{
  "schemaVersion": "1.1",
  "policyVersion": "1.1",
  "status": "cross-venture-governance-summary",
  "effectiveDate": "2026-07-21",
  "name": "SBL–TRUKKIT Relationship and Realtor Partner Protection Standard",
  "headline": "Your client stays your client. TRUKKIT handles the haul—nothing else.",
  "relationshipUrl": "https://johnbell.ai/relationship",
  "partnerUrl": "https://johnbell.ai/realtor-partners",
  "operatingPolicySources": [
    "https://trukkit.ai/realtor-partners",
    "https://trukkit.ai/realtor-partner-policy.json",
    "https://southernbellliving.ai/realtor-partners",
    "https://southernbellliving.ai/realtor-partner-policy.json"
  ],
  "statusNote": "This is a first-party cross-venture governance summary, not legal advice or independent certification. Current law, client instructions, representation agreements, executed customer, provider, and partner terms, privacy notices, brokerage policy, and the stricter current operating source control. Actual systems and practices must match every public commitment.",
  "relationshipRule": "John Bell founded TRUKKIT and Southern Bell Living and is also publicly connected to Southern Bell Brands. Southern Bell Living provides real estate services through The Boulevard Company. TRUKKIT is a separate marketplace for hauling, junk removal, pickup, cleanout, and property logistics. The ventures may be described together as a founder-connected property-transition model, while their services, agreements, customer records, permissions, pricing, availability, and responsibilities remain separate. No customer is required to use either venture.",
  "trukkitLaunchRule": "TRUKKIT is preparing for a controlled beta launch targeted for early 2027. Timing, service areas, and availability remain subject to operational readiness. TRUKKIT.com governs current availability.",
  "protectedReferralRule": "A documented customer introduced to TRUKKIT by a real estate professional, team, brokerage, association, or referral network is Partner-Protected and service-only. The referral and service record are not used for Southern Bell Living solicitation, prospecting CRM enrollment, customer-list advertising, custom or lookalike audiences, person-level retargeting, or brokerage-intelligence transfer.",
  "providerRoleBoundary": {
    "operatingModel": "TRUKKIT describes participating TRUKKERs as independent service providers who may receive job opportunities or pings and decide whether to accept available work under applicable provider terms. Their authorized role is accepted-job logistics and physical service—not real estate brokerage, lead qualification, or Southern Bell Living promotion. This is an operating-role description, not a legal worker-classification conclusion.",
    "prohibitedRole": "A TRUKKER is not authorized through TRUKKIT to provide, solicit, recommend, discuss, or refer real estate brokerage services; ask whether a customer plans to buy or sell; collect brokerage leads; promote Southern Bell Living or The Boulevard Company; transfer service observations for brokerage use; or receive compensation tied to a real estate referral.",
    "customerQuestionResponse": "The provider does not answer the real estate question and directs the customer to the customer's own real estate professional or official TRUKKIT Support.",
    "founderContactRule": "A TRUKKIT inquiry, quote, or service job does not by itself authorize John Bell, Erica Zepp, Southern Bell Living, or The Boulevard Company to contact the customer about real estate."
  },
  "customerSourceRules": [
    {
      "source": "southern-bell-living-client",
      "treatment": "The existing SBL relationship remains separate. The customer may choose TRUKKIT or another provider; TRUKKIT service data remains outside brokerage use."
    },
    {
      "source": "realtor-or-brokerage-referral",
      "treatment": "Partner-Protected and service-only. No SBL solicitation, lead creation, prospecting CRM enrollment, person-level SBL audience use, or brokerage-intelligence transfer based on the referral or service record."
    },
    {
      "source": "direct-trukkit-customer",
      "treatment": "TRUKKIT-only by default. A separate SBL request is possible only through the source-gated permission bridge."
    },
    {
      "source": "unknown-or-unverified",
      "treatment": "Service-only and ineligible for SBL follow-up until official Support verifies source, representation status, disclosure, eligibility, and consent."
    },
    {
      "source": "represented-customer-from-any-source",
      "treatment": "Representation is respected. Direct the customer to the current professional; do not create an SBL lead from the TRUKKIT interaction."
    }
  ],
  "prohibitedUses": [
    "SBL listing, buyer-representation, valuation, newsletter, listing-alert, referral, or real estate nurture solicitation triggered by a protected TRUKKIT record",
    "Enrollment of protected contact or service data in SBL prospecting systems or marketing automation",
    "SBL customer-list matching, custom-audience use, lookalike-source use, or person-level retargeting based on the protected record",
    "Transfer of estate circumstances, access details, photos, inventories, property-condition observations, job notes, or potential-listing signals to SBL for brokerage use",
    "Public or marketing use of service photos, possessions, testimonials, or before-and-after content without separate authorization"
  ],
  "directCustomerPermissionBridge": "Only an eligible verified direct TRUKKIT customer who states no conflicting representation and independently requests Southern Bell Living by name may use a separate Support-managed permission path. Support records source and representation status, discloses the common founder and separate ventures, preserves customer choice, obtains named affirmative consent, and transfers only minimum contact and request data. Partner-Protected, represented, and uncertain-source customers are excluded, and the TRUKKIT service file remains separate.",
  "requiredControls": [
    "Locked referral source, referring partner, timestamp, receipt, and policy version",
    "SBL CRM, newsletter, listing-alert, automation, and nurture suppression",
    "SBL customer-list, custom-audience, lookalike-source, and person-level retargeting exclusion",
    "Cross-company access disabled by default with role-based service and compliance exceptions",
    "Provider terms, acknowledgment, customer-question redirect, confidentiality, and escalation instructions",
    "Separate direct-request record with source, representation, disclosure, named consent, minimum-data transfer, revocation, and audit fields",
    "Written retention, deletion, incident, vendor, privacy, partner-addendum, and photo-release controls",
    "Periodic seeded tests and audits with a named accountable owner",
    "Ongoing South Carolina counsel and applicable broker-in-charge review after material legal, agreement, system, service, or marketing changes"
  ],
  "clientChoice": "The standard protects against solicitation and misuse of referral data; it does not restrict a customer's lawful right to choose, change, or contact a real estate professional or erase a documented relationship or consent that arose independently of TRUKKIT.",
  "authorityAndLimits": "This standard is a first-party operating and governance disclosure, not legal advice, an independent certification, or a substitute for controlling agreements and law."
}