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Lesson 1 of 6Stage 1: Build on solid ground

Start With Consent and Compliance

AI Agents for Real Estate Investors 20 minFree sample from a Pro course

The problem

Investors often reach out to many people fast, and calling and texting rules are strict. One careless campaign can lead to complaints, fines or a damaged reputation.

You'll be able to

You'll write a compliance checklist and contact rules that every agent in your system must follow.

Why this matters

Speed is useless if it puts your business at risk. Say Jordan is a wholesaler starting to use AI for outreach. Before building anything, Jordan writes down who can be contacted, how, when and with what consent, and gets the list reviewed by a local real estate attorney. Every agent then follows that one page.

Step by step

  1. 1

    Learn the rules that apply to you

    Calling, texting and email rules exist at the federal, state and sometimes local level. Do-not-call lists, consent rules for texts and automated calls, and opt-out rules are common examples. Laws vary and change, so check the rules where you and your contacts are, and have a qualified attorney review your process. This course does not give legal advice.

  2. 2

    Track consent and opt-outs

    Keep a field in your CRM for each contact's consent status, how it was given and when. Record every opt-out right away and make sure no agent drafts messages to those contacts. When in doubt, do not contact.

  3. 3

    Check wholesaling and licensing rules

    Some states have rules about wholesaling, marketing a property you do not own and when a license is needed. Rules also cover how you describe yourself. Confirm what applies in your state before you market any deal.

  4. 4

    Set respectful contact rules

    Many sellers are in hard situations, such as a loss in the family, a divorce or money trouble. Write rules that ban pressure tactics, false urgency and misleading claims. Treat every person the way you would want your own family treated.

  5. 5

    Keep agents on drafts and least access

    Agents draft messages, research public info and organize numbers. People send messages, make offers and sign anything. Give each agent only the data it needs and never paste passwords, Social Security numbers or bank details into a chat.

  6. 6

    Put it on one page

    Write a one-page Contact and Compliance Checklist. Paste it into every agent's instructions in this course. Review it whenever laws or your marketing change.

Prompt to copy

Replace the [brackets] with your details, then paste it into your AI tool.

Compliance checklist builder
Help me draft a one-page Contact and Compliance Checklist for my real estate investing business, [BUSINESS NAME], operating in [STATE(S)]. I contact sellers and buyers by [CHANNELS: calls, texts, email, mail]. Include sections for: do-not-call list checks, consent records for calls and texts, opt-out handling, contact time and frequency rules to confirm, wholesaling and licensing questions to check for my state, honest marketing rules, respectful contact rules for sellers in hard situations, and data privacy. Do not state specific laws as fact. Instead, list each item as a question I must confirm with official sources or a qualified attorney.

Your exercise

Draft your Contact and Compliance Checklist and add consent and opt-out fields to your CRM. Book time with a qualified local attorney to review your process.

Before you call it done

  • You have a one-page checklist for contact, consent and opt-outs.
  • Your CRM tracks consent status and opt-outs for every contact.
  • You know which wholesaling and licensing rules to confirm for your state.
  • Agents draft only; people send, offer and sign.
  • A qualified professional review is scheduled or done.

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