Compliance Resources

Election Season: Protecting Brand Reputation and Managing Political Content

Election years bring heightened scrutiny, impassioned discourse, and increased engagement on a variety of platforms, including social media, news...

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Marketing Benefits & Compliance Concerns with AI-Driven Mortgage Advertising

Over the past several years, the mortgage industry has undergone a foundationally transformative phase, fueled by floor-to-ceiling integration of...

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The Hidden Threat to SEO and Regulatory Compliance: Broken Links on Websites

In the digital age, the online presence of financial institutions is crucial. From banks to investment firms, maintaining a robust and reliable...

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What You Need to Know About Regulation Z in Online Advertising

When searching for a mortgage or refinance opportunity, consumers rely heavily on the information presented by mortgage lenders, especially on their...

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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...

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ECOA & Advertising: What’s the Connection?

With Fair Lending top of mind for regulators and lenders alike, it is essential to understand the regulatory underpinnings of this legal concept. Two...

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Understanding Targeted Ads on Social Media

It has been noted by military historians that victors of great battles in ancient history were often those who were able to solve the logistical...

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Reverse Mortgages - Where Advertising Can Go Wrong

Loans have been a staple of human survival for thousands of years. Goods, services, money, even household belongings have traded hands and deals have...

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Understanding Mortgage Advertising Record Retention Requirements

The regulations governing advertising in the mortgage industry are numerous and wide-ranging, but the fact remains that there will always be a select...

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