Client Services Agreement

You are about to launch a groundbreaking new digital dominance solution for your business. The functionality is top notch, the look and feel are sharp, the content is compelling, and your brand will gleam with a newly found sense of excellence. Provalto is hyper-focused on only building products and services in the real estate industry. Below is a full overview of the features we offer, with a full feature table listed further below.

“Our vision was to create an advanced tech system completely hands-free for the real estate professional.”

– Nathan Adl (Chief Executive Officer of Provalto)

Provalto offers the following features:

– Provalto AI
– Provalto Social Media Management
– Provalto Websites
– Provalto Outreach
– Provalto Mortgage Referral Network

Your Ultimate Success Super Bundle Includes…

Provalto AI – A Breakthrough Technology

Provalto AI is built for real estate. From the first “hello” to a scheduled showing, it handles the heavy lifting so you can focus on closing deals.

24/7 Conversational AI greets leads naturally, understands intent, and speaks multiple languages—no scripts, no delays.
Smart Lead Intake & Prioritization ensures hot leads get instant attention while low-priority inquiries are filtered out.
Conversational AI effortlessly sets appointments with clients, ultimately nudging them to speak with you.
Call Transfer Technology ensures that every call gets answered and handled 24/7, even when you can’t get to the phone.
Voice Assistant Tech handles multiple calls at once, books appointments in real time, and syncs directly with your calendar.
CRM Integration & Zero Manual Effort means every contact is logged automatically.
Tailored to Realtors, it knows your services and even provides unique voice options to stand out.
Fast Setup & White-Glove Support get you up and running with ease, backed by secure, SOC 2-certified infrastructure.
Data-driven insights and continuous AI learning help you respond faster, follow up smarter, and convert more leads, with fewer reps.

Provalto AI gives you the competitive edge, making you the first to respond, the easiest to book, and the most memorable agent in the market.

Provalto AI Full Feature Sheet

AI Capabilities	Lead Management	Time-Saving Features	Agent Differentiators
Conversational AI	Smart Lead Intake	24/7 Availability	Personalized AI Assistant
Voice Assistant Tech	Real-Time Analysis	Automatic Scheduling	Knows Your Services
Natural Conversations	CRM Data Sync	No Manual Effort	White-Glove Setup
Multilingual Support	Lead Prioritization	Handles Multiple Calls	Unique Voice Options
Understands Intent	Instant Insights	Calendar Syncing	Tailored Client Responses
Handles Complex Chats	Call Data Capture	Booking Automation	Makes You Stand Out
Parallel Call Handling	Call Transfer Technology	Follow-up Automation	Seamless Integration
Zero Wait Times	Lead Screening	Tech-Stack Connection	Secure SOC 2 Certified
Adaptive Conversation	Collects Hot Leads	Tech-Stack Connection	Designed for Realtors
AI Personalization	Data-Backed Decisions	Reduces Rep Costs	Competitive Tech Advantage
Continuous Learning AI	Faster Lead Response	Lead Filtering	Effortless Client Experience

Provalto Websites

Provalto Websites are more than just a website. They’re built to convert, yet designed to impress. It’s your all-in-one digital hub designed specifically for real estate professionals ready to stand out and scale.

Listing Showcase & Quick Property Previews beautifully present your properties, complete with map search, 3D tours, galleries, and comparison tools. Add your impressive collection of sold listings and supercharge your listings with back-linking. Each listing can have its own custom page that’s a breeze to share and gets the Google seal of approval with easy indexing. Your site can also be synced with supported MLS providers. Such providers include IDX Broker and Realtyna. Additional fees will be charged by the MLS provider. These companies are not affiliated with Provalto, and Provalto is unable to enable MLS syncing before the Provalto Client decides to move forward with an MLS provider.
Lead-Generating Power Tools like smart intake forms, nurturing workflows, and a full CRM specifically for web leads help you capture, track, and close with ease.
Effortless and intuitive blog builder, article publishing, and SEO automation that get you indexed and discovered on Google.
Custom branding is made simple with modern templates and editable layouts. Supports icons, testimonials, agent rosters, and multilingual support.
Performance Analytics lets you track lead engagement so you know what’s working.
Always Connected through cloud-based infrastructure, social login options, and seamless sharing tools like listing flyers and one-click sharing.
MLS-Approved Pages, SSL Security, & Inquiry Management ensure your site is compliant, secure, and always ready to respond to leads.
A technology solution with UNLIMITED updates. The experts do the heavy lifting, and you skip the part where you learn how to code or navigate a new technology.

