Mortgage

Mortgage compliance requires lenders to manage evolving federal and state regulations across advertising, social media, websites, licensing and marketing materials. ActiveComply® monitors loan officers and corporate profiles, reviews marketing collateral and tracks licensing data down to the state level, helping compliance teams manage mortgage regulations across every customer-facing channel.

Mortgage Compliance Across Every Channel

Mortgage regulations apply wherever lenders and loan officers communicate with consumers. ActiveComply® helps institutions monitor social media, review advertising materials, audit websites, track licensing information and maintain documentation for regulatory examinations.

Common Questions

Mortgage marketing can be subject to federal and state requirements covering advertising claims, disclosures, licensing, fair lending, record retention and consumer communications. Requirements can also vary by state and marketing channel, making ongoing monitoring and documented review an important part of a mortgage compliance program.

Institution Type 


Independent Mortgage Banks (IMBs)

Because state regulators care about advertising more than ever before, IMBs can’t afford a compliance miss. ActiveComply® automates the monitoring, review, and recordkeeping regulators expect, so you can move fast without cutting corners.



Mortgage Brokers

More lenders, more markets, more exposure. ActiveComply® gives brokers centralized advertising compliance oversight across every relationship and platform without adding headcount or complexity.