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Milestone CRM

Terms of Service

Milestone CRM · Last updated October 30, 2026

These terms are an agreement between you (the broker or brokerage using Milestone CRM) and Mortgage Mom (Kerri Carter), British Columbia, Canada, which operates Milestone CRM ("we" or "us"). By using Milestone CRM you agree to these terms. Our Privacy Policy explains how we handle personal information.

1. Who can use Milestone CRM

Milestone CRM is for licensed mortgage brokers, sub-brokers and their assistants in Canada. Accounts are set up by invitation. You must keep your licence in good standing and keep your sign-in details private. You are responsible for everything done under your account, including by assistants you add.

2. Your plan and billing

  • Plans are billed monthly, per broker, in Canadian dollars, plus applicable taxes. Each assistant you add is billed monthly as an add-on.
  • You can switch between Basic and Premium. Changes apply from your next billing period.
  • We will give you at least 30 days' notice by email before changing your price.
  • You can cancel at any time. Your plan stays active until the end of the period you've paid for. We don't give refunds for partial months.

3. Your data

You own your data: your clients, Apps, documents and everything else you put into Milestone CRM. We only use it to provide the service to you, as described in the Privacy Policy. You are responsible for having your clients' consent to collect and use their information, and for meeting your own privacy and record-keeping obligations.

If your account closes for any reason, you will have 30 days of read-only access to download your data, or we will send you a full copy. After that, your data is permanently deleted from Milestone CRM. Please keep your own copy for as long as your regulator requires.

4. Compliance documents and calculations

Milestone CRM fills in forms, disclosures and calculations from the information in your Apps to save you time. They are tools, not legal or professional advice. You are responsible for checking that each document is complete, accurate and right for your client and your province before you send or rely on it, and for meeting your regulator's requirements.

5. Connected services

You can connect services like Velocity, Google, Microsoft, Zoom, RingCentral and Twilio. Those services are provided by other companies under their own terms. We are not responsible for them being available, or for changes they make that affect how they work with Milestone CRM. You can disconnect any of them at any time.

6. Acceptable use

You agree not to:

  • use Milestone CRM for anything unlawful, including sending messages that break Canada's Anti-Spam Legislation (CASL);
  • upload information you don't have the right to use;
  • try to access another broker's data, or test, probe or attack the system's security;
  • copy, resell or reverse-engineer Milestone CRM, or let anyone outside your team use your account.

We may suspend an account that breaks these rules, and we will tell you why.

7. Availability and changes

We work hard to keep Milestone CRM running and your data backed up, but we can't promise it will never be interrupted. We may add, change or remove features over time. If we remove a feature that's a main part of your plan, we will tell you in advance.

8. Our responsibility

Milestone CRM is provided "as is". To the extent the law allows, we are not liable for indirect or consequential losses, such as lost business or lost commissions. Our total liability to you for any claim is limited to the amount you paid us in the 12 months before the claim.

9. Ending the agreement

You can close your account at any time by emailing us. We can close an account with 30 days' notice, or straight away if these terms are seriously broken. Section 3 explains what happens to your data.

10. Changes to these terms

If we make important changes to these terms, we will email you at least 30 days before they take effect. Continuing to use Milestone CRM after that means you accept the new terms.

11. The law that applies

These terms are governed by the laws of British Columbia and the federal laws of Canada that apply there.

Contact

Questions about these terms: hello@milestonecrm.ca.