FOR MORTGAGE COMPANY OWNERS
You grew it one closing at a time.
Now build the back office that protects it.
Required annual training for your whole team, a toolkit to get your compliance paperwork in order, and an employee portal with your logo on it, all in one system.
Most mortgage company owners don't know it, because nobody told them annual compliance training must cover everyone, not just loan officers. We fix that, and set up the rest of your back office while we're at it.
Train. Build. Onboard. One login.
Train
Required annual training for everyone
Twelve courses covering AML, Fair Lending, UDAAP, and cybersecurity, assigned automatically each month. Completion records export in one click.
Build
A Compliance Toolkit, not a legal bill
Builders for your QC Plan, Compliance Management System, and Employee Handbook, so you’re not paying an attorney thousands to start from scratch.
Not a substitute for legal advice.
Onboard
Your branded employee portal
Your logo, your content. Onboard new hires, upload your handbook or a CEO welcome video, and track who has reviewed every document.
IF YOU WAIT
Three ways growing companies get caught.
01
Your records are your defense
Dated training records show an examiner that a mistake was one person’s error, not a company that skipped the basics.
02
Promises on paper
An outdated QC Plan or CMS doesn’t just sit on a shelf. Once it describes things you don’t do, it becomes evidence against you.
03
Multi-state exposure
As the CFPB pulls back, states are stepping up, and each one has its own priorities and expectations.
Run your compliance like a big lender,
without the big department.
Get a walkthrough of the training, toolkit, and your branded portal.