Master vendor agreement · v1.0 · Effective 2026
B2B Vendor Marketplace Agreement
This Master Vendor Agreement ("Agreement") governs the flat-fee, B2B commercial relationship between SaveMyHomeTrust, Inc. (the "Company"), a Delaware corporation, and each partnered service provider ("Vendor"). Nothing in this Agreement constitutes a shared legal fee, a referral of legal work, or a division of any attorney-client fee under Rule 5.4 of the applicable Rules of Professional Conduct. All Vendor consideration hereunder is for non-legal, arms-length commercial services rendered to the Company.
1.
Nature of the Relationship
The Company operates a technology platform serving law firms and their clients in trust, real estate, and cross-border asset planning. The Company contracts separately with third-party Vendors — real estate brokers, bridge/HELOC lenders, and property/hazard insurance providers — for commercial services delivered to the Company (data ingestion, integration, and delivery). Vendors are independent contractors. No employment, partnership, joint venture, agency, or attorney-client relationship is created.
2.
Scope of Vendor Services & Flat-Fee Schedule
Each Vendor is compensated on a flat, pre-negotiated fee-per-matter basis. No fee is calculated on, or paid from, any attorney-client legal fee. No fee is shared with any lawyer. Vendors bill the Company (or, where applicable, bill the Company directly against work product delivered) under the schedule below.
Broker · Max Scholl (Florida Real Estate Agent)
3% of gross sale price
Real Estate Ingestion Lead Fee
Payable upon closing. Charged as commercial lead-ingestion consideration to the Company; not a real-estate commission split with any law firm.
Bridge Lender Network
$1,000 / $2,000 / $3,000
Technology SaaS Integration Fee
HELOC-tiered flat fee: up to $15,000 → $1,000 (Standard Lead Generation); $15,001–$50,000 → $2,000 (Gold Lead Generation); over $50,000 → $3,000 (Platinum Verified Lead Generation).
Partner Insurance Group
$500 flat
Data Delivery Fee
Per bound-and-delivered policy record. Non-contingent. Not tied to premium volume.
3.
Invoice Generation & Billing Cycle
When a client matter reaches the internal status READY_FOR_DISTRIBUTION, the Company's platform automatically compiles the three flat-fee invoices above from the associated matter data (sale price, loan amount, insurance policy record). Invoices are issued to the responsible Vendor and settled per the Vendor's individual net terms (default net-30). Payment status is tracked in the Company's Vendor Billing Dashboard.
4.
Trustee Administration Fee (Client-Side)
Separate from Vendor billing, the Company (as corporate trustee) charges the client's asset trust balance a Trustee Administration Fee as a direct line-item expense against the trust corpus. This fee is not a Vendor fee, is not paid to any Vendor, and is not a legal fee. It is disclosed to the client in the trust engagement letter, recorded on the trustee fee ledger, and reflected in monthly trust statements.
5.
No Fee Splitting; No Referral Consideration
Vendor represents and warrants that no portion of any fee paid or received under this Agreement is (a) shared with any attorney, law firm, or non-lawyer for the referral of legal business, (b) contingent upon the outcome of any legal matter, or (c) paid from any attorney-client legal fee. All Vendor fees are commercial in nature and paid for services rendered by the Vendor to the Company or the client's trust.
6.
Compliance & Independent Trust Review
Vendor acknowledges that trust documents used in Company matters are reviewed and approved by Sorrentino Law Firm PLLC, an independent Florida trust and estates firm, under its own limited-scope engagement with the client. Vendor has no client-facing legal role, does not draft or advise on legal documents, and shall not hold itself out as counsel to the client or the law firm.
7.
Term, Termination, Books & Records
This Agreement runs on a rolling 12-month term, auto-renewing unless either party provides 30 days' written notice. Vendor shall maintain complete records of invoices issued and services rendered for a minimum of seven (7) years and make them available to the Company on reasonable request for bar audit, tax, or trust-accounting purposes.
8.
Governing Law
This Agreement is governed by the laws of the State of Delaware. Venue for any dispute shall lie in the state or federal courts of Miami-Dade County, Florida, where the Company maintains its primary operations.
This page reflects the current master terms Vendor partners execute before invoices are issued to them. A signed counterpart is retained in the Company's vendor vault. Nothing on this page constitutes legal advice to any Vendor, law firm, or consumer; Vendors should consult their own counsel before executing.