The Trusted Compliance Platform for the

Mortgage Industry

Ensuring regulatory and brand compliance has never been more important. Yet, emerging marketing channels, coupled with more loan officers to monitor, has made compliance increasingly difficult.

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Empower your organization by using PerformLine to find and mitigate compliance risk across your marketing channels and loan officers.

Key Compliance Challenges, Solved


Unknown Brand Placements

PerformLine finds the unknown using our proprietary crawler, the Kraken, to discover vanity URLs, unknown websites, unreported personal websites, social media posts (paid and organic), and third-party sites promoting your brand so they can be scored and remediated for compliance.


Loan Officer Oversight

PerformLine enables comprehensive oversight of your brand and loan officers by automatically reviewing vanity URLs, registered websites, unreported personal websites, social media posts, calls, and more to score for compliance (available for multiple languages, including Spanish).


NMLS Number Compliance

PerformLine obtains information from NMLS® Consumer AccessSM to provide automated list creation (you’ll never pull or update loan officer lists again!) to allow for easy onboarding and monitoring for current NMLS #s and state-specific rules.


Continuous Monitoring

PerformLine provides continuous monitoring and scoring of your marketing channels including your loan officers’ websites and social media accounts to ensure compliant promotion.


Developing Actionable Rules

PerformLine’s library of proprietary industry rulebooks are ready to deploy and cover regulations such as the TILA, Fair Lending, MAP Rule, and SAFE Act.


Time-Consuming Materials Review

PerformLine automatically scores marketing materials (from internal or external partners) to provide fast and accurate pass/fail compliance verdicts, increasing your volume and scope of review.

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Benefits of PerformLine

Complete Scalability

One platform drives your regulatory and brand compliance program across all marketing channels including websites, social media posts, calls, messages, emails, and documents.

Full Audit Trail

Quickly and easily remediate compliance issues with internal and external partners via our workflow tool which documents the process for any audit situation.

Comprehensive Insights

Deep intelligence across the channels, partners, and reps you monitor to make proactive, data-driven decisions to move your business forward, compliantly.

Industry Expertise

Build your compliance program backed by a team of experts with decades of experience working with regulators and compliance teams at other industry-leading Mortgage Companies.


See PerformLine in Action

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In the mortgage industry, it’s challenging to oversee compliance in what is often a high volume and evolving list of loan officers across multiple channels. Through PerformLine’s automated discovery and monitoring process, we’ve enhanced our process flow to gain greater oversight and to better ensure marketing compliance is met across pertinent regulations including RESPA, state-required disclosures, etc. PerformLine has enabled us to more efficiently track whether compliance issues are resolved in a timely manner.

– Michele Terry, Highlands Mortgage

Hear what other clients have to say about PerformLine

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Automatic Monitoring of Loan Officers’
Web Pages and Social Media Accounts

Comprehensively monitor all of your loan officers’ vanity websites and social media profiles for compliance using Web Monitoring and Social Media Monitoring. Ensure their pages provide required information, such as NMLS numbers, NMLS Consumer Access link, Equal Housing Lender Statement, and others.

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Leading Mortgage Lender Success Story

This mortgage lender was struggling with the accuracy and scalability of the review of their agents’ performance and scorecard documentation process. Learn how they partnered with PerformLine to automate and scale their scorecard creation process and improve agent performance.

Read Their Story

Mortgage News and Insights


See the PerformLine Platform in Action 


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Learn how PerformLine can support your organization without letting compliance demands slow you down

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