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FAQ

The questions founding members ask before signing on.

Organized by category. If your question isn't here, send a note via the Contact page or call (765) 676-2425 — we'll answer it directly, and probably add it to this list.

01The service itself

Is Sign & Social a software product or a service?

Both, but the product is the service. We use software — much of it built by us, some of it best-in-class from partners like HighLevel and Orgo — to deliver a managed AI department to you. You don't have to configure a platform, train an AI model, or stitch tools together. We do that work. You receive the outputs (posts, replies, leads, briefs, reports) and the support of our team.

What does "AI = Amplified Interactions" actually mean?

It means our products are designed to make you, the licensed agent, faster and more consistent — not to replace your judgment, your relationships, or your voice. Outbound replies, social posts, and campaigns ship only with your approval. Cadence answers inbound calls and chats live in your voice and on your behalf, but the goal is always to hand a qualified, well-briefed lead to a human (you) for closing.

Does the AI talk to my clients without my approval?

By default, no — and that's the design we recommend. Cadence (our AI receptionist, part of the Pro and RMD tiers) answers inbound calls and chats live, because that's the whole point of having a receptionist. For outbound messages, content posts, replies to existing client threads, and campaign sends, every piece is queued for your one-touch approval on your phone. You can change these defaults if you want fuller autonomy on certain channels — we'll walk you through the trade-offs.

What's the Live AI Academy and why is it included with every tier?

The Live AI Academy is the community and training side of Sign & Social — weekly live sessions, framework drops, prompts, and transparent discussions about responsible AI in real estate. We include it with every tier because we believe the knowledge is yours regardless of how long you stay with us. Even if you decide a managed service isn't for you, the playbooks and frameworks travel with you.

Are you a brokerage, a marketing agency, or a software company?

None of the above, exactly. We are an AI services company that works exclusively with licensed real estate agents and small brokerages. We don't hold or transact on listings; we don't compete with you on production. We do build, run, and tune the AI-powered systems that handle the marketing, communications, and operations of your business — and we provide training and community alongside it.

02Who it's for

Who is the ideal Sign & Social customer?

Licensed residential real estate agents who close at least a handful of transactions a year, value their voice and reputation, and feel the operational drag of trying to do marketing, lead response, transaction coordination, and past-client follow-up in addition to actual selling. Solo producers, small teams (2–10 agents), and small brokerages (up to ~25 agents) are all in our lane.

Who is Sign & Social not a fit for?

If you only sell one or two homes a year and don't run real-estate as a business, our service is probably more system than you need. If you're looking for a completely hands-off, "AI sends everything for me" tool with no approvals — that's not us; we keep you in the loop on purpose. And if you're not licensed (and not partnering with someone who is), we will respectfully decline to onboard you.

Do you work with commercial agents, investors, or non-real-estate businesses?

Currently we focus exclusively on licensed residential real estate. The pillars, playbooks, compliance work, and IDX integrations are built around that lane. We can refer you to peers who do similar work in other verticals if you reach out via the contact form.

Do I have to be tech-savvy to use this?

No. We do the configuration and the heavy lifting. If you can use your phone, your email, and a basic CRM (or want to be helped through one), you can use Sign & Social. The onboarding is built around your existing workflow, not a re-training of it.

03Pricing & billing

What's the difference between founding-member and standard rates?

Founding-member rates are roughly 33–50% below the standard rates we'll charge once the founding cohort fills. As a founding member, your rate is locked for your entire first year and grandfathered for as long as your membership stays continuously active. The standard rate only applies to new sign-ups after the founding cohort closes.

What's included in the one-time onboarding fee?

Onboarding pays for the work we do up-front before the recurring service can run reliably — the Brand DNA workshop, the voice training process, your Orgo workstation provisioning, your HighLevel sub-account build, your IDX-template website setup, and the configuration of every pillar included in your tier. It's a real expense for us; we charge it once and don't recur it.

When does the first recurring charge hit?

