• Smart Capture (Partial Submissions): Setup and Responsible Use

  Enable Smart Capture, review/export partial submissions, and understand consent considerations before follow-up.Some readers

• FCRA Compliance: Do I Need to Notify Leads?

  🛡️ Do I need to notify leads that I’m using SmartForm? Summary: Nope. SmartForm handles all compliance on your behalf, including consent, tracking, and legal proof. SmartForm uses a system called "credible capture." Each lead interaction includes: Explicit written consent to run a soft credit pull Timestamp IP address Captured form data Exact legal language shown during submission This makes your use of SmartForm fully compliant under FCRA rules.Few readers

• Data Security: How We Keep Your Info Safe

  🔐 How is my data secured in SmartForm? Summary: Learn how your lead data is secured, who can access it, and what compliance standards SmartForm follows. Your data is protected by: Encrypted AWS + private SQL infrastructure Access limited to essential team members Optional CRM field mapping - you control what’s stored Compliance roadmap: Aiming for SOC 2 Already FCRA, CFPB, and HIPAA-compliant where applicable GDPR not applicable (U.S. leads oFew readers