Online Lead Generation Agreement - Deprecated


Dear Broker, 

Thank you for your interest in our services. Below, you will find the specific details of how the service works, the timelines, the pricing and some legal details.

In reviewing these details, you will get a glimpse of the thorough methods we use to acquire high quality traffic, qualify web visitors before accepting them as leads, and verify the leads before connecting them with your business. 

In addition to receiving exclusive, high quality leads, you will receive a top level of support from our team to help with day-to-day details as well as helping you maximize your return on investment. 

All of this, for a guaranteed price per lead with no hidden fees, ad spend costs, or long term commitments. 

Read on to discover all of the specifics for yourself.

If you have any questions whatsoever before signing this document, please reach out to us at [email protected]. We’ll be glad to help. 

We look forward to working with you to help your business grow now and for years to come.

To Your Success, 

Team FinanceVine

Service

Below are the details of how our service works. 

1 - Lead Sources

We acquire leads by advertising our web properties on the leading online advertising networks in the world. Here are some just of the networks and placements we source traffic from.

NetworkPlacements

Facebook Ads

  • Facebook
  • Instagram
  • Instant Articles
  • Marketplace
  • Search 
  • Stories
  • Video Feeds 
  • Audience Network

Google Ads

  • Google Search
  • Google Display Network
  • YouTube Video Ads

Native Ads

  • Taboola
  • OutBrain

 

2 - Lead Qualifiers

When a web visitor fills out one of our forms, they are asked questions to help qualify the lead. Below are examples of some of the qualifiers we use. Visitors who don't meet this criteria are rejected as potential leads. 

NicheLead TypeForm Response

Mortgage

Home Buyers

  • Property type: residential
  • Credit: 640+ & down payment: 5%+
  • Credit: -640 & down payment: 10%+
  • Job: full-time or self-employed
  • Gross annual income: $40,000+
  • Purchase timeline: next 12 months
  • Location: Province of license
 

Refinance

  • Property type: residential
  • Equity: 15%+ 
  • Job: full-time or self-employed
  • Gross annual income: $40,000+
  • Location: Province of license
  • Refinance reason:
    • Reduce rate: 3% rate or higher and renewal within 6 months
    • Cash out
    • Debt consolidation
 

Home Equity

  • Property type: residential
  • Equity: 20%+ 
  • Job: full-time or self-employed
  • Gross annual income: $40,000+
  • Location: Province of license

Insurance

Life

Mortgage Life

  • Age: 25-54
  • Location: Province of license
 

Senior Life

  • Age: 55+
  • Location: Province of license

Real Estate

Sellers

  • Property type: residential
  • Timeline to sell: next 12 months
  • Working with a Realtor: no
  • Location: within 50 km of your office 

 

3 - Lead Verification

Once a lead passes our qualification criteria, we use a suite of technology to verify and certify the legitimacy of the lead and the lead’s contact information. Below are some of the tools we use and how they work. A lead is connected with your business only once passing these verifications.

VerificationHow it works

Ekata Phone API

  • Phone line is checked to ensure it is in-service.

BriteVerify Email Validation

  • Email address is checked for deliverability

SMS Confirmation*

  • Lead confirms their phone number via SMS before being accepted.*Currently in beta testing, full release TBD.

Blacklist Alliance

  • This service blocks known litigators from being accepted as leads, to prevent predatory CASL complaints and suits. 

SuppressionList

  • This service helps us filter Known fake numbers, duplicate leads, and other spam.

TrustedForm

  • Certification of lead consent to be contacted. Includes archived video recording of their web session along with details like IP address and more.

 

4 - Lead Connection

Once the lead has been qualified and verified, we connect the lead exclusively with your business (no other businesses get their info). Because we work on an exclusive basis, we’re able to facilitate the connection to a much higher degree. Here are some of the methods we use, to help maximize your contact rates while minimizing your time to contact, which is crucial.

MethodDescription

Online Appointment

We provide you with an online appointment booking tool so that your leads can book a time for you to call. 

SMS Introduction

Once the lead is generated, qualified, and verified, we send an SMS message to the lead on your behalf introducing your firm and inviting the lead to get in touch via call, text or appointment.

Email Introduction

We also send an email to the lead, with the same information as the text. Any email replies are directed directly to your firm. 

Email Nurture

To compliment your sales and contact efforts, we follow up with the lead for up to 15 days via email, sending informative content to help build engagement and interest in your services. 

Lead Sheet

You will be provided with a Google Sheet, where you will be able to retrieve all of your lead information. 

CRM Integration

When technology permits, we also highly encourage allowing us to set up a direct integration with your CRM, so that we can send leads directly into your system when they are generated. 

Email Notifications

We send an email notification to your email address of choice when a new lead is generated for you. 

 

5 - Service Support

We support you and your business from A-Z to help you get the most from our services. 

Here are the ways we do so. 

Support TypeDescription

Marketing 

All of the software, labor, and ad spend costs are included to provide the services outlined in points 1 - 4.

