SMB INVESTOR ENGINE PROGRAM: Terms of Enrollment (“Agreement”)

One of the most difficult aspects to successfully growing a business is making sure you keep your

proprietary information and intellectual property protected, while also balancing your culture,

authenticity, and commitment to clients. We strive to provide the greatest possible experience for

all our clients and the following agreement outlines some parameters and terms of the Program.

There’s naturally some “lawyer” language similar to College Tuition & Usage Agreements

Section 1. Program Guidelines, Payment Terms

(Checked below are the items that SMB is responsible for delivering to you. Think of this as

SMB’s Scope of Work)

Online Learning Platform Access* (this is an REI’s dream online vault)
Organic Gold Mining Standard Operating Procedures and Clinics so you can copy our Organic lead generation strategies without spending money on ads. If you follow our steps exactly, there is unlimited opportunity for leads.
Facebook Advertising Best Practices, Ad Templates and Clinics so you can model the ads we use to produce our deals. You also get our emails, texts, etc for the full campaign.
High Conversion Standard Operating Procedures and Clinics so you can skip the low ball offers and follow our path of open book, Perfect Presentation, authentic offers and covert more deals
REI Software user license included, as per the plan selected
Access to Private Facebook Group Community
Access to Weekly Mastermind ZOOM Calls

Below are the terms and conditions:

We’re giving you full access to the program from the start. Sort of like if you buy a $10,000 car and only put $6,000 down, the lender needs to be paid the last $4,000. In this case, we’re giving you the “car” up front, so if we granted any exception and offered a payment plan, you hereby authorize SMB to collect the Program cost outlined above through successive payments, with the first payment being due on the date of enrollment in the Program and all subsequent payments being due as outlined above in Section 1.
We pay the Coaches and Support Team Members who are working to help you with your deals on time, therefore your payments are due in full on the due date.
*If payment fails, Client must remedy this situation and provide a valid form of payment or Client may be removed from the Program. If you feel you’re going to be late, it's a good practice to communicate with us.
Sometimes credit card companies auto decline larger transactions or have daily charge limits. To help us keep your coaches paid on time and under your daily limit, sometimes we’ll do smaller transactions to comply with your card. SMB is authorized to collect the full amount due by charging any/all cards or accounts on file in smaller intervals at any time, not to exceed the total payment amount due.
Payments may be made via credit or debit card, ACH, wire transfer, or through PayPal
Payments are final, non-refundable, and non-transferable. If Client does not comply with its payment obligations, SMB may remove Client from all parts of the Program
You agree that (1) the billing information you provided to SMB is true, correct, and complete, (2) you are duly authorized to use such accounts, cards, or funds for the purchase, and (3) charges incurred by you will be honored by your credit card company, bank and other account providers
For all credit or debit card payments:

You hereby consent to having these charges automatically charged to your credit or debit card on the due date
SMB and REIS collectively are authorized to collect the payment due (in full, or in part) by collecting on any/all credit or debit cards that are provided by the client
The client may determine which payment method is preferred and the client is responsible for informing SMB of this preference at least two (2) business days prior to the payment due date since SMB’s payment system may automatically charge one of the cards on file that may not be the client’s preferred payment method

If you paid $1997 (paid in full), you can ignore the next section as it only applies to those who chose a payment plan option.
If you chose a payment plan option, the following applies to you:
You agree that you will pay $299 per month for at least 8 months. After 8 Months you’ll be auto subscribed to our $299 per month Investor Engine. You can cancel anytime you’d like after 8 months inside your account management portal in REI Software.
You agree that you will share 50% of the profit on your next 5 deals. Our appointed licensed agent or designee will submit a referral fee invoice or assignment fee invoice to your title closer to collect funds on the closing statement. You agree that we can communicate with your title closer or closing attorney prior to and after each closing.
50% of the profit looks as follows:
Wholesale Deal - Your purchase price is $125,000 and You sell it for $135,000, producing a $10,000 Gross Profit, you would keep $5,000 and your title company would send us $5,000.
All other scenarios will be agreed upon in writing with the spirit of the deal to share 50% of the profit on each.
You understand this is a referral fee only. In no way should this be viewed as a partnership because it is not a partnership.
You understand that we do not invest any funds or sign any of your agreements with sellers or buyers. We are consultants only.
We teach you how to protect your deposit funds and it's up to you to do so. If you risk deposit funds and don’t perform on a deal, we are not responsible, nor will invest funds into your loss. We highly advise you follow our process exactly. Most often, we post $1 deposits when we’re working directly with sellers and you should as well.
Our Lawyer says we must make it very clear that this is NOT a partnership so restating it here.

