Signal House Client Onboarding: Technical Step-by-Step
Step 1: Sign up https://app2.signalhouse.io/register and Create a Subgroup
Click Subgroups on the left-hand side. Subgroups are Signal House's equivalent of Twilio sub-accounts, a way to nest each customer's data within your account.
Click Add Subgroup.
Enter a subgroup name (use the business name). This is the only required field; all other settings can be left at their defaults.
Click Create.
One subgroup per customer, at the team level, not the user level. If 10 users share one team, that team is one subgroup.
Everything created from this point forward (brand, campaign, number) must be created inside this customer's subgroup.
Step 2: Create the Brand
Click into the customer's subgroup and click the + next to Brand. This opens the brand screen already scoped to that subgroup, so the brand submits inside it automatically.
Fill in the following:
Legal Company Name: exactly as it appears on their tax paperwork (e.g., "Dubb LLC").
DBA / Brand Name: auto-fills from the legal company name. Leave it matching unless they message under a different brand.
Legal Form: Private Profit. An LLC is Private Profit. Sole proprietor is not supported; if the customer is a sole prop, have them get an EIN.
EIN: their 9-digit government tax ID. Must match IRS records exactly.
DUNS / GIIN / LEI: ignore these fields.
Address, City, State: the address on their tax paperwork (articles of organization), not a random PO box. These fields must match the same set of paperwork as the EIN and legal name.
Website / Online Presence: use the built-in landing page generator. This creates the terms of service and opt-in page required for number approval (this is normally one of the hardest parts of getting approved). Enter any short company description, upload any logo or photo, optionally customize colors, and click Create. The webhook field is optional (only used if you want leads sent to a webhook). The page itself generates after the brand is fully approved. This page is for carrier approval, not a public-facing client website.
Email address: fill in.
Click Submit. This submits the brand ($4.50 submission fee).
Step 3: Brand Verification
Verification takes a couple of minutes.
Status colors: pink = unverified, purple = verified.
Verification checks exactly four fields against the IRS database: EIN, legal company name, entity type, and country of registration. All four must align.
If the brand comes back unverified but the information is correct (common with newer businesses not yet updated in the IRS system), request the customer's SS-4 document and send it to the Signal House team via Slack. They will help process an appeal, and the brand will be approved.
Step 4: Buy the Phone Number (while the brand verifies)
Do this on the same call while brand verification is processing:
Go to Numbers > Your Numbers > Buy Number.
Ask the customer what area code they want. If that area code is exhausted, search by city name instead and click Apply to pull from the available list.
Pick a number where the location or digits look good and click Buy Number.
Assign the number to the customer's subgroup.
Leave the campaign fields blank (there is no campaign yet). Phone numbers get assigned to a campaign, not a brand, so you will attach it later.
Click Yes to confirm the purchase.
Step 5: Create the Campaign (after the brand is verified)
Go to 10DLC / Messaging Registration > Campaigns > Add New Campaign.
Select the customer's subgroup and their verified brand.
Campaign type: ask the customer if they will send more or less than 4,000 messages per day.
Under 4,000/day = Low Volume
Over 4,000/day = Standard
4,000/day is a hard limit (T-Mobile sets 50% of the cap at exactly 4,000). Even a one-time send to a list over 4,000 in a single day requires Standard.
Use cases: always select Account Notification, Customer Care, and Marketing.
Direct Lending: anyone in the mortgage space is always Yes. If you select No for a mortgage customer, they will not get approved.
Number selection: the number may not appear as an option if you are working across subgroups, but once the brand is approved in the correct subgroup, it will be there.
Sample Messages: ask the customer what typical messaging content they plan to send and paste those messages in.
Important: do NOT retype "Respond STOP to opt out from [Company Name]." That opt-out line is automatically included. Only the sample message itself needs to be provided.
This is the only thing you have to do on this screen.
Click Submit.
Step 6: A2P Registration and Approval Timeline
Once submitted, the campaign goes to the Signal House team, which reviews and approves it the same day.
It then goes to the upstream carrier, which approves it in less than two business days.
Once the campaign is approved, go to Numbers > Your Numbers. The messaging status will update to Ready, and the number is ready to send.