1. Decide what you want to send
Describe the program before asking someone to join. For example, you might send recurring texts about off-market properties your business offers in a particular area. Name your business, explain the subject, and tell people whether messages recur and what frequency to expect. An invitation to buy a property is promotional; calling it an update does not turn it into a transaction notice. DispoIQ’s Messaging & Communications Policy §2, version 1.0, requires prior express written permission for SMS/MMS campaigns and other customer-initiated SMS/MMS messages, covering the identified sender, number, and subject. A directly relevant response to a recipient-initiated text in that same conversation is a narrow exception, only where law and provider rules allow and subject to suppression and opt-outs; it does not authorize recurring or unrelated promotion. The Acceptable Use Policy §5, version 1.0, sets the same written-permission requirement. Do not substitute oral permission or a claimed legal exception for that requirement. Law, provider rules, and platform rules are separate requirements; satisfy each that applies. Those policies apply under their stated incorporation rules and your accepted agreement; this help guide does not incorporate them or amend your agreement. Permission to receive deal alerts from your business does not authorize another wholesaler, an affiliate, or DispoIQ to send their own marketing. Do not buy, rent, sell, or transfer messaging consent. Keep customer programs separate from DispoIQ’s own marketing and waitlist updates.2. Ask clearly and give a real choice
Use a form on a page your business controls, or a written process appropriate to your program. Put the disclosure beside the affirmative action. Leave a checkbox unchecked; do not hide permission in general website terms or use a preselected choice. Let someone request information or pursue a property transaction without being forced to join a marketing-text program. US federal rules define prior express written consent for covered telemarketing communications through a signed writing that identifies the seller, authorizes the relevant communications, and specifies the number. Electronic signatures can qualify under applicable law. The disclosure must explain that signing is not a condition of purchasing property, goods, or services. These rules do not mean every business text has the same statutory trigger; DispoIQ’s customer campaign requirement still applies. 47 CFR §64.1200(a)(2), (f)(9).Example for your own opt-in form
The following is an illustrative disclosure for a fictional business, Example Homes LLC, collecting recurring property-alert permission. It is a starting point for your own form, not a built-in DispoIQ form or a ready-to-file legal template.Mobile number: the number the person enters on this form. ☐ I agree to receive recurring automated SMS/MMS marketing messages from Example Homes LLC about off-market property opportunities it offers, at the mobile number I provided above. Message frequency varies. Message and data rates may apply. Consent is not a condition of purchasing any property, goods, or services. Reply STOP to unsubscribe or HELP for help.Replace the example business and subject with your actual sender and program. Place working links to your business’s messaging terms and privacy notice beside the disclosure. Provide your actual customer-help contact. Confirm that your form records an affirmative action that qualifies as a written agreement and electronic signature under the requirements applicable to your program; a checkbox image by itself proves nothing about a particular person’s action. For Canadian recipients, include the required identification and contact information in the consent request, including anyone on whose behalf consent is sought, a valid mailing address, an appropriate contact method, and how consent can be withdrawn. Do not assume the sample paragraph alone supplies those disclosures. Have the complete form and message program reviewed for the jurisdictions and provider requirements that apply. CRTC consent-request guidance. Before using your form, check it as a recipient would: confirm the sender and program are accurate, the checkbox starts unchecked, and declining marketing permission does not prevent a property inquiry or purchase. Open the customer-help, messaging-terms and privacy links, then confirm that your collection process preserves the disclosure shown and each affirmative submission or valid signature. Keep that evidence with the authorized number. Have the complete form reviewed for your actual program and applicable requirements; DispoIQ does not approve a form merely because it follows this example.
3. Keep the evidence with the permission record
For every number you plan to message, keep enough evidence to answer these questions:
A form screenshot shows what the form said. Pair it with the specific submission or signature record; it does not show that every contact completed the form. A source label such as “website,” “CSV import,” or “skip trace” explains where the contact came from, not what that person authorized.
Keep records securely and accessible to the people responsible for your messaging. Collect only supporting information you need and have authority to collect. Do not attach identity documents or unrelated sensitive information just to make the record look more complete.
This table is a recordkeeping checklist for your business, not an import schema or a list of verified DispoIQ fields. Keep your original evidence outside the app where needed. Maintain a secure permission register that links each recipient and exact authorized number to the original submission or signed writing, sender, program and later withdrawals. If an available workspace field can hold a reference, use a non-sensitive record identifier rather than a public evidence link; keep access to the underlying material restricted. A note or imported field is a reference, not proof of permission or a completed consent check. Do not assume a contact import or export preserves the original disclosure, signature or full history. Keep your originals separately and ask support@dispoiq.app which record, retrieval or export options are actually available for your workspace before relying on them.
4. Review existing lists before using them
Separate contacts with substantiated written permission from contacts whose permission is missing, unclear, withdrawn, or limited to another sender or subject. Do not send a campaign to the latter group while you resolve the issue. Check these common situations:
Do not send an unconsented text asking someone to opt in. Use an appropriate lawful channel, an in-person interaction, or a form people choose to visit. Moving a contact into a different group, record type, number, or workspace must not be used to get around an opt-out.
Review the actual recipients and their permission records before sending, including recipients reached through a template or automation. A buyer designation, creation event, audience preview or apparently eligible record does not establish that the underlying written agreement was checked. If a proposed audience includes anyone whose written permission or withdrawal history cannot be substantiated, exclude them and pause the affected sending until the issue is resolved. If you cannot confirm that exclusion or a restriction will be honored across the affected sending paths, keep that traffic paused and contact support@dispoiq.app for an authorized review. A support request does not itself approve a recipient or repair a sending control.