Provalto is all set to work magic on your real estate website. Think continuous improvements for that ultimate celeb-style site. This comprehensive package encompasses seamless MLS integration, intelligent intake forms, and a tailor-made page framework – the full package!

Whether you’re showcasing listings or building long-term credibility, Provalto Websites turn traffic into trust and browsers into buyers.

Provalto Websites Full Feature Sheet

Provalto Website	Always Connected Mastery System	Listing Showcase	Content Crafter
Website and Hosting	Leads Management	Listing Page Generation (MLS Syncing Required)	Blogging Tool
Cloud-Based Infrastructure	Inquiries Management	Quick Property Preview	Appearance Editor
Custom Pages	Deals Management	Listing Flyer Templates	Article Publishing
Unlimited Domains	Track Performances	Listing Page Customized	Website Blog Page
Lead Intake Forms	Activity Tracking	Page Filters	Google Indexed Pages
Agent Roster	Leads Nurturing	SEO Optimized	Testimonials Section
Galleries and Slideshows	Inquiry Responses	MLS Approved Pages (MLS Syncing Required)	Explore Listings Feature (MLS Syncing Required)
Map Property Search (MLS Syncing Required)	Performance Analysis	Property Comparison	Link 3D Tour
SSL Certificate	Tight CRM Integration	One Click Sharing	Multilingual Support
Social Login for Clients	Integrated Live Chat	Design Selection	Embed YouTube Video
Mortgage Calculator

Provalto Social Media Management

Unlock your brand’s full potential with our all-in-one, done-for-you social media solution—designed to save you time, grow your presence, and drive real results.

Expert Strategy & Execution: From organic reach to paid advertising, every campaign is guided by data and executed by a full-service team.

10 Appointments Guaranteed: Provalto’s paid advertising program guarantees 10 appointments in 90 days, showcasing our confidence and ability to achieve impressive results.

Premium Content & Press Exposure: Stay consistent across platforms with custom content calendars, blog integration, and major news syndication (ABC, NBC, FOX affiliates) that boosts brand authority and SEO.

Lead-Driven, ROI-Focused: Generate leads and optimize sales with high-converting creatives, retargeting, and conversion tracking—so there’s no guesswork, just growth.

Built for Busy Brands: We handle it all—content creation, funnel management, platform consistency—so you get a stress-free, scalable solution that saves hours every week.

Content Crafter: Take flight with our content publishing service, designed for creating, refining, and effortlessly publishing content to your website. Streamline page visibility through tailored SEO optimization with blog writing, ensuring your content soars to new heights.

Media Exposure Package: Boost your credibility, visibility, and global reach with our Media Exposure Package that’s nothing short of extraordinary. We’ll expertly craft and design a captivating press release, reaching millions of unique individuals and sparking immense potential for your website launch and brand recognition.

SEO Domination: Unlock the path to Google success through distinctive and authentic content. Have articles effortlessly written for you with precise keywords and meticulous back-linking to create a well-executed master plan for conquering Google.

White-Glove Service & Trusted Reach: Access powerful media connections, trusted outlets, and a dedicated team that ensures your brand is seen, heard, and trusted.

