What is the “Setup Process?”

“Setup” consists of 3 parts:

  1. confirming your email address, 
  2. creating a password and 
  3. executing our Master Service Agreement.

Why do we require a Master Service Agreement (MSA)?

  • Our partners trust us with their confidential data. Their intellectual property is their lifeblood. We don’t access their models, but we have extensive data on value estimates, which they typically provide for a fee. We have agreements with them that restrict whom we can provide that data to. To maintain our covenant with them, we require all customers to agree explicitly to our terms and conditions and have a fully executed Master Service Agreement (MSA) with us on file.

Why do we restrict email addresses?

  • We are restricted by our own agreements to provide data only to legitimate users. Therefore, we only correspond with verified domains of financial institutions – no personal email addresses.