product, included usage, exclusions, support, transfer rules and service-ending treatment. It has no recurring base subscription charge for the included entitlement. Separately authorized services may have charges. These Terms do not silently narrow a purchased lifetime entitlement or treat the word lifetime as permission to end promised service without considering available remedies.
We may maintain and improve the Service, replace vendors and adjust features subject to accepted commitments and the data-processing terms. We will not materially remove a paid essential function during the committed period without providing a substantially equivalent function or an appropriate termination and refund remedy for the affected unprovided prepaid service. A lifetime order governs its more specific service-continuity treatment. We do not promise uninterrupted availability, error-free output, a particular uptime level or a response time unless a separate accepted service-level commitment states one. Keep independent records of critical transaction dates, consent evidence and information you are legally required to retain. This precaution does not excuse Aureum’s express security, data or service obligations. If a material paid-service failure remains unresolved after written notice and a reasonable opportunity to correct it, you may invoke the remedies under your order, the Refund and Cancellation Policy and applicable law. We will not require continued payment for service we have permanently discontinued.
Features clearly designated as beta, preview or experimental may be incomplete, change or be withdrawn. Free demo access may be limited to sample information and may exclude external communications. Controlled live trials require separate approval and their disclosed conditions. You must not use a demo bypass to access live messaging, AI spending or another restricted function. An accepted Early Access Agreement governs its specified evaluation. Beta status does not erase a binding paid-service promise or waive mandatory rights. No early access creates automatic lifetime access, future equity or permanent discounts.
You may end use or close the account by contacting support or using available controls. If the account has recurring billing, also cancel renewal as described above; a request expressly asking to close the account and stop charges will be treated as both. Data deletion is a separate process governed by the data-processing terms. Aureum may immediately restrict access reasonably necessary to address suspected fraud, unauthorized access, an unlawful instruction, material security risk, a recipient restriction, binding legal process or provider suspension. We will give the reason and scope when lawful and practical, investigate in good faith and provide an opportunity to resolve a correctable issue. A narrower feature restriction should be used when reasonably sufficient. For another material breach, we may terminate after written notice and a reasonable opportunity to cure, unless the breach is incapable of cure or continued access presents a material risk. Free evaluations may end as disclosed. We may decline a future subscription renewal on notice. Ending an existing paid commitment for our convenience requires honoring the purchased period or addressing the unprovided portion under the applicable agreement and law. Lawful termination for your breach does not itself create a voluntary refund. However, mandatory remedies and binding promises survive. Exercising a legitimate payment dispute, truthful review, privacy right or regulatory complaint is not, by itself, cause for forfeiting all access or entitlements.
Before closure, export information you need through supported functions or request assistance. Aureum will provide the return, deletion, limited retention and assistance required by the applicable DPA and Privacy Policy. A legal or security restriction may limit immediate access, but will not be used to defeat mandatory data rights. Stopping access also stops authorization for new automated work. Already transmitted communications cannot be recalled. Records retained for a legal requirement, dispute, fraud prevention or suppression remain subject to purpose limits and security controls. These Terms do not promise perpetual storage, instant deletion of every backup or indefinite ownership of an assigned phone number.
Each party must protect the other’s nonpublic information disclosed in connection with the Service and reasonably understood to be confidential. Use it only to perform or exercise rights under this agreement; disclose it only to people with a need to know and suitable confidentiality duties. Customer Data receives at least the protection required by the DPA. Confidential information excludes information lawfully public, already known without restriction, independently developed without use of it, or lawfully obtained from another source. A legally compelled disclosure is permitted, with notice and reasonable protective cooperation where lawful. General confidentiality duties last three years after disclosure; trade secrets remain protected while legally qualifying and personal data remains protected for as long as applicable duties require. Nothing prohibits protected whistleblowing, cooperation with regulators, legal advice, a lawful report of suspected misconduct or an honest review that does not reveal protected confidential information or another person’s personal data. You need not obtain permission to exercise such rights.
EXCEPT FOR EXPRESS COMMITMENTS IN THE ACCEPTED AGREEMENT AND RIGHTS THAT CANNOT LAWFULLY BE EXCLUDED, THE SERVICE IS PROVIDED AS AVAILABLE, AND AUREUM DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT TO THE EXTENT PERMITTED BY LAW. We do not guarantee leads, replies, revenue, commissions, closed transactions, superiority to another system, carrier approval or compliance for your individual practice. We do not guarantee that AI will recognize every promise or that every workflow will complete without intervention. These qualifications do not cancel an express service description, specific binding guarantee or responsibility for misleading claims.
To the extent permitted by law and subject to the exceptions below, Aureum will not be liable for indirect, consequential, special, incidental, exemplary or punitive damages, including lost profits, commissions, opportunities or goodwill that constitute those types of damages. This is not a blanket exclusion of every direct loss, data-restoration cost or statutory remedy merely because it concerns a business. For claims subject to a cap, Aureum’s total aggregate liability arising from the same agreement is limited to the greater of US$100 and the applicable Fee Basis. The Fee Basis is the sum of (a) fees paid or payable for Service delivered during the 12 months before the event first giving rise to the claim, with prepaid annual fees allocated ratably to that period; and (b) the full one-time lifetime purchase price paid for any affected lifetime entitlement, even if paid more than 12 months earlier. Do not count the same payment twice. For a paid annual account active for less than 12 months, the Fee Basis includes its full current annual base fee. For a free account it is US$100. Related claims are aggregated; the cap does not multiply by user, recipient or legal theory. The exclusions and cap do not limit liability for Aureum’s fraud, fraudulent misrepresentation, willful injury, willful misconduct or gross negligence, or any liability, statutory right or remedy that applicable law does not allow the parties to exclude or limit. They do not cap the return of money collected in error, a refund expressly owed under the accepted order or policy, or restitution that cannot lawfully be limited. They do not limit a regulator’s authority, a nonparty’s rights or a data subject’s non-waivable rights. Subject to those exceptions, the ordinary cap also applies to contractual claims under the DPA; a separately signed DPA or order may expressly establish a different cap. This allocation concerns the parties’ private claims and does not excuse performing data-protection duties. The parties have allocated risk in light of the agreed fees, but enforceability remains subject to applicable law.
