DAILY MORTGAGE RATES December 10, 2024
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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 24/7, real-time 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.

AUTOMATED MONITORING & AUDITS
REMEDIATE COMPLIANCE FINDINGS

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 real-time 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
STREAMLINE SOCIAL MEDIA PUBLISHING
INTEGRATED BORROWER REVIEWS

PROMOTE EFFECTIVELY

INTEGRATED BORROWER REVIEWS


Seamlessly connect any third-party review management system to our platform through an advanced API. This enables your organization to directly connect to and pull data so you can view and respond to reviews through a single platform. Auto-post functionality allows loan officers to automatically post reviews to their social accounts based on predetermined requirements that will promote your business effectively.

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
VIEW REPORTS ON-DEMAND

ROBUST, ALL-IN-ONE SOCIAL
MEDIA AUTOMATION

Developed specifically for mortgage lenders, Optimal Blue fully automates social media compliance, publishing, and reputational reviews like no other.

Michael Stallings

BEST PRACTICES FOR AN EFFECTIVE SOCIAL MEDIA COMPLIANCE POLICY


Michael StallingsMy 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!

VIEW WHITE PAPERS

ENHANCEMENTS

MAXIMIZE THE POWER OF SOCIAL MEDIA


  • INTEGRATION APIs

    Integrate with popular third-party social review management systems to enable your organization to view, manage, and respond to reviews in a single platform.

  • SMART PHONE MOBILE APP

    Empower loan officers to connect, post, communicate, and engage responsibly while ensuring compliance on the go.

    • Enable content promotion across all networks with one tool
    • Protect LO privacy while safeguarding against various liabilities
    • Defend reputation and maintain consistent corporate branding
    • Leverage real-time alerts for up to the minute monitoring
    • Available for download on the App Store and Google Play
  • CONNECT & ENGAGE ACROSS ALL NETWORKS

    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.

GET THE FULL STORY

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