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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.

See PerformLine in Action

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Simplify Your Compliance Tech Stack

Unified Platform for Marketing and Sales Oversight

One Powerful Platform

Our web, call, messaging, email, document, and social media compliance monitoring are powerful alone—but invincible when used together

Future-Proof Compliance

Monitor all marketing and sales activities for compliance in one platform that evolves as regulations do

Scale When You Need It

Centralized and scalable to grow with your organization across departments, channels, products, partners, and reps

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Why PerformLine?

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

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

“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

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