Provalto Social Media Management Feature Sheet

Organic Strategy	Paid Advertising	Time-Saving Benefits	Media Exposure – Brand Authority with News Syndication
Constant Engagement	Converting Campaigns	Saves You Hours	Major News Syndication
SEO Benefits	Scale with Ads	Full-Service Team Does Everything	Boost SEO
Custom Content Calendars	Data-Backed Targeting	No Guesswork Needed	Powerful Media Connections
Growth Strategy	Lead Generation	Expert Management	Trusted Outlets
Content Creation	ROI Focused	White Glove Service	ABC, FOX, NBC affiliates
Organic Reach	Sales Optimization	Stress-Free Strategy	Endless Press Impact
Strategy Execution	Funnel Management	All-in-One Solution	Written Press Release
Creative Copywriting	Retargeting Strategy	Dedicated Social Team	Elevate Brand Perception
Platform Consistency	Conversion Tracking	Cohesive Content Plan	Build Brand Authority & Become Newsworthy
Backlinking & Keyword Utilization	Targeted Audience	Regular Content Flow	SEO Optimization

Provalto Mortgage Referral Network

Your Network for Closing More Deals—Faster.

Give your buy before you sell buyers the power to purchase their next home before selling their current one—no more contingencies, no more missed opportunities.

Win More Offers with Zero Contingencies
Help your clients make stronger, non-contingent offers that stand out in competitive markets. By removing the need to sell first, you eliminate one of the biggest deal-killers in real estate.

Unlock Equity Without the Wait
Clients can tap into the equity of their existing home to cover down payments, moving expenses, or repairs, before it even sells. This gives them the cash flow and confidence they need to move forward.

Boost Buying Power Instantly
With the current mortgage excluded from debt-to-income calculations, clients qualify for more without financial strain.

Close More Deals, More Easily
Say goodbye to timing risks and financing delays. With Provalto’s trusted lender network, you’ll make deals possible that wouldn’t have closed otherwise.

Provalto Mortgage Referral Network Feature Sheet

Agent Benefits	Client Advantages	Competitive Edge
Close more deals, faster	Unlock equity before selling	No home-sale contingency
Eliminate contingencies	Make stronger, non-contingent offers	Win in competitive offer situations
Increase offer acceptance rates	Higher pre-approval amount	More attractive to sellers
Win clients with unique solutions	Buy new home first, then sell old	Stand out from other agents
Use any purchase lender	Financial peace of mind	Stronger buying power
Build long-term trust with clients	No double mortgage payments	Increases client confidence in decision
Gain a marketing edge over local competition	Dedicated lender support team	Makes deals possible that wouldn’t otherwise close

Provalto Outreach

Your Engine for More Conversations—and More Closings.
Provalto Outreach helps real estate agents maximize every lead, every contact, and every past client, potentially turning your untapped CRM into booked appointments, 5-star reviews, and referral-ready superfans.

Revive Dead Leads. Reignite Opportunities.
Your CRM is full of leads that never moved forward. With Provalto Outreach, those leads aren’t dead—they’re just dormant. Our AI re-engages your contact list with personalized messaging, market updates, and a free consultation offer, turning cold leads into hot appointments.

AI That Follows Up With Purpose.
Provalto’s machine learning follows up with meaningful, timely messages that drive response, not annoyance. When prospects reply, they’re instantly guided to your calendar. No response? We follow up strategically, so nothing slips through the cracks.

More Conversations. More Closings.
You’ll see the difference in your calendar and your commission. By activating your existing list, you’ll have the opportunity to generate more GCI.

Turn Past Clients Into 5-Star Promoters
Most agents underserve their biggest asset—their satisfied clients. Provalto Outreach automates the review process, using value-first messaging and gift card raffles to drive genuine 5-star reviews across Zillow, Google, and more. Plus, we ask for referrals—boosting new lead flow with zero ad spend.

Real Reviews. Real Referrals. Real Results.
Our AI does the asking. Your clients do the reviewing and referring. With each referral earning more raffle entries, the incentive builds, and so does your pipeline.

Reduce No-Shows. Raise Your ROI.
Provalto Outreach ensures that leads from paid ads show up, with multi-channel reminders sent via SMS and email.

One Platform. Unlimited Follow-Through.
From lead revival to review generation to no-show prevention, Provalto Outreach gives you the tools to turn intent into appointments—and appointments into closed deals.