Helpdesk 

We offer a help desk service to answer all of your questions, provide tech support, process invalid lead returns, and more. 

Knowledgebase

We also have a knowledge base with articles and videos to help you familiarize yourself with our platform and how to get the most from it. 

Customer Portal

You will have access to a customer portal where you can update your payment method and retrieve receipts. 

Weekly Check In 

We send a check-in email every Monday to get your feedback, address any issues, and keep things flowing.

Monthly Report & Call

At the end of each month, you’ll receive a PDF report with your lead generation stats and any relevant notes we have to share. We’ll then ask you to schedule a monthly review call to discuss the last month’s progress and plan the next month’s adjustments. 

 

Timelines

Below, we’ve outlined the deliverables you’ll be receiving and the timelines to expect them in. 

TimeDeliverables


Days 1 - 7

  • Onboarding form to be completed on day 1.
  • Our team will set your business up in our platform within 7 days.
  • We’ll confirm all the details with you to ensure you’re ready to go, and launch by day 8. 

Days 8 - 30

  • You will start receiving leads during this period;
    • If you’re in a geographic market where we don’t have campaigns running yet, then this phase will include some testing, verification, optimization of initial campaigns to get traffic and leads flowing.
    • If you’re in a market where we already have campaigns, then this phase is skipped, and you’ll just be merged into our existing flows, so leads will come quicker and more consistently right from the start. 
  • Weekly email check-Ins to get feedback and answer questions.
  • 1st monthly report & review call at the end of this period.

Month 2

  • Lead flow is stabilized with more consistent delivery (if new campaigns, otherwise, this will already be the case in month 1).
  • Weekly email check-Ins to get feedback and answer questions.
  • 2nd monthly report & review call at the end of this period.

Month 3

  • Consistent lead flow.
  • Weekly email check-Ins to get feedback and answer questions.
  • 3rd monthly report & review call at the end of this period.
  • 1st Conversion & ROI Review:
    • 5% - 20% closing target
    • 200% - 500% ROI target 

Ongoing

  • IF ROI & conversion targets are being achieved;
    • we can work to Increase lead volume to increase your revenue and sales to meet your business goals. 
  • Continued collaboration and communication via:
    • Weekly email check-Ins
    • Monthly report & review call 
  • Monthly conversion & roi review: 
    • Every month, we’ll ask you to update us on your sales conversion and ROI figures, so we can log that info and track progress over time. 

 

Pricing

Pricing is simple. Once you sign this agreement, you will be directed to choose a monthly package size at a guaranteed price per lead. We ask for a short term initial commitment before transitioning to a month-to-month arrangement.

Package Size

20 - 500 leads per month

Price Per Lead

$100.00 + 13% HST

Term

3 months, then month-to-month

 

Legal Stuff

Below you will find all of the legal disclaimers, terms, and conditions. 

Payments

Upon signing this document, you will be redirected to a secure checkout page powered by our payment processing partner, Stripe.

Once you select your package, you will be instructed to enter your billing information for a monthly subscription, which will be billed to your credit card on file on the same day each month and on an ongoing monthly basis until cancelled by you in writing.

If you wish to cancel, upgrade, or downgrade your services you may do so by contacting us via email at [email protected] at least 2 full business days prior to your next billing date. No refunds, downgrades or cancellations on the first 3 monthly payments and no refunds will be issued for payments already made.

Please note that prices are subject to change based on market conditions. In the event of a price change, we will notify you at least 5 business days prior to your next renewal date, allowing you 3 business days to decide if you wish to continue with your services or not.

In the event that we need to withdraw from providing our services to you, we’ll provide you with at least 2 business days notice prior to your next renewal date.

Ownership of Materials

FinanceVine Inc. shall retain the rights to all original materials, data and similar items, produced by FinanceVine Inc. hereunder in connection with the Services under this agreement. You understand that FinanceVine Inc. collects and uses data for a variety of purposes, including improving marketing campaigns. This includes site visitor data, user submitted form information, statistics and recordings of calls placed to our tracking numbers, and more. All services and software used by FinanceVine Inc. shall at all times be the sole property of FinanceVine Inc. and under no circumstances shall You have any interest in or right to the title to such materials, or software.

License

You grant FinanceVine Inc. a limited, non-transferable, non exclusive license to copy, use, store, set up, publicly display, publicly perform and transmit any trade names, trademarks, service marks, copyrights, content, text, images, software, functionality, page and other design and layout, media and other materials therein and solely in connection with the purposes related to the business relationship as laid out in this Agreement.

Lead Details

Leads are sent via Google Sheets. A lead is considered delivered once it has been added to the sheet. It is your responsibility to check this sheet to confirm your leads on a regular basis. Notification emails and CRM integration are provided as a courtesy only as circumstances beyond our control such as spam filters, issues with your software, and more could prevent leads from being received using those methods. Any lead replacement requests for out-of-service phone numbers or bounced email addresses must be made in writing within a maximum of 7 days from receiving the lead or will not be honored. Please note, we cannot guarantee the accuracy of the information that leads enter into our forms.

