Tuesday, November 4, 2014

A referral is the best type of lead. 

A Reverse Testimonial is a "thank-you" post or other recognition of a completed transaction written by or from the MLO (Employee).  A public recognition of the Employee's gratitude is a thinly veiled testimonial 

Tuesday, November 11, 2014

There are doctors, lawyers and accountants; M.D.; Esq., and CPA.  These are clear, concise and denote an attained level of education and experience as well as a fiduciary relationship to the public and society itself. 

What about the title of the employee who originates residential mortgage loans? 

Tuesday, November 18, 2014

Simple question…not so simple answer.  The NMLS Consumer site requires the name(s) used by the MLO.  The NMLS is very specific and has three additional designations for names:  1. Other Names; 

Tuesday, November 25, 2014

The FFIEC's Social Media: Consumer Compliance Risk Management Guidance specifically states: "Commenters also expressed concerns that this Guidance would require financial institutions to monitor all