← Back to Login

REvelio

The Process

Agent Terms of Service

Governing the subscription relationship between Revelio Process Incorporated and licensed real estate agents.

DocumentREvelio Agent Terms of Service v3.0
CompanyRevelio Process Incorporated
StateCalifornia C-Corporation
FormedMay 19, 2026
EffectiveMay 19, 2026
Applies ToLicensed real estate agents and teams subscribing to REvelio
ExcludesConsumer clients (buyers/sellers) — see Consumer ToS
Version3.0

1. Acceptance of Terms

PLEASE READ THESE TERMS CAREFULLY. BY CLICKING "I ACCEPT," BY PAYING A SUBSCRIPTION FEE, OR BY ACCESSING OR USING THE REVELIO PLATFORM, YOU AGREE TO BE BOUND BY THESE TERMS OF SERVICE.

These Agent "Terms of Service" constitute a binding legal contract between you, a licensed real estate professional, and Revelio Process Incorporated ("REvelio"), a California corporation formed May 19, 2026.

If you are using REvelio on behalf of a real estate team, brokerage, or other organization, you represent that you have authority to bind that organization and that the organization agrees to this Agreement.

Important: Continued use of the Platform after any modification to these Terms constitutes acceptance of the modified Terms.

2. Eligibility

To use REvelio, you must:

REvelio is a professional tool for licensed real estate agents and teams. It is not intended for direct use by consumers (buyers or sellers). Consumer access is governed by the REvelio Consumer Terms of Service.

3. Description of Service

REvelio is a Software-as-a-Service transaction management and AI intelligence platform designed for licensed real estate professionals. The Platform provides:

REvelio is designed to complement, not replace, your existing CRM tools (e.g., Follow Up Boss, KV Core). REvelio activates at the moment a purchase agreement is executed and manages the workflow through close and beyond.

4. Subscription Plans and Billing

4.1 Plan Tiers

REvelio offers the following subscription tiers:

4.2 Founding Rate

The "Founding Rate" is a promotional price available to the first 50 subscribers. Founding Rate subscribers retain their promotional pricing permanently as long as their subscription remains active and in good standing. Cancellation permanently forfeits the Founding Rate. Founding Rate pricing is non-transferable.

4.3 Billing and Payment

Subscriptions are billed monthly or annually in advance. All payments are processed through Stripe. You authorize REvelio to charge your payment method on a recurring basis. Failure to maintain a valid payment method may result in service suspension.

4.4 Price Changes

REvelio may change subscription pricing with 30 days written notice. Founding Rate subscribers are exempt from standard price increases while their subscription remains active. Enterprise contracts are governed by the rates in the applicable order form.

5. Document Upload and Storage

REvelio allows you to upload transaction documents including purchase agreements, addenda, disclosures, inspection reports, and related materials. By uploading documents, you represent that:

REvelio processes uploaded documents using AI to extract dates, clauses, and action items. Processed outputs are made available to you within the Platform. REvelio does not use your uploaded documents to train AI models. Documents are retained per our data retention schedule and may be deleted upon account termination.

6. AI Features — Scope and Disclaimer

REvelio's AI features are designed to assist licensed real estate professionals in managing transactions and communicating with clients. The AI is a tool, not a licensed professional. Specifically:

You acknowledge that AI outputs may occasionally be inaccurate, incomplete, or unsuitable for a specific transaction context. REvelio makes no warranty regarding the accuracy of AI-generated content.

REvelio's AI features are powered by Anthropic PBC via the Claude API. Transaction data, document content, and client portal communications may be transmitted to Anthropic for processing as part of AI feature delivery. Anthropic is bound by a Data Processing Addendum that prohibits training on this data, prohibits selling or sharing it, and limits API log retention to 7 days. By using REvelio's AI features, you authorize this processing on behalf of yourself and your clients.

7. Client Portal — Your Obligations

When you activate a Client Portal for a buyer or seller client, you:

Client portal data is governed by the REvelio Consumer Privacy Policy and Consumer Terms of Service, which your clients accept upon activating their portal access.

