Compliance Resources

How to Stay Compliant During Seasonal Campaigns

As the holiday season approaches, mortgage marketers have a golden opportunity to connect with consumers in a warm, timely way. But that festive...

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Boosting Facebook Posts: A Hidden Compliance Risk

If you work in mortgage marketing, the blue “Boost post” button on Facebook can feel like an easy win: a few clicks and your post reaches more...

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FDIC Eliminates Disparate Impact from Fair Lending Exams

Introduction: A Pivotal Shift in Fair Lending Oversight

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Sliding Into DMs… and Straight Into Trouble

When social feeds are as crowded as today’s mortgage market, it is tempting for loan officers to fire off a quick Instagram reply or direct message a...

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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...

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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...

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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...

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Compliance & Coffee: Does Cost-Cutting Cost You More?

On Friday, September 30th, mortgage professionals from far and wide gathered in front of their various devices, caffeinated beverage in hand, for our...

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DOJ’s Settlement with Meta Highlights Regulators’ Increased Focus on Digital Redlining via Social Media Marketing

Those that do not heed the recent warnings from the federal level about Fair Lending do so at their peril. As an example of the lengths regulators...

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