Training & Agent Responsibilities
Canada’s Anti-Spam Legislation (CASL) governs the sending of Commercial Electronic Messages (CEMs), including emails, texts, and direct messages through social platforms.
As Realtors®, we rely heavily on electronic communication, which means every agent must understand when consent is required, what must be included in every message, and how to properly document consent.
CASL violations can result in significant penalties from the CRTC. Our brokerage requires full compliance and proactive consent management.
CASL governs how Realtors® send emails, texts, and direct messages for marketing purposes.
This training page explains:
What a Commercial Electronic Message (CEM) is
When consent is required
The difference between express and implied consent
How to avoid CASL violations
How to apply CASL rules to real estate situations
What information must be included in every marketing message
Your documentation and record-keeping responsibilities
All agents must understand and follow CASL before sending any promotional messages.
As Realtors®, most of our communication is electronic.
CASL protects consumers and requires us to:
Send messages only when consent exists
Identify ourselves clearly in every message
Provide a clear and simple way to unsubscribe
Keep proper records of consent
Use ethical and permission-based marketing
Non-compliance can result in large CRTC penalties and brokerage disciplinary action.
A CEM is any message that encourages commercial activity.
In real estate, this includes:
Just Listed or Just Sold announcements
Open house invitations
Buyer and seller promotions
Market updates
Newsletter content
Automated CRM follow-ups
Messages asking if someone plans to buy or sell
Referral requests
If the message could lead to a transaction, it is almost always a CEM.
These do not require consent:
Replies to inquiries
Personal messages not related to business
Transactional messages (sending offers, amendments, documents)
Appointment confirmations
Communication between brokerages working on a deal
Internal brokerage communication
Before sending any CEM, you must have:
Express consent
OR
Valid implied consent
Express consent is always preferred because it does not expire.
Express consent must:
Be given voluntarily
Include a clear explanation of why you are requesting it
Inform the person they may unsubscribe at any time
Include your identifying information
Express consent may be obtained through:
Our Express Consent Form
Landing pages and website opt-ins
A client signing up for newsletters
A verbal “yes” that you document immediately in your CRM
Implied consent applies when:
A client completed a purchase or sale with you in the past two years
A person made an inquiry within the past six months
Someone gave you their business card and your message relates to their business role
Their email is publicly posted and your message relates to their role
A referral was given (only for one message, and you must name the referrer)
Once implied consent expires, you cannot send further CEMs without obtaining express consent.
Every marketing email, text, or direct message must include:
Your name
Brokerage name
Mailing address
Phone number or email or website
A clear and functional unsubscribe option
This information must not be hidden.
You must:
Honour unsubscribe requests immediately
Stop sending marketing messages to that person
Update your CRM to reflect “unsubscribed”
Ensure removal is completed within 10 business days
Document the unsubscribe action
Unsubscribes apply across all your mailing lists and platforms.
You must document:
How consent was obtained
When consent was obtained
Whether consent was express or implied
When implied consent expires
Any unsubscribe requests
This can be stored in your CRM or client file.
Email newsletters and market updates
Require express consent unless the person is an active or recent client.
CRM automations
Cannot begin until valid consent is recorded.
Text messages
Promotional texts require consent and must include opt-out wording such as:
“Reply STOP to unsubscribe.”
Social media direct messages
If you initiate the message for promotional purposes, consent is required.
If they message you first, you may respond.
Open house sign-ins
Visitors must actively check a box giving express consent.
Writing their email alone is not consent.
Referrals
You may send one introductory message and must include the name of the referrer.
You must:
Confirm valid consent before sending any promotional communication
Track implied consent expiry dates
Maintain records of all consent
Use brokerage-approved sign-in sheets, landing pages, and opt-in forms
Honour unsubscribes immediately
Ensure assistants and team members follow CASL
Use approved platforms for group messages
Failure to comply may result in retraining, loss of email privileges, or disciplinary action.
You can include the following as links:
Express Consent Form (PDF or Google Form)