Compliance tips 5 min read
SMS consent and TCPA basics
Automated texting in the US is governed by the TCPA and carrier rules. The practical requirements are consent, identification, opt-out, and records. This is general guidance, not legal advice.
Collect express written consent
- Use an unchecked checkbox on every form that collects a phone number.
- State clearly that the person agrees to receive automated texts, that consent is not a condition of any service, and that message and data rates may apply.
- Link your privacy policy and terms next to the checkbox.
- Store what was agreed, when, and from which page — the widget records this automatically.
Identify yourself in the first message
The first outbound text should name you and your brokerage and explain why you are messaging. Include opt-out instructions at least in the first message of any campaign.
Honour opt-outs immediately
- STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, and QUIT stop all future sends automatically.
- Never re-add an opted-out number to a follow-up sequence.
- HELP returns your contact details.
Respect timing and frequency
- Send between 8am and 9pm in the recipient's local time; some states are stricter.
- Cap follow-ups on a quiet lead — a small number of spaced messages, then stop.
- Check state-level rules; several states have their own mini-TCPA statutes with tighter consent requirements.
UK and EU senders
Outside the US, PECR and GDPR apply instead. You need a lawful basis, a clear opt-in for marketing messages, and an easy opt-out in every message.
This guide is general operational guidance maintained by the Lytle.ai team and is not legal advice. Confirm your process with your broker and qualified counsel for your jurisdiction.