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Mortgage Industry Compliance Concerns and Best Practices [Recap]

Last week, PerformLine hosted a mortgage industry roundtable that gathered mortgage leaders to discuss best practices for...


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Tags: Mortgage, Social Media

Paid Social Media: Risks + Why You Should Be Monitoring for Compliance

In today’s social media age, smart organizations are monitoring organic social media posts for compliance in some capacity,...


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Tags: Social Media, Risk Management

Social Media Compliance Monitoring for Loan Officers

Now more than ever it’s critical for mortgage lenders to have a social media presence in order to connect with prospective...


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Tags: Regulatory Compliance, Social Media, Social Media Compliance Series, Risk Management, Compliance Monitoring,

Social Media Images: Your Compliance Blindspot? [And the Solution]

There is an infinite amount of content shared across social media channels every single day. Every minute, there are 456,000...


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Tags: Product, Social Media

Financial Institutions, Social Media, and Compliance [Stats + Guide]

Social media is a powerful marketing tool for financial services marketers, with the potential to reach billions of consumers...


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Tags: UDAAP, Social Media, Advertising, Risk Management, Endorsements,

The Reputational Risks of Social Media and How To Mitigate Them [PART 6]

Along with regulatory risks, the Federal Financial Institutions Examination Council (FFIEC) highlights several areas of...


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Tags: Regulatory Compliance, Social Media, Social Media Compliance Series, Risk Management, Endorsements

How to Properly Disclose Endorsements On Social Media [PART 5]

Since the Fyre Festival scandal back in 2017, influencers and the companies using them have been under increased scrutiny by...


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Tags: Regulatory Compliance, Social Media, Social Media Compliance Series, Risk Management, Endorsements

How to Ensure Employee Compliance on Social Media [PART 4]

Posts on social media made by an employee could be viewed by the public as reflecting the financial institution’s official...


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Tags: Regulatory Compliance, Social Media, Social Media Compliance Series, Risk Management, Brand Management

How to Manage Social Media Marketing and Compliance In Financial Institutions [PART 3]

According to Federal Financial Institutions Examination Council (FFIEC)’s supervisory guidance on social media, financial...


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Tags: Regulatory Compliance, Social Media, Social Media Compliance Series, Risk Management, Compliance Monitoring