Personal vs. Professional: Social Media Tips for 2024

Election cycles, breaking news, and a loan officer’s personal social media account do not always mix well with your brand’s compliance obligations. In this recorded Compliance & Coffee session, Champ Farrar at Fairway Independent Mortgage Corporation, joins ActiveComply’s Melissa Grindel to walk through how social media, branding, and video content create real exposure for mortgage lenders, and how a documented compliance management system keeps pace with both.

Missed the live session? The conversation is available to watch on demand below.

What You’ll Learn

• Where is the line between a loan officer’s personal opinion and your brand’s voice on a business social media page during election season or a breaking news cycle?
• What should a branding policy say about vanity domains, team names, and co-branding before a loan officer builds their own site or page?
• How do you review short-form video content, including TikTok, without a red flag list slowing your marketing team down?
• What does a documented compliance management system, covering policy, training, oversight, and remediation, actually look like when applied to social media?
• Do you need consent language in place before a loan officer posts a customer testimonial online?
• Where do third-party tools like digital asset managers and social media monitoring platforms fit into your compliance workflow?