Do not call basics for MCA brokers

A merchant who asks you to stop calling should never hear from your shop again. Simple rule, easy to break on a busy floor.

Make one list

Keep one internal do not call list for the whole shop, in your CRM. When any rep hears "stop calling" or "take me off your list," the number goes on the list the same day.

Block it in the dialer

Rely on software, not memory. Your dialer and CRM should block calls to numbers on the list.

Train every rep

Teach reps to confirm the request politely and end the call. No arguing, no one last pitch.

Check outside lists

Ask your counsel which outside lists and rules apply to your channels and states, and how often to check them.

This is general information, not legal advice.

On BrokerSeat

BrokerSeat checks do not call before a lead goes live, and holds leads that hit the list. Read more in consent and MCA leads.