Homebot now makes it easy for homeowners to opt in to text messages and phone calls directly inside the homeowner digest. This feature is included in all Homebot plans at no additional cost and is rolling out to all customers.
Why This Matters
TCPA (Telephone Consumer Protection Act) regulations require real estate professionals to have explicit, documented consent before contacting homeowners via SMS or phone. Homebot's built-in consent capture flow means you no longer need to manage a separate process for collecting and storing that consent — it happens automatically as homeowners engage with their digest.
How the Opt-In Experience Works for Homeowners
The consent flow is a simple two-step experience built into every homeowner digest.
Step 1 — A prompt in the digest
Homeowners see a compact module in their digest, positioned beneath the loan officer card. It includes a short message referencing their loan officer by name and a button to proceed.
Step 2 — A dedicated consent page
Clicking through takes the homeowner to a consent page where they can:
Verify or update their phone number (pre-populated if on file, or add a new one)
Opt in to all communications at once using a single master checkbox
Choose individually — separate checkboxes for Text Messages and Phone Calls, each with its own consent language
Review fine print with full compliance disclosures
Once a homeowner has opted in, they won't be prompted again.
What Gets Captured
Every consent decision is stored with a complete, auditable record:
Field | Details |
Homeowner ID | Homebot's homeowner identifier |
Consent type | SMS or phone calls — tracked separately per channel |
Opt-in status | True or false, per channel |
Timestamp | UTC time, stored independently per consent type |
Consent language | Verbatim snapshot of the exact language shown, with a version ID |
Source URL | URL of the consent page at time of capture |
Phone number | As entered or confirmed by the homeowner |
Why This is Valuable
Passively build a consent database
The opt-in prompt runs automatically in every digest. Consent accumulates across your homeowner book of business over time on its own.
Run compliant SMS outreach
With verified consent on file, you can confidently run text message campaigns knowing every recipient has explicitly opted in.
Unlock AI voice and phone outreach
Phone call consent is tracked independently from SMS, so you know exactly who has consented to each channel — giving you a defensible record for AI voice or phone outreach tools.
Prove consent if ever challenged
Every opt-in event creates a full audit trail with the verbatim consent language, a version ID, a UTC timestamp, and the source URL.
Accessing Consent Data for Enterprise Customers
Enterprise accounts can access consent records and audit data through:
Sigma dashboard — Available at launch for enterprise partner reporting
Webhook / API delivery — Real-time push to partner systems (enterprise accounts)
Total Expert integration — Available for joint Homebot + Total Expert customers who have engaged TE's paid API Consultation service
⚠️ Note on Total Expert: Homebot is not a member of TE's Expert Partner Network. The TE integration is only available when the joint customer has separately engaged and paid for TE's API Consultation service.
Accessing Consent Data for Non-Enterprise Customers
If you're an individual paying customer (not on an enterprise plan), the consent prompt and landing page still ship to your homeowners automatically (Homebot is capturing consent on your behalf). Self-serve access to your consent data is coming in a future release. When that's available, your homeowners will already be opted in.
Enterprise Customization
Enterprise accounts have access to additional options:
Custom consent language — Homebot can configure custom fine-print language on your behalf (contact your account representative)
Brand customization — Light mode with your brand colors for a white-labeled experience
Note: The CTA module inside the homeowner digest is not customizable.
Frequently Asked Questions
Do I need to do anything to turn this on?
No. The consent prompt is automatically included in every homeowner digest across all Homebot plans. There's nothing to configure or enable.
What happens if a homeowner doesn't opt in?
No consent record is created, and the homeowner simply continues receiving their regular digest. They won't be re-prompted on every visit — but the opt-in module will remain available.
Can homeowners opt out after consenting?
Yes. Homeowners can update their consent preferences at any time. Each change is stored as a new record in the audit trail.
Is SMS consent the same as phone call consent?
No. Text message and phone call consent are captured and stored independently. A homeowner can opt in to one, both, or neither.
Where can I see which homeowners have opted in?
Enterprise accounts can access consent data via the Sigma dashboard or through webhook delivery to your existing systems. Self-serve access for individual loan officers is coming in a future release.
Can we use custom consent language instead of Homebot's default?
Yes, for enterprise accounts. Homebot can configure custom fine-print consent language on a case-by-case basis. Contact your account representative to discuss your requirements.
Does this work with Total Expert?
Yes, with a caveat. Homebot can push consent records to Total Expert, but only for joint customers who have engaged and paid for TE's API Consultation Engagement. This is a TE requirement — Homebot is not in TE's Expert Partner Network, so the integration is not available out of the box.
What if our legal or compliance team has concerns about the default consent flow?
Enterprise accounts can request to opt out of the feature entirely, or work with Homebot to configure custom consent language. Reach out to your account representative to discuss your options.
Is this available at no extra cost?
Yes. TCPA consent capture is included in all Homebot plans — enterprise and individual — at no additional cost.
Need Support?
Reach out to your Homebot account representative for questions about data access, integration timelines, or custom consent language configuration. Reach out to customer support for more information by clicking the pink icon at the bottom right corner of your account to ask the team a question or email [email protected].