Affiliated Business Arrangements: Navigating a Complex Compliance Minefield in 2025
Affiliated business arrangements, or ABAs, have become a staple strategy for many lenders, real‑estate brokers, builders, and title agencies that...
Navigating Regulatory Compliance When Hosting Mortgage Events
Mortgage businesses frequently organize events – from first-time homebuyer seminars to open houses, happy hours to charity events – to create and...
Advertising Positive Feedback the Right Way: Customer Testimonials & Mortgage Compliance
For as long as companies have advertised their wares and services, customer testimonials have been a powerful method of attracting new business....
Navigating Compliance in Branch P&L Mortgage Models
In the mortgage industry, the Branch P&L (Profit and Loss) model has increasingly become a popular structure. Branch leaders often desire autonomy...
Ensuring Compliance and Professionalism: Best Practices for Loan Officers’ Email Signatures
Anyone who has stepped foot in an office over the past few decades knows that the days of letters and faxes being the primary method of business...
Live Videos & ‘Stories’ in Mortgage Marketing: Balancing Engagement with Compliance
Social media videos such as Instagram Stories – whether live broadcasts or 24-hour ‘temporary’ clips – offer lenders a dynamic way to connect with...
Leveraging Social Media for Stronger Recruiting in Uncertain Markets
Navigating the mortgage industry often feels like riding a rollercoaster: fast-paced, dynamic, maybe some jarring bumps here and there, and full of...
Navigating Mortgage Regulation Shifts Under Trump's Second Term
It goes without saying that the early days of President Donald Trump’s second term has seen a monumental shift in how many government entities do...
Top Regulatory Pitfalls in Mortgage Video Advertising
Mortgage video advertising is an innovative and effective way to reach potential borrowers, but it’s also a minefield of regulatory pitfalls....