Section 2. Participation Terms

My Sister recently got married. The wedding party was a blast and everyone except one person was totally cool all night. That one person was my uncle’s new wife. Well, let's just say she drank and became a bit disruptive. Sort of killed the mood of the celebration so we nicely offered her a ride home. Well, this program is like a wedding party. We have a certain way of doing things that breeds success and we want to keep it that way. We are committed to providing all Program participants with a positive experience. Thus, SMB may, at its sole discretion, limit, suspend, or terminate your participation in any of its programs, live, recorded, social media-based or digital without refund or forgiveness of remaining payments due if you:

Become disruptive or difficult to work with (like my Uncle’s new wife)
Fail to follow the Program guidelines
Impair the participation of our employees, contractors, clients, instructors or participants in any of our programs
You participate in the Program in a manner that disrupts or impairs the Program for any other participants, instructors, SMB employees or contractors.
In addition, you agree to treat information shared by other Program participants as confidential. This is because we don’t want people in our world stealing deals from one another.

Section 3. Non-Solicitation

You agree with and for the benefit of SMB that, during the Program and for a period of one (1) year after separation from the Program (whether such separation results from early termination or successful completion), you will not (except with the prior written consent of SMB), directly or indirectly, either as an individual or as a partner or joint venture or as an employee, sales representative, principal, consultant, agent, shareholder, officer or director, for any person, firm, association, organization syndicate, company or corporation, or in any other manner whatsoever, contact, solicit, or attempt to solicit any of the persons, clients, employees, companies or institutions with whom you had dealings through the Program or from the social media groups that SMB is directly linked to.

For the purpose or intent of competing with SMB to provide the same or similar services which SMB is currently providing to any of these individuals or companies
To leave the employ or engagement of SMB
To sell or offer for sale or solicit orders for the sale of any products or services
To attempt to hire, coach or work with any clients of SMB or members of their social media networks/ groups online

Section 4. Acknowledgement of SMB’s Intellectual Property Rights

You acknowledge the ownership by SMB of all copyright, trademark, service mark, know-how, trade secrets and other intellectual property rights in the Program content.
You acknowledge that Program content is for individual use only and agree not to copy, sell, reproduce, record, share, teach, give away, or otherwise divulge Program content without the express written consent of SMB.
Reproduction or distribution of Program content is strictly prohibited.

Section 5. Confidential Information

We respect your privacy and must insist that you respect the privacy of fellow Program participants. We respect your confidential and proprietary information, ideas, plans and trade secrets (collectively, "Confidential Information") and must insist that you respect the same rights of fellow Program participants and of SMB. Thus, you agree:

Not to infringe upon any Program participant’s or SMB's copyrights, patents, trademarks, trade secrets or other intellectual property rights
That any Confidential Information shared by Program participants or any representative of SMB is confidential and proprietary, and any such Confidential Information belongs solely and exclusively to the party who discloses such information
Not to disclose such information to any other person or use it in any manner other than in discussion with other Program participants during Program sessions
That all materials and information provided to you by SMB are confidential and proprietary intellectual property which belongs solely and exclusively to SMB, and may only be used by you as authorized in writing by SMB
Not to infringe upon other SMB student’s shared information including but not limited to seller leads, buyer leads or deals they are working on that are shared in the SMG group
That if you violate, or display any likelihood of violating, any of the sections contained in this paragraph or referenced in this Agreement, SMB and/or other Program participants will be entitled to injunctive relief against you for any such violations

A breach of any of the promises or agreements contained herein will result in irreparable and continuing damage to SMB for which there will be no adequate remedy at law, and SMB shall be entitled to injunctive relief and/or a decree for specific performance, and such other relief as may

be proper (including monetary damages if appropriate). While you are free to discuss your individual results from this Program or any other SMB program or training, you must keep the experiences and statements, oral or written, of all other participants in the strictest of confidence.

