Legal & Compliance Overview

Last Updated: June 2025

Circle Consulting LLC is a technology and marketing services company that operates independently from mortgage lenders, title companies, or real estate brokerages. We are not licensed to originate loans or act as a settlement service provider.

Our platform is designed to support agent growth through structured, post-closing marketing services. All participation is optional and governed by clearly defined agreements.

Legal Safeguards

Circle maintains internal protocols, contracts, and audit systems to ensure clarity, documentation, and operational integrity.

Vendor contributions, agent activity, and marketing services are tracked through secure systems and governed by documented procedures.

We do not offer compensation for referrals. Participation is not conditioned on vendor choice.

Questions or Legal Inquiries

For attorneys, regulators, or compliance officers seeking additional detail:

• [email protected]
• [email protected]

Documentation is available upon request to qualified parties.

Confidential Platform Information

Additional legal terms, platform policies, and structural diagrams are not published publicly to preserve privacy and reduce risk of misinterpretation.

If you’re a partner, vendor, or legal reviewer needing more information, please reach out directly.

IP Notice

Circle Marketing Coverage™, Circle Points™, Agent Wallet™, Circle Concierge™, Circle Marketplace™, logos, styling, and the Circle Network platform structure are proprietary assets of Circle Consulting LLC. These assets are protected under current U.S. intellectual property laws, and a patent is pending for certain aspects of our technology.