Effective date: June 15, 2026
These Terms of Service ("Terms") govern your access to and use of the DealSync platform, including the website at dealsync.me and the web application at app.dealsync.me (the "Service"), operated by Valience LLC, a Wyoming limited liability company ("DealSync," "we," "our," or "us"). By creating an account or using the Service, you agree to be bound by these Terms.
You must be at least 18 years old and a licensed mortgage professional, a licensed real estate professional, or another professional authorized by your employer or sponsoring institution to use the Service. By using DealSync, you represent that you meet these requirements, that you hold all licenses and registrations required for your activities, and that you have the authority to enter into these Terms.
To use the Service, you must create an account with accurate and complete information. You are responsible for maintaining the confidentiality of your login credentials and for all activities that occur under your account. You agree to notify us immediately of any unauthorized use of your account.
DealSync is a collaborative deal-management and document-formatting platform that enables Loan Officers and Real Estate Agents to track mortgage transactions together. The Service provides shared deal cards, conversation import, pipeline tracking, notes, partner management, and document generation tools.
DealSync is a software tool and nothing more. DealSync is not a lender, broker, underwriter, credit reporting agency, settlement service, or compliance provider. We do not originate, underwrite, fund, approve, or deny any loan; we do not make or verify any credit decision; and we do not review, verify, or guarantee the accuracy, authorization, or legal sufficiency of any information, document, or representation you create with or transmit through the Service. DealSync is not a substitute for your loan origination system, CRM, supervision, or compliance program.
Free tier: Realtor accounts are always free. Loan Officers may use a limited free tier with restricted deal and partner invite limits.
Paid plans: Loan Officers may subscribe to paid plans (Solo, Team, Branch) for additional features and unlimited usage. Paid plans are billed monthly or annually through Stripe.
Free trials: Paid plans may include a free trial period. These Terms, including all disclaimers, limitations of liability, indemnification obligations, and the arbitration agreement, apply in full during any free trial. At the end of the trial, your subscription will automatically convert to a paid subscription unless you cancel before the trial ends.
Cancellation: You may cancel your subscription at any time through the Stripe customer portal. Upon cancellation, you will retain access to paid features through the end of your current billing period, after which your account will revert to the free tier.
Refunds: Subscription fees are non-refundable except where required by applicable law. If you believe you were charged in error, contact us at support@dealsync.me.
You agree to use the Service only for lawful purposes related to mortgage origination and real estate collaboration. You agree not to:
The Service can generate documents from data you enter, including pre-approval letters, conditional loan approval letters, final loan approval letters, and verification-of-funds letters (collectively, "Letters"). With respect to every Letter:
DealSync has no ability to and does not review Letters for accuracy, authorization, or compliance. You assume all responsibility and liability for every Letter you create, issue, or transmit. Additional terms governing Letters appear in the Legal Disclaimer.
Your data: You retain all rights to the data, content, and information you upload to DealSync, including deal details, notes, and conversation transcripts. We do not claim ownership of your content.
License to us: By using the Service, you grant us a limited license to store, process, display, and transmit your content solely to provide the Service to you and your partners.
Shared data: When you share deal information with a partner through the Service, your partner will have access to that shared information. You are responsible for ensuring you have the right to share any information you enter.
Prohibited data and redaction: You are solely responsible for all content you enter, and you agree not to enter the highly sensitive data listed in Section 5. DealSync applies automated, best-effort redaction to certain patterns (such as Social Security numbers) as a courtesy only; this redaction is not guaranteed, not comprehensive, and does not relieve you of your obligations under GLBA, your employer's policies, or applicable law.
DealSync does not record telephone or in-person conversations. The Service allows you to import transcripts or summaries you have created or obtained using third-party tools. Recording laws vary by jurisdiction, and many states require the consent of all parties before a conversation may be recorded. You represent and warrant that, before recording, importing, or transmitting any conversation, you have obtained all consents required by every applicable federal and state wiretapping, eavesdropping, and privacy law, and that you have the legal right to use and share that content. You are solely responsible for any failure to obtain required consent.
The Service includes AI-powered features that use the Anthropic API to summarize, extract, or suggest content from text you provide. By using these features, you acknowledge that:
You are solely responsible for ensuring that your use of the Service complies with all laws, regulations, and institutional policies governing your profession and the handling of consumer information, including GLBA, RESPA, TILA, ECOA, the FCRA, the SAFE Act, the Fair Housing Act, UDAAP standards, state licensing and disclosure requirements, and the policies of your employer or sponsoring institution. DealSync is not a loan origination system and must not be used as a substitute for required compliance tools or processes. You, and not DealSync, are responsible for any violation of law or institutional policy arising from your use of the Service.
