Registering Your Business Profile for Verified Calling and Texting
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!
Quick answer - Where do I customize the text sender ID?
The sender ID on Brokerkit text messages is your Profile Friendly Name. Admin users can edit it from the Phone Number
page under Register for Verified Texting & Calling, on either the Profile Status tab or the Business Profile tab. The
name must remain a recognizable version of your registered business name, but you can shorten or simplify it for
texting. When Brokerkit adds a sender-name footer to an outbound text, this Profile Friendly Name is the footer contacts
see.
Quick answer - I was able to text before, but now I can't. What should I check?
If your account shows Verified Texting & Calling as approved and you have a Brokerkit number, but texting is blocked
from that number, the number may not be linked to your approved verified texting use case. This is common after
selecting a new number, releasing/replacing a number, or adding a new Admin/Staff user's number.
To fix it, click your name in the top right > Phone Number > Register for Verified Texting & Calling > Verified Texting,
scroll to Numbers Available For Association, select All Phone Numbers, click Submit, and wait about an hour before
texting again. Use Submit, not just Save, so the number is sent for verified texting review.
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)!
Approval Timeline
First-Time Registration: 7-14 business days
- Business profile review
- Texting use case approval
- SHAKEN/STIR verification for calling
Adding Numbers to Existing Campaign: ~1 hour
- Only after initial approval is complete
You'll receive email notifications at each stage of the approval process.
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.
001 Phone Number Page - Registering Your Business Profile article
1. You'll see a new section to **Register for Verified Calling.**Click "Get Started" to begin this process. Please note
the following:
- You will see this section only if you are an Admin user. If you are a Staff user, please contact an Admin or reach
out to us at support@brokerkit.com so we can assist you.
- If your account belongs to an organization in Brokerkit, please note that this section is only visible to the
Primary account. If you don't see this section, please write to us at support@brokerkit.com.
002 Registering Your Business Profile Article
1. 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 IRS-issued EIN confirmation letter (also known as the CP575, the IRS notice that
confirms your Employer Identification Number).
- 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 is used as a Sender ID. As of
May 2026, the rules below apply uniformly to every outbound text — one-on-one texts sent from a contact's
profile, bulk texts, and campaign texts. Each recipient is evaluated individually based on their conversation
history with you on this Brokerkit number.
- Contact texted you first (contact-initiated conversation): Sender ID footer and "Reply STOP" line are both
omitted from every reply you send in that conversation, from the very first message back. Same rule for any
outbound type.
- Contact has previously replied in this conversation: Sender ID footer and "Reply STOP" line are both omitted
for the rest of the conversation. There is no time limit — once a contact has replied, every subsequent
outbound message in that conversation is clean.
- Cold outreach — first message ever in this conversation: Sender ID footer and "Reply STOP" line are both
included.
- Cold outreach — opt-out was sent in this conversation in the last 30 days: Sender ID footer is included,
"Reply STOP" line is omitted (footer-only treatment).
- Cold outreach — opt-out was last sent 30+ days ago in this conversation: Both the Sender ID footer and the
"Reply STOP" line are re-inserted.
A "conversation" is a specific contact + Brokerkit number combination. Same contact on a different Brokerkit
number is a separate conversation with its own independent compliance state.
Editable Profile Friendly Name for Brokerkit Texts
- Admin users can now edit their account's Profile Friendly Name—the name contacts see when you text from your
Brokerkit number.
- The profile friendly name must remain a recognizable version of your registered name, but you can now
shorten or simplify it for a more personal touch.
- Updates to your profile friendly name are reflected instantly in all outbound texts.
- No support tickets needed—Admin users can make changes directly from the account UI.
How to Get Started
For Accounts within an Organization:
1. Log in to Brokerkit as an Admin.
2. Navigate to your Account Settings.
3. Locate the "Office or Team name" field and edit it.
4. Save your changes to update your team's friendly name.
For Standalone Accounts:
1. Log in to Brokerkit as an Admin.
2. Navigate to your Phone Number settings.
3. From the Profile Status or Business Profile tab, edit the Profile Friendly Name.
4. Save your changes.
-
- Business Registration ID:
Please provide your business registration number. For example, in the U.S., this is your EIN — the nine-digit
Employer Identification Number printed on the CP575 notice (or the 147C replacement letter) issued 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.
003 Registering Your Business Profile Article
1. You will then enter your Authorized Representative information, which is anyone who is officially recognized as a
representative of your business.
004 Registering Your Business Profile Article
1. Next, you will need to indicate how many text segments you plan to send per day.
005 Registering Your Business Profile Article
1. 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:
006 Registering Your Business Profile Article
- 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" is applied per TCPA regulations as follows. The rules apply to
every outbound text — one-on-one, bulk, and campaign:
- On cold outreach (the recipient hasn't replied yet, you started the conversation): the "Reply STOP" line is
added on the first message in the conversation, then re-inserted every 30 days. Cold outreach messages in
between (within the 30-day window) are footer-only — no "Reply STOP" line.
- On conversations where the contact has previously replied or contact-initiated conversations (the contact
texted you first): the "Reply STOP" line is omitted entirely for the life of that conversation.
Carrier-level STOP handling continues to work automatically regardless of whether the line appears in the
message body.
- 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 Caseat the top to add more.
- Once you are done, you'll just need to Click "Submit".
1. 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.
1. Once your profile is approved, your updated Phone Numberpage will show this:
1. 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.
