Zale Cancelation/Refund Form (Mortgage)

Zale Mortgage Account Concerns

Please fill out this form if you are concerned about the overall performance of your account. These questions are meant to gather information about the health of your account and involvement in the process, and will reflect the requirements within the Limited Refund page on our website.
Contact & Basic Information
Please enter your full name. *

First Name Last Name
Please enter the best email address for us to use to research your account with us. *
example@example.com
Please enter your phone number. *
Please enter a valid phone number.
Please enter the current date. *

Month Day Year
Date
Please categorize your primary concern with your account. *
Please provide us with more details about your concerns. *
What are you hoping to get out of this audit request? *
*** Note, if you are just looking to turn off your Facebook Ads & pause your CRM Voice usage, please send an email to the support team. ***

Important Account Dates
What date did you purchase our Zale Marketing "done with you" system? *

Month Day Year
Date
What date did you have your onboarding call with our support team? *

Month Day Year
Date
What date did you receive your launch email from Zale? The subject line for this would be "Setup confirmation" or "Launch Email" *

Month Day Year
Date
What date did you turn on your ads for the system? *

Month Day Year
Date
At the time of submitting this, have you been using the Zale system for a total of 5 months? (Does not include time down for system outages or account suspensions). *

Yes No
***Please note*** Our Limited Money Back Refund Policy Only Applies To Clients That Have Used The System For A Minimum Of 5 Months and Met All Of The Requirements.

Advertising Efforts
Did you run the advertisements that were built by the Zale marketing team? *

Yes No
Please provide a list of the advertisements that you ran during your time using the Zale system. *
Have you spent at least $300/month (or a total of $1500) soley on the Recommended Applications Campaign from Zale Marketing? *

Yes No
In total, how much did you spend while running advertisements built by Zale Marketing? *
Please provide documentation to show that you have spend the required ad spend on advertisements that were built by Zale Marketing. *

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Cancel of
How long did you run your advertisements (only count the time that you ran ads with the recommended ad spend of at least $300/month) *

Account Changes
Have you ever requested that any changes be made to the ads that Zale Marketing built? *

Yes No
Have you ever requested that any changes be made to the surveys that Zale Marketing built? *

Yes No
Have you ever requested that any changes be made to the landing page that Zale Marketing built? *

Yes No
Have you ever requested that any changes be made to the automated follow up messaging that is located in the CRM? *

Yes No

Account Issues

Please note, failure to notify the support team within 24 hours of an account issue will void your qualification.
If issues presented themselves while using the Zale System, did you promptly notify the Zale Support team within 24 hours of the issue occurring? *

Yes No N/A- no issues
Please provide all communication with the Zale team on issues that occurred. *

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Cancel of

Final Questions
Have you completed/watched & implemented 100% of the provided training form Zale Marketing in the Training Portal (located within the Zale CRM)? *

Yes No
Have you made all of your payments on time with no late/failed payments or chargebacks? *

Yes No
Have you completed less than 1 transaction/closing with buyers, sellers, and/or renters within the 5 month period? This includes closing from paid ads, or organic marketing as a direct result from the Zale Marketing system. *

Yes No
Please provide any & all supporting documentation including but not limited to: communication attempts, appointments reporting, call reporting, list of previous closings with dates, etc. that may help with our decision with your account. *

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By signing & submitting this form, I confirm that all of the information is truthful & understand if any information is found to be inaccurate, untruthful, manipulated, or misrepresented, I will not be eligible for a refund or to cancel my account with penalty indefinitely.
Please SIGN your name below in the box: *

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Zale Mortgage Account Concerns

Contact & Basic Information

Important Account Dates

Advertising Efforts

Account Changes

Account Issues

Lead Communication

Final Questions