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Agent Training: Leads & scripts

How do I text leads without getting blocked by carriers?

By Brian Lee Burke, team leader of The Kenna Group at Keller Williams DTC, licensed since 2003 · Updated October 18, 2026 · 3 min read

Carrier-compliant texting means writing texts that mobile carriers don't filter as spam. Carriers read business texts. Links, "free," dollar signs, all-caps urgency and words like "robot" or "bot" can get a message blocked. Get flagged enough and every text from your number starts failing, not just one. I learned this the hard way when a single automated text with the word "robot" got blocked. Here's how to keep your texts landing.

The short answer

Write like a person. No links. No money words. No hype. Identify yourself as a licensed agent. Include opt-out language when your system requires it. Text only people who gave you permission. Stop the second they say stop.

Step by step

  1. Get consent. Text leads who signed up and agreed to be contacted. Follow your website's consent language, your CRM settings and the TCPA. Ask your managing broker if you're unsure.
  2. Register your number if required. Business texting numbers usually need 10DLC registration through your CRM or texting provider. Most CRMs handle this. Make sure yours is done.
  3. Run every text through a quick check. Scan for:
    • Links (http, www, short links)
    • "Free," "guaranteed," "act now," "click," "winner"
    • Dollar signs and big numbers
    • "Robot" or "bot"
    • ALL CAPS and stacked exclamation points!!!
  4. Say who you are. "It's [you], a licensed agent with [brokerage]."
  5. Keep it short. One idea. One question.
  6. Include opt-out language on the first message or as your system requires: "Reply STOP to opt out."
  7. Honor STOP right away. Your CRM should tag them. Never text around an opt-out.
  8. Send links by email. Then text, "Just sent you an email with a few homes."

A safe intro text template

"Hi [first name], it's [agent first name], a licensed agent with [brokerage]. Thanks for signing up on our site. I'll give you a quick call in a few minutes, no sales pitch. I just want to hear what you're looking for so I only send homes worth your time. If now's a bad time, text me a better one. Reply STOP to opt out."

A worked example (illustration only)

Before (risky): "FREE home value report!!! Click here: bit.ly/xyz. Homes from $299K. ACT NOW, not a robot!"

After (safe): "Hi Jordan, it's Pat, a licensed agent with Main Street Realty. Want me to put together a home value for your place? I can email it tonight."

The first one has a short link, "free," a dollar figure, caps, urgency and "robot." The second has none.

Illustration only. Carrier filters change. These are common triggers, not a complete list.

How to explain it to your client

If a client asks why you emailed instead of texting a link:

Say it like this

"Phone carriers block a lot of texts with links in them, so I send listings by email where you can see the photos. I'll text you when something good lands so you know to look."

Watch-outs

  • One bad template hurts everyone. On a team, a flagged number can affect shared lines. Review shared templates.
  • Merge fields can break. "Hi %first_name%" looks like spam. Test templates.
  • Quiet hours. Text during reasonable hours in the lead's time zone. Check federal and state rules.
  • Don't buy lists. Texting people who didn't opt in is a legal risk.
  • Fair housing applies to texts. Talk about homes and money, never people.
  • Keep records. Your CRM should log consent and opt-outs. Don't delete them.

This is training for real estate agents. It isn't legal advice. Follow federal and state texting laws and your brokerage policy.

Frog tip: If your buyer closed with a temporary buydown, set CRM tasks for months 11, 23 and 35 to call before each payment step-up. Walk them through the new payment and check whether a refinance makes sense. A useful call before a bigger payment arrives is one clients remember when friends ask for an agent. Learn more →

Questions

Why did my text fail to send?

Common reasons: a link, a trigger word, an unregistered number, or the person opted out. Check your CRM's delivery report.

What is 10DLC?

A U.S. carrier registration system for business texting from regular 10-digit numbers. Your CRM or texting provider usually handles it.

Do I need "Reply STOP" every time?

Usually on the first message and when your system requires it. Follow your CRM and brokerage rules.

Can I text a listing price?

Better to keep dollar figures in emails. Some filters flag them.

Where can I learn the rules?

The FCC's guide to unwanted calls and texts explains consumer rules. Ask your managing broker about your brokerage's policy.

Brian Lee Burke, founder of PadLeaders and team leader of The Kenna Group

Brian Lee Burke is the founder of PadLeaders, a Colorado real estate broker licensed since 2003, team leader of The Kenna Group at Keller Williams DTC (formerly Kenna Real Estate Group) and the author of Mastering Real Estate and The Real Estate Playbook. More about Brian.

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