Social Media Compliance and/or Advertising & Marketing Compliance 

 

 

 

  • Do you really know what your Loan Officers are doing on-line? We Can Help...
  • Are your Loan Officers: quoting Rates; violating RESPA Section 8; using UDAAP Language; violating SAFE Act; violating TILA; improperly describing the HECM; and/or selling Credit Repair or other services; on-line? We Can Help...
  • Are your Loan Officers Co-marketing with Realtors, Builders, Title Companies, Insurance Agents or others? We Can Help...
  • Did you know that the average Loan Officer we reviewed used almost 8 social media sites? We Can Help...
  • Does your internal staff have the time to review the social media use of your Loan Officers, upon hiring, termination and at least once per year?We Can Help...
  • Can you provide Management & Regulatory Reports in minutes?We Can Help...

 

  • Do you use Excel, Word, email or desk-top folders to review, approve and keep track of Ads & Marketing Material? We Can Help...
  • Do you go back and forth with emails, phone calls and text messages from Loan Officers, Branch & Regional Managers, Senior Managers; as well as Marketing & Compliance Departments? We Can Help...
  • Do you have a virtual library of approved Ads & Marketing Material for Loan Officer use? We Can Help...
  • Are your Loan Officers Co-marketing with Realtors, Builders, Title Companies, Insurance Agents or others? We Can Help...
  • Can you provide State & Federal Regulatory Reports by State; Branch; Loan Officer; Type of Marketing Material; When and Where used; with Co-marketing Partners; in minutes? We Can Help...
  • Do you need more time to do your job well? We Can Help...
  • Are you able to easily review, archive and keep track of ALL Advertising & Marketing Material including: Ads newspapers & magazines as well as on-line periodicals; Blogs; Brochures; Business Cards; Direct Mail Cards or Letters; Mailing Lists; Open House Flyers; Pamphlets; Rate Sheets; Tele-marketing scripts; Training material; Tweets; Radio & TV Ads & Programs; Social Media/Posts; You-tube Videos etc...? We Can Help...