Compliance Resources

Understanding the FTC's Endorsement Guidelines for Mortgage Advertising

In the highly competitive mortgage industry, advertising plays a crucial role in attracting potential clients. After all, potential customers won’t...

Read more

Marketing Service Agreements Compliance Essentials

Marketing Service Agreements, or MSAs, have long been a significant topic within the mortgage industry, offering both opportunities and challenges...

Read more

AI Is Helping Organizations with Their Social Media. Don’t Get Left Behind.

In the rapidly evolving landscape of social media marketing, mortgage companies are increasingly turning to artificial intelligence (AI) to enhance...

Read more

The Impressum Section is Dead on Facebook

Updates as of 3/11/2024: The Impressum section has begun to be reintroduced and displayed on some Facebook pages. Users are still reporting issues...

Read more

Understanding TCPA Compliance: Do's and Don'ts for Financial Institutions

In the realm of financial services, maintaining strong customer relationships is paramount. However, achieving this goal must be done responsibly and...

Read more

Building a Strong Online Presence: Key Considerations for Credit Unions When Developing a Website

In the digital age, a strong online presence is essential for any organization, including credit unions. Having a well-designed and compliant website...

Read more

Harnessing the Power of Social Media: Essential Considerations for Credit Unions

Social media has exploded as an efficient platform for businesses to engage their target audience, and credit unions are no exception. However,...

Read more

Threads – How it Fits into the Fabric of Your CMS

Discover how Threads, the new social media app from Meta, fits into the fabric of your CMS. Learn about its features, potential threats, and best...

Read more

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...

Read more