Compliance Resources

How to Stay Off the Front Page

On January 6th, 2021 a group of people stormed the United States capital and infiltrated the House and the Senate. This was a tumultuous time for all...

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The FFIEC and Me

In 2013, which feels like a lifetime ago, the Federal Financial Institutions Examination Council (FFIEC), released guidelines to help financial...

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California’s AB 1864: What You Should Know

Assembly Bill 1864 (AB 1864) passed the California Legislature on Aug. 31, 2020, and Gov. Gary Newsom signed it into law as of Sept. 25, 2020. The...

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Why Loan Officers Should Use Professional Pages on Social Media

Social media has been such a big part of our personal lives for the past 10 years. The number of social media network users worldwide has increased...

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Corporate Social Media Horror Stories

Professionalism in the financial industry goes beyond how you dress, how you treat customers and co-workers, and how well you remain legally...

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Instagram for Business

Updated 2/22/2024

With Instagram's most recent updates, account owners can now convert their pages into business accounts through a simple setting...

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Fair Housing & Social Media

Since the Fair Housing Act was enacted as part of the historic 1968 Civil Rights Act, it’s continually been in the news. As complicated as the act...
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The Value of a Like - Are they RESPA Violations?

The social media landscape is perpetually changing and sometimes the regulations can’t keep up. Whether this is a good or bad thing for lenders...

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Who Owns a Social Media Account?

Your Loan Officer, the one who mastered the art of acquiring leads from social media, has moved on to new a opportunity. You’ve collected their ID...

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