No SBL prospecting trigger
The referral itself is not a brokerage lead.
A documented partner-referral or TRUKKIT service record should not trigger Southern Bell Living listing pitches, buyer-representation pitches, valuation solicitations, listing alerts, newsletters, nurture campaigns, or brokerage prospecting.
No brokerage-intelligence transfer
Service observations stay in the service lane.
Protected service details such as access information, photographs, estate circumstances, inventories, property-condition observations, and job notes should not be transferred to Southern Bell Living for brokerage prospecting or marketing.
Provider boundary
TRUKKIT service is not a real estate role.
A TRUKKIT provider/operator is not authorized through TRUKKIT to discuss, solicit, recommend, or refer brokerage services or to represent Southern Bell Living or The Boulevard Company.
Direct customer request
A later request must be separate and customer-initiated.
An eligible direct TRUKKIT customer who independently requests Southern Bell Living must use a separate, representation-aware, documented permission path. A Partner-Protected referral is not converted into an SBL prospecting record.
Implementation requirement
The written promise must match the systems.
Public policy is only credible when written terms, privacy notices, source capture, CRM suppression, advertising exclusions, access controls, consent records, provider instructions, retention rules, audits, and incident handling remain aligned.
Legal boundary
Role language is not a classification conclusion.
Provider agreements, actual practices, applicable law, and current operating sources govern provider relationships. This public page describes role boundaries and does not make a worker-classification conclusion.