
Ensuring regulatory and brand compliance across your loan officers’ marketing channels is critical. PerformLine offers an always-on monitoring and discovery system to find and mitigate risk around marketing, which allows you to scale your loan officer oversight.









Why PerformLine?
Discover Hidden Risk
Onboard more loan officers and increase new product GTM speed using compliance tech that scales internally and across marketing channels.
Be Proactive in Compliance
Demonstrate a commitment to marketing compliance and consumer protection with always-on discovery and monitoring.
Document and Archive
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.


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.

What our Clients say about PerformLine
“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
Content
Social Media Compliance Checklist for Loan Officer Training and Oversight
Mortgage companies know that ensuring compliance with regulations across all loan officers’ social media accounts can be a difficult and daunting task. The best way to get out ahead of regulatory risk is to build a robust compliance program that includes strong loan officer training and oversight processes.
Top 4 Mortgage Compliance Issues Across Loan Officers’ Social Media and Websites
Here are the top four remediated terms and categories that mortgage companies use to ensure loan officers are adhering to marketing and compliance requirements on published content across the web and social media.
Why Mortgage Companies Need PerformLine’s Call Monitoring
For mortgage companies, having visibility into your loan origination and servicing calls is critical to ensure that agents are meeting performance targets and complying with regulatory requirements.
FAQs
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.