Opt-Out Automation Policy

Opt-Out Criteria:

A lead is considered to have withdrawn consent (opted out) only if they meet the following criteria:

1. Timely Response: The lead must reply to FinanceVine’s initial contact (SMS or email) within 5 minutes with a clear opt-out message.
2. Direct Response to FinanceVine: The opt-out message must be a direct response to FinanceVine and not to an agent’s reachout.
3. Clear Opt-Out Intent: The opt-out message must indicate the lead’s desire to no longer receive communications. Examples of clear opt-out messages include: “No longer interested,” “Unsubscribe,” “Don’t bother,” or similar language.

Agent Responsibilities:

1. Do Not Engage: If an agent receives a lead who has opted out, they must not contact the lead under any circumstances.
2. Monthly Order Totals: Leads who have opted out will not count toward an agent’s monthly order total.

FinanceVine Responsibilities:

1. Daily Review: FinanceVine will review all initial lead responses daily to identify and remove opt-out leads.
2. Automatic Removal: Opt-out leads will be automatically removed from agent lead sheets. Deleted from the ROAS sheet entirely and marked in RED on the orders sheet
3. Agent Notification: Agents will not receive any specific notification regarding opt-out leads. Check lead sheets for status updates or reach out to your account manager.

Important Note:

A lead who responds to an agent’s initial contact with a “not interested” message does not constitute an opt-out. This is considered a failed pitch attempt and does not impact the lead’s consent status.