OfferReady· Legal
Brokerage agreement
Customer-facing documentBrokerage Admin Addendum
v2.0 · Effective July 3, 2026
Effective July 3, 2026. This document is provided by OfferReady, a Florida limited liability company. It is informational and is not legal advice.
This Addendum extends the OfferReady Terms of Service for multi-seat brokerage accounts. It defines what brokerage Admins can and cannot access, limits brokerage analytics to aggregate data, and sets the default data-transition process when an Agent User departs.
Effective Date: July 3, 2026
This Brokerage Admin Addendum (the “Addendum”) is entered into between OfferReady, a Florida limited liability company (“OfferReady”), and the brokerage entity identified in the applicable order form or account registration (“Brokerage”).
What this does
- Lets Admins provision and deprovision Agent Seats, manage billing, view Aggregate Data and brokerage-level dashboards, and enforce Brokerage-configured Platform policies.
- Limits brokerage analytics to Aggregate Data that does not expose the content of individual client communications, documents, or notes.
- Sets a default data-transition process when an Agent User departs, with deprovisioned seat data held in suspended state for 90 days.
- Requires Agent Seats to go only to actively licensed individuals and logs all Admin actions.
What this does NOT do
- Admins cannot read an Agent User’s client communications, buyer-room messages, private notes, or uploaded documents, except through the logged, noticed supervisory access exception for license-compliance supervision.
- It grants Brokerage no ownership of, or license to, an Agent User’s individual client relationships or Client Consumer Data, except as expressly stated.
- OfferReady takes no position on, and is not a party to, ownership disputes between Brokerage and Agent Users.
Full document text
1. INCORPORATION; PRECEDENCE
1.1 This Addendum is incorporated into and forms part of the OfferReady Terms of Service (the “Terms”). Capitalized terms not defined here have the meanings in the Terms.
1.2 This Addendum applies only to multi-seat brokerage accounts (“Brokerage Accounts”). In the event of a conflict between this Addendum and the Terms, this Addendum controls, but only as to the subject matter expressly addressed in this Addendum; the Terms otherwise remain in full force.
2. DEFINED TERMS
2.1 “Admin” means an individual designated by Brokerage with administrative authority over the Brokerage Account.
2.2 “Agent Seat” means a Platform license provisioned to an individual real estate licensee under the Brokerage Account.
2.3 “Agent User” means the individual occupying an Agent Seat.
2.4 “Agent Workspace Data” means data created or received within an individual Agent Seat, including client contact records, buyer rooms, documents, communications, notes, and AI-generated drafts.
2.5 “Aggregate Data” means brokerage-level metrics derived from Agent Seats that do not expose the content of individual client communications, documents, or notes — e.g., seat activity counts, adoption rates, volume of rooms created, and feature-usage statistics.
2.6 “Client Consumer Data” means personal information of buyers, sellers, or other consumers processed through the Platform.
3. ADMIN ACCESS SCOPE
3.1 What Admins CAN do: (a) provision and deprovision Agent Seats; (b) manage billing and subscription tier for the Brokerage Account; (c) view Aggregate Data and brokerage-level dashboards; (d) view a directory of Agent Seats and each seat’s status (active/suspended); (e) enforce Brokerage-configured Platform policies using the policy controls made available by OfferReady from time to time (e.g., required disclosures, template libraries); and (f) initiate the data-transition process under Section 5.
3.2 What Admins CANNOT do: (a) read the content of an Agent User’s client communications, buyer-room messages, private notes, or uploaded documents, except as provided in Section 3.3; (b) impersonate an Agent User or act within an Agent Seat; (c) export Client Consumer Data from individual Agent Seats except through the transition process in Section 5; or (d) access another brokerage’s data under any circumstance.
3.3 Supervisory Access Exception. If enabled by OfferReady, Brokerage may activate a supervisory review mode, which may include a compliance-audit review mode, limited to document-level review for regulatory compliance with broker-supervision duties under applicable law, including Fla. Stat. Ch. 475, subject to: (a) an Admin acknowledgment logged for each access event; (b) notice to affected Agent Users — Agent Users are always notified when supervisory or compliance review access is used or when their workspace is subject to brokerage-level review, except where notification is prohibited by law or precluded by a formal investigation process; and (c) use solely for license-compliance supervision, not for solicitation, competitive, or personnel-surveillance purposes.
