Compliance basics for contacting finance leads
Short answer
Contact business finance leads only with the consent captured at inquiry, keep consent records, honor opt-outs immediately and scrub against Do Not Call lists. This guide is general information, not legal advice.
Consent (TCPA)
The TCPA restricts autodialed and prerecorded calls and texts without prior express written consent. Keep a record of the consent captured on each inquiry.
Email (CAN-SPAM)
Use accurate sender details, a clear subject line, a physical address and a working unsubscribe link, and process opt-outs promptly.
Do Not Call and opt-outs
Scrub numbers against the National Do Not Call Registry where required, include STOP instructions in every text, and stop as soon as someone asks.
Questions brokers ask
Do I need consent to text a business finance lead?
For automated texts, the TCPA generally requires prior express written consent. Keep proof of consent and take legal advice for your situation.
What must a marketing email include?
Accurate sender details, a physical address and a working unsubscribe link.
Get direct, exclusive inquiries every month
A firm minimum of 50 Live Leads a month, plus 30D+ Leads and email engagement data in your own CRM.
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