Section 6. Privacy Policy and Terms of Service

You agree that your participation is subject to SMB’s Privacy Policy and Terms of Service (as found on the website below) and that you agree to adhere to all terms as outlined on these websites. While we do not anticipate making frequent edits, SMB reserves the right to make modifications to either of these policies at its sole discretion and without notifying Program participants.

www.socialmediablueprint.com/privacy-policy

Section 7. Program Content

Program education and information is intended for a general audience and does not purport to be, nor should it be construed as, advice or counseling tailored to any specific business or industry
Content is centered around 1) Targeting and Ad Creation 2) Automated Followup Systems 3) Real Estate Deal Structuring 4) Scaling
All materials, procedures, policies, standards, manuals, teaching aids, and other similar tools that have been, or will be, made available by SMB or its designated facilitators, or any other source, oral or written, are for individual use in or in conjunction with this training Program only
Program content is for individual use only, and may not be sold, tape recorded, videotaped, shared, taught, given away, or otherwise divulged without the express written consent of SMB, or its designated agent
The information contained in Program material is strictly for educational purposes
Success with this Program is largely driven by your willingness to take actions as recommended by SMB, as it relates to the content of the Program
If you wish to apply (or not apply) ideas, concepts, teachings, etc. contained in this material, you are taking full responsibility for your actions and furthermore you agree that your success with the Program is dependent on your willingness to follow the steps outlined by SMB
SMB assumes no responsibility for errors or omissions that may appear in any Program materials
I understand that if I make changes to my organic/ads/campaigns and deviate from the organic/ads/build out instructions that SMB has provided, I may not receive the same level of results and support on untested campaigns
SMB Coaches are team members of SMB. They run their own businesses outside of our program, which makes them real and good at teaching others. We respect their time. All parties agree that all communication with coaches will be on the live calls, in the or inside the SMB Facebook Group.
Fundamental questions we can help with are real estate related and social media marketing. Questions outside of those topics are not something our team is equipped to help with.

Section 8. Right to Use Name & Likeness

Our environment breeds success. Much like my days playing football, my coach used to take “wins'' from one player and share them with the other players. It inspired all the players to rise to a “winning” level. We do the same here and we want you to win. In order for us to be able to keep this culture, we will take screen shots inside the facebook group of wins that get posted and share them with everyone on the team - you’re on the team now too so we have to formally have your permission to take these and use them. Attorneys tend to write things very ugly but its to protect in case of trouble so know the section below is attorney talk, but at the end of the day, its part of what makes this a winning team and we want you to win too. You hereby consent to the use of your name, photograph, likeness, voice, testimonial and biographical material, in whole or in part, for publication or reproduction in any medium, for any purpose, including but not limited to public relations, education, marketing, training and research
Your consent is granted to SMB and extends to such use without restriction or limitation as to time or geographic boundary
You hereby waive all rights you may have to any claims or demands for payment or royalties in connection with the use of any of such materials, regardless of the purpose of such use or publication, and regardless of whether a fee is charged or collected by SMB for any product and/or service in connection with such use and publication
You also waive any right to inspect, review or approve any photograph, recording, or other written material at any time, and waive the right to approve the use and medium of publication determined by SMB
You understand that SMB owns all rights in and to any such photograph, recording or testimonial, including any copyright and/or trademark relating to such use

Section 9. Client Responsibilities

I sincerely wish I could fly in and close every deal for you, but God gives us all only 24 hours in a day. We will show you the path we are using and our other successful students are using. Copy it exactly. Do nothing less and nothing more. If you do this, leads will come and that is the start of making deals happen.
You agree that you are solely responsible for the decision to implement any ideas, concepts, teachings, or the like, presented in the Program.
You agree that SMB is not and will not be liable or responsible for any action or inaction or for any direct or indirect result of your use of the ideas, concepts, teachings, or the like, presented in the Program
You agree and understand that SMB makes no guarantees regarding the success of your results from the Program. Lead generation is another story and we can easily do this if you follow our steps exactly, even in competitive markets.
During the Term of the Agreement and thereafter, You agree to refrain from making any public or private statement about SMB or its officers, directors, members, managers, employees or affiliates that would be injurious to SMB’s business or reputation or which would, directly or indirectly, interfere with the business of SMB. Damages for breach of this provision shall include all damages available at law and equity, including punitive damages. This provision shall survive termination of this Agreement.
MY “$1.5K SUCCESS GUARANTEE" (Hereafter called “guarantee”) The following terms and conditions of the guarantee are designed to HELP you. We have been in this business for a long time. We’ve coached hundreds of people through the process and have a formula that works when its followed perfectly.
If that formula is deviated from, then it's hard to predict results. Please follow the formula perfectly. Understand that all written in this section is designed to hold you accountable to following the formula that works.
You must attend all live coaching sessions. If you miss one, you won’t be able to get your questions answered nor give us the chance to ask you questions on your implementation, therefore we require you on coaching sessions live if you want us to have a guarantee; miss any and we don’t provide a guarantee.
You must do all the action items we give you. We might call this “homework” or “to dos” or similar. For example, we will ask you to make at least 5 offers per week to sellers. If you skip this step, it will not be possible for you to get a deal therefore impossible to guarantee results, therefore would waive the guarantee.
In order for you to make offers, you will be required to generate leads. You can copy the way we generate leads. We do it through running ads on social media and organic posts. We will give you specific targets to hit for both in order to generate the right amount of leads to land a deal. If you skip this item or any action item we give, we do not offer a guarantee. To land real estate deals, it takes leads and offers, therefore we want you to do those steps.
We will ask for you to submit proof that you’ve done all the steps we’re describing for 6 months. To help keep you on track and for our records, proof is required each week to be submitted in our online platform.
There are times sellers of the best real estate deals say “no” the first time they are presented an offer. Via follow-up that we teach you (automations and check ins), sellers can say “yes” months later. After they say “yes”, they still have to pack up and move out which adds more weeks or months to the total time. Many of our best deals take 6 months to come to fruition. The entire time, we diligently work the system. We build a pipeline and then have a non stop flow of deals coming. Don’t take this wrong either because we certainly know how to close deals start to finish in a few weeks, but we don’t want anyone giving up early on any deal, which is why we require 6 months of weekly activity tracking to have any type of guarantee.