3.4 All Admin actions are logged. Brokerage is responsible for its Admins’ conduct.
4. AGGREGATE REPORTING VS. INDIVIDUAL DATA
4.1 Brokerage’s analytics rights are limited to Aggregate Data. Aggregate Data is provided for internal business management only and may not be sold or disclosed outside Brokerage.
4.2 Nothing in this Addendum grants Brokerage ownership of, or a license to, an Agent User’s individual client relationships or Client Consumer Data, except to the extent (a) required for the supervisory purposes in Section 3.3, (b) provided in the transition process in Section 5, or (c) otherwise agreed in writing between Brokerage and the Agent User outside the Platform (e.g., an independent-contractor agreement). OfferReady takes no position on, and is not a party to, ownership disputes between Brokerage and Agent Users; OfferReady will act per Section 5 and lawful instructions.
5. AGENT DEPARTURE; DATA TRANSITION
5.1 Trigger. When an Agent Seat is deprovisioned or an Agent User departs Brokerage, the following default transition applies unless Brokerage and the Agent User jointly instruct otherwise in writing.
5.2 Brokerage retains: (a) Aggregate Data; (b) transaction files and documents relating to transactions conducted under Brokerage’s license, to the extent Brokerage is required to retain them under applicable law and regulation (including broker record-retention obligations under Fla. Stat. Ch. 475 and Fla. Admin. Code r. 61J2); (c) records of Brokerage-owned template libraries and configurations; and (d) transaction records, brokerage-admin records, compliance records, buyer-room history created under a Brokerage workspace, audit logs, and Brokerage-owned operational records, which remain with Brokerage subject to this Addendum, the Terms, and applicable law.
5.3 Departing Agent User retains: (a) the Agent User’s personal account credentials and any individual subscription the Agent User converts to; and (b) the ability to export the Agent User’s personal contact records and personal account-level materials, where permitted by applicable law and by Brokerage’s agreements with the Agent User. For clarity, the records described in Section 5.2(d) remain with Brokerage and are not included in the departing Agent User’s export.
5.4 Retention window. Deprovisioned seat data is held in suspended state for ninety (90) days to permit transition, then handled per the Terms’ data-retention provisions and the Subprocessors & Security Overview.
5.5 OfferReady may rely on Brokerage’s Admin instructions absent written notice of a dispute. If OfferReady receives conflicting instructions, OfferReady may freeze the affected data until the parties resolve the conflict or a court of competent jurisdiction directs otherwise, and OfferReady shall have no liability for such freeze.
6. SEAT PROVISIONING; LICENSE COMPLIANCE
6.1 Brokerage shall provision Agent Seats only to individuals who hold an active real estate license in good standing in each state where they use the Platform, and shall promptly deprovision seats of individuals whose licenses lapse or who depart.
6.2 Brokerage represents that its use of the Platform, including any supervisory access, complies with applicable real estate license law, brokerage regulations, and Brokerage’s independent-contractor agreements with Agent Users.
6.3 Seats are billed per the order form. There is no mid-cycle seat proration: seats added during a billing period may be billed for the full billing period, and deprovisioning does not reduce fees for the current billing period, in each case unless the applicable order form states otherwise.
7. CONFIDENTIALITY; DATA SECURITY
7.1 Each party shall protect the other’s Confidential Information with at least reasonable care and use it only to perform under the Terms and this Addendum.
7.2 OfferReady’s security practices are described in the OfferReady Subprocessors & Security Overview, incorporated by reference. Where Brokerage has executed a Data Processing Addendum, the DPA governs the processing of personal data and controls over this Section 7 to the extent of any conflict.
8. TERM; TERMINATION
8.1 This Addendum runs coterminously with the Brokerage Account. Termination of the Brokerage Account terminates this Addendum, subject to Section 5 (data transition), which survives.
8.2 Sections 4, 5, 7, 8, and 9 survive termination.
9. GOVERNING LAW; VENUE
9.1 This Addendum is governed by Florida law, without regard to conflict-of-laws principles. Exclusive venue lies in the state and federal courts located in Miami-Dade County, Florida, unless applicable law requires otherwise.
This is not legal advice, not lending advice, not valuation advice, and not tax, inspection, or insurance advice.
OfferReady is organizational software. It does not draft, interpret, recommend, negotiate, approve, or execute legal agreements, and it is not a brokerage, lender, title company, escrow agent, appraiser, inspector, or law firm.
OfferReady · Legal document · v2.0, effective July 3, 2026
This document is not legal advice. Questions: albert@arbicgroup.com.