CloseLoop Compliance & Communication Policy

A CEM is any electronic message sent to an electronic address (email, SMS, instant message) that encourages participation in a commercial activity — including promoting a product, service, or business, even without a direct commercial transaction.

CloseLoop only sends CEMs where appropriate consent has been obtained or where a lawful exemption applies (e.g., existing business relationship, inquiry response).

1. Accountability — CloseLoop is responsible for personal information under its control and has designated the founder as the privacy contact.
2. Identifying Purposes — The purposes for collecting personal information are identified before or at the time of collection (see our Privacy Policy).
3. Consent — Knowledge and consent are required for the collection, use, or disclosure of personal information, except where inappropriate.
4. Limiting Collection — Collection is limited to what is necessary for identified purposes.
5. Limiting Use, Disclosure, and Retention — Personal information is not used or disclosed for purposes other than those for which it was collected, and is retained only as long as necessary.
6. Accuracy — Information is kept as accurate, complete, and up-to-date as necessary.
7. Safeguards — Security safeguards appropriate to the sensitivity of the information are used.
8. Openness — Information about policies and practices is made readily available.
9. Individual Access — Individuals can access their personal information upon request.
10. Challenging Compliance — Individuals can challenge compliance with PIPEDA by contacting the privacy contact.

A2P 10DLC (Application-to-Person 10-Digit Long Code) is a standard required by major US mobile carriers (AT&T, T-Mobile, Verizon) for businesses that send SMS messages programmatically via standard 10-digit phone numbers.

Registration requires:

• Brand registration — verifying the business identity (legal name, EIN or equivalent, address, contact information)
• Campaign registration — declaring the type of SMS messages being sent (e.g., customer care, appointment reminders, marketing)
• Use case confirmation — confirming opt-in method, opt-out mechanism, and message content

CloseLoop only messages users who directly opt in through our website forms or customer intake process. Opt-in consent is collected via web forms that include:

• A clear description of the message types the user will receive
• Notice that message and data rates may apply
• Instructions to reply STOP to opt out or HELP for assistance
• A link to our Privacy Policy and Terms of Service
• An explicit checkbox that the user must actively check to provide consent

We do not buy, sell, share, or message third-party leads.