On January 23rd, our sister company, Ylopo, teamed up with Mike Hazzard, one of the nation’s top TCPA attorneys, to ensure we maintain the highest standards of compliance—past, present, and future. This event was designed to empower your team with the knowledge and tools to confidently work leads and crush your 2025 business goals.
Here are some important notes and best practices that were shared during the webinar:
Closing the lead generation loophole - they're moving to a form of one-to-one consent; the recipient of the communication has to give consent directly to each entity that's going to be communicating with the recipient.
TCPA consent overrides the DNC list. A consent is valid until it's revoked.
If they have at one time registered on our website, they have consented to TCPA consent, if they have not said "stop or leave me alone" that consent has not been revoked. You'll know they have consented to be contacted when you see a registration note in your CRM. That registration note shows up when they click "submit" and that box is checked that says I want to be contacted.
When they register in the Open House tool and hit submit, they give TCPA consent.
Make sure the consent is given by having them fill out a consent form. The best practice is to ensure everything is in the CRM where text conversations and phone calls are recorded. When they register to your website and submit the form, Ylopo receives that registration and it gets logged into your CRM with the date and time stamp.
We are working on adding a separate step for co-marketing partners. In the lead registration form, when they enter their phone number, they give TCPA consent. We're going to do a second form, with their phone number pre-popped where they press accept, it shows there that we are also sending this to their mortgage lender and the mortgage lender's information will be there. For our co-marketing partners, we are getting separate consent for the realtor and a separate consent for the lender.
If you have a lot of leads in your database, you should have them on listing alerts or remarketing so when they come in and get prompted to register through your Ylopo search site, you're getting that opt-in and that consent.
If you're calling from a farming list, you should have a tool to identify which leads are on the DNC list and you shouldn't call those people.
When they say "leave me alone" and find some Facebook ads click it and register, and you see a registration note in your CRM, that means they've opted in and given consent to be contacted again.
This does not apply to emails such as the listing alerts. You can still send those out. If somebody opts out of phone calls or texts, you can still send those alerts. If you feel like you don't have the consent, you do not need to turn off the listing alerts. The listing alerts are going to help you get that consent.