To the extent permitted by law, you will defend Aureum and its officers and employees against a third-party claim arising from your unlawful communications, absence of required recipient consent, unlawful Customer Data, infringement by materials you supply, or your material violation of the agreed use restrictions, and pay amounts finally awarded or approved in settlement that are legally attributable to that conduct. This duty does not arise merely because you lawfully use the Service. The duty excludes the portion caused by Aureum’s breach, unlawful conduct, gross negligence, willful misconduct or unauthorized action outside your lawful instructions. Aureum must promptly notify you, provide reasonable cooperation at your expense and permit a competent defense subject to its reasonable approval. Late notice reduces the duty only to the extent it materially prejudices the defense. No settlement may admit fault by, impose a nonmonetary obligation on or fail to release Aureum without its consent, not unreasonably withheld. Aureum may participate with its own counsel at its expense. Fines or penalties are included only where indemnification is lawful.
California law governs, without applying conflict-of-law rules that would displace it, except that mandatory protections applying to a party or claim remain available. Subject to those protections, the parties consent to state courts in Los Angeles County, California, and federal courts in the Central District of California for disputes arising from this agreement. A small-claims action may be brought in any court with proper jurisdiction when applicable law permits. Please send a dispute notice to support@aureumai.co identifying the account, issue and requested resolution. Each party will make a good-faith attempt to resolve it for 30 days after receipt. This process does not prevent urgent relief, a timely filing needed to preserve rights, a regulator complaint or a legally protected payment dispute. It does not shorten a limitations period or suspend one without a separate lawful agreement. These Terms do not impose mandatory arbitration, a class-action waiver, a jury-trial waiver or a blanket prevailing-party fee obligation. A court may award fees and remedies when an applicable statute or another valid agreement permits them.
We will identify a revised version and provide notice of material changes, their substance and proposed effective date. We will obtain affirmative acceptance when required and before imposing a material new obligation that requires it. Merely replacing a webpage is not sufficient notice or proof of assent. Changes operate prospectively and cannot retroactively remove accrued rights, expand recipient consent or automation authority, impose an undisclosed charge, or rewrite a fixed paid or lifetime entitlement. If required acceptance is not obtained, the earlier agreement remains controlling for the existing commitment unless lawfully ended under its terms. Required legal or urgent security restrictions may be applied when necessary, with appropriate notice and remedies.
The agreement consists of these Terms, the accepted order, the applicable Data Processing Addendum, Acceptable Use Policy, AI and Automation Policy, Communications Policy, Refund and Cancellation Policy, and any separately accepted Early Access Agreement. They must be made available before the acceptance to which they relate. The Privacy Policy supplies notice of information practices and rights. A valid, specifically negotiated signed agreement or accepted order controls an expressly identified commercial exception. The DPA controls personal-data processing within its scope. The Refund and Cancellation Policy controls ordinary cancellation and refund treatment, subject to a more specific binding refund commitment. The communications and AI policies control their respective use restrictions, permissions and safety requirements. An Early Access Agreement controls the stated evaluation. These Terms govern remaining conflicts. No document can override mandatory law, recipient withdrawal or an applicable binding provider restriction merely by stating a commercial exception. References to an updated policy do not automatically incorporate material future changes without the notice and acceptance required by this agreement. Each accepted order remains associated with its accepted document versions.
Neither party may transfer this agreement to evade obligations. You may not resell or transfer an account or lifetime entitlement except as its order allows or with Aureum’s written consent. Aureum may assign the agreement to a successor in a genuine merger, reorganization or sale of the affected business if the successor assumes applicable obligations and data protections. A transfer does not erase an accepted lifetime or price commitment. No amendment of an executed vendor or founder agreement is made by these customer Terms. A party is not liable for a delay caused by an event beyond its reasonable control to the extent it could not reasonably prevent or mitigate the effect. It must use reasonable mitigation and notify the other where material. This does not excuse avoidable security failures, amounts already owed, mandatory duties or consideration of remedies for prolonged or permanent failure. If a provision is unenforceable, it is severed or limited only to the extent lawful, and the remainder continues where possible. Failure to enforce a term is not a continuing waiver. The agreement does not create a partnership, employment, franchise or brokerage relationship. No third party gains enforcement rights except where the agreement or law expressly provides them. The accepted agreement replaces prior discussions on the same subject, but does not exclude liability for fraud, misleading sales statements or a specific binding promise that law requires to be honored. Accrued payments, ownership, confidentiality, lawful data handling, liability provisions, dispute terms and other provisions intended to survive continue as appropriate after termination. Contact: Aureum AI LLC • support@aureumai.co. We send ordinary account notices to the verified account contact or through an appropriate in-product notice; notices requiring durable delivery will be sent accordingly. Electronic acceptance and counterparts may establish an agreement when legally valid. Electronic service of court process requires an independent lawful basis and is not authorized solely by this section.