CRCP: compliant lead-source playbook on SFR/non-QM segments (referral partners + Special-Ad-Category social marketing, NOT scraped consumers)

dfbb2c598ad6f54d805e2d4c2f25b72d2288b10e · 2026-06-28 16:06:20 -0700 · Steve

Files touched

M public/crcp.html

Diff

commit dfbb2c598ad6f54d805e2d4c2f25b72d2288b10e
Author: Steve <steve@designerwallcoverings.com>
Date:   Sun Jun 28 16:06:20 2026 -0700

    CRCP: compliant lead-source playbook on SFR/non-QM segments (referral partners + Special-Ad-Category social marketing, NOT scraped consumers)
---
 public/crcp.html | 14 +++++++++++++-
 1 file changed, 13 insertions(+), 1 deletion(-)

diff --git a/public/crcp.html b/public/crcp.html
index c923957..fef5eea 100644
--- a/public/crcp.html
+++ b/public/crcp.html
@@ -138,6 +138,17 @@ async function openFirm(name){
   document.querySelectorAll('.brow2').forEach(r=>r.onclick=()=>openContact(r.dataset.name, r.dataset.id));
 }
 // ---- Call Segments (Arcstone loan products) ----
+// Compliant lead-source playbook for self-employed / bank-statement buyers (NOT a scraped list —
+// referral partners + compliant marketing channels). Shown on the SFR / non-QM segments.
+const LEAD_SOURCES=[
+  ['🤝 CPAs & bookkeepers','Highest-intent referral partners — they serve self-employed clients who need bank-statement/P&L loans. Build relationships; they send pre-qualified borrowers.'],
+  ['🏠 Real-estate agents (in this DB)','The residential agents here list to self-employed buyers — when a buyer can’t show W-2 income, they refer to you. Use the segments to reach SFR-listing agents.'],
+  ['📣 Meta ads — Special Ad Category','Mortgage ads are a HUD/Meta Special Ad Category: NO age/gender/ZIP/protected-class targeting. Allowed: broad interest ("small business owner") + Special Ad Audience. Equal Housing + NMLS ID required.'],
+  ['💼 LinkedIn — organic + content','Educational posts, business-owner groups, inbound. Value-first; no scraping/mass-DM. Sales Navigator for TOS-compliant outreach only.'],
+  ['🌐 Local business communities','Chamber, BNI, "small business owners of [city]" groups. Relationship + referral, not list-harvesting.'],
+  ['⚖ Compliance','ECOA/fair-lending (no protected-class targeting), TCPA (no cold calls/texts w/o consent), CAN-SPAM, NMLS disclosure. Inbound/referral only — never scrape/buy a consumer list.']
+];
+function leadSourcesHtml(){ return `<div class="sec"><h4>Lead sources — finding self-employed buyers (compliant)</h4>${LEAD_SOURCES.map(([t,d])=>`<div style="margin-bottom:8px"><b style="font-size:13px">${t}</b><div class="meta" style="margin-top:2px">${d}</div></div>`).join('')}</div>`; }
 async function loadSegments(){
   let d; try{ d=await (await fetch('/api/segments')).json(); }catch(e){ return; }
   $('#segTbl tbody').innerHTML=(d.segments||[]).map(g=>`<tr class="srow" data-key="${g.key}" style="cursor:${g.props?'pointer':'default'}${g.props?'':';opacity:.5'}">
@@ -154,7 +165,8 @@ async function openSegment(key){
     <div class="sec"><h4>Agents to call (${d.callList.length}) — click one for full contact + a tailored ${d.label} pitch</h4>
       ${d.callList.length?d.callList.map(c=>`<div class="litem brow3" data-id="${c.id}" data-name="${(c.name||'').replace(/"/g,'&quot;')}" style="cursor:pointer">
         <span class="a">${c.name} ${atype(c.agent_type)}</span>
-        <span class="m">${c.n} props · ${c.phone?`<a href="tel:${c.phone}" class="has" style="color:var(--active)">${c.phone}</a>`:'no phone'} ${c.email?'✉':''}</span></div>`).join(''):'<div class="meta">'+(d.note||'no matches')+'</div>'}</div>`;
+        <span class="m">${c.n} props · ${c.phone?`<a href="tel:${c.phone}" class="has" style="color:var(--active)">${c.phone}</a>`:'no phone'} ${c.email?'✉':''}</span></div>`).join(''):'<div class="meta">'+(d.note||'no matches')+'</div>'}</div>
+    ${(key==='sfr-bankstmt'||key==='nonqm')?leadSourcesHtml():''}`;
   document.querySelectorAll('.brow3').forEach(r=>r.onclick=e=>{ if(e.target.tagName==='A') return; openContact(r.dataset.name, r.dataset.id, key); });
 }
 async function genPitch(name,channel,id){

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