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Mortgage marketing compliance checklist

Check common federal baseline risk signals before a post goes live.

Start with a real scenario
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Copy, save, or build the asset
1

Paste the post

This choice shapes the next section.

2

Add asset context

This choice shapes the next section.

3

Review risky claims and disclosure gaps

The result updates live below.

Paste the draft

Scan draft copy for common mortgage advertising signals before it becomes public.

You see what to review, why it matters, and how to soften the direction.

Using the starter example. Change any field or tap another scenario to watch the result move.

Review notes

HIGH review need

4 federal-baseline signals found for this Instagram caption.

Why this result changed
The pasted draft is scanned for rate, payment, guarantee, urgency, referral, and fair-lending signals.
"Instagram caption" gives context for how visible disclosures may need to be.
"NMLS shown in profile only" influences the disclosure reminder in the result.

What to review

  1. 1Guarantee or approval claim is risky: Replace absolute claims with conditional, educational wording such as “explore your options” or “see what may fit your goals.”
  2. 2NMLS identifier is missing: Add the loan originator NMLS ID to Brand Kit and keep the NMLS disclosure visible on the asset.
  3. 3Rate or APR claim needs disclosure review: Remove the specific rate/APR claim unless you can include the required loan terms, APR context, availability, and other applicable disclosures.
  4. 4Urgency language may need review: Use time-sensitive language only when the limitation is accurate and approved; otherwise use educational framing.

Safer rewrite direction

  1. 1Make the post educational instead of urgent, predictive, or outcome-promising.
  2. 2Use "explore options" or "understand tradeoffs" instead of approval, savings, or rate promises.
  3. 3Confirm nmls shown in profile only against company policy before posting.

CompliPost applies this scan while you generate and export real branded posts.

Build the finished asset in CompliPost

Mortgage content calendar

Plan a weekly rhythm of educational, local, offer, lead-magnet, and reputation posts.

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Mortgage marketing compliance

Use a federal baseline review aid before exporting mortgage social content.

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Loan officer lead magnets

Turn borrower education into branded PDF guides that create a reason to follow up.

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