Settings

Jodie Farup — FarupScott Group

Realtor Profile

Integrations

Email (Outbound)

Send from jodie@farupscott.com via OUTLOOK

Connected

LuxuryPresence

Webhook receiving lead form submissions

Connected

CRM — Follow Up Boss

Lead sync and external ID tracking

Twilio SMS

Outbound SMS to leads (CASL consent required)

Social Accounts

Instagram

@farupscottgroup

Connected

Linkedin

FarupScott Group

Connected

Facebook

FarupScott Group

CASL Consent Management

Active

CASL compliance is enabled

Every outbound email and SMS is screened for CASL compliance before approval. Unsubscribe mechanism is automatically included. Consent timestamps are stored immutably.

142
Explicit consents on file
3
Unsubscribes this month
Require CASL consent before SMS
Include unsubscribe link in all emails
Flag missing consent in AI drafts

FINTRAC Record Management

Required — Oct 2025

Since October 1, 2025, BC real estate agents must verify the identity of all unrepresented parties to a transaction and keep records for 5 years. This platform automates the FINTRAC checklist when a lead converts to a client.

2
Verified records on file
1
In progress
Auto-create FINTRAC task on lead conversion
Alert before 5-year retention expiry (90 days)

Notification Preferences

Email when AI draft is ready
SMS when AI draft is ready (with deep link to approve)
Weekly report delivered Monday 7am
Alert when A-priority lead goes uncontacted for 1 hour
Daily nurture digest