DFPI – February 28, 2023 New Remote Work Guidance
The California regulator, the Department of Financial Protection and Innovation (DFPI), formally announced new remote work guidance at the end of the...
3 Reasons Why Remote Inspections Should Be Part of Your Hiring Process
For human resources (HR) professionals working in highly regulated industries (think mortgage, government, financial advisement, securities, etc.),...
Facebook New Pages Experience Guide
Facebook has begun to fully roll out its Facebook New Pages Experience update. Existing Facebook Business Pages are being automatically switched over...
10 (Compliant) Social Media Ideas for Financial Services Companies
For financial services companies, social media is a powerful marketing tool for reaching clients and prospects. However, cutting through the clutter...
A Mortgage Marketers Guide to TikTok Compliance
One of the most vital components of online marketing – or any marketing - is that you are targeting the types of people that you hope will ultimately...
Your 2023 Compliance Checklist
While it feels like the new year has just begun, one glance at the calendar is enough to confirm that 2023 is flying by. Don’t let another day pass...
Signs Point to Yes: The Future of Remote Work in 2023
Over the past two years, one of the defining workplace trends has been the increase in work-from-home (WFH). Remote work environments have become far...
New Year, New Policies? FINRA’s Pending Remote Office Policy Changes
More than two years after issuing pandemic-driven temporary authorizations related to home offices and remote inspections, the Financial Industry...
Working the Network: How Mortgage Loan Officers Are Using LinkedIn
Despite the rapid addition of new platforms to the social media landscape, LinkedIn remains one of the most popular in terms of use, beating out...