Day 31. Founding members get the first 30 days of recurring service free as part of the founding-cohort onboarding window. Onboarding fees are charged at sign-up; recurring charges begin on day 31.

What does "twelve months for the price of nine" mean on the annual plan?

If you prepay annually, you pay nine months of recurring service in advance and get twelve months of access. Concretely: Minimum annual is $1,773, Pro annual is $4,473, RMD annual is $8,973. Onboarding fees are charged separately.

Are there any other fees I should know about?

SMS messages above your tier's monthly allotment are billed at standard HighLevel rates (around $0.0125 per outbound segment for U.S. numbers). The optional IDX/MLS data integration is billed at-cost from your MLS board. Custom buildouts are quoted up front. Everything else is included in the tier price.

04Onboarding

How long does onboarding take?

About 30 days, end-to-end. Week 1 is the Brand DNA workshop and voice training inputs. Weeks 2–3 are provisioning — Orgo workstation, HighLevel sub-account, IDX website, Cadence (Pro and RMD tiers). Week 4 is going live: first Monday Brief, first market brief out to your sphere, Cadence taking calls.

What do I need to give you to get started?

Access to your existing CRM/contact list, your last twelve months of sent email (for voice training), your top-performing social posts, your active listings, and a ~20-minute voice recording of you talking about real estate. We also need a few business details — your zip codes, your brokerage policies, your active platforms, your existing IDX feed if you have one — captured in the kickoff workshop.

Do I need to switch CRMs?

No. You can keep your existing CRM as the system of record and we'll integrate against it. Many founding members do choose to consolidate into the managed HighLevel sub-account because it includes CRM, email, SMS, calendar, and funnels in one tool — but it's not required.

Can I take this with me if I switch brokerages?

Yes. Your Sign & Social account is tied to you, not your current brokerage. Your contacts, content, voice training, and AI workstation all travel with you when you change firms.

05Data, AI, and security

Who owns my data?

You do. Your contacts, transactions, content library, conversation history, and trained voice profile remain your property at all times. We act as a data processor on your behalf, with the access required to deliver the service. Full detail in the Privacy Policy.

What happens to my data if I cancel?

You export it. Contacts and transactions can be exported as CSV (or transferred to your next CRM). Your content library, trained voice profile, and historical communications are exportable in standard formats. The HighLevel sub-account can be transferred to your ownership. The Orgo workstation can be handed off. We do not gate access to your data based on retention status.

Do you train AI models on my data?

We do voice-train a model on your writing so the system can produce drafts in your voice. That trained profile is private to you and not shared with other customers. We do not contribute your data to public model training. When we use third-party AI providers (e.g., Anthropic, OpenAI, Google) under the hood, we do so via API calls that do not opt into provider-side training.

Where is my data stored?

On a dedicated Orgo.ai cloud workstation provisioned for your account, with backups handled by reputable U.S.-based cloud providers (Cloudflare, AWS, and Google Cloud are typical for various sub-systems). Your HighLevel sub-account stores its data in HighLevel's standard infrastructure. We can provide a more detailed data-flow document on request for enterprise or brokerage customers.

Is my data encrypted?

Yes. Data in transit is encrypted via TLS (HTTPS) across every customer-facing surface. Data at rest is encrypted at the storage layer by our cloud providers. API credentials are stored in encrypted secrets stores. Workstation access requires per-user authentication.

06Cancellation & refunds

How do I cancel?

Email Aaron@SignAndSocial.com or call (765) 676-2425. We'll confirm the cancellation in writing and walk you through the data export. No "are you sure?" gauntlet, no retention scripts.

Are onboarding fees refundable?

Onboarding fees are non-refundable in general, with one exception: our 7-Day Cadence delivery commitment. If your Cadence receptionist isn't live and taking calls within seven business days of your onboarding kickoff (Pro and RMD tiers), we refund the onboarding fee and you keep what's been built so far.

Can I get a refund on monthly recurring charges?

