We now have the infrastructure to sustain compliance at scale. As we continue to grow, VirtualVerify® ensures our oversight remains consistent, efficient, and transparent.
– Amy Vaughn, HR Manager @ Revolution Mortgage
Revolution Mortgage manages branches and remote employees across multiple states, each subject to its own licensing, workspace, and data security requirements. Confirming that every location met those standards once meant sending auditors on the road for two to three days at a time. Amy Vaughn, HR Manager at Revolution Mortgage, needed a way to complete those inspections without the cost and delay of travel.
Here’s how Revolution Mortgage modernized branch audits with ActiveComply® Inspect (Inspect), formerly known as VirtualVerify®.
Mortgage lenders operate under some of the most complex regulatory structures in the financial sector. Each state has unique compliance standards for branch operations, licensing, and employee work environments. At the federal level, agencies such as the Consumer Financial Protection Bureau (CFPB), HUD, and Fannie Mae/Freddie Mac impose additional guidelines covering consumer protection, data privacy, and operational transparency.
For lenders like Revolution Mortgage, maintaining ongoing compliance required a combination of internal audits, documentation reviews, and evidence-based inspections. As the company expanded, it faced four primary challenges:
The internal compliance team sought a solution that would modernize audits, create standardization across the enterprise, and meet regulator expectations for data integrity and reporting accuracy.
After evaluating multiple tools, Revolution Mortgage selected Inspect, a secure, cloud-based platform built specifically for mortgage compliance oversight. Inspect replaces in-person branch inspections with a fully digital process, allowing auditors to remotely verify workspace conditions, licensing displays, data security compliance, and employee adherence to company policy.
Core Capabilities
Through a controlled rollout, ActiveComply’s onboarding and compliance support teams worked with Revolution Mortgage to configure Inspect to reflect the company’s policies and state-by-state regulatory variations.
“It saved us from having to pay plane, hotel, car, and food expenses with each branch visit. What used to take 2–3 days per inspection now takes hours.”
— Amy Vaughn, HR Manager, Revolution Mortgage
| 50% AUDIT ACURACY | 400+ STAFF HOURS SAVED | <4 hours AUDIT DURATION | 90% TRAVEL COSTS |
The impact of Inspect was immediate and measurable:
Revolution Mortgage’s partnership with ActiveComply demonstrates how technology can fundamentally improve compliance in a highly regulated industry. Inspect eliminated travel costs, increased audit coverage, and provided the company with a scalable solution that meets evolving regulatory expectations.
Through its implementation, Revolution Mortgage achieved both financial and operational efficiency while enhancing regulator confidence and internal accountability. VirtualVerify®’s success serves as a model for other mortgage lenders seeking to modernize compliance without sacrificing accuracy, security, or consistency.
Revolution Mortgage is a multi-state residential mortgage lender committed to leveraging technology to streamline operations and maintain strict adherence to federal and state lending standards. The company’s compliance and operations functions are overseen by Amy Vaughn, HR Manager, who is responsible for coordinating branch and remote employee audits and ensuring compliance across multiple jurisdictions.
Industry: Financial Services
Key Product: ActiveComply Inspect
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