Compliance reviews at the speed of your campaigns.
Manual reviews bottleneck campaigns, burn out compliance teams, and leave sales waiting, hindering speed to market. ActiveComply® Pre-Review eliminates the friction to create a seamless collaboration across compliance, marketing, and sales teams.
An AI-powered compliance review solution, ActiveComply® Pre-Review scans flyers, brochures, emails, and loan officer materials in seconds, flagging issues before they ever reach a regulator.
By automating the repetitive parts of the review workflow, your compliance team can focus on the exceptions rather than reviewing every piece manually. Marketing stops waiting days for approvals and can get to market faster. And for exams, every decision is logged with a timestamped audit trail.
ActiveComply® Pre-Review helps busy teams work smarter. Not harder.
Submit your marketing flyers, brochures, emails, and other advertising assets in a range of common file types. (PDF, JPEG, PNG, DOCX, and PPT)
ActiveComply® Pre-Review’s AI engine scans content in seconds, flagging violations, missing disclosures, and brand inconsistencies. Whether it’s a state-specific violation, a missing license number, or another issue, all will be spotted and clearly highlighted for faster remediation and resubmission.
Issues are routed to the right people with clear, on-content annotations. Communication between submitters and reviewers is supported and strengthened within the platform. Say goodbye to guesswork and days of back-and-forth emails.
Once corrected, materials can be resubmitted and approved in minutes. Easily search and filter by institution, state, personnel member, product, and more. Enjoy the peace of mind of all materials being logged, audit-ready, and cleared to go to market.
Catch violations before regulators do.
Stop worrying that reviewers will find issues and start being confident they won’t.
ActiveComply® Pre-Review’s AI engine consistently applies federal, state, and custom rules and then returns a pass/fail with remediation steps that are easy to understand and follow.
No state catches you off guard.
Advertising rules vary dramatically from state to state, making staying current on the ever-changing state requirements feel like a full-time job. ActiveComply® Pre-Review’s rules engine has state-specific requirements built in, so your team stays compliant no matter where they’re marketing.
License gaps caught automatically.
A licensed individual with a missing license disclosure is a liability waiting to happen. ActiveComply® Pre-Review has the ability to pull licensing data directly into the review process, citing discrepancies before non-compliant materials ever reach a borrower.
Your standards. Zero exceptions.
Every institution has unique brand guidelines, risk tolerance levels, and content policies. ActiveComply® Pre-Review lets you define those rules and enforces them consistently across every submission, every time.
No chasing emails and no dropped balls.
Finding a problem is only useful if something gets done about it. ActiveComply® Pre-Review’s corrective action workflow routes issues directly to the right people, tracks resolution, and keeps everything moving.
Transparent, searchable, and ready when you need it.
When examiners ask what happened and when, you’ll be ready with the answer. ActiveComply® Pre-Review maintains a complete, time-stamped activity log of every review, decision, and action taken.
Audit-ready reports in a few clicks.
Pulling together compliance records for an exam shouldn’t take weeks. ActiveComply® Pre-Review’s reporting tools let you filter, organize, and export exactly what you need in minutes, not days.
Work the way that works for you.
Advertising review is just one piece of your workflow. ActiveComply® Pre-Review allows you to set alerts and collaborate seamlessly across your compliance, marketing, and frontline teams.
Zero confusion. Total team alignment.
Marketing reviews break down when context is living in someone’s inbox. ActiveComply® Pre-Review allows users to create notes, custom flags, and filter tags so compliance, marketing, and sales are always working from the same page.
Easily request access to the full recording. Were you unable to attend our session live? We made sure to record it for you 👍🏽. Watch On Demand
ActiveComply®’s purpose-built product suite covers every compliance vector your regulators examine.
Discover how ActiveComply® Pre-Review can keep your compliance, marketing, and sales teams moving forward.
