This week I sat down with our Senior Director of Client Success here at PerformLine, Rhonda McGill, to discuss the state of mortgage marketing compliance. This month we hosted our quarterly roundtable with compliance leaders in this space, and during today's episode Rhonda and I sat down to discuss some key takeaways from that event, including:
- The ongoing complications with manual compliance review of loan officers
- The increased risk of loan officers seeking additional revenue from affiliate partnerships due to the interest rate market, and what compliance teams can do to mitigate this risk
- Compliance Concerns with Loan officers adopting group names (or “team names”) for branding and how to address the regulatory scrutiny around these
- The ever-popular topic of monitoring loan officers across social media, specifically the new platform Threads
- And finally, remote work policy requirements that are being issued by states and how compliance teams can proactively address these.
Show Notes
