Privacy Policy and Terms & Conditions

MLO Shift, a reseller of CRM and marketing automation software from ActiveCampaign, Inc, and a provider of online information, coaching and courses to mortgage professionals takes your privacy and the security of your information seriously.

This Privacy Policy and Terms & Conditions explains how MLO Shift collects, uses and discloses information from our clients when you use our website and other online products and services, or when you interact with us. It also explains our terms of service, which you agree to as a member of MLO Shift. If you have questions or concerns about anything mentioned in this document, please email us at [email protected]


What Personal Information Does MLO Shift Collect Online?  

We collect information that you provide directly to us, including, but not limited to:

  • Your name
  • Your email address
  • Your phone number
  • Your address
  • Your credit card information (which we do not store)
  • Your team members names and their contact information
  • Other information that you provide

Information Collected From Our Website

Our website may contain cookies, web beacons and tracking code to monitor website traffic and user activity, as well as to help us understand usage and campaign effectiveness.


Integrations With Other Services

Part of MLO Shift’s services may provide you with assistance integrating your ActiveCampaign account with other 3rd party web services and software. We may also assist you with integrating two 3rd party services to each other.

Integration with other services is optional and not required to be an MLO Shift member or to utilize the ActiveCampaign software.

It is important that you review and understand all 3rd party service privacy policies and term & conditions. If you integrate, or get our assistance with integrating ActiveCampaign or any other online or offline service or software, you are solely responsible for understanding, abiding by and agreeing to their privacy policy, terms and conditions.


Terms of Service

MLO Shift is a provider of online information, coaching and courses for use by our members. Our services and membership are available to mortgage professionals and real estate agents located in the United States and Canada only. Please do not sign-up for MLO Shift if you are outside of these two countries.

MLO Shift is also a reseller of software for ActiveCampaign and may be an affiliate of other software companies as well, which we fully disclose when promoting them. Although we do resell other companies software, MLO Shift is not a software developer or software company.

MLO Shift makes no warranty or guarantee when it comes to the ActiveCampaign software or any other 3rd party software we may help you integrate with.

By signing up for our services, you understand and agree not to hold MLO Shift liable and/or responsible for any activities, failures, downtime, theft of information and/or other occurrences that negatively affect your information, your business or the information of the contacts inside of your account due to actions or non-action from ActiveCampaign Inc or any other any outside service provider you integrate with.

As a user of ActiveCampaign software, you agree to abide by their terms of service. You should review ActiveCampaign Inc’s privacy policy and terms of service. If you do not agree with ActiveCampaign’s privacy policy or you do not agree to ActiveCampaign’s terms & conditions, you should cancel your MLO Shift membership and ActiveCampaign account. Continuing your membership with MLO Shift and remaining a user of ActiveCampaign is an indication that you fully agree to everything outlined in this document, as well as everything in ActiveCampaign’s privacy policy and terms of service.

Members cancelling their accounts will be responsible for payment in full for the current service month. MLO Shift incurs expenses for your account and membership from other service providers which are not refundable, and therefore we’re unable to offer reimbursements, refunds or pro-rated fees.


Sharing of Information

MLO Shift respects your information. We do not sell your information to outside businesses or 3rd parties. We do share your information with companies and contractors as needed to provide you with the products and services you have requested. These companies and contractors are bound by contractual obligations to keep personal information confidential and use it only for the purposes for which we disclose it to them. 


MLO Pages Subscription Details

MLO Shift membership also includes one subscription to MLO Pages, a funnel and landing page service. This subscription includes unlimited Funnels, unlimited landing pages, unlimited visitors and unlimited leads.


Affiliate Program

  1. MLO Shift members are invited to join the MLO Shift Affiliate Program (it's free)
  2. Once your request is approved, you can login to the affiliate portal to grab and share your affiliate links with your friends
  3. New members will receive a one-time discount of 25% off at sign-up
  4. The referring affiliate will e paid a 10% affiliate commission every month for as long as they're a member


Affiliate Program Terms:

By joining the MLO Shift Affiliate Program, you agree to the following terms and conditions:

  • Affiliate links will place a cookie on the prospective member's browser for 30 days
  • As long as the member purchases from the same browser within that 30 day time period, the transaction will be counted as an affiliate transaction
  • MLO Shift is not responsible for tracking affiliate transactions for new members who join from a different link or browser, or those who join 30-days after they clicked your link
  • If one of your referrals joins MLO Shift and the system does not track them as an affiliate transaction, you can email [email protected] to get credit
  • Affiliate commissions will not be paid on past referrals who joined prior to October 1, 2018
  • Any and all questions or disputes regarding an affiliate commission will be resolved at the sole discretion of MLO Shift and all decisions are final without recourse

Thank you for being a valued member of the MLO Shift community!

If you have any questions or concerns about our Privacy Policy and Terms & Conditions, please email us at [email protected]


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