AUREUMSMS Messaging Policy
Aureum SMS Communication Guidelines & Compliance
Overview
Aureum is a customer relationship management (CRM) platform designed for real estate professionals. Aureum enables real estate agents to send one-to-one (1:1) SMS messages to clients and prospects for property-related communication.
This page outlines how Aureum and its affiliated agents obtain consent, send messages, and maintain compliance with SMS messaging regulations and carrier requirements.
1. Clear Brand Identification
Aureum is a real estate CRM platform that enables individual real estate agents to send one-to-one (1:1) SMS messages to their clients and prospects.
All SMS messages sent through the Aureum platform are clearly identified with:
- The Aureum brand name
- The individual real estate agent's name
- Clear identification of the message purpose (property inquiries, showing follow-ups, transaction updates)
Messages are used exclusively for real estate-related communication and are sent on a one-to-one basis from individual agents to their contacts.
2. Verbal/In-Person Consent
When real estate agents collect phone numbers during property showings, open houses, or in-person client meetings, they must obtain verbal consent before sending SMS messages.
✓ Agents always obtain verbal consent before sending any SMS.
Required Verbal Disclosure:
"I will send follow-up information via SMS regarding the property or your inquiry. Message frequency varies, and you may reply STOP at any time to opt out."
When this applies: Property showings, open houses, client consultations, networking events
What happens: Agent verbally informs the individual about SMS communication before collecting their phone number
Documentation: Agents should note the date and context of verbal consent in their CRM
3. Website Form Consent
When real estate agents collect contact information through website forms (including third-party integrations like Zapier), they must include compliant consent language. All website forms must include a phone number field and an opt-in disclosure.
Example Form Layout:
4. Referral & Third-Party Lists
Agents may only send SMS messages to referred contacts after obtaining express consent.
Before texting a referred contact, the agent must:
- Directly contact the individual to explain how they received their number
- Obtain explicit permission to communicate via SMS
- Provide the same disclosures as verbal consent (message frequency, STOP instructions)
⚠️ Aureum does not permit messaging to purchased or third-party lists.
All contacts must have a direct relationship with the agent or must provide explicit consent before receiving any SMS communication.
Compliant Form Template Example
This template demonstrates best practices for collecting SMS consent in compliance with carrier requirements
AUREUMa brief campaign description
📋 Compliance Requirements:
- ✓Brand/Business name should be aligned with the campaign information
- ✓Phone number collection box must be clearly visible
- ✓Checkbox should be selectable for user to consent
- ✓For mixed use cases (transactional + promotional), opt-in language is required to be separated
- ✓Checking consent box should NOT be required to continue/submit the form
5. Example First Message (Required Elements)
The initial SMS message sent to a contact must include all of the following elements:
Example First Message Template
Hi, this is [Agent Name] via Aureum. Thank you for your interest in the property. I will follow up here with additional details related to your inquiry. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help.Recipients may reply STOP to opt out of SMS messaging at any time or HELP for assistance.
Required Elements (All Must Be Present):
- ✓Agent identification: Individual agent's name
- ✓Brand identification: "via Aureum" or similar clear brand reference
- ✓Message purpose: What the messages will be about (property info, follow-up, etc.)
- ✓Frequency disclosure: "Message frequency varies"
- ✓Data rates disclosure: "Message and data rates may apply"
- ✓STOP instructions: "Reply STOP to opt out"
- ✓HELP instructions: "Reply HELP for help"
6. Opt-Out Policy
Recipients may opt out of SMS communication at any time by replying STOP. Opt-out is enforced immediately and permanently at the phone-number level. Agents cannot override opt-out status. Reply HELP for assistance.
STOP Auto-Reply Message
You have successfully opted out and will no longer receive messages from this sender. Reply START to opt back in or HELP for help.
This automated response is sent immediately upon receiving a STOP keyword.
HELP Auto-Reply Message
For assistance, please contact the sender directly or reply STOP to opt out of future messages. Message frequency varies. Message and data rates may apply.
This automated response is sent when a recipient requests help.
7. Message Frequency Disclosure
Message frequency varies.
The number of messages a recipient receives depends on their level of engagement with the real estate agent and the nature of their inquiries. Aureum does not send bulk marketing messages. All messages are one-to-one communications sent by individual agents in response to specific property interests or ongoing client relationships.
8. Data Rates Disclosure
Message and data rates may apply.
Standard messaging and data rates charged by the recipient's mobile carrier may apply to SMS messages sent and received through the Aureum platform. Aureum does not charge recipients for receiving messages.
9. Privacy Policy
Aureum's Privacy Policy is publicly accessible and includes information about:
- How SMS data is collected and used
- Data retention policies for SMS messages
- Commitment not to sell or share SMS data with third parties
- User rights regarding their personal information
Note for reviewers: Our full Privacy Policy contains detailed SMS messaging data handling practices and is publicly accessible at all times.
10. Terms of Service
Aureum's Terms of Service are publicly accessible and include information about:
- SMS consent requirements and opt-in procedures
- STOP opt-out instructions and enforcement
- Message frequency disclosures
- Message and data rate disclosures
- User responsibilities and acceptable use policies
Note for reviewers: Our full Terms of Service contain comprehensive SMS messaging policies, consent procedures, and opt-out enforcement details. These terms are publicly accessible at all times.