Residential Loans + PerformLine

Residential Loans + PerformLine

How a major loan provider uses PerformLine to manage a national network of sellers 


About the Client

This client is one of the largest producers and servicers of residential mortgage loans in the country. For this provider, giving individuals and families the opportunity to invest in their own homes creates the opportunity for those people to also invest in their own communities. The company takes a service-based approach to mortgage banking that focuses on helping customers make their best possible financial decisions.

Business Challenges

Part of that service-oriented approach is ensuring that any marketing materials that the client produces are clear, accurate, and compliant. Prior to PerformLine, every piece of collateral that went out would be reviewed manually, a process that could take up to a few days. In addition, the client had no formalized way to monitor its web and social presence for compliance issues, or to review all claims made by its 50 loan officers.

With a nationwide network of correspondent sellers servicing nearly half a million borrowers, the client clearly needed a way to streamline and automate the process of reviewing documents and its web presence.

PerformLine Solutions

  • Document Review to automatically review all content created by the client's marketing and loan officers for potential compliance issues prior to distribution or promotion.

  • Web Monitoring to discover new mentions of the client and monitor existing content to ensure they are up to its standards.

  • Social Media Monitoring to ensure that no matter what platform affiliates are representing the client on, they’re doing so ethically, and compliantly.

Results at a Glance

automated rule categories covering 2,000+ sensitive terms
web assets constantly monitored
more efficient approval process

"PerformLine Document Review makes my life so much easier. Instead of having to manually pore over every document we produce for thousands of rules, PerformLine immediately highlights the issues that need to be addressed on the document or that the document has passed review."

– Senior Marketing Specialist

The Results

Faster, More Accurate Document Reviews

Before implementing PerformLine’s Document Review, each piece of marketing collateral had to be manually reviewed for compliance. Now, the client's marketing team and loan officers can send their documents directly to PerformLine to quickly receive a compliance score and feedback. Their document review process is 85% more efficient, allowing the team to identify common errors and move faster in getting new marketing materials to market.

A Network Working as One

The client can monitor the web for the marketing claims made on its behalf to ensure they are compliant, whether they originate from independent mortgage bankers, community and regional banks, or credit unions.

A Cohesive Social Presence

The client relies on PerformLine to ensure that any social media-based posts on its behalf are fully in compliance with its custom rule set.

See why clients love us

Schedule your demo today.