SOCIAL MEDIA COMPLIANCE
The industry's only end-to-end social media platform designed by mortgage experts specifically for mortgage originators.
Leverage intuitive social media capabilities that make your team more efficient, while simultaneously protecting your organization against the growing compliance risks of social media usage in the mortgage industry.
ENSURE COMPLIANCE
AUTOMATED MONITORING & AUDITS
Automated, ongoing monitoring enables oversight of social media activities involving your company. Additionally, comprehensive audit reviews are available to review all targeted social media activities and venues.
Both are a simple way to proactively find and correct issues, ensure compliance, and save valuable time and money.
A SMARTER PROCESS
REMEDIATE COMPLIANCE FINDINGS
Manage monitoring and audit findings through a single, intuitive dashboard for all accounts. Users can further simplify the remediation process with automated post checks that instantaneously scan against regulatory trigger terms and send alerts of any findings that may need to be addressed. You can also set up tasks to ensure others within the organization are resolving assigned issues in a timely and efficient manner.
WORK FASTER
STREAMLINE SOCIAL MEDIA PUBLISHING
Create, organize, and store pre-approved content to broadcast compliant and consistent messaging quickly and efficiently through any corporate or personal social media account.
Create standardized corporate templates
Maintain an up-to-date asset library
Schedule posts across multiple networks
Track engagement metrics
INCREASE VISIBILITY
VIEW REPORTS ON-DEMAND
With detailed, robust reporting functionality, you can automatically identify violations and potential threats – before they become costly errors. View trends and search findings by:
Social media account
Time period or location
Regulatory keywords
ROBUST SOCIAL MEDIA AUTOMATION
Developed specifically for mortgage lenders, Optimal Blue fully automates social media compliance.
BEST PRACTICES FOR AN EFFECTIVE SOCIAL MEDIA COMPLIANCE POLICY
My name is Michael Stallings, Vice President at Optimal Blue. Today more than ever, your internal and external auditors expect that you have an effective social media compliance policy. To help our clients succeed, we have compiled a series of white papers dedicated to the creation and management of an effective social media compliance policy and process. I encourage you to take a look!
ENHANCEMENTS
MAXIMIZE THE POWER OF SOCIAL MEDIA
Communicate your value proposition across the most popular social networks, like Facebook, LinkedIn, Twitter, and YouTube.
INSIGHTS
THE IMPORTANCE OF DEVELOPING A SOCIAL MEDIA COMPLIANCE POLICY
As a financial institution, you and your employees should take advantage of everything today’s social media platforms have to offer to gain market share. At the same time, leveraging this communication channel is like any other form of print or digital advertising – and therefore subject to strict compliance regulations. This white paper describes the importance of a proactive social media compliance policy in today’s mortgage landscape.
RELATED SOLUTIONS
AUTOMATE YOUR SECONDARY MARKETING
Leverage Optimal Blue's end-to-end secondary marketing automation and social media solutions to improve accuracy, maximize profitability and workflow efficiencies, and mitigate social media compliance risk.