Zale Mortgage Limited Refund Requirements - Update 3/28/2022

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Limited Refund Taken from Zale Mortgage Terms of Service for Ease of Viewing

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Please Visit: https://www.zalemortgage.com/terms-of-service to read Zale Mortgage’s Full Terms of Service

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1. Limited Refund Requirements. To be eligible for Provider’s limited refund plus $1,500, you must meet the following requirements:

   1. You must have been using the Services for at least five months;

   2. It has been no more than six months and two weeks since you bought the Services (date of first payment to Provider) (Extra time provided in the event of a system outage, account error or ad account ban);

   3. You must first obtain Provider’s approval to change any of the provided campaigns, qualification questions, qualification settings, targeting, or provided media (pictures);

   4. You must spend a minimum of $300 per month on Ad Spend solely on the Recommended Advertising Campaign or $600 per month solely on the Refi Only Advertising Campaign (if Facebook advertising is banned or restricted, you may use Google to spend the same amount);

   5. To meet the limited refund, you must conduct all your initial communications with leads using the provided automated and scripted messages until they become a client, or an agreement is signed;

   6. You have shown up on time for every booked appointment you receive and calls for the appointments must have been made inside the CRM. In the event calls cannot be made in the CRM, you may call using a personal phone but must track all communication in notes of the crm;

   7. You must not have deleted any contacts or conversations you have had with leads inside the CRM;

   8. You or an Authorized User must have called all the leads that respond a minimum of three times in the first thirty days of receiving the leads (does not include automated messages). Communications must be performed inside the provided CRM and you, or an Authorized User, must respond to all replies inside the CRM within 72 hours of receiving the reply. You should not have any unread messages as well;

   9. You must have completed the provided system training & lead conversion training from Zale in the Training Portal located in the CRM;

   10. You must use the provided CRM to track and update lead status using the opportunities section. 

   11. You must reach out to Zale promptly if there is an error in your system, system outage or ad account ban. Any messages regarding errors must be sent within 24 hours of the error occurring.

   12. You must have made all your payments on time;

   13. You must have completed less than one transactions/closed loan within the five-month period. This includes any closing as a direct result from the Services, Trainings or Software System;

   14. You must submit a formal request for a refund with supporting evidence to support@zalemortgage.com.

   15. After you submit your formal request for a refund to support@zalemortgage.com, you must communicate with Provider until a decision is made.

2. If all the above requirements are met, Provider will refund the amount paid (directly to Provider) for the Services plus $1,500.