Provalto Outreach Feature Sheet

Agent Benefits	Client Advantages	Competitive Edge
Revives old leads through automated follow-ups	Receives personalized, helpful outreach	Re-engages untouched CRM contacts with no manual effort
Book more appointments with warm existing leads	Gets updated market insights and free consultations	AI-crafted messages tailored to timing, interest, and intent
Collects more 5-star reviews effortlessly	Easily shares positive experiences and feels appreciated	Value-infused tailored messages
Gathers referrals automatically post-transaction	Earns rewards for referrals with no extra work	Gamified raffle system drives organic referral growth
Reduces appointment no-shows with automated reminders	Receives reminders via SMS/email	Reminders drastically reduce drop-off and ghosting
Maximizes ROI on paid ads	Engages promptly after expressing interest	Every ad lead receives consistent follow-up, improving the conversion rate
Eliminates manual follow-up work	Gets fast, human-like responses	AI ensures no lead goes cold, and every client feels personally attended to
Boosts GCI potential by converting more leads into conversations	Benefits from quicker, smoother process	Provalto turns dormant data and slow follow-up into a competitive sales engine

You’ve seen what Provalto can do. Now, imagine what happens when you deploy it.

Your brand becomes unforgettable. Your systems run without friction. Your leads convert faster, your deals close smoothly, and your business scales without burnout.

Websites that would cost $10K+ to custom-build—yours, instantly.
Weekly social and content strategy valued at $1,000/month—done-for-you.
Press syndication worth $500–$1,000 per release—included.
Mortgage referral tools that can unlock 1–2 extra deals/month—priceless.

We’re talking $20,000+ in annual value, built specifically to multiply your closings, slash your manual work, and increase your lead-to-client ratio by up to 5X.

Provalto was designed for real estate professionals who are ready to stop guessing, stop piecing together tools, and start dominating.

If you’re serious about becoming the go-to agent in your market, this is your moment. Let Provalto be your unfair advantage. Let’s launch.

MASTER SERVICE AGREEMENT

1.0 Services Rendered

1.1 TECHNICAL SUPPORT

We offer support services through an experienced team of support professionals. Customers and partners are provided with “premium support” by default. Our ticketing system ensures we never miss an opportunity to help.

Email Support: Monday-Friday 9 AM to 5:00 PM PST
hello@provalto.com

Phone Support: Monday-Friday 9 AM to 5:00 PM PST, excluding holidays
888-996-8039

Chat Support on Website: Monday-Friday 9 AM to 5:00 PM PST
Provalto.com

1.3 ERRORS

We can’t guarantee that our work will be error-free (we’re human!), so we can’t be liable to you or any third party for damages, including lost profits, lost savings, or other incidental, consequential, or special damages, even if you’ve advised us of them.

2.0 Mutual Cooperation

We agree to use our best efforts to fulfill and exceed your expectations on the deliverables listed above. You agree to aid us in doing so by making available to us the needed information pertaining to your website and to cooperate with us in expediting the work.

2.1 TIMELINE

Provalto agrees to do its best to produce results based on the timelines provided. Timelines are not guaranteed but are to be used as estimates for project completion.

2.2 PROJECT PLANNING MEETINGS

After both parties have signed this Agreement, the parties can meet via Google Meet video conferencing at a mutually convenient date and time to discuss project planning. Such a meeting can happen within one week after both parties have signed this Agreement.

2.3 TEXT COMMUNICATION

By providing your phone number, you agree to receive text messages from Provalto during your Onboarding. Message and data rates may apply. Message frequency varies.

3.0 Charges for Services Performed

3.1 BILLING SCHEDULE

We’re sure you understand how important it is as a small business that you pay the invoices that we send you promptly. We’re also sure you’ll want to maintain a positive working relationship and keep the project moving forward, so you agree to stick to the payment schedule outlined in our payment processing system. All Provalto Websites are built from the ground up for MLS IDX Integration. The MLS/IDX data feed has a monthly fee and setup fee, which is completely dependent on your MLS.

3.2 CLIENT AGREEMENT TO PAY

You agree to pay our initial (1st) invoice upon receipt, which will act as a set-up fee for the project. In the event your monthly payment is not made within 15 days, Provalto will charge a late payment fee of 1.5% per month on any overdue and unpaid balance not in dispute, to cover the manpower, interest, and other costs Provalto pays for carrying overdue invoices. In addition, Provalto reserves the right to stop work until payment is received.