Section 10. Terms of Sale

You hereby agree that all Program sales are final, non-refundable, and non-transferrable
You agree to make all payments on time and in full as outlined in Section 1
You agree that all payments must be made on time as outlined in Section 1 and if payments are not made on time, SMB reserves the right to remove you from the Program and all Program access and materials
You agree that you have fully consented to any payment to SMB and that any/all payments are valid and that you have consented to the purchase of the Program as outlined in Section 1
ou agree to waive any/all rights to charge-back, dispute, or make claims (“disputes”) against any payment made to SMB as being fraudulent, purchased in error, services not delivered to you, product not received, or any other dispute which claims that any payment is unlawful
You agree to not initiate any disputes or claims through your credit card company, bank, lending institution, or any other payment provider since you have fully consented to all charges outlined in Section 1 and thus you agree that you may not dispute any payments made to SMB for the Program
Payments are final, non-refundable, and non-transferable. If payment obligations re not complied with, I understand that SMB may remove me from the Program
You acknowledge that the program can not be paused, frozen or put on hold and that your time in the program begins when you sign up and are officially enrolled
You acknowledge that SMB reserves the right to terminate a Client’s participation in the Program for violation of the terms of this Agreement.
I understand that Social Media Blueprint is a DBA of REI Marketing Certification LLC. Further, I understand that Phil 413 Software is a DBA of Phil 413 Software INC and your credit card statement may display either name.

Section 11. Class Action Waiver

Any arbitration under this agreement will take place on an individual basis; class arbitrations and class/representative/collective actions are not permitted. THE PARTIES AGREE THAT A PARTY MAY BRING CLAIMS AGAINST THE OTHER ONLY IN EACH'S INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PUTATIVE CLASS, COLLECTIVE, AND/ OR REPRESENTATIVE PROCEEDING, SUCH AS IN THE FORM OF A PRIVATE ATTORNEY GENERAL ACTION AGAINST THE OTHER. Further, unless both you and SMB agree otherwise, the arbitrator may not consolidate more than one person's claims, and may not otherwise preside over any form of a representative or class proceeding.

Section 12. Arbitration

In the event, the parties are not able to resolve any dispute between them arising out of or concerning these Terms and Conditions, or any provisions hereof, whether in contract, tort, or otherwise at law or in equity for damages or any other relief, then such dispute shall be resolved only by final and binding arbitration pursuant to the Federal Arbitration Act, conducted by a single neutral arbitrator and administered by the American Arbitration Association, or a similar arbitration service selected by the parties, in the state of Florida. The arbitrator's award shall be final, and judgment may be entered upon it in any court having jurisdiction. In the event that any legal or equitable action, proceeding, or arbitration arises out of or concerns this agreement, the prevailing party shall be entitled to recover its costs and reasonable attorney's fees. The parties agree to arbitrate all disputes and claims including Tort claims. The parties agree that the Federal Arbitration Act governs the interpretation and enforcement of this provision. The entire dispute, including the scope and enforceability of this arbitration provision shall be determined by the Arbitrator. This arbitration provision shall survive the termination of this agreement.

REI SOFTWARE | TERMS & CONDITIONS | PRIVACY POLICY

SOCIAL MEDIA BLUEPRINT | TERMS OF ENROLLMENT | PRIVACY POLICY