Client Terms & Service Agreement

Client: You / Your
Business Loan Daddy: We / Us / Our

Business Loan Daddy operates as BusinessLoanDaddy.com.

Effective Date

The date this Agreement is signed by the Client.

Service Term

As outlined in the invoice or service proposal.

Services Provided

Business Loan Daddy will provide the lead generation and/or appointment services described in the signed invoice, proposal, order form, or agreement.

Fees

Fees are outlined in your invoice and proposal.
All pricing is listed in USD ($) unless otherwise stated.

Payment Method

Outlined in your invoice / order form.

Cancellation Fee

If stated in your invoice, proposal, or service plan, the cancellation fee applies.

Special Conditions

Any special conditions will be listed on the invoice or proposal provided.

By entering into this Agreement, you acknowledge that Business Loan Daddy provides business loan marketing and lead acquisition services. We do not guarantee loan approvals, funding decisions, credit outcomes, or specific revenue results. We are not legal, financial, or tax advisors and no part of our service should be considered professional advisory guidance.

Client Terms

These terms apply to all services delivered by Business Loan Daddy and are incorporated into all contracts, invoices, orders, and service agreements.

1. Acceptance

You accept this Agreement when:

  • You sign a Business Loan Daddy Service Agreement, OR

  • You pay any invoice from Business Loan Daddy, OR

  • You receive or use any leads, calls, appointments, traffic, or services from Business Loan Daddy.

If there is a conflict between these Client Terms and a written Service Proposal, the written proposal’s Special Conditions will take priority.

2. Our Services

In exchange for your payment, Business Loan Daddy will deliver the services described in your order form or proposal (the “Services”).
We may delay or pause Services if prior invoices remain unpaid.

3. No Financial, Legal, or Funding Advice

All information we provide is general business and marketing information.
We do not:

  • Offer financial advice

  • Guarantee loan approvals

  • Guarantee funding amounts

  • Provide legal or tax advice

You should obtain independent professional advice before making financing decisions.

4. Lead Delivery Guarantee (If Applicable)

If your agreement includes a Guaranteed Lead Quantity, Business Loan Daddy guarantees delivery of the lead volume listed in your invoice within the agreed time window.

To remain eligible, the Client must:

  1. Attend all scheduled meetings when required

  2. Implement required follow-up processes

  3. Contact leads in a timely manner

  4. Report contact attempts when requested

  5. Maintain clear CRM or call logs

If the Client pauses, delays, or cancels services early, the guarantee is void.

5. Client Responsibilities

You agree to:

  • Provide truthful and accurate business information

  • Maintain compliance with all lending, telemarketing, consumer protection, and privacy laws

  • Not engage in misleading or fraudulent lending practices

  • Follow up promptly with leads

If you provide inaccurate information, we are not responsible for any resulting performance issues.

6. Payment Terms

  • Invoices must be paid by the due date stated.

  • If not paid on time, we may pause Services.

  • Late invoices may accrue interest at 20% APR, compounded monthly.

  • You agree to reimburse us for collection costs if necessary.

No refunds are offered for pay-per-lead, hybrid, or commission-only campaigns.

Refunds for consulting or advisory-based work, if approved, will deduct all incurred costs (ads, labor, subcontractors, data tools, software).

7. Changes

Any requested changes outside the scope of your agreed service package may require additional fees and timeline adjustments.

8. Marketing & Attribution

We may display anonymized campaign results in our portfolio unless you request otherwise in writing.

9. Third Party Services

We may use outside vendors (software platforms, data firms, call software, verification services, etc.).
You agree to those providers’ terms.

10. Confidentiality

Both parties agree to keep shared internal business information private unless required by law.

11. Intellectual Property

All proprietary systems, scripts, funnels, training materials, frameworks, targeting systems, data systems, and campaign structures remain the property of Business Loan Daddy.

You receive usage rights only for the duration of the engagement unless stated otherwise in writing.

12. Liability Limitations

Our maximum liability for any claim is limited to the total amount you paid us in the 6 months prior to the claim.

We are not responsible for lost revenue, lost profits, opportunity cost, or similar consequential losses.

13. Termination

We may terminate this Agreement if:

  • You breach any term of agreement, or

  • You fail to pay invoices, or

  • You engage in fraudulent business practices.

If terminated:

  • Outstanding payments remain due

  • Any cancellation fees listed in your service proposal apply

14. Dispute Resolution

Both parties agree to attempt to resolve issues in good faith before pursuing legal action.

15. Governing Law

This Agreement is governed by the laws of the United States.
Any legal disputes will be handled in the state and jurisdiction where Business Loan Daddy conducts business.

Lead Quality Definitions (Aligned to Business Lending)

Term Meaning Lead A business owner with submitted name, phone, email, and funding need Qualified Lead has submitted initial funding criteria form Verified Contact info validated electronically and/or by call Uncontactable Multiple documented contact attempts failed Connected / Spoken To Client has engaged in conversation via call, SMS, email, or meeting