3.3 COLLECTION COSTS

If we incur legal fees, costs, and disbursements to collect our invoices, in addition to interest on the unpaid balance, you agree to reimburse us for these expenses.

3.4 REFUNDS

In the event that the delivered product(s) do not meet the agreed-upon specifications or are not as described in the contract, Provalto will make reasonable efforts to rectify the product(s) until the promised deliverables are achieved and the customer is satisfied. Refunds are not offered except in cases where deliverables are demonstrably incomplete and Provalto fails to remedy the issue within 30 days of written notice from the client.

3.5 Pricing & Plans
Feature availability varies depending on the Provalto plan selected. Not all features described in this agreement are available on all Provalto plans.

1. Provalto
– Provalto AI
– Provalto Social Media Management
– Provalto Websites
– Provalto Outreach
– Provalto Mortgage Referral Network

Provalto will be fully implemented into your real estate business within 60 business days of signing this agreement. This timeline highly depends on your business and specific needs, which will be coordinated with your Advisor.

2. In rare circumstances, Provalto Base is offered as a more affordable way to sign up for Provalto. Provalto Base includes the following features:
– Provalto AI
– Provalto Social Media Management

– Provalto Outreach

– Provalto Mortgage Referral Network
Provalto Base will be fully implemented into your real estate business within 14 business days of signing this agreement. Every effort will be made to expedite this timeline. Depending on your Provalto Advisor’s discretion, a 2-week free trial of Provalto Base is also possible.

In certain limited circumstances, payment for the Provalto Base plan may be deferred until the successful closing of a real estate transaction resulting in Gross Commission Income (GCI). In such cases, the payment shall be structured as a percentage of the GCI from that transaction. This deferred payment option is available exclusively for the Provalto Base plan. Provalto makes no representation or warranty that it contributed to the completion of the transaction. Regardless of Provalto’s involvement, once a transaction has closed, the fee as specified in the Client Onboarding Form shall become due and payable within ten (10) business days of the closing date. Failure to remit payment within this period will result in a late fee of 5% of the total amount due, plus interest accruing at a rate of 1.5% per month until paid in full.

The specific service provided under this agreement shall correspond to the plan name selected by the Client on the Client Onboarding Form. The selected plan will determine the scope, features, and level of service delivered. Provalto has two separate plans: Provalto and Provalto Base.

Upon completing the Client Onboarding Form available at https://go.provalto.com/client-onboarding, clients are required to enter the service fee agreed upon with their Provalto Advisor during the consultation, including any applicable monthly charges. By digitally signing the Client Onboarding Form, the client enters into a binding agreement with Provalto, committing to remit payment of the specified amount within seven (7) business days of receiving the invoice via email. Failure to submit payment within this period may result in a compounding monthly late fee of 1.5%, and any outstanding balances may be referred to a collections agency.

All Provalto plans have a monthly fee that activates three (3) months after signing the Client Onboarding Form. All Provalto monthly subscriptions are flexible with no long-term contracts and can be canceled at any time. No refunds will be issued at any time. The agreed-upon monthly fee is outlined in the Client Onboarding Form submitted by the customer.

All payments are due in advance of service. If payment is not received by the due date, services may be paused until the account is brought current. No services will be delivered until payment in full is received.

4.0 Cancellation of Plans

You have the right to modify, reject, cancel, or stop any and all plans or work in process. You agree to reimburse us for all costs and expenses we incurred prior to your change in instructions, and which relate to non-cancelable commitments, and to defend, indemnify, and hold us harmless for any liability relating to such action. We agree to use our best efforts to minimize such costs and expenses.
We shall obtain releases, licenses, permits, or other authorization to use testimonials, copyrighted materials, photographs, artwork, or any other property or rights belonging to third parties obtained by us for use in performing services for you (If applicable).

