SMS Opt-In Example

Last updated: April 23, 2026

What this page is. This page is a reference example of the SMS opt-in pattern RealEstateDesk.AI instructs platform customers (mortgage brokers, loan officers, and real estate agencies) to use on their own websites and intake forms when they collect SMS consent from their leads, borrowers, and other business contacts.

Why it exists. When a customer uses RealEstateDesk.AI to send SMS or MMS to their own contacts, the customer is the sender for purposes of applicable law and carrier rules. The customer must collect valid SMS consent from each contact before any message is sent. This page shows a compliant consent pattern — an unselected SMS consent checkbox placed next to the phone number field, with message frequency and rates disclosure and links to Terms and Privacy Policy — which customers can adapt to their own brand and site.

The sample form below is not connected to a real backend; it exists only to illustrate the required elements. RealEstateDesk.AI customers are responsible for implementing an equivalent pattern on their own websites and for retaining evidence of consent for each contact.

Required elements in a compliant SMS opt-in

  1. A dedicated SMS consent checkbox, unselected by default (no pre-checking allowed).
  2. Consent language that describes what kinds of messages the contact will receive.
  3. Disclosure that message and data rates may apply.
  4. Disclosure that message frequency varies.
  5. Opt-out instructions (reply STOP to opt out).
  6. Help instructions (reply HELP for help).
  7. Links to the sender's Terms of Service and Privacy Policy.
  8. A record retained by the sender showing that the contact affirmatively opted in (checkbox state, timestamp, form URL, and IP address are typical).

Sample intake form

Example of a mortgage broker contact form that a RealEstateDesk.AI customer might place on their own website. The SMS consent checkbox is the load-bearing element.

This form is a demonstration only and does not submit to a real backend.

Notes for RealEstateDesk.AI customers

Do not pre-check the SMS consent box. Pre-checked consent is not consent. The checkbox must be unchecked when the form loads; the contact must click it themselves.

Do not bundle SMS consent with general terms acceptance. Consent to receive SMS must be separate from a general "I agree to the Terms of Service" checkbox. If you only have one checkbox covering everything, SMS consent has not been collected.

Retain evidence. When a contact submits the form, store the checkbox state, the submission timestamp, the form URL, and the IP address. If a carrier or regulator asks how consent was collected for a given phone number, you need to be able to produce this evidence.

Honor opt-outs by any reasonable means, not just STOP. If a contact tells you to stop messaging them by email, by voice, or by any other reasonable method, honor the request and suppress the number in your RealEstateDesk account. The platform also processes STOP and related keywords automatically, but those are not the only valid opt-out channels.

Keep the message content consistent with what the contact consented to. If the consent language above describes lead response, appointments, application follow-up, and document requests, do not send marketing blasts, promotional offers, or newsletter content under the same consent.