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PRESET APPOINTMENT SERVICE TERMS AND CONDITIONS

(Option 1: One price appointment making service)

An appointment shall be considered chargeable if:

  1. You contact the appointment FOR ANY REASON BEFORE OR AFTER the schedule appointment time regardless if a billable presentation was made.
  1. You, or your agent, DO NOT CALL US (605 362-2576 Ext. 4) from the address (location) of the appointment during the 30 minute window the appointment was set for IF FOR ANY REASON (no exceptions) YOU (or your agent) ARE UNABLE TO MAKE A PRESENTATION.
  1. The only exception will be if you have been notified by Us that the appointment has been cancelled or rescheduled.

WE AGREE TO:

Set appointments ONLY when all the buying parties will be present and able to participate.

Set appointments ONLY when al least one of the prospects is 70 or younger.

Set appointments ONLY when the prospect has shown enthusiasm for the visit and service.

Set appointments ONLY when at least one English speaking is present and able to translate.

YOU AGREE TO:

Provide LifeLeads.net a PROPERLY COMPLETED copy of the Excel Schedule/Report of days and times for the following fourteen (14) days for which you would like appointments made on your behalf by 5PM CST FRIDAY of each week.  This schedule will include at least six (6) hours of availability between the times of 6PM and 10PM, Monday through Thursday, each week. 

You agree that your failure to provide LifeLeads.net with an updated schedule as specified could result in a service fee equal to the cost of one appointment per each day the schedule is late, suspension of service, and/or a termination of your account.  You agree to email the schedule to:

appointmentscheduling@lifeleads.net.

NOT CONTACT THE APPOINTMENT IN ADVANCE OF THE PRESENTATION, FOR ANY REASON, once the appointment has been made for you.  If you are unable to find the address for the appointment you agree to call us for assistance.  YOU AGREE THAT CONTACTING THE APPOINTMENT FOR ANY REASON IN ADVANCE OF THE PRESENTATION, SHALL CAUSE YOU BE CHARGED AS IF YOU HAD DEVELOPED A SALE FROM THAT APPOINTMENT.

To call us FROM THE PROSPECT’S TELEPHONE if you arrive at the designated place and time and find that one or more of the buying parties are unavailable.  You agree to IMMEDIATELY call us from the closest available phone if you are unable to gain entrance to the prospect’s home.  If you are unable to speak to someone at LifeLeads.net, you agree to leave a DETAILED message on our voicemail regarding why you were unable to make the presentation.

To contact us by telephone NO LATER THAN the beginning of the designated appointment time if you believe you will be unable to arrive at the designated place within the thirty (30) minute window provided.

To be at the appointment on time, prepared to make a presentation and overcome the normal objections you would expect to hear when asking for a sale.  You also agree to be interviewed by a qualified representative of LifeLeads.net during the service ordering process to be assessed as to your closing ability.

Make any requests for service cancellation or refunds in writing (USPS, common carrier, or email to appointmentscheduling@lifeleads.net is acceptable

PENALTY FEES

Failure to provide an updated schedule as described above

A fee equal to one billable appointment (per week)

Failure to provide an appointment report as described above

A fee equal to one billable appointment (per appointment)

 

That appointments will be set for a thirty (30) minute “window”.  This means the prospect will be told you will arrive between 6:00 and 6:30 PM, or between 7:30 and 8:00 PM.

If we schedule four (4) or more appointments for you within the same four (4) hour period and you cannot arrive at one of them on time, we will not charge you for a sit if you have made at least one sale from that group.

You will be charged for a PRESENTATION (defined as providing one or more prospect enough information where THEY believe they can make a decision) when you make a sales presentation (offer product information or rates to) of any type to one or more of the prospects associated with the mortgage; an appointment where the prospects associated with the mortgage where available at the time and place the appointment was set for and you did not arrive on time; an appointment where you contacted the one of the prospects associated with the mortgage AFTER the appointment was made.

*If we schedule four (4) or more appointments for you within the same four (4) hour period and you cannot arrive at one of them on time, we will not charge you for a sit if you have made at least one sale from that group.

"On time" will be considered arriving no earlier than the beginning of the window and no later than the end of the window.

A “prospect” or “buying party” is considered a participant in the applicable mortgage, or someone WE have identified as a decision maker in the buying process.

 

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