Facilitate Compliance Controls with Your CRM

Facilitate Compliance Controls with Your CRM

Lenders usually respond to industry marketing regulations by restricting what they will allow their loan originators to do, but that approach has been known to backfire.  Rules intended to reign in employees can exacerbate the same risks they are intended to prevent.

However, lenders can keep their marketing efforts compliant without sacrificing their ability to be effective by using the right systems.

This eBook covers:

          • Devising a Smart Compliance Plan for your Business
          • Enabling Innovation Without Inviting Risk
          • Managing and Maintaining an Audit Trail
          • Keeping Up with Compliance Trends

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