American Pacific Mortgage Case Study | ActiveComply

American Pacific Mortgage replaces manual compliance audits with ActiveComply

American Pacific Mortgage (APM) supports a growing network of loan officers, branches, and social media accounts. Each one represents the company’s brand and is subject to regulatory scrutiny. For Chief Compliance Officer Marty Allred and Compliance Manager Wendi MacLeod, keeping pace with that digital footprint meant finding a way to monitor websites and social content at a scale manual review could not match. However, they needed to do this without losing the responsive support their team relied on.

Here’s how APM partnered with ActiveComply to automate that oversight. As a result, they protect the brand its loan officers represent every day.

The Challenge

Within the fast-paced world of digital marketing, particularly in the financial industry, managing compliance has become increasingly complex. Regulatory requirements continue to evolve. The volume of digital content produced each day makes oversight a constant challenge. At APM, compliance leadership recognized that keeping pace with these changes across multiple social platforms and websites was nearly impossible through manual processes alone.

Beyond the issue of scale, maintaining brand integrity posed another challenge. The internet allows anyone to publish content, which means employees or even bad actors could create unauthorized websites using company branding. This can lead to serious compliance and reputational risks. Traditional manual audits could not keep up with the rapid rate of digital updates or detect unapproved activity in real time. Additionally, reviewing large amounts of social media content without an organized system proved inefficient. It was also time-consuming.

Compounding these issues was the lack of customer support found in many compliance technology providers. Automation can streamline workflows. However, without accessible and responsive human support, it can leave users frustrated and unable to resolve complex compliance issues quickly.

The Solution

To address these challenges, APM partnered with ActiveComply. They implemented its suite of compliance monitoring tools, including ActiveComply^® Web (formerly WebCompass) and ActiveComply^® Social (formerly SocialShield).

ActiveComply^® Web provided real-time website monitoring. This enabled APM to automatically detect unauthorized websites, track changes, and ensure all online content met regulatory standards.

“An employee could create a website without informing us. This tool helps us capture any potential unauthorized sites,” 

– Wendi MacLeod, Compliance Manager @ American Pacific Mortgage

ActiveComply^® Social further streamlined APM’s social media monitoring by organizing profiles and content into intuitive folders—such as “negative reviews” or “inappropriate content.” This way, compliance teams could efficiently identify and address issues before they escalated.

What truly differentiated ActiveComply was its collaborative approach.

“ActiveComply listened to us in terms of our needs for website monitoring and began development of the WebCompass product,” said Marty. “We’ve been very happy with its ability to track changes and notify us when updates are made.”

In addition to powerful technology, ActiveComply’s team provided responsive chat support, training videos, and one-on-one virtual sessions. As a result, APM’s team could maximize the platform’s full potential.

The Result

By replacing manual audits with ActiveComply’s automated monitoring, American Pacific Mortgage gained confidence that its online presence remains consistent, compliant, and aligned with company standards.