Monthly recurring charges are not refundable for the period in which they were billed, but you can cancel any time and you won't be billed for the following month. If something has gone wrong — service outage, undelivered work — reach out and we'll make it right; we have not held the line on the strict policy in those cases.

Annual prepays — what's the refund policy?

Annual prepays are non-refundable for the unused months once the annual term has started, but the platform stays fully live for the full year you've paid for. You can cancel future renewal at any time during the annual period and we won't auto-renew.

07IDX & MLS integration

Is IDX/MLS integration included in any tier?

The IDX platform piece is offered as a founder-rate add-on — we pass it through at wholesale cost. The MLS-board data-access fee that goes to your local board is billed separately at exact cost and varies by market. We make this an add-on rather than a bundled feature because the MLS-board fee is honestly variable and we don't want to bake an inflated "included" number into the tier price.

How much does the MLS-board fee actually cost?

Typically $25–$150 per month, depending on your board. Some boards are cheaper; a few are higher. We quote the actual number at onboarding once we know which board you belong to, and bill it at-cost on your monthly statement with the invoice attached.

Do I have to use your IDX integration, or can I bring my own?

You can bring your own. If you already have IDX through another vendor, we'll integrate against your existing feed. If you don't, our founder-rate option is available. There's no requirement to switch.

Are the website templates IDX-compatible out of the box?

Yes. Every one of the 20 IDX-ready templates is wired to display IDX search and listing detail against whatever feed you connect, whether that's our founder-rate IDX or your existing provider.

08SMS & messaging compliance

How does SMS opt-in work?

We collect explicit opt-in for SMS at two points: (1) when you, the customer, sign up for the service, and (2) when your clients give you their number through any Sign & Social-managed form. Opt-in is logged with a timestamp, the source, and the exact disclosure language shown. We never auto-opt-in.

How does opt-out work?

Reply STOP to any marketing SMS and you'll be unsubscribed immediately and receive one confirmation. Reply HELP for help info. You can also email us and we'll remove the number from all marketing, including transactional, on request.

What's the difference between transactional and marketing SMS?

Transactional SMS is sent in direct response to a service action you've requested or that affects your account (onboarding scheduling, system alerts, lead notifications, security messages). Marketing SMS is anything promotional — cohort updates, founding-member offers, product announcements — and requires its own opt-in checkbox separate from transactional consent.

Do you share my phone number with anyone?

No. SMS originator opt-in data is never shared with third parties or affiliates for their marketing. We share phone numbers with our SMS infrastructure provider (HighLevel/Twilio) solely to deliver the messages you've opted into. Full detail in the Privacy Policy.

09Custom work, partnerships, and other

Can you build something custom for my team?

Yes. Custom buildouts are scoped, quoted up front, billed once, and added to your workstation as a permanent capability. Common examples: a brokerage-specific compliance module, a team-wide lead routing rule set, an integration into a tool we don't already support. Reach out and we'll talk through what's possible.

Do you offer affiliate or JV partner programs?

We do work with select JV partners on a revenue-share basis — primarily other operators who serve real estate audiences. Reach out via the contact form with "Partnership" in the subject and we'll send the current terms.

Do you offer a free trial?

The first 30 days of recurring service are free for founding members — you pay the one-time onboarding and then get a full month of the full system before any monthly charge begins. That's a stronger trial than most: you see the system running in your business, on your data, with your voice, before you pay for the first recurring month.

Can I just buy the Live AI Academy without the managed service?

Yes. The Academy is also available as a standalone community-and-training membership for agents who want the knowledge but aren't ready for the managed department. Pricing and details are available on request — reach out via the contact form.

I have a question that isn't here.

Send it. Aaron@SignAndSocial.com or (765) 676-2425. If it's something a lot of people would ask, we'll add it to this page.

Ready when you are

Pricing is one click away. So is a phone call.

The pricing page lays out the tiers in detail. If you'd rather have us walk you through the right fit for your business, the phone is the fastest way.

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