CASE STUDY

How ActiveComply Helped Transform Social Media Compliance at Silverton Mortgage

ActiveComply’s Impact 

Margaret, Compliance Specialist at Silverton Mortgage, shares her experience with ActiveComply, emphasizing how the platform has transformed her ability to manage social media compliance. She notes that ActiveComply has played a crucial role in organizing their processes, especially when it comes to ensuring all loan officers' profiles are clean, accurate, and compliant. 

Simplifying Compliance and Streamlining Onboarding 

A key part of Margaret’s success has been ActiveComply’s ability to simplify the onboarding process. Whenever new loan officers join, Margaret leverages the platform to collect and monitor all of their social media accounts from the start—ensuring that disclaimers, logos, and licensing links are correctly applied. 

“I’m in ActiveComply every day. It’s user-friendly, easy to understand and follow, and it’s allowed me to ensure everything is cleaned up quickly and efficiently. We’ve integrated onboarding steps with our marketing team, so by the time profiles come to me, most of the necessary corrections are already in place. That’s been a huge help," Margaret explains. 

Saving Time and Providing Peace of Mind 

For Margaret, one of the most valuable aspects of ActiveComply is the time it saves. Instead of juggling multiple systems, she can monitor everything—from Facebook to Instagram to LinkedIn—within a single platform. Additionally, the ability to pull detailed reports has been instrumental in keeping leadership informed and maintaining transparency. 

“I love the reporting capabilities. I can pull exactly what I need and provide weekly logs to management. It keeps us accountable and audit-ready,” Margaret shares. 

A Trusted Compliance Partner 

In summary, Margaret views ActiveComply as an essential partner in her compliance efforts. The platform’s intuitive design, powerful tools, and willingness to listen to customer feedback ensure that Silverton Mortgage stays compliant, organized, and prepared for any examination.