FAQ
- What is a CP575 and where do I find mine?
- A CP575 is the official confirmation notice the IRS sends after assigning your business an Employer
Identification Number (EIN). It is the document Brokerkit's verified-texting registration uses to confirm your
Legal Business Name and EIN.
- If you cannot find the original CP575, you can request a replacement letter from the IRS — known as a 147C
letter — which serves the same purpose for verification.
- When entering your registration details, make sure your Legal Business Name matches the name printed on the
CP575/147C exactly. Even small differences (extra spaces, missing punctuation, abbreviations) can cause a
verification rejection.
- What should I do if I was able to text before, but now I can't, or I see an error that my phone number is not linked
to approved verified texting?
If your account already shows Verified Texting & Calling as approved, the issue may be that this specific Brokerkit
number is not linked to the approved verified texting use case. This can happen after you select a new number,
release or replace a number, or add a new Admin/Staff user's number.
To link the number, follow these steps:
1. Click your name in the top right corner
2. Choose Phone Number, or use this direct link
3. Under Register for Verified Texting & Calling, select the Verified Texting tab
4. Scroll down to Numbers Available For Association
5. Select All Phone Numbers
6. Click Submit. Use Submit, not just Save, so the number is sent for verified texting review
7. Wait about an hour before texting again
Verified Texting approval on the account does not automatically cover every newly added or replaced Brokerkit
number. The number must be associated with the verified texting use case and submitted before it can send texts.
- Can I customize the compliance text on my outbound texts?
The compliance text format is determined automatically based on the conversation state, to keep you in line with
TCPA and carrier requirements. The same rules apply to every outbound text — one-on-one, bulk, and campaign. Each
recipient is evaluated individually based on their conversation history with you on this Brokerkit number:
| Recipient's conversation state | Profile Friendly Name footer | "Reply STOP to unsubscribe" line | Result |
|---|:-:|:-:|---| | Contact texted you first (contact-initiated) | No | No | Clean message | | Contact has
previously replied in this conversation | No | No | Clean message | | Cold — first message ever in this conversation
| Yes | Yes | Full compliance | | Cold — opt-out was sent in this conversation <30 days ago | Yes | No | Footer only
| | Cold — opt-out was last sent 30+ days ago in this conversation | Yes | Yes (re-inserted) | Full compliance |
What "full compliance" looks like:
{your message}
{Profile_Friendly_Name}
Reply STOP to unsubscribe
The Profile Friendly Name itself is editable by Admin users (see "How to Change Your Text Message Sender Name"
below), but the placement, the "Reply STOP" wording, and the conversation-aware skip rules are not user-configurable
— they're set by Brokerkit to stay compliant with TCPA regulations.
- How to Change Your Text Message Sender Name
Your text message sender name is controlled by the Profile Friendly Name setting. The location of this setting
depends on your account type:
For Organization Accounts:
1. Click your name in the top-right corner
2. Go to Account Settings
3. Edit the "Office or Team name" field
4. Save your changes
Your sender name will update immediately for all outbound texts.
For Standalone Accounts (Not Part of an Organization):
1. Click your name in the top-right corner
2. Select Phone Number
3. Go to the Business Profile tab
4. Edit the "Profile Friendly Name" field
5. Save your changes
Your sender name will update immediately for all outbound texts.
Note: Your Profile Friendly Name must remain a recognizable version of your registered business name. You can
shorten or simplify it, but it should be clearly associated with your business.
- What should I do if a newly assigned Brokerkit number shows as spam when I call?
A newly assigned number can occasionally have a reputation issue from a previous user. Place a test call shortly
after selecting the number. If it displays as spam, release that Brokerkit number from Phone Number and select a
replacement.
You do not need to register the number with Hiya. Brokerkit manages CNAM and voice-integrity monitoring through
Twilio.
Before sending texts from a replacement number, link it to your approved verified texting use case:
1. Go to Phone Number > Register for Verified Texting & Calling > Verified Texting.
2. Scroll to Numbers Available For Association.
3. Select the replacement number, or All Phone Numbers when appropriate.
4. Click Submit, not only Save, and allow about an hour for linking to complete.
See How to set or update my Brokerkit phone number or forwarding number? for releasing or selecting a number.
How will I know when Verified Texting & Calling is approved?
Brokerkit sends email notifications during the Verified Texting approval process. These notifications go to the
authorized representative contacts listed on the Verified Texting profile.
You can also check the status inside Brokerkit. Click your name in the top right corner, go to Phone Number, and open
Register for Verified Texting & Calling. When the relevant sections show Approved, your account is ready to use the
verified texting and calling setup.
Can I change which user's number sends a text from BrokerKit?
The sender of a text in BrokerKit is the user who is currently signed in to BrokerKit and clicking Send — texts always
go out from that user's own BrokerKit phone number. There is no per-message "From" dropdown like email has.
If you want a specific team member (for example, Nasim) to send texts using his BrokerKit number:
- That team member needs his own BrokerKit account with an Admin or Staff seat (Agent and Affiliate roles cannot have
a BrokerKit phone number — see How to set or update my Brokerkit phone number or forwarding number?).
- He then signs in to BrokerKit with his own credentials and sends the texts from there.
- Texts he sends will show his BrokerKit number to the recipient and his replies will route back to his account.
If you need to coordinate text outreach across multiple team members on the same campaign, build the campaign with the
message body and have each team member subscribe their own contacts — each member's outbound steps will go from their
own number.