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Terms of Service

Last updated: May 18, 2026

1. Acceptance of terms

These Terms of Service ("Terms") form a binding agreement between you, the brokerage entity you represent, and Closi, Inc., a Delaware C-Corporation with a principal place of business at 541 W Brickell Ave, Suite 4400, Miami, FL 33131, United States ("Closi", "we", "us"). By creating an account, accessing the Service, or clicking "I agree", you confirm that you have read, understood, and agree to be bound by these Terms and by the Closi Privacy Policy.

You represent that you are at least 18 years old, that you have authority to bind your brokerage to these Terms, and that the brokerage is a validly registered real estate business in the United States.

2. Service description

Closi is an AI-native CRM platform for U.S. real estate brokerages. The Service includes lead management, an AI BDR ("Sara"), the in-app Copilot, the Closi Assistant on WhatsApp and email, a Knowledge Base with retrieval-augmented generation, cadences, integrations with Google Workspace, Follow Up Boss, and BrokerMint, and a public-facing widget. We continuously evolve the Service and may add, modify, or remove features at our discretion, provided we do not materially degrade the functionality you are paying for during your current billing period.

3. Accounts & access

  • One workspace per brokerage. Each brokerage receives a single isolated Closi workspace. The first user to sign up is provisioned as the owner role and controls user invitations, permissions, and integrations.
  • User accounts are personal. Each user must have their own account. Sharing credentials is prohibited and may result in suspension.
  • Per-broker permissions. Owners control which leads, cadences, and integrations each broker-agent can access.
  • Authentication. Closi uses email + password with optional two-factor authentication today. Enterprise SSO (SAML / OIDC) is on the roadmap.
  • Credential security. You are responsible for keeping your password and OAuth-connected accounts secure, and for any activity on your account. Notify us immediately at security@closi.co if you suspect compromise.

4. Acceptable use

You agree not to use the Service to:

  • Send unsolicited spam, deceptive, or harassing communications;
  • Violate the Telephone Consumer Protection Act (TCPA) — you must have prior express consent (express written consent for marketing) before initiating any SMS, automated call, or pre-recorded message to a lead, and you must honor STOP / opt-out requests immediately;
  • Violate the Fair Housing Act of 1968 and applicable state fair-housing laws — no steering, discrimination, or differential treatment based on race, color, religion, sex, familial status, national origin, disability, or any state-protected class;
  • Violate the Real Estate Settlement Procedures Act (RESPA) — no kickbacks, undisclosed referral fees, or unearned-fee arrangements;
  • Violate the National Association of REALTORS® (NAR) Code of Ethics or any applicable state-level real estate disclosure requirements;
  • Engage in fraud, identity theft, or unauthorized practice of law, finance, or appraisal;
  • Scrape, reverse-engineer, or otherwise extract Closi's source code, model behavior, training data, or competitive intelligence;
  • Use the Service or its outputs to train, fine-tune, or develop a competing AI model or CRM product;
  • Upload malware, attempt to bypass tenant isolation, probe the permission matrix, or otherwise interfere with the integrity or performance of the Service.

You are solely responsible for ensuring that your use of Closi — including any messages sent via Sara, the Closi Assistant, or cadences — complies with all applicable federal, state, and local laws and with the rules of your brokerage, MLS, and license.

5. Customer data ownership

  • Your data is yours. You retain all rights, title, and interest in the data your brokerage uploads, imports, captures, or generates inside Closi ("Customer Data").
  • License to operate. You grant Closi a worldwide, non-exclusive, royalty-free license to host, copy, process, transmit, and display Customer Data solely as needed to provide and improve the Service for you. This license terminates when Customer Data is deleted in accordance with the retention schedule in the Privacy Policy.
  • Closi is a processor. With respect to lead data and conversation transcripts, Closi acts as your service provider / processor. You are the controller and remain responsible for the lawful basis on which you collected the data and for honoring data subject requests.
  • Export. You may export your Customer Data at any time via the Settings → Export interface (CSV / JSON formats).
  • Deletion on request. You may request deletion of your Customer Data by emailing privacy@closi.co. See the Privacy Policy for retention timelines.

