Legal
Terms of Service
This page summarizes the key terms governing your use of DataDate Intelligence services. A complete Master SaaS Agreement is provided and must be executed offline prior to service activation. These terms are provided for transparency and informational purposes.
Effective DateJanuary 1, 2026
Last UpdatedJanuary 1, 2026
Governing LawState of Illinois, USA
Important: Before subscribing to DataDate Intelligence, all brokers are required to review and individually accept five binding agreements: the Master SaaS Subscription Agreement, Data Processing Agreement (DPA), Mutual Non-Disclosure Agreement (NDA), Acceptable Use Policy (AUP), and SMS Alert Consent. These agreements are presented at checkout and must each be accepted before payment is processed. By checking each box and completing payment, you confirm you have read and agreed to be bound by each agreement. Executed acceptance records are maintained on file by DataDate Intelligence.
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
Important service limitation: The accuracy of all extracted data depends entirely on the legibility and completeness of invoices forwarded to our system. DataDate Intelligence does not guarantee the accuracy of data extracted from incomplete, corrupted, scanned, or non-standard invoice formats. All critical financial decisions should be independently verified by the broker.
02Subscriptions, Billing & Plan Changes
Services are provided on a monthly subscription basis. Three pricing tiers are available. Each tier's processing rules, limits, and alert timing are defined below in full.
Founder Beta — $199/month
Up to 500 document submissions per calendar month. Single user only — the subscription covers one named individual broker and may not be shared, transferred, or used by additional users or team members. Available only to the first 10 subscribing brokers. Grandfathered permanently — rate never changes. Not eligible for downgrade, upgrade, or tier change of any kind.
Standard — $499/month
Up to 150 document submissions per calendar month. Arbitrage Window alerts delivered at 60 days and 30 days before the Evergreen Cliff. Single user access. Priority email support.
Standard Pro — $599/month
Up to 250 document submissions per calendar month. Arbitrage Window alerts delivered at 60 days and 30 days before the Evergreen Cliff. Single user access. Priority email support.
Pro — $799/month
Up to 500 document submissions per calendar month — shared total across all users. Extended Arbitrage Window alerts delivered at 90 days and 60 days before the Evergreen Cliff. Up to 2 user accounts. Priority document processing. Dedicated onboarding session. Direct phone support.
Teams — $999/month
Up to 1,500 document submissions per calendar month — shared total across all users. Extended Arbitrage Window alerts delivered at 90 days and 60 days before the Evergreen Cliff. Up to 3 user accounts. Priority document processing. Dedicated onboarding session. Direct phone support.
Invoice Processing Limits & Warning System
Both Standard and Pro tiers enforce a monthly document submission limit that resets to zero on the 1st of each calendar month. The following rules apply equally to both tiers, adjusted for their respective limits:
Standard — 150 submission limit
Warning at 120 submissions (80%). Warning at 135 submissions (90%). Hard stop at 151 — no grace period.
Standard Pro — 250 submission limit
Warning at 200 submissions (80%). Warning at 225 submissions (90%). Hard stop at 251 — no grace period.
Pro — 500 submission limit (shared)
Warning at 400 submissions (80%). Warning at 450 submissions (90%). Hard stop at 501 — no grace period. Limit applies to the entire account, not per user.
Teams — 1,500 submission limit (shared)
Warning at 1,200 submissions (80%). Warning at 1,350 submissions (90%). Hard stop at 1,501 — no grace period. Limit applies to the entire account, not per user.
These warning notifications constitute each broker's complete advance notice. Brokers who receive both warnings and do not act prior to reaching their limit accept full responsibility for any resulting service interruption or missed Arbitrage Window alerts.
General Billing Terms
- Subscriptions are billed monthly on the 1st of each calendar month. Brokers who activate mid-month are charged a prorated amount for the remaining days of their first partial month, then billed the full monthly rate on the 1st of the following month
- Payment is due upon receipt — services may be suspended for non-payment after 10 days
- No refunds are issued for partial months of service under any circumstances
- DataDate Intelligence reserves the right to adjust standard pricing with 30 days written notice to active subscribers
- Grandfathered Founder Beta rates are permanently exempt from all price adjustments
- All billing is processed through Stripe. By subscribing, the broker authorizes DataDate Intelligence to charge their payment method on file on a recurring monthly basis
Plan Upgrades
Upgrades from Standard to Pro take effect immediately upon confirmation through the Stripe Customer Portal.