5.0 Client Responsibility

5.1 CLIENT RESPONSIBILITY FOR RELEASES

You guarantee that all elements of text, images, or other artwork you provide are either owned by you or that you have permission to use them.
Then, when your final payment has cleared, copyright will be automatically assigned as follows: You’ll own the visual elements that we create for this project. We’ll give you source files and finished files and you should keep them somewhere safe, as we’re not required to keep a copy. You own all elements of text, images and data you provided, unless someone else owns them.
We’ll own the unique combination of these elements that constitutes a complete design, and we’ll license that to you, exclusively and in perpetuity, for use in your business. You may not sublicense, resell, or reproduce the design for other commercial projects without our written consent.

5.2 CLIENT RESPONSIBILITY FOR ACCURACY

You shall be responsible for the accuracy, completeness, and propriety of information concerning your products and services, which you furnish to us verbally or in writing in connection with the performance of this Agreement.

6.0 Confidentiality

6.1 TERMINATION FOR CAUSE

Either party to this Agreement may terminate the Agreement if the other party defaults in the performance of any of its material duties and obligations and the default is not cured within thirty (30) days of the receipt of notice of said default, or if the default is not reasonably curable within said period of time, unless the defaulting party commences cure within said period of time and diligently proceeds to cure the default. This Agreement becomes effective upon execution by both parties through the Client Onboarding Form and will automatically renew on a monthly basis unless terminated by either party with at least 30 days’ written notice.

In addition, either party may immediately terminate this Agreement by giving written notice to the other party if the other party is insolvent or has a petition brought by or against it under the insolvency laws of any jurisdiction, if the other party makes an assignment for the benefit of creditors, if a trustee, or similar agent is appointed with respect to any property or business of the other party, or in the case of the Client, if the Client materially breaches its obligations to make payment pursuant to this Agreement.

6.2 MATERIALS UNPAID FOR

If upon termination there exist any materials furnished by us or any services performed by us for which you have not paid us in full, until such time as you have paid us in full, you agree not to use any such materials, in whole or in part, or the product of such services.

7.0 General Provisions

7.1 GOVERNING LAW
This Agreement shall be governed and construed in accordance with the laws of the Province/State of California.

7.2 REPRESENTATIONS AND WARRANTIES

The parties each individually represent and warrant that each has full power and authority to enter into this Agreement and to perform all of their obligations hereunder without violating the legal or equitable rights of any third party.

7.3 ENTIRE AGREEMENT

Except as otherwise set forth or referred to in this Agreement, this Agreement constitutes the sole and entire Agreement and understanding between the parties hereto as to the subject matter hereof and supersedes all prior discussions, agreements, and understandings of every kind and nature between them as to such subject matter.

7.4 SEVERABILITY

If any provision of this Agreement is held to be illegal, invalid, or unenforceable under any present or future law, then that provision will be fully severable. In such an instance, this Agreement will be construed and enforced as if the illegal, invalid, or unenforceable provision had never comprised a part of this Agreement, and the remaining provisions of this Agreement will remain in full force and effect. This agreement is subject to change with 7 days notice to the client.

8.0 CONDITIONAL GUARANTEE

Provalto offers a conditional guarantee, which reads, “Get 10 sales appointments in 90 days or don’t pay. Guaranteed.”
An appointment is defined as a scheduled time slot reserved by a prospective customer through an approved scheduling method. The appointment must include a valid name, contact information, and confirmed time for a business conversation. Appointments may be conducted via phone, in person, or through a telecommunications platform such as Zoom or Google Meet. An appointment refers to the booking itself, regardless of whether the prospective customer ultimately attends (i.e., no-shows do not invalidate the appointment).

If the client does not see a minimum of 10 sales appointments within 90 days, Provalto will waive its own monthly service fee until the client meets this metric. In other words, Provalto will work for free until this metric is met for the client, which shows Provalto’s commitment to customer satisfaction.

Conditions to qualify for the stated guarantee:

Clients must have been signed up with Provalto for 90 days.
Their package must have included the Paid Advertising component of “Provalto Social Media Management.”
Clients must have spent a minimum of $2,500 on Meta Ads over the 90-day period.

If Provalto realizes that the Client did not follow the conditions above, the guarantee will not be honored. No refunds shall be issued whatsoever under this guarantee.