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Video Presentations & Resources

Please feel free to review these at your leisure.  We would appreciate any feedback.

Lunch & Learn Series:

Grab your Lunch and join us for a short pre-recorded presentation about various compliance issues.

Group/Team Marketing

  • Issues regarding the use of team and group names

RESPA Section 8; Realtor Advertising

  • Overview of requirements of RESPA Section 8;
  • Specific violations we have found; and
  • Creation of a Compliance Policy to reduce your risk.

Loan Officer Titles, Designations & Certification

We will discuss creation of policies to review the following:

  • Titles: Banker; Financial Advisor; Mortgage Ninja and others;
  • Designations: Expert, Senior, Vice President; and
  • Certifications: CRMP, 5 Star Professional, Divorce Lending Specialist.

Social Media Reputation Risk Management

  • What is Reputation Risk;
  • Areas of Risk;
  • Creation of a Risk Management Policy.

These resources provide useful information for the Compliance Professional. Please feel free to download this information.

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