As of January 17th, 2023, Corelogic has implemented an update that will ensure agents only send messages to consumers who want to receive them. This means your clients will have to explicitly opt-in before you can send them an email or text message from Matrix. This change applies to both Auto-Emails and direct messages you send manually.
Will this interrupt existing Auto Emails?
No. Any Auto Email searches you created previously will continue to work as usual. However, if you make a change to an existing Auto Email search, you’ll be prompted to send an opt-in request to the
recipient(s) at that time, and they won’t receive any more updates from that Auto Email search until they have opted in.
Do clients need to opt-in for every Auto Email search?
No. A client only needs to opt-in once. After that, you won’t be prompted to send any more opt-in requests for their email address. If you change their address or add a different address, however, the client will need to opt-in again to receive an email at the new address.