- Upon reaching the Standard invoice limit, processing stops and the broker receives a "Pipeline Paused" notification with a direct link to upgrade through the Stripe Customer Portal
- Stripe automatically calculates and charges the prorated difference between the Standard and Pro rates for the remainder of the current billing cycle
- Invoice processing resumes automatically within minutes of a confirmed upgrade — no manual intervention by DataDate Intelligence is required
- The broker's document submission limit updates to 500 and their alert timing updates to 90 and 60 days effective immediately upon upgrade confirmation
- Prorated upgrade charges are non-refundable
Plan Downgrades
To protect service continuity and prevent data conflicts, all downgrades do not take effect immediately.
- Downgrade requests submitted through the Stripe Customer Portal are scheduled to take effect on the 1st of the broker's next calendar month — not at the time of the request
- The broker retains full current-tier access for the remainder of the billing period in which the downgrade was requested — no partial refund is issued for this period
- On the 1st of the month when the downgrade takes effect, the broker's document submission limit, alert timing, and user access reset to match the downgraded tier
- DataDate Intelligence is not responsible for service interruptions if a downgraded broker's active submission volume exceeds the downgraded tier's monthly limit in the new billing cycle. The standard pipeline pause and upgrade process applies
- Brokers who downgrade and subsequently require higher-tier access will be billed at the then-current rate for that tier — no downgrade-and-re-upgrade discount is available
- Founder Beta subscribers are not eligible to downgrade, upgrade, or change their pricing tier under any circumstances
Plain-English Summary: All paid tiers enforce a monthly document submission limit that resets on the 1st of each month. You receive two advance warnings at 80% and 90% of your limit — these are your only notice before processing stops. Upgrades happen instantly with prorated billing. Downgrades take effect on the 1st of your next calendar month and you keep full access until then. No partial refunds are issued in either direction.
03Account Non-Transferability & Broker Independence
Account Non-Transferability
Accounts and subscriptions purchased through DataDate Intelligence, LLC are non-transferable. Access is granted solely to the named account holder and may not be assigned, sold, shared, or transferred to any third party for any reason. Any attempt to transfer an account — whether voluntarily or by operation of law — shall constitute a material breach of this agreement and may result in immediate termination without refund.
Individual Broker Agreement & Firm Non-Affiliation
The contractual relationship established upon purchase is solely between DataDate Intelligence, LLC and the individual broker ("Subscriber"). DataDate Intelligence makes no representation regarding, and expressly disclaims all responsibility for, any relationship, obligation, or agreement that may exist between the Subscriber and any brokerage firm, employer, or affiliated organization.
By entering into this agreement, the Subscriber acknowledges and affirms that they are doing so in their individual capacity and that any conflict arising from this agreement and their obligations to a third party — including but not limited to a brokerage firm — is solely the responsibility of the Subscriber. DataDate Intelligence shall bear no liability for any breach of contract, employment agreement, or fiduciary duty that may result from the Subscriber's decision to enter into this agreement.
Plain-English Summary: Your account belongs to you personally and cannot be handed off to anyone else. If entering into this agreement creates a conflict with your employer, firm, or any other organization you are affiliated with, that is between you and them — DataDate Intelligence is not a party to that relationship and bears no responsibility for it.
04Broker 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
- Founder Beta subscribers are strictly limited to a single named user. Account credentials may not be shared with employees, partners, assistants, or any other individual. Violation of this single-user restriction constitutes a material breach and may result in immediate termination of the Founder Beta subscription without refund
- 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
05Limitation of Liability
Critical limitation — please read carefully: DataDate Intelligence, LLC is a monitoring and alert service, not a financial advisory or guarantee service. We are not liable for missed refinance windows, lost commissions, or any financial damages arising from system failures, unreadable invoices, delivery failures of SMS or email alerts, or inaccuracies in extracted data.
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.
06Confidentiality & 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.
07Termination
Brokers may cancel their subscription at any time through the Stripe Customer Portal. Cancellation takes effect at the end of the current billing period — the broker retains full access through that date and no partial refund is issued.
- Cancellation is processed automatically through Stripe — no written notice to DataDate Intelligence is required
- 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
08Governing 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.
Informal resolution first: Before initiating any formal dispute process, both parties agree to attempt good-faith resolution by contacting DataDate Intelligence directly at
disputes@datadateintelligence.com or (630) 919-9909. Most issues can be resolved quickly through direct communication.
09Amendments
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.
Agreement Confirmation: By checking each of the five agreement boxes at checkout and completing payment, you confirm that you have read each agreement in full and agree to be bound by its terms. Your acceptance is timestamped and permanently recorded. These agreements collectively constitute the binding legal relationship between you and DataDate Intelligence, LLC.