Complete documentation of how homeowners opt in to receive SMS messages through Helo, including the exact screens, disclosures, and consent mechanisms.
Homeowners are added to Helo exclusively by their licensed real estate agent after a property closing. Homeowners do not self-register and cannot create their own accounts.
The agent enters the homeowner's name, phone number, and property address into Helo. This creates a client record but does not begin messaging. The homeowner must explicitly opt in before any ongoing messages are sent.
Key point: Agent registration alone does not constitute opt-in. The homeowner must complete the activation step described in Section 3 below.
After the agent registers the homeowner, Helo sends a single welcome SMS containing an activation link. This is the only message sent before the homeowner opts in. No further messages are sent until the homeowner takes action.
Exact message sent
Sent once, immediately after agent registration
When the homeowner taps the link in the welcome SMS, they arrive at their personalized activation page at heloapp.co/welcome/[id]. This is where explicit opt-in consent is collected. Below is the exact page the homeowner sees:
Joe
Joe set up a support line for you at 123 Oak Street. Text it anytime for contractor recommendations, neighborhood tips, or anything about your home.
Consent is required: The checkbox must be checked before the homeowner can tap "Activate My Home Line." The consent timestamp is recorded in our database. No messages beyond the initial welcome SMS are sent without this explicit action.
The following disclosures are presented to homeowners on the activation page and apply to all SMS messaging through Helo:
Homeowners can also opt in by texting START to the Helo phone number. This serves as an alternative consent mechanism for homeowners who prefer to initiate via text rather than the web activation page.
Auto-reply confirmation
Supported keywords: START, ACTIVATE (opt in) · STOP, CANCEL, UNSUBSCRIBE (opt out) · HELP, INFO (assistance)
Helo offers an interactive product demo for prospective realtors evaluating the service. Demo conversations are entirely separate from the homeowner messaging flow described above and are governed by their own data terms.
The demo can be accessed two ways: on the web at heloapp.co/demo, or by texting DEMO to the Helo phone number. The SMS demo also responds to STOP, START, and HELP keywords with the same semantics as homeowner messaging.
Demo data (the phone number for SMS demo, an anonymous session identifier for web demo, plus conversation contents and timestamps) is retained for 90 days and then automatically deleted. Full details in our Privacy Policy — Demo Mode Data section.