Privacy, purchase terms & refunds

Privacy notice

The application, checkout and hosted access system process the contact information you enter, application responses, order and payment-status records, email verification and access activity, and information you provide in support requests. Hosting and payment providers may also process technical information such as IP address, browser details, cookies and security logs.

These records support application review, purchase verification, course delivery, session coordination, access recovery, support and troubleshooting. Do not include confidential client or transaction records in the public application. Do not send passwords, verification codes, full card numbers or bank details to support.

The store and hosted order access use Ai Speakly / HighLevel / LeadConnector services. The payment form uses Stripe. These providers process information needed for their roles. See HighLevel privacy information and Stripe privacy information. Provider notices do not replace this seller notice.

Cookies and similar storage support sessions, login, cart and security functions. Purchase, delivery and support records are retained for operating and recordkeeping purposes; no fixed deletion period is promised here.

Email the support address to request access, correction, deletion or a change to communication preferences. Appropriate identity and order verification may be needed. Recordkeeping obligations and rights that cannot legally be waived still apply. A purchase is not consent to unrelated marketing.

$497 Course + Toolkit

USD 497, one time. Includes six written self-study modules, twelve lessons and a downloadable toolkit with editable templates, practice materials and transaction workbooks. After successful payment, use the native order-access link to download the ZIP.

No recorded video lessons, individual sessions, done-for-you transaction processing, legal forms, automatic software integrations, guaranteed savings or software subscriptions are included. A permitted AI assistant and compatible spreadsheet software are the learner's responsibility.

Practice with fictional Training File A first. Verify source information and retain human approval over consequential actions. The material is educational, not legal advice, accredited training or a guarantee of brokerage compliance.

$997 Guided Build

USD 997 total, one time. The course and toolkit are included; do not purchase the $497 course separately for this package. Includes four live working sessions over four weeks for one participant, one transaction side and one brokerage environment, with a real-file test, corrections and a 30-day use plan.

Apply first. Enrollment and payment follow a fit conversation and an agreed workflow scope. Session dates are coordinated directly with Aldo. Software subscriptions, brokerage compliance review, broad CRM cleanup, custom integrations and done-for-you transaction services are not included. Human approval remains required for transaction actions.

Refund and cancellation policy

No voluntary refunds are offered once payment is made for either the $497 Course + Toolkit or the $997 Guided Build. Refunds will be provided where required by applicable law. This policy does not limit rights that cannot legally be waived.

For access problems, duplicate charges, session-scheduling concerns or purchase questions, contact [email protected] so the issue can be reviewed. Contact support before payment if you need to clarify the scope or schedule.

Access & support

Use the native access link in the purchase confirmation and your purchase email for verification. Download the complete ZIP, extract the entire folder, open START-HERE.html and begin Module 1. Keep an untouched master copy.

Guided Build participants should reply to the purchase confirmation or email support using their purchase email to coordinate the first working session. Send your preferred times, brokerage/state and the workflow agreed during the fit conversation. Do not email client documents; any source access is scoped separately.

For file problems, include the purchase email, course version, file name and a short description. No guaranteed support response time is offered.