6. AI features & responsibility

Closi's AI features — including Sara, the Copilot, the Closi Assistant, the Knowledge Base, and any future AI-driven capability — are designed to assist real estate professionals, not to replace their judgment. By using the AI features, you acknowledge and agree that:

  • AI outputs may contain errors, omissions, hallucinations, or biased content despite our safeguards.
  • AI outputs are not legal, tax, financial, or investment advice and must not be presented to leads, clients, or counterparties as such.
  • The broker — not Closi — is fully responsible for any communication ultimately sent to a lead, for any binding agreement entered into, and for compliance with TCPA, the Fair Housing Act, RESPA, NAR Code of Ethics, and state-level disclosure requirements.
  • Human-in-the-loop checkpoints. Closi will require your explicit approval before (i) Sara hands a lead off to a broker following a heat-up signal; (ii) the platform sends a brand-new outbound message to a buyer who has not yet replied to your brokerage; and (iii) any mutation is written to an external system, including BrokerMint, Follow Up Boss, Google Workspace, or any other connected integration.
  • You will not feed Closi confidential information of third parties (e.g., other brokerages' MLS data) that you are not authorized to process.
  • Anthropic and OpenAI, the AI providers behind Sara, the Copilot, and our Whisper / embedding workloads, process Closi customer prompts under zero-retention enterprise terms: your conversations are never retained beyond the request lifetime and are never used to train their foundation models.

7. Subscription, billing & cancellation

  • Pricing. Closi is billed on a monthly subscription basis at the price shown on the pricing page at the time you sign up.
  • Payment processor. Subscription fees are processed through Stripe, our PCI-DSS Level 1 payment processor. Fees are charged in advance to the payment method on file and are stated in U.S. dollars (USD). Closi may introduce additional billing currencies in the future at its discretion.
  • Renewal. Subscriptions renew automatically each month at the then-current price unless you cancel.
  • Cancellation. You can cancel at any time from Settings → Billing. Cancellation takes effect at the end of the current billing period.
  • Refunds. Fees already paid are non-refundable, including pro-rated portions of any period in which you cancel.
  • Export window. After cancellation, you retain read-only access to export your data for 30 days. Closi permanently deletes Customer Data within 90 days after that window, except as required by law or our backup schedule.
  • Taxes. Fees are exclusive of sales, use, VAT, or similar taxes, which are your responsibility where applicable.
  • Failed payment and dunning. If a scheduled payment fails, Closi will retry the charge through Stripe and notify your billing contact by email. You have a 14-day grace period to update your payment method and bring the account current. If the balance remains unpaid after the grace period, the tenant is marked suspended: users lose access to the Service, but Customer Data is preserved. The account can be reactivated at any time within 90 days of suspension by clearing the past-due balance. After 90 days of continuous suspension, Customer Data is anonymized in accordance with the retention schedule in the Privacy Policy.

8. Intellectual property

  • Closi IP. Closi owns all rights in and to the Service, including the software, AI prompts and orchestration, UI design, brand, documentation, and any improvements, derivative works, or analytics generated from operating the Service. No license is granted to you except the limited right to use the Service under these Terms.
  • Your IP. You own your Customer Data, your brand, your domain, and any creative content you upload.
  • Feedback. If you submit suggestions, feature requests, or feedback about the Service, you grant Closi a perpetual, irrevocable, royalty-free, worldwide license to use, incorporate, and commercialize that feedback without obligation to you. We may, at our discretion, credit you publicly for material contributions.
  • Trademarks. "Closi"TM, the Closi logo, "Sara"TM, and "Copilot" (in the context of Closi) are trademarks of Closi, Inc. in the United States. U.S. trademark applications are pending; the TM designation will be replaced with ® upon registration. All other marks, including Anthropic, OpenAI, Stripe, Google, Follow Up Boss, and BrokerMint / BoldTrail, are the property of their respective owners.

9. Confidentiality

Each party may receive non-public information from the other party ("Confidential Information"). Each party will: (a) use Confidential Information only to perform under these Terms; (b) protect it with at least the same care it uses for its own confidential information of similar sensitivity (and not less than a reasonable standard); and (c) not disclose it to third parties except to its employees, contractors, and subprocessors who need to know and who are bound by confidentiality obligations at least as protective as those here. Customer Data and Closi's source code, pricing, and AI orchestration are deemed Confidential Information.

