Compliance Resources

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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How to Respond to an Online Review

For any company, a brands image is one of the most important assets utilized. It is the outward face of your company, where existing and prospective...

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Dealing with Defunct Employee Social Media Accounts

As someone famous once said, fame is fleeting, but the internet is forever. This is just as true for businesses: employees come and go, as such is...

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Contests & Sweepstakes....and a Lawsuit?

Contest, sweepstakes, giveaways—they are all the same, right? Not exactly. While in our everyday language usage, we might use these terms...

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The Dos and Don’ts of Social Media for Compliance Teams and Loan Officers

You want your Loan Officers to earn more business and social media is a great way to do that. But how do you make sure they are not doing more harm...

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