Mortgage Lending · Compliance & Regulatory
Advertising compliance review procedures
A written process for checking mortgage ads and marketing materials against lending advertising rules before they are published.
What it usually contains
- Who submits marketing materials and who reviews and approves them
- Required disclosures and trigger-term rules for rate and payment claims
- Prohibited words, claims, and misleading comparisons
- Review turnaround times, revision tracking, and sign-off records
- Retention periods for approved ads and proof of when they ran
What the assistant uses it for
Answer questions about how a loan ad, flyer, email, or social post gets reviewed and approved, what disclosures it must carry, and who signs off. Also covers how long copies of advertisements and approval records must be kept.
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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