Registering Your Business Profile for Verified Calling and Texting

The setup needed to get your texts and calls delivered

Over the years, we've all become frustrated with the increasing number of spam calls and texts we receive. To combat this annoyance, multiple phone carriers have joined the FCC to create Verified Calling and Texting to help combat robocalling and phishing text messages. By registering your Business profile, you'll be able to certify that your Brokerkit phone number is verified and legitimate, thus avoiding your outbound calls/texts being filtered by carriers, and your recipients will know you are authentic!

What does this mean for me?

Once you submit your Business Profile and it is approved, your calls will show as verified, improving your call connect rates! This will also ensure that your text messages are securely delivered without being filtered out for potential spam by carriers!

Plus, this will only need to be done once for your team. So once your Business Profile is approved, all your existing admin/staff users' numbers will be verified (note: you will still need to add new users to the texting use case)!

How do I register my Business Profile?

Watch the video or Follow the steps below:

1. Log into Brokerkit using your Google/Microsoft email

2. Navigate to your Phone Number page through the drop-down menu in the top right of your screen. 

3. You'll see a new section to Register for Verified Calling. Click "Get Started" to begin this process. 

4. Once started, you'll need to enter your Business Profile information exactly as it appears on your business documentation. Click "Next" once this page is complete with the proper information.

• If you are unsure how to enter your information, it is recommended to enter the information for your business name and profile-friendly name exactly as you would on your tax reporting.
  • Legal Business Name:

    Input the official business name as registered with your official federal authority. For instance, in the U.S., this name can be found on your EIN confirmation letter from the IRS. 

  • Profile Friendly Name: 

    This should be your commonly used business name, such as your Doing Business As (DBA). This is the name your clients will likely recognize. Per TCPA regulations, the Profile Friendly Name will be used as a Sender ID; it will be attached to all first-time texts , unreplied follow-up texts , or if a text was sent over a month ago.

    • “From First_NAME LAST_NAME at Business_Profile_Friendly_Name: ”                 

  • Business Registration ID:
    Please provide your business registration number. For example, in the U.S., this could be your EIN as assigned by the IRS. 

  • Business Address: 

    Please input your business address as registered in official records.

  • Business Website: 

    Please input your complete business website URL, beginning with 'http://' or 'https://'. This should match the website address used in your public business interactions.

5. You will then enter your Authorized Representative information, which is anyone who is officially recognized as a representative of your business.

6. Next, you will need to indicate how many text segments you plan to send per day. 

7. If you select how many text segments you plan to send per day, you will be prompted to Add Texting Use Case. 

8. Once you select Add Texting Use Case, additional fields will populate for you to complete:

• The more specific of a Use Case Type you select, you are likely to have a higher threshold of text messages to send per day.
• You will then be prompted to add a Use Case Description and Sample Messages, which will be used as a basis for messages you intend to share with your team or leads.
  • Customize the sample messages.
  • In the Message Flow, please include a link to your web opt-in form.

  • Opt-out language “Reply STOP to unsubscribe" will be applied per TCPA regulations to all first outbound text messages and any subsequent message sent over a month time period.

• You'll need to indicate if you plan to embed Links or Phone Numbers within your text messages.
• Finally, you will be prompted to select Brokerkit Phone Numbers for which this use case will apply. Up to 400 numbers can be selected.
• If you intend to use Multiple use cases, you can select Add Texting Use Case at the top to add more.
• Once you are done, you'll just need to Click "Submit".

9. From there, your Business Profile will be submitted for review and shown as pending.

• If there are any issues, you will receive an email detailing the information that needs to be fixed. And you would just need to re-submit with the updated information.

10. Once your profile is approved, your updated Phone Number page will show this:

11. At this point, all Brokerkit numbers will be submitted for verified calling. Once approved, this will also be indicated on your Phone Number page, and you will also see a green checkmark next to your Brokerkit phone number to indicate that each individual number has been approved.