The Service, including its design, code, features, and branding, is owned by Valience LLC and is protected by intellectual property laws. You may not copy, modify, or create derivative works based on the Service without our written permission.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE. DEALSYNC DOES NOT PROVIDE LEGAL, FINANCIAL, TAX, LENDING, OR COMPLIANCE ADVICE.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, VALIENCE LLC AND ITS MEMBERS, MANAGERS, OFFICERS, EMPLOYEES, CONTRACTORS, AND AGENTS (THE "DEALSYNC PARTIES") SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUES, DATA, GOODWILL, OR BUSINESS, WHETHER INCURRED DIRECTLY OR INDIRECTLY, ARISING OUT OF OR RELATING TO YOUR USE OF THE SERVICE, ANY LETTER YOU ISSUE, ANY CONTENT YOU ENTER, OR ANY CONVERSATION YOU RECORD OR IMPORT, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THE DEALSYNC PARTIES' TOTAL CUMULATIVE LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE GREATER OF (A) THE AMOUNT YOU PAID US IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100). SOME JURISDICTIONS DO NOT ALLOW CERTAIN LIMITATIONS, SO SOME OF THE ABOVE MAY NOT APPLY TO YOU.
You agree to indemnify, defend, and hold harmless the DealSync Parties from and against any and all claims, liabilities, damages, losses, judgments, costs, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your use of the Service; (b) any Letter, note, or content you create, issue, or transmit; (c) any conversation you record or import; (d) your violation of these Terms, the Legal Disclaimer, or any law or regulation; (e) your violation of the policies of, or your agreements with, your employer or sponsoring institution; or (f) your violation of any rights of a third party. This obligation expressly includes claims brought by your employer or sponsoring institution, your clients or borrowers, any regulator or governmental body, or any other third party.
We may suspend or terminate your access to the Service at any time, with or without notice, for conduct that we determine violates these Terms or is harmful to other users, us, or third parties. Upon termination, your right to use the Service will immediately cease. Sections 6 through 13, 15, 16, and 17 shall survive termination.
The Legal Disclaimer and the Privacy Policy are incorporated into and form part of these Terms. By agreeing to these Terms, you also agree to the Legal Disclaimer and Privacy Policy. In the event of any conflict between these Terms and the Legal Disclaimer regarding the allocation of risk or liability, the provision providing the greater protection to the DealSync Parties controls.
Please read this section carefully — it affects your legal rights.
Agreement to arbitrate. Except for the excluded claims described below, you and DealSync agree that any dispute, claim, or controversy arising out of or relating to these Terms or the Service will be resolved by final and binding arbitration administered by a recognized arbitration provider under its applicable consumer or commercial rules, rather than in court. The arbitration shall be seated in the State of Wyoming, and judgment on the award may be entered in any court of competent jurisdiction.
Class-action waiver. You and DealSync agree that each may bring claims against the other only in an individual capacity, and not as a plaintiff or class member in any purported class, collective, or representative proceeding. The arbitrator may not consolidate more than one person's claims or preside over any form of class proceeding.
Excluded claims. This arbitration agreement does not apply to: (a) claims that may be brought in small-claims court; or (b) claims seeking injunctive or other equitable relief, or relating to intellectual property rights, which may be brought in the state or federal courts located in Wyoming, to whose jurisdiction you consent for those purposes.
30-day opt-out. You may opt out of this arbitration agreement by sending written notice to support@dealsync.me within 30 days of first accepting these Terms. If you opt out, the governing-law and venue provisions of Section 17 apply to your disputes.
These Terms, and any dispute arising out of or relating to them or the Service, shall be governed by and construed in accordance with the laws of the State of Wyoming, without regard to its conflict-of-laws principles. Subject to Section 16, any dispute not subject to arbitration shall be resolved exclusively in the state or federal courts located in Wyoming, and you consent to the personal jurisdiction of those courts.
By checking the acceptance box presented during account registration, or by accessing or using the Service, you acknowledge that you have read, understood, and agree to be bound by these Terms, the Legal Disclaimer, and the Privacy Policy, and you represent that you have the authority to do so. We record the date, time, and version of the Terms you accept.
We may update these Terms from time to time. We will notify you of any material changes by posting the updated Terms on this page and updating the effective date, and, where appropriate, by requesting renewed acceptance. Your continued use of the Service after changes become effective constitutes acceptance of the updated Terms.
If any provision of these Terms is held unenforceable, that provision will be limited or severed to the minimum extent necessary, and the remaining provisions will remain in full force. Our failure to enforce any provision is not a waiver. You may not assign these Terms without our consent; we may assign them in connection with a merger, acquisition, or sale of assets. These Terms, together with the Legal Disclaimer and Privacy Policy, constitute the entire agreement between you and DealSync regarding the Service.
If you have questions about these Terms, please contact us at:
DealSync (operated by Valience LLC, a Wyoming limited liability company)
Email: support@dealsync.me