Automatically Review Emails

Ensure regulatory and brand compliance across all sales,  marketing and partner email


Stop compliance risk before it’s too late

Automatically review and monitor emails from known senders—and discover what your partners are sending!

Email monitoring example with UDAAP warning
Review Emails For Compliance Before They’re Sent

Increase speed-to-market with automated compliance review of bulk emails created by your internal teams or partners. Instant pass or fail verdicts based on your rules.

Monitor Emails Sent by Reps or Agents

Review every consumer-facing email for compliance, whether it’s sales reps communicating with prospects, customer services agents working with consumers, or any employee communication.

Discover the Emails Your Partners Are Sending

Surface the emails being sent on your brand’s behalf by marketing partners, affiliates, merchants or independent agents to score them against your rules. Continually monitor and evaluate partners to protect your brand.

Monitor Automatically

  • Deploy Industry Rulebooks

    Monitor for potential violations in every email using our turn-key rulebooks built on regulatory expertise and your brand guidelines

  • Rank by Source

    Get a compliance score for each email and source to identify potential violations and non-compliant partners

  • Get Critical Alerts

    Receive alerts on high-impact potential compliance violations that require immediate review or remediation

Act Effectively and Efficiently

An intelligent workflow to drive faster resolutions, reduce risk, and create efficiencies

PerformLine Workflow tools helps you track, analyze and audit compliance alerts
Track Progress

Our centralized workflow tracks activities across internal departments and external partners, allowing you to cut through the noise and take action

Remediate Efficiently

Send templated remediation notices directly to your partners and staff to track, document, and correct potential violations quickly

Document and Archive

Get Proof You Can Use™ with a complete history of discovery through remediation for any audit situation



Compliance oversight across web, call, message, email, document, and social media channels


Centralize, assign, and track all activities from discovery through remediation

Audit Trail

Keep a record of activities including screenshots, transcripts, and requests

Driven by AI and Machine Learning

To deliver more intelligent, automated, and scalable solutions

Reporting for All Levels

Compliance and performance intelligence for informed business decisions


One central compliance intelligence repository to see the big picture and small details


Monitor multiple languages such as Spanish, Dutch, French, German, and more



Track, validate, and document remediation across internal and external partners


Deploy industry rulebooks built from experience and expertise to ensure regulatory compliance

Pro Services: Get Extra Bandwidth

Get the expert help you need, without increasing your headcount. Put our Pro Services team to work as your compliance QA and remediation team.