Referral Program Terms of Service
Quick Answer
By participating in Heritage Web's referral programs, you agree to maintain accurate listings, protect client confidentiality, use leads only for their stated purpose, and comply with all applicable professional regulations. Purchased leads are exclusive and non-transferable, with a 7-day good-faith refund policy for quality issues only. Violations may result in account suspension or termination, and Heritage Web reserves the right to modify its terms with prior notice. These terms apply to all programs, including Paid Referrals, Pro Bono, Real Estate, and Enterprise Partnerships.
Overview
These Terms of Service ("Terms") govern your use of Heritage Web's referral programs and establish the legal framework for our professional relationship. By creating an account, submitting listings, or purchasing leads, you acknowledge that you understand and accept these binding terms. Our terms prioritize client protection, professional standards, and marketplace integrity while enabling successful business connections across our 300+ publication network.
Acceptance of Terms
Methods of Acceptance
You Accept These Terms By:
Creating a Heritage Web account
Submitting any listing type
Purchasing a referral lead
Accessing the Pro Bono Dashboard
Participating in any program
Using any Heritage Web service
Binding Agreement
Legal Framework:
Binding contract formation
Enforceable obligations
Legal remedies available
Jurisdiction specified
Dispute resolution defined
Updates and Modifications
Change Process:
Email notification of changes
30-day notice period (typically)
Continued use constitutes acceptance
Option to terminate if disagreeing
Historical versions maintained
Account Requirements
Eligibility
You Must:
Be 18 years or older
Have legal capacity to contract
Provide accurate information
Maintain professional standing
Not previously banned
For Licensed Professions:
Hold valid, active licenses
Be in good standing
No disciplinary restrictions
Authorized to practice
Compliant with regulations
Account Creation
Required Information:
Information Type | Requirement | Verification |
Legal Name | Full real name | May verify |
Email Address | Valid, monitored | Email verification |
Phone Number | Working number | SMS verification possible |
Business Address | Physical location | Address verification |
Professional License | If applicable | Third-party check |
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Account Responsibilities
You Must Maintain:
Accurate account information
Current contact details
Valid payment methods
Updated licenses
Secure credentials
Account Security:
Protect login credentials
No credential sharing
Report unauthorized access
Responsible for account activity
Regular password updates
Listing Standards
Accuracy Requirements
All Listings Must:
Contain truthful information
Reflect actual services
Include valid credentials
Represent real offerings
Update when changes occur
Prohibited Content:
False claims
Misleading information
Unlicensed services
Illegal activities
Discriminatory content
Approval Process
Heritage Web Rights:
Review all submissions
Approve or reject listings
Request modifications
Verify information
Suspend listings
Timeline Commitments:
Sponsor listings: 1 business day
Free listings: 2-3 business days
No guaranteed approval
Right to reject maintained
Appeal process available
Ongoing Compliance
Your Obligations:
Keep listings current
Submit updates for approval
Remove outdated information
Maintain professional standards
Comply with all laws
Lead Purchase Terms
Purchase Mechanics
Transaction Terms:
Immediate payment required
Non-refundable (except policy)
Exclusive access granted
Non-transferable rights
Permanent access to information
Pricing and Payment
Price Terms:
Displayed prices are final
No negotiation available
USD currency only
Taxes additional where applicable
Payment methods specified
Accepted Payment:
Credit cards (Visa, MC, Amex, Discover)
Debit cards with logos
Stripe processing
No alternative methods
Secure processing required
Exclusive Rights
What You Receive:
Sole access to contact information
Exclusive client relationship
Non-competing distribution
Permanent information access
Full lead details
What You Cannot Do:
Resell lead information
Share with others
Transfer rights
Duplicate sale
Public disclosure
Use Restrictions
Permitted Uses
You May:
Contact client for stated purpose
Provide requested services
Maintain client relationship
Keep records for compliance
Use for business development
Prohibited Uses
You May NOT:
Prohibited Action | Consequence |
Resell lead information | Immediate termination |
Share with competitors | Account suspension |
Spam or harass | Warning or termination |
Misrepresent yourself | Investigation and action |
Use for unrelated services | Restriction or ban |
Violate privacy | Legal action possible |
Add to marketing lists | Terms violation |
Publicly disclose | Account termination |
Professional Standards
Required Conduct:
Professional communication
Ethical business practices
Regulatory compliance
Industry standards adherence
Client respect
Privacy and Confidentiality
Client Information Protection
You Must:
Maintain strict confidentiality
Secure data storage
Limited access control
No unauthorized disclosure
Compliance with laws
Privacy Standards:
GDPR compliance where applicable
CCPA adherence
HIPAA for healthcare
Industry-specific requirements
Data breach notification
Confidentiality Obligations
Permanent Obligations:
Survive term termination
No expiration date
Apply to all information
Include client details
Cover business information
Refund Policy
7-Day Good-Faith Guarantee
Valid Reasons:
Invalid contact information
