At Symphony Source, LLC/Espresso Agent, we make every effort to try to keep you, our customer/subscriber (customer) as legally compliant as possible.

Here are some examples and additional resources:

1. DIALER COMPLIANCE - The Espresso Agent Dialer is updated on a regular basis. We work hard to comply with all regulations from TCPA, FTC, FCC, other agencies.    

• • The system requires human intervention to make each dial; 
    • it does not dial on its own.
  • The system cannot store or produce telephone numbers using a random or sequential number generator.
  • The system can only make 1 (one) phone call at a time.
  • The user is on the phone line live with each number being dialed.
  • The system has no ability to send a text or SMS. 

REFERENCE LINKS:
https://www.ftc.gov/news-events/media-resources/do-not-call-registry/robocalls

NATIONAL DNC REGISTRY 

When Espresso Agent adds the leads/phone numbers to the customer’s account, they are cross-referenced to the National DNC registry and labeled “DNC” the first time they are uploaded to the customer’s account.

Each time the customer uses the dialer, they must choose whether to include or exclude numbers on the National DNC registry, based on the intent of their call.

REFERENCE LINKS:
https://www.dnc.com/news/real-estate-agents-are-you-dnc-compliant

2. CRM COMPLIANCE - Espresso Agent CRM is updated on a regular basis in order to comply with all regulations.   

Here are some examples:

EMAIL -    CAN-SPAM ACT 

• • Each time a customer imports their data, they are reminded of the various guidelines and regulations and must agree to the terms.
  • The customer is prompted to flag a contact that has ‘opted-in’ to their email list.  Anyone that has not opted in will be excluded from email campaigns.
  • Each time the customer exports data, they are reminded of the guidelines and must agree to them before exporting contacts.

REFERENCE LINKS:
https://www.ftc.gov/tips-advice/business-center/guidance/can-spam-act-compliance-guide-business 

TEXTING -    CAN-SPAM ACT

Espresso Agent does NOT allow texting with the Espresso Agent service. 

REFERENCE LINKS:
https://www.ftc.gov/tips-advice/business-center/guidance/can-spam-act-compliance-guide-business
https://www.consumer.ftc.gov/articles/0350-text-message-spam

3. REAL ESTATE COMPLIANCE – Espresso Agent recommends each of our customers review the Rules and Regulations for:

• • State Licenses
  • Realtor Standard of Practice Code of Ethics
  • MLS and State Board Rules and Regulations

REFERENCE LINKS:
https://www.nar.realtor/

Symphony Source, LLC/Espresso Agent strongly recommends that our customer please read and familiarize themselves with the following Statutes and Regulations:

(1) TELEMARKETING AND CONSUMER FRAUD AND ABUSE PREVENTION, and

(2) TELEMARKETING SALES RULE, and

(3) RESTRICTIONS ON TELEMARKETING, TELEPHONE SOLICITING, AND FACSIMILE ADVERTISING, and

(4) DO-NOT-CALL IMPLEMENTATION ACT, and

(5) NATIONAL DO-NOT-CALL REGISTRY, and

(6) TELEPHONE CONSUMER PROTECTION ACT / TCPA, and

(7) THE CAN-SPAM ACT OF 2003, and

(8) THE TRACED ACT

Any questions or concerns about Legal compliance, please contact us at:

compliance@espressoagent.com

Symphony Source, LLC/Espresso Agent 

195 W Main Street American Fork, UT 84003