Limitation of Liability

FinanceVine Inc. shall not be liable for any incidental, consequential, indirect or special damages, or for any loss of profits or business interruptions caused or alleged to have been caused by the performance or nonperformance of the items listed in this Agreement. You agree that, in the event FinanceVine Inc. is determined to be liable for any such loss, Your sole remedy against FinanceVine Inc. is limited to a refund of payments made by You to FinanceVine Inc., less expenses paid to sub Companies or to third parties. FinanceVine Inc. is not responsible for errors which result from faulty or incomplete information supplied to FinanceVine Inc. by You or anyone else. You also agree to not seek damages in excess of the contractually agreed upon limitations directly or indirectly through suits by or against other parties. FinanceVine Inc. shall not be liable to You for any costs, damages or delays due to causes beyond its control. 

Earnings Disclaimer

As with any business, your results may vary and will be based on your individual capacity, business experience, expertise, and level of desire. There are no guarantees concerning the level of success you may experience. There is no guarantee that you will make any income at all and you accept the risk that the earnings and income statements differ by individual. Each individual’s success depends on his or her background, dedication, desire and motivation. The use of our information, products and services should be based on your own due diligence and you agree that FinanceVine Inc. is not liable for any success or failure of your business that is directly or indirectly related to the purchase and use of our information, products, and services. 

Miscellaneous

Exclusive Agreement

This Agreement constitutes the sole agreement between the parties.

Notices

All notices and other communications required or permitted under this Agreement shall be in writing and shall be deemed sufficient upon delivery, when sent by email.

Choice of Law / Dispute Resolution

This Agreement shall be governed by, and construed in accordance with, the laws of the Province of Ontario.

Severability

If one or more provisions of this Agreement are held to be unenforceable under applicable law, the remainder of the Agreement shall be unaffected.

Signatures

Lead Type

 

Leave this empty:

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Signed by Ryan Kellock
Signed On: May 3, 2021


Signature Certificate
Document name: Online Lead Generation Agreement - Deprecated
lock iconUnique Document ID: f825c4ea9462f8d7e1f8857ef76e23abe6472073
Timestamp Audit
September 24, 2020 4:37 pm EDTOnline Lead Generation Agreement - Deprecated Uploaded by Ryan Kellock - [email protected] IP 37.212.20.14
September 24, 2020 4:44 pm EDTJames Vannelli - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.146.254, 172.69.10.123
September 25, 2020 12:15 pm EDTJames Vannelli - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.146.254, 162.158.103.46
September 25, 2020 12:16 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.146.254, 162.158.103.46
September 25, 2020 12:24 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.146.254, 162.158.103.46
September 25, 2020 12:52 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.146.254, 162.158.103.170
September 25, 2020 3:00 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.146.254, 162.158.103.170
September 25, 2020 3:02 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.146.254, 162.158.103.46
September 28, 2020 3:38 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.146.254, 162.158.103.46
September 28, 2020 3:41 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.146.254, 162.158.102.17
September 28, 2020 3:45 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.146.254, 162.158.103.46
October 7, 2020 8:59 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.45.69.220, 172.69.10.27
October 12, 2020 1:32 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 178.126.114.104, 172.69.10.185
October 12, 2020 1:38 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 178.126.114.104, 172.69.10.185
October 12, 2020 5:10 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 92.38.176.174, 162.158.75.71
October 12, 2020 5:17 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 92.38.176.174, 162.158.75.71
October 12, 2020 5:18 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 92.38.176.174, 162.158.75.71
October 12, 2020 5:46 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 92.38.176.174, 108.162.216.55
October 12, 2020 5:47 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 92.38.176.174, 108.162.216.55
February 4, 2021 1:37 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 149.248.181.104
February 8, 2021 10:55 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 10:59 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 11:02 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 11:05 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 11:07 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 11:14 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 11:17 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 11:32 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 11:34 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 11:37 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 11:40 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 11:41 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 11:43 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 11:45 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 11:46 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 11:51 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 11:53 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 11:54 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 11:56 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 12:04 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 12:07 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 12:08 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 12:18 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 12:22 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 12:24 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 12:26 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 12:30 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 12:34 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 12:36 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 12:43 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 12:44 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 12:49 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 12:58 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 12:59 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 1:03 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 1:05 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 1:43 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 1:44 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
February 8, 2021 1:45 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.28.52
March 18, 2021 11:38 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 149.248.181.104
April 28, 2021 7:11 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.34.24
April 28, 2021 7:12 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.34.24
April 28, 2021 8:01 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 37.212.34.24
April 28, 2021 10:13 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 162.253.71.19
April 28, 2021 10:13 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 162.253.71.19
April 28, 2021 10:17 am EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 162.253.71.19
April 28, 2021 2:00 pm EDTRyan Kellock - [email protected] added by Ryan Kellock - [email protected] as a CC'd Recipient Ip: 162.253.71.19