Client already hired professional
Significant service mismatch
Technical errors
Duplicate leads
Invalid Reasons:
Non-conversion
Client budget issues
Changed mind
Competition
Normal business outcomes
Refund Process
Requirements:
Request within 7 days
Provide specific evidence
Document contact attempts
Use official channels
Accept final decision
Program-Specific Terms
Paid Referrals
Specific Terms:
$29-$395 price range
Immediate payment
60-day availability window
Sponsor priority applies
No minimums required
Pro Bono Program
Specific Terms:
3 free monthly accesses (with approved listing)
$25/month unlimited option
Mission-driven purpose
Compliance tracking available
Impact reporting
Real Estate Program
Specific Terms:
Application required
Commission-based (25-35%)
Performance standards
Custom agreements
Heritage Web Realty LLC operation
Enterprise Partnerships
Specific Terms:
Custom agreements
Bulk listing management
Team features
Negotiated pricing
Dedicated support
Intellectual Property
Heritage Web Property
We Own:
Heritage Web trademarks
Publication brands
System technology
Lead data compilations
Platform content
Your Property
You Retain:
Your listing content
Business information
Uploaded materials
Client relationships
Work product
License Grants
You Grant Heritage Web:
Right to display listings
Use for matching
Marketing permissions
Distribution rights
Modification for format
Disclaimers and Limitations
No Guarantees
Heritage Web Does NOT Guarantee:
Lead conversion
Client quality
Business success
Specific outcomes
Revenue generation
Service Availability
No Guarantee Of:
Continuous availability
Uninterrupted service
Error-free operation
Specific lead volume
Technical perfection
Limitation of Liability
Maximum Liability:
Limited to amount paid
Direct damages only
No consequential damages
No lost profits
12-month lookback maximum
Termination
Termination by You
How to Terminate:
Email notice to support
Immediate effect
No refund of purchases
Data export available
Obligations survive
Termination by Heritage Web
Grounds for Termination:
Terms violations
Fraudulent activity
Client complaints
Non-payment
Professional misconduct
Legal requirements
Termination Process:
Notice provided (usually)
Immediate for severe violations
Appeal possible
Data access limited
Purchased leads retained
Effects of Termination
What Happens:
Account deactivated
No new purchases
Existing leads accessible
Obligations continue
No refunds provided
Dispute Resolution
Initial Resolution
First Steps:
Contact support
Provide full details
Good faith negotiation
Escalation if needed
Seek resolution
Mediation
If Needed:
Neutral mediator
Split costs
Good faith participation
Non-binding initially
Location specified
Arbitration
Binding Arbitration:
JAMS rules apply
Single arbitrator
Location specified
Limited discovery
Final and binding
Legal Proceedings
Court Jurisdiction:
Specified venue
Choice of law
Fee shifting possible
Injunctive relief available
Class action waiver
Indemnification
Your Indemnification
You Agree to Defend:
Your use of services
Listing content accuracy
Professional services
Client relationships
Terms violations
Scope of Indemnity
Covers:
Legal fees
Damages awarded
Settlement costs
Defense expenses
Related costs
Miscellaneous Provisions
Entire Agreement
These Terms:
Complete agreement
Supersede prior agreements
Include referenced policies
Subject to modification
Writing required for changes
Severability
If Any Provision Invalid:
Remainder enforced
Modified minimally
Intent preserved
Agreement continues
Court reformation
Waiver
No Waiver Unless:
In writing
Signed by party
Specific instance
Not general waiver
Future rights preserved
Assignment
Transfer Rights:
You cannot assign
Heritage Web may assign
Obligations continue
Notice provided
Binding on successors
Contact Information
For Terms Questions
Contact:
Email: [email protected]
Subject: Terms of Service Question
Include: Account information
Specify: Section in question
Allow: 48-hour response
For Legal Notices
Send To:
Heritage Web LLC
Email: [email protected]
Important Acknowledgments
By Using Our Services
You Acknowledge:
Reading these terms
Understanding obligations
Accepting restrictions
Agreeing to compliance
Binding commitment
Professional Responsibility
You Confirm:
Authority to agree
Professional standing
Regulatory compliance
Ethical obligations
Ongoing adherence
FAQs
Q: Can I negotiate individual terms? A: Standard terms apply to all users. Enterprise partnerships may have custom agreements supplementing these terms.
Q: What happens if terms change? A: We provide a 30-day notice typically. Continued use after changes constitutes acceptance. You may terminate if you disagree.
Q: Do these terms apply to all Heritage Web services? A: These terms specifically cover referral programs. Other services may have additional or different terms.
Q: Can Heritage Web terminate my account without notice? A: Immediate termination is reserved for severe violations. Most terminations include notice and opportunity to remedy.
Q: Are these terms enforceable in my state/country? A: Terms are designed for broad enforceability, but local laws may affect specific provisions. Severability clause preserves the remainder.
Q: How do I know if terms have been updated? A: Email notification to your registered address. Check periodically for updates. Version history maintained.
Next Steps
Read the complete terms carefully
Save a copy for records
Understand obligations
Ask questions if unclear
Maintain compliance
Review updates regularly
Related Articles
Privacy Policy for Professionals
Refunds & Disputes: Policy & Procedures
Code of Professional Conduct
Account Management Guidelines
Data Protection and Security
Program-Specific Requirements