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Marketing Compliance for Mortgage Companies

Regulatory & Brand Compliance for Mortgage Companies

PerformLine ensures regulatory and brand compliance across your loan officers’ marketing channels with always-on monitoring and discovery to find and mitigate marketing risk.

PerformLine Workflow

Why PerformLine?

Find the vanity URLs, emails, and social media posts made by loan officers to ensure compliant promotion.

Onboard more loan officers and increase new product GTM speed using compliance tech that scales internally and across marketing channels.

Demonstrate a commitment to marketing compliance and consumer protection with always-on discovery and monitoring.

Maximize time and cost savings by consolidating compliance efforts into one comprehensive platform.

Demonstrate to regulators that you’re taking the necessary steps to ensure compliance with a complete history of discovery through remediation for any audit situation.

How a major loan provider monitors 250+ partners for marketing compliance using PerformLine

PerformLine Radar Unknown Sources, Brand Protection, Regulatory Compliance

One Platform, One Process, One Truth

PerformLine enables mortgage compliance teams to identify and address compliance risk through our end-to-end solution, from marketing material review to remediation across channels.

PerformLine replaces the need for multiple, disconnected solutions and provides a centralized, omni-channel marketing compliance management process for mortgage companies. Experience total efficiency with PerformLine’s all-in-one solution–One Platform, One Process, One Truth.

“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, and others.”

Michele Terry
Highlands Mortgage


Mortgage companies can use PerformLine’s omni-channel compliance platform to automate and scale marketing compliance reviews and monitoring of their loan officers.

Mortgage companies should use PerformLine to monitor loan officers across social media platforms, including Instagram, Facebook, LinkedIn, YouTube, TikTok, etc, and vanity URLs across the web.

Mortgage companies should use PerformLine to monitor for regulations like the Truth in Lending Act (TILA), Real Estate Settlement Procedures Act (RESPA), Home Mortgage Disclosure Act (HMDA), Fair Housing Act (FHA), Equal Credit Opportunity Act (ECOA), Unfair, Deceptive or Abusive Acts or Practices (UDAAP), and other consumer protection laws.

Yes, PerformLine’s marketing compliance monitoring solution is designed to adapt to changes in mortgage regulations and industry standards, as well as emerging social media platforms and trends.

Yes, PerformLine can discover unknown or unapproved loan officer vanity URLs across the web and in email communications.

Using sophisticated AI and machine learning, PerformLine can discover previously unknown webpages, landing pages, offers or emails that loan officers are promoting to consumers that you may not know about. PerformLine then monitors and scores those webpages, emails, or social posts against your rules to identify non-compliant promotion.

PerformLine’s Business Intelligence provides detailed reporting and analytics for mortgage companies, including industry benchmarking data, loan officer compliance performance, trends over time, workflow activity, and more.

Connect with PerformLine and see what we can do for you.