Compliance2 min read

Texting merchants: etiquette and guardrails for brokers

Texts get read fast, which makes them powerful and easy to misuse. Guardrails for texting MCA leads.

Two smartphones facing each other with soft abstract chat bubbles between them

A text gets read within minutes. That makes it one of the best follow up tools you have, and one of the easiest to abuse.

Text numbers you have consent to text, and follow your counsel's guidance for your states. This is general information, not legal advice.

Keep it human

  • Say who you are in the first text
  • Keep it short
  • No links from unknown short domains
  • Send at reasonable local hours

Honor stop right away

When someone replies stop, they never hear from you by text again. Make sure your system enforces it.

Do not text a wall

One text after a missed call is helpful. Five in a day is a complaint.

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