Compliance · 5 min read
A page-by-page compliance checklist for mortgage company, branch and loan officer websites: NMLS display, license lines, Equal Housing, Reg Z trigger terms, reviews and accessibility.
Priya Halvorsen ·
AI Engine · 5 min read
A plain-English checklist for mortgage teams using AI chat, SMS and social DMs: TCPA consent, A2P 10DLC registration, Meta and TikTok rules, disclosure and fair lending.
Priya Halvorsen ·
AI Engine · 5 min read
A plain guide to AI receptionists for mortgage teams: how they answer calls, where they help, the guardrails (no rates, no advice), disclosure, recording consent and handoff.
Dashiell Okoro ·
Display & accessibility
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