10. Warranties & disclaimers

The Service is provided "AS IS" and "AS AVAILABLE", without warranties of any kind, express or implied. To the maximum extent permitted by law, Closi disclaims all implied warranties, including merchantability, fitness for a particular purpose, non-infringement, and any warranty arising from course of dealing or usage of trade. We do not warrant that the Service will be uninterrupted, error-free, secure against every threat, or that AI outputs will be accurate, complete, or suitable for your purposes. You bear all risk of using AI-generated content.

11. Limitation of liability

To the maximum extent permitted by law, in no event will Closi's aggregate liability arising out of or relating to these Terms or the Service exceed the amount of subscription fees you actually paid to Closi in the twelve (12) months preceding the event giving rise to the claim.

In no event will Closi be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost revenue, lost data, business interruption, or substitute service costs, even if Closi has been advised of the possibility of such damages. The limitations in this section apply regardless of the legal theory (contract, tort, statute, or otherwise).

Some jurisdictions do not allow the exclusion of certain warranties or the limitation of certain damages; in those jurisdictions, our liability is limited to the maximum extent permitted by law.

12. Indemnification

  • By you. You will defend, indemnify, and hold harmless Closi, its officers, employees, and agents from and against any third-party claims, damages, fines, and reasonable attorneys' fees arising out of (a) your or your users' violation of these Terms; (b) your violation of the TCPA, Fair Housing Act, RESPA, NAR Code of Ethics, or any other applicable law; (c) communications you sent (whether human-drafted or AI-assisted) to leads or third parties; or (d) infringement claims based on Customer Data.
  • By Closi. Closi will defend, indemnify, and hold harmless you from third-party claims alleging that the Service, as provided by Closi and used in accordance with these Terms, infringes a U.S. patent, copyright, or trademark. If such a claim is made, Closi may, at its option, modify the Service, obtain a license, or terminate the affected feature and refund any pre-paid fees for the unused period.

13. Termination

  • By you. You may terminate at any time by canceling your subscription in Settings → Billing.
  • By Closi for cause. We may suspend or terminate immediately, without refund, if you breach these Terms (including Section 4 — Acceptable use), fail to pay (subject to the 14-day dunning grace period in Section 7), or pose a security or legal risk to Closi or other customers.
  • By Closi for convenience. We may terminate for convenience with 30 days' written notice, in which case we will refund any pre-paid fees for the unused period.
  • Effect. Upon termination, your right to access the Service ends; the export window and deletion schedule in Section 7 and the Privacy Policy apply. Sections that by their nature should survive (IP, confidentiality, disclaimers, liability, indemnification, governing law) will survive.

14. Governing law & disputes

These Terms are governed by the laws of the State of Delaware, without regard to its conflict-of-laws principles. For any matter not subject to arbitration, the parties consent to the exclusive jurisdiction of the state and federal courts located in New Castle County, Delaware.

Binding arbitration. Any dispute, claim, or controversy arising out of or relating to these Terms or the Service that the parties cannot resolve informally within 30 days will be finally settled by binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules then in effect. The arbitration will be seated in New York, New York, and conducted by a single arbitrator. Judgment on the arbitrator's award may be entered in any court of competent jurisdiction. Each party will bear its own attorneys' fees, and the AAA's fees will be allocated as provided in the AAA rules.

Class action waiver. Each party waives any right to bring or participate in a class, collective, consolidated, or representative action against the other. Disputes must be brought individually. This waiver is enforceable under Delaware contract law and the Federal Arbitration Act. If the class action waiver is held unenforceable as to any particular claim, that claim — and only that claim — will be severed from arbitration and resolved in court, while the remaining claims continue in arbitration.

15. Changes to these terms

We may update these Terms from time to time. For material changes — changes that increase your obligations, reduce your rights, or change the dispute-resolution provisions — we will provide at least 30 days' notice by email and in-app banner before the change takes effect. Continued use of the Service after the effective date constitutes acceptance. If you do not agree, you may cancel before the effective date and the prior Terms will continue to govern through the end of your current billing period.

16. Contact

  • Email: legal@closi.co
  • Mail: Closi, Inc., 541 W Brickell Ave, Suite 4400, Miami, FL 33131, United States.
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