Consent and MCA leads: what brokers should keep on file

Calling a merchant who asked to hear from you is very different from cold calling a list. Consent is the line between the two.

What consent means here

The merchant agreed to be contacted about funding, usually by checking a box on a form that explains who may contact them and how.

What a consent record usually includes

• The date and time of the request
• The page or form the merchant used
• The words the merchant agreed to
• The phone number and email given

Habits that keep you clean

• Only call and text numbers you have consent for
• Honor stop and do not call requests right away
• Keep notes in your CRM
• Ask your own counsel about the rules for your states and channels

This is general information, not legal advice.

On BrokerSeat

Leads come from BrokerSeat's own ads and forms. Merchants ask about funding and agree to be contacted, and we keep the consent record. We never text or email merchants for you. See also do not call basics.