Mortgage Broker Lead Generation Terms And Conditions


Mortgage Broker Lead Generation Terms And Conditions

This contract is entered into between BDM Media Pty Ltd (hereinafter referred to as BDM Media) and the “Client”

1. BDM Media will provide the Client with Mortgage Broker Lead Generation Services (hereinafter referred to as “Done-For-You Mortgage Broker Lead Generation Program ”) as described in this Agreement. BDM Media will target specific clients to direct traffic to an agreed target destination.

2. The Client understands that the costs for the services and payment terms are as agreed in the Client Agreement document. The Done-For-You Mortgage Broker Lead Generation Program services will begin when the first payment is received via direct debit from the Client for the setup fee. All prices listed are in Australian dollars including gst.

3. Refund Policy – 25% of the set-up fee will be refunded if the Client requests in writing for the campaign be to terminated within 7 days of the signing of this agreement. Note that refunds are not applicable for Weekly or monthly agency management fees.

4. BDM Media’s Done-For-You Mortgage Broker Lead Generation Program services are intended to serve two main purposes:

a. to provide the Client with access to people interested in obtaining or refinancing a mortgage

b. to drive targeted online communications to Client prospects to engage them to book appointments and promote conversations with the Client.

5. BDM Media’s Done-For-You Mortgage Broker Lead Generation Program Services will include (but not limited to):

a.Deliver pre-qualified leads directly to Mortgage Broker email and sms who have filled in a questionnaire that can include:

Purchase Or Refinance
Rent or Own
Deposit saved
Income
Credit Score
When looking to buy
Contact Details
Best Contact Time
Loan Size
Interest Rate
b. Target an Audience generally within 10-20km radius of Client business

c. Refinance only program - Target an Audience generally 20km+ radius of Client business

d. Automated immediate SMS and email response + appointment booking sequence sent to prospects for first 7 days

e. Set up of appointment booking directly in Calendly from lead generation funnel. 1 calendar is usually allocated to each broker per campaign and they can be round robin)

f. All advertising runs under a generic Facebook page and not your company branding

g. All ads are compliant for FBAA, MFAA and ASIC.

h. 3month minimum program


6. For the purposes of receiving professional Done-For-You Mortgage Broker Lead Generation Program services, the Client agrees to provide the following:

· BDM Media will set up your Done-For-You Mortgage Broker Lead Generation Program campaign as quickly as possible, however in some instances the campaign can take 7-14 days. The timeframes we prescribe are reliant upon your full cooperation for the supply of final materials and information.

· Approval of Done-For-You Mortgage Broker Lead Generation Program Campaign works – On completion of the initial setup of the Client’s Done-For-You Mortgage Broker Lead Generation Program campaign, the Client will be notified in writing and will have the opportunity to review the Done-For-You Mortgage Broker Lead Generation Program campaign details. The Client can notify BDM Media in writing of any unsatisfactory information within 7 days of the notification. Any information not deemed to be unsatisfactory within the 7 days review period will be deemed to be approved.

· If the Client wishes to suspend or cancel BDM Media’s Done-For-You Mortgage Broker Lead Generation Program Services at any time please confirm in writing. Upon cancelation all agreed fees outstanding to BDM Media are to be paid in full within 5 working days of cancellation.


7. Client agrees to the following with respect to Done-For-You Mortgage Broker Lead Generation Program services:

The Client’s ongoing use of the services is binding acceptance of these terms and any changes hereto.
The BDM Media Done-For-You Mortgage Broker Lead Generation Program Services are provided for the duration of an agreed time frame as outlined in the Client Proposal. If the duration is not specified in the Client Proposal, a 3month / 12 week agreement applies. Should the client choose to cancel the Agreement during the contract term, the remainder of the fees agreed are payable in full.
Following the completion of the campaign, the Client will have the option to end the campaign or keep it going. If the Client chooses to continue with the campaign, but chooses to end the campaign thereafter, the Client is required to provide 7 days notice in writing.
The use of the BDM Media Done-For-You Mortgage Broker Lead Generation Program service is at the Client’s own risk.
Client acknowledges that BDM Media makes no guarantee that the Done-For-You Mortgage Broker Lead Generation Program will provide any increase in sales, business activity, profits or any other type of improvement to the Client’s business.
To the fullest extent admissible by law, BDM Media will not be held liable to the Client for any damages, including without limitation any direct, indirect, special, punitive, incidental, or consequential damage (including but not limited to damages for loss of business profits, business interruption, loss of information, loss of profits or goodwill or loss of use of facilities or equipment), or any other damages arising from the negligence of BDM Media or otherwise
Where liability cannot be legally excluded, the liability of BDM Media is limited to the cost or re-supplying the service again.
The Client agrees to indemnify BDM Media for any third party claim for damages arising out of or in any way connected with the supply of services by BDM Media to the Client, including without limitation any direct, indirect, special, punitive, incidental, or consequential damage (including but not limited to damages for loss of business profits, business interruption, loss of information, loss of profits or goodwill or loss of use of facilities or equipment), or any other damages arising from the negligence of BDM Media or otherwise
The Client agrees to indemnify and hold harmless BDM Media, its affiliates, subsidiaries, agents, officers and other partners and its respective employees from and against all damages, liabilities, actions, causes of action, claims, suits, losses, demands, costs and expenses (including without limitation reasonable legal fees, disbursements and court costs) arising from or in connection with the Client’s information, the Client’s use of BDM Media’s Done-For-You Mortgage Broker Lead Generation Program services
All fees, services, documents, recommendations, and reports are confidential.
BDM Media reserves the right to subcontract any services that are agreed to perform your Done-For-You Mortgage Broker Lead Generation Program services
The Client agrees that the Customer’s personal data may be used and retained by BDM Media for the purposes of –



Delivery of Goods and Services.
Marketing of Goods and Services.
Processing of payment instructions.
8. The Client agrees to pay for any additional services which are not included as part of this Done-For-You Mortgage Broker Lead Generation Program Service Agreement. The Client can be charged an additional fee for constructing agreed content based on the hourly rate of $165/hr inc GST or as otherwise quoted.

9. BDM Media reserves the right to refuse or terminate service. BDM Media has the right to be free from acts or threatening behavior, abusive or offensive language. Such communication will not be tolerated. No refund will be provided in case of abusive communications.


10. Dispute Resolution: Any dispute will be subject to the laws of Queensland Australia.

This Agreement constitutes the entire understanding of the parties. Any modifications thereto must be in writing and agreed by both parties.