Mortgage Lending · Business Development & Marketing
Social media compliance guides
A rulebook telling mortgage loan officers and marketing staff what they can and cannot post on social media.
What it usually contains
- Required disclosures such as license numbers, NMLS ID, and Equal Housing Lender language
- Rules on advertising rates, terms, and payment examples that trigger extra disclosures
- Prohibited words and claims, like 'guaranteed approval' or 'lowest rates'
- Approval workflow for posts, profiles, and paid ads before they go live
- Record retention rules for posts, comments, and direct messages
What the assistant uses it for
Answer questions about whether a proposed post, ad, or profile bio meets advertising rules, what disclosures must appear, and who must review content before publishing.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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