PerformLine ensures regulatory and brand compliance across your loan officers’ marketing channels with always-on monitoring and discovery to find and mitigate marketing risk.
Our web, call, messaging, email, document, and social media compliance monitoring are powerful alone—but invincible when used together
Monitor all marketing and sales activities for compliance in one platform that evolves as regulations do
Centralized and scalable to grow with your organization across departments, channels, products, partners, and reps
Find the vanity URLs, emails, and social media posts made by loan officers to ensure compliant promotion.
Public use information obtained from NMLS® Consumer AccessSM for fast and easy onboarding and continually updated Loan Officer review.
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.
“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.”