About the Client
A national nonbank mortgage lender, offering a range of home mortgage, refinance, and home equity loan products. Embracing a digital-first approach, they prioritize ease, speed, and reduced stress in the home purchasing or refinancing process. As one of the nation's largest nonbank retail mortgage lenders, their mission is to empower customers to achieve owning a home by facilitating a seamless transaction experience.
Business Challenges
This lender has nearly 1,500 loan officers across the country and only a small team to monitor them all for regulatory and brand compliance. This lender’s compliance team was struggling to maintain full oversight of all of their retail loan officers.
Their previous process was manual, time-consuming, and not scalable. They needed an automated solution to continuously monitor, review, and score thousands of social pages on a consistent basis for regulatory and brand compliance.
PerformLine Solutions
- Social Media Monitoring to monitor and review loan officers' social media and posts daily.
- Pro Services team of expert QA analysts to review every flagged observation and deliver curated and actionable alerts into workflow based on the parameters set by the client.
- Industry Rulebooks to monitor social posts against all applicable federal, state, and local regulations and guidelines, such as RESPA and TILA.
