Communications Policy

This Communications Policy explains how Rise Estate communicates with real estate professionals and consumers who contact us, and how you can control those communications. We are committed to respecting your communication preferences and complying with all applicable laws.

1. Types of Communications

1.1 Service Communications

These are essential communications related to our services:

• Lead Delivery Notifications: Alerts when new leads are assigned to your account
• Account Updates: Important information about your subscription, billing, or account status
• System Notifications: Technical updates, maintenance schedules, or service changes
• Support Responses: Replies to your customer service inquiries

Service communications cannot be opted out of while you maintain an active account, as they are necessary for service delivery.

1.2 Marketing Communications

Optional communications that you may receive:

• Newsletter: Industry insights, market trends, and tips for real estate agents
• Product Updates: New features, services, or enhancements
• Promotional Offers: Special pricing, discounts, or limited-time offers
• Educational Content: Webinars, guides, and training materials

Marketing communications are sent by email. We do not send marketing or promotional text messages.

1.3 Consumer Communications

Communications with buyers and sellers who contact us:

• Initial Response: Replies to your inquiry
• Referral Check-ins: Updates about your referral to a real estate professional
• Follow-up: Appointment confirmations, reminders, and check-ins
• Market Updates: Relevant local market information (by email)

2. Communication Channels

2.1 Phone Calls

We call only people who check the separate, optional call consent box on our forms or ask us to call them:

• Live calls during business hours
• Automated appointment reminder calls only with prior express written consent
• Calls may be recorded for quality assurance and training purposes
• We honor the National Do Not Call Registry for marketing calls

2.2 Text Messages (SMS)

We send text messages only to people who opt in by checking the optional SMS consent box on our forms. Text messages from Rise Estate are used for:

• Referral check-ins
• Service updates
• Follow-ups
• Replies to your messages

Message frequency varies (up to 4 msgs/month). Message and data rates may apply. Consent is not a condition of any purchase.

Mobile information, including phone numbers and SMS opt-in data, will not be shared with third parties or affiliates for marketing or promotional purposes.

2.3 Email

Email communications include:

• Lead notifications and daily/weekly summaries
• Account statements and invoices
• Newsletter and marketing content (optional)
• Property matches and market reports for consumers

2.4 In-App Notifications

Dashboard and mobile app notifications for:

• Real-time lead alerts
• Consumer activity updates
• System announcements
• Performance metrics and reports

3. Consent and Authorization

3.1 Consent to Text Messages and Calls

We send text messages only to people who check the optional SMS consent box on our forms. We call only people who check the separate, optional call consent box or ask us to call them. Neither box is pre-checked, neither is required to submit a form, and both are separate from the Terms of Use and Privacy Policy checkbox. Consent covers text messages and calls from Rise Estate only.

When a consent box is checked, we keep a record of the phone number, the date and time, the IP address, the form used, and the exact consent text shown.

3.2 Consent Language

Each form shows the full SMS consent text and the call consent text next to their own checkboxes. Submitting a form without checking a consent box does not give consent to receive text messages or calls.

3.3 Prior Express Written Consent for Autodialed Calls

For autodialed or pre-recorded calls, we obtain prior express written consent as required by the TCPA. This consent:

• Is obtained through a clear and conspicuous disclosure
• Is not a condition of purchasing any goods or services
• Includes the specific phone number to be contacted
• Identifies the parties authorized to make contact

4. Managing Communication Preferences

4.1 For Agents (Account Holders)

You can manage your preferences through:

• Dashboard Settings: Adjust notification preferences in your account
• Email Preferences: Click "Manage Preferences" in any email footer
• Contact Support: Email info@riseestate.org to update preferences

4.2 For Consumers

Consumers can opt out through:

• Text: Reply STOP to any text message to opt out, or HELP for help
• Email: Click "Unsubscribe" at the bottom of any email
• Phone: Tell the caller you wish to be removed from the contact list
• Online: Submit request at our contact page

5. Opt-Out Rights

5.1 Immediate Opt-Out

Opt-out requests are processed immediately or within 24 hours at most. Upon opting out:

• No further marketing communications will be sent via that channel
• Replying STOP stops all text messages from Rise Estate
• Essential service emails continue (for account holders)
• Opt-out does not affect prior transactions or existing relationships

5.2 Partial Opt-Out

You may opt out of specific communication types while receiving others:

• Opt out of texts but receive emails
• Opt out of marketing but receive service notifications

6. Compliance

6.1 TCPA Compliance

Rise Estate strictly complies with the Telephone Consumer Protection Act:

• We maintain documentation of all consent obtained
• We honor all opt-out requests promptly
• We maintain internal Do Not Call lists
• We scrub against the National Do Not Call Registry
• We identify ourselves in all communications

6.2 CAN-SPAM Compliance

All email communications comply with the CAN-SPAM Act:

• Clear sender identification
• Accurate subject lines
• Physical mailing address included
• Clear unsubscribe mechanism
• Opt-out requests honored within 10 business days

6.3 State-Specific Requirements

We comply with additional state-specific telemarketing and privacy laws, including but not limited to:

• California Consumer Privacy Act (CCPA)
• Florida Telemarketing Act
• New York General Business Law
• State-specific Do Not Call registries

7. Agent Responsibilities

Real estate agents receiving leads from Rise Estate agree to:

• Follow all TCPA and communication guidelines when contacting leads
• Honor consumer opt-out requests immediately
• Not share lead contact information with unauthorized parties
• Maintain professional communication standards
• Report any compliance concerns to Rise Estate

8. Recording and Monitoring

Phone calls may be recorded for:

• Quality assurance and training purposes
• Dispute resolution
• Legal compliance verification
• Lead verification

When calls are recorded, we provide notice as required by applicable law. In two-party consent states, both parties are notified at the beginning of the call.

9. Contact Us

For questions about our communications practices or to update your preferences:

Rise Estate Communications Team
Email: info@riseestate.org
Phone: (239) 579-9222
Text: Reply HELP to any message
Hours: Monday - Friday, 9:00 AM - 6:00 PM EST