Terms of Service

01The Service

DataDate Intelligence, LLC provides an automated lease monitoring and alert platform for independent equipment leasing and finance brokers. The service consists of:

• Processing of monthly vendor invoices forwarded by the broker or their clients to a designated DataDate Intelligence email address
• Extraction and tracking of payoff balances and lease end-of-term dates from processed invoices
• Calculation of refinance notification windows based on extracted contract data
• Delivery of Arbitrage Window Alerts via SMS and email to the subscribing broker when a notification window opens

02Subscriptions & Billing

Services are provided on a monthly subscription basis. Billing terms are as follows:

• Subscriptions are billed monthly on the anniversary of the activation date
• Payment is due upon receipt — services may be suspended for non-payment after 10 days
• No refunds are issued for partial months of service
• DataDate Intelligence reserves the right to adjust standard pricing with 30 days written notice to active subscribers
• Grandfathered founding member rates are permanently exempt from price adjustments

03Broker Obligations

By subscribing to DataDate Intelligence services, the broker agrees to the following obligations:

• Provide accurate onboarding information including business name, contact details, and billing information
• Obtain any necessary authorization from their end clients before forwarding client invoice data to DataDate Intelligence
• Not share, resell, sublicense, or otherwise transfer access to the DataDate Intelligence service to any third party
• Not attempt to reverse-engineer, replicate, or reproduce the DataDate Intelligence platform, workflow architecture, or extraction methodology
• Promptly notify DataDate Intelligence of any unauthorized access to their account or any suspected data breach
• Use alert information as one input among several in making business decisions — not as the sole basis for financial commitments to clients

04Limitation of Liability

To the maximum extent permitted by applicable law, the total liability of DataDate Intelligence, LLC to any subscribing broker for any claim arising out of or related to this agreement shall not exceed the total subscription fees paid by that broker in the three months immediately preceding the claim.

DataDate Intelligence expressly disclaims all liability for consequential, incidental, indirect, punitive, or special damages, including but not limited to lost profits, lost commissions, or lost business opportunities — even if DataDate Intelligence has been advised of the possibility of such damages.

This limitation of liability is a fundamental element of the basis of the bargain between the parties and reflects the subscription pricing offered.

05Confidentiality & Non-Disclosure

Both parties execute a Mutual Non-Disclosure Agreement as part of the onboarding process. Key provisions include:

• DataDate Intelligence agrees not to directly solicit or contact any client identified in broker-forwarded invoice data for any commercial purpose
• The broker agrees not to disclose, reproduce, or share DataDate Intelligence's proprietary extraction methodology, prompt architecture, workflow design, or database structure
• Both parties agree to maintain the confidentiality of all non-public information shared during the term of the agreement and for 24 months following termination
• Neither party may use the other's confidential information for any purpose outside the scope of the services described herein

Confidential information does not include information that is publicly available, independently developed, or received from a third party without restriction.

06Termination

Either party may terminate the subscription agreement at any time with 30 days written notice delivered via email to the contact address on file.

• The broker retains access to the service through the end of the current billing period following a termination notice
• DataDate Intelligence may terminate service immediately and without notice in the event of a material breach of these terms, including non-payment, attempted reverse engineering, or unauthorized data sharing
• Upon termination, all broker and client data held by DataDate Intelligence will be purged within 30 days per the Privacy Policy
• Founding member pricing does not survive voluntary cancellation — a broker who cancels and later re-subscribes will be billed at the then-current standard rate

07Governing Law & Disputes

This agreement is governed by and construed in accordance with the laws of the State of Illinois, without regard to its conflict of law provisions.

Any dispute arising out of or related to this agreement that cannot be resolved informally shall be submitted to binding arbitration in Springfield, Illinois, under the rules of the American Arbitration Association. Both parties waive their right to a jury trial for any such dispute.

08Amendments

DataDate Intelligence reserves the right to update these Terms of Service at any time. Material changes will be communicated to active subscribers via email at least 14 days prior to the effective date. Continued use of the service following notice of changes constitutes acceptance of the updated terms.

Changes to billing rates for non-grandfathered subscribers require 30 days notice. Changes to the liability limitation clause require 60 days notice and individual written acknowledgment from active subscribers.