8. MLS Data — Trestle Integration

REvelio provides access to MLS listing data through a Trestle/CRMLS data feed. MLS data is licensed, not owned, by REvelio. Your use of MLS data through the Platform is subject to:

You may not export, redistribute, or commercially exploit MLS data accessed through REvelio outside of your licensed real estate activities. MLS data is provided for your professional use only. REvelio does not guarantee the accuracy, completeness, or timeliness of MLS data.

9. SMS / Text Message Communications

REvelio may send you transactional SMS messages including account alerts, subscription notifications, and platform updates. By providing your mobile phone number, you consent to receive these messages. Message and data rates may apply. To opt out, reply STOP to any message or contact us at info@revelioprocess.com.

10. Prohibited Conduct

You agree not to:

11. Intellectual Property

REvelio and its licensors own all intellectual property rights in and to the Platform, including the AI models, software, design, trademarks, and content created by REvelio. You are granted a limited, non-exclusive, non-transferable license to use the Platform for your professional real estate activities during your active subscription.

You retain ownership of all content, data, and documents you upload to the Platform. By uploading content, you grant REvelio a limited license to process that content for the purpose of providing the Services to you.

12. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, REVELIO'S TOTAL LIABILITY TO YOU FOR ANY CLAIM ARISING FROM OR RELATED TO THIS AGREEMENT SHALL NOT EXCEED THE TOTAL SUBSCRIPTION FEES YOU PAID TO REVELIO IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

REVELIO SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, LOST COMMISSIONS, OR LOSS OF DATA, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

13. Indemnification

You agree to defend, indemnify, and hold harmless Revelio Process Incorporated and its officers, directors, employees, and agents from any claims, damages, liabilities, costs, and expenses (including reasonable attorneys' fees) arising from: (a) your use of the Platform; (b) your violation of this Agreement; (c) your violation of any third-party right; or (d) any claim that your uploaded content caused damage to a third party.

14. Dispute Resolution and Governing Law

This Agreement is governed by the laws of the State of California, without regard to its conflict of law provisions. Any dispute arising from this Agreement shall be resolved by binding arbitration administered by JAMS under its Streamlined Arbitration Rules. Arbitration shall take place in Orange County, California. You waive the right to participate in class action lawsuits or class-wide arbitration.

15. Cancellation and Termination

You may cancel your subscription at any time. Cancellation takes effect at the end of the current billing period. REvelio does not provide refunds for unused portions of prepaid subscription periods except as required by law.

REvelio may suspend or terminate your account for material breach of this Agreement, non-payment, or conduct that poses a risk to the Platform or other users. REvelio will provide reasonable notice before termination except where immediate action is required to protect the Platform or other users.

Upon termination, your right to access the Platform ceases. You may request an export of your transaction data within 30 days of termination.

16. Force Majeure

REvelio shall not be liable for any failure or delay in performance resulting from causes beyond its reasonable control, including acts of God, natural disasters, pandemic, government action, internet infrastructure failure, third-party service provider outages, or cyberattacks.

17. California Consumer Complaint Disclosure

California residents may contact the Complaint Assistance Unit of the Division of Consumer Services of the California Department of Consumer Affairs in writing at 1625 North Market Blvd., Suite N 112, Sacramento, CA 95834, or by telephone at (800) 952-5210.

18. Privacy and Data Use

Your use of the Platform is also governed by the REvelio Agent Privacy Policy, incorporated herein by reference. The Agent Privacy Policy describes how we collect, use, and protect your personal and business data as a paying subscriber.

19. General Provisions

This Agreement constitutes the entire agreement between you and REvelio regarding your use of the Platform and supersedes all prior agreements. If any provision of this Agreement is found unenforceable, the remaining provisions remain in full force. REvelio's failure to enforce any right or provision is not a waiver of that right or provision.

Questions about this Agreement: info@revelioprocess.com

Revelio Process Incorporated · 2108 N ST STE N., SACRAMENTO, CA 95816 · revelioprocess.com

© 2026 Revelio Process Incorporated · revelioprocess.com · Agent ToS · Effective May 19, 2026