Advanced Compliance Membership
The Advanced Compliance Membership is designed for mid-sized mortgage firms that need structured compliance support. With evolving regulations, staying compliant isn’t optional—it’s essential. Our expert-guided policies, HR support, and live compliance training ensure your business stays protected.
What’s Included in the Advanced Plan?
Everything in the Basic Membership, PLUS:
- Basic Company Policy Library (10 essential compliance policies)
- Compliance Package (8 critical regulatory policies)
- Mortgage Compliance Bootcamp – Abbreviated training on CFPB, FinCEN,
- DFPI & Social Media Regulations
- Management Support – Monthly Zoom calls with compliance experts
- Human Resource Support – Employee policies & HR compliance
- Vendor Management Package – Ensure third-party compliance
- Social Media & Marketing Policy – Stay compliant with advertising laws
- Monthly Live Compliance Q&A – Get expert answers in real-time
- Customizable Compliance Templates – Tailor policies to fit your business
Why Choose Advanced?
Avoid $25K+ fines & regulatory penalties
Ensure compliance across HR & financial policies
Get ongoing expert guidance & real-time support
Choose Your Plan & Get Instant Access
Pick the pricing option that works best for you
Advanced Compliance
$399 per Month (12 Payments)
Perfect for mid-sized, growing companies.
- Everything in Basic plus AML, CFPB, FinCEN and Federal Policies
- Full Access to 30+ Policies and procedures
- Vendor Management Package & Support: Ensure third-party compliance with a vendor management package with forms, risk analysis, and recommendations.
- Vendor management Policy, forms and support
- Annual audit of existing company policies, risk analysis and recommendations
- Human Resources Policies & Support
- Training & Support Online: Monthly live Q&A sessions
- Support Access: Email + Monthly Q&A Zoom Calls Available
On-Demand Compliance
Purchase Only Documents
- Instant Access: Buy individual compliance documents as needed—no subscription required.
- Up-to-Date: Always updated to reflect the latest mortgage industry regulations.
- Flexible & Affordable: Pay only for what you use, no long-term commitment
Need More? Upgrade Anytime!
Looking for dedicated compliance oversight & vendor management? Check out our Enterprise Membership for exclusive one-on-one support.
Compare Membership PlansStay Compliant & Stress-Free – Sign Up Today!
Don’t wait until it’s too late. Lock in your compliance protection now!
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Satisfied Brokers
Our membership service isn’t just about avoiding fines—it’s about growing your business with confidence. Mortgage professionals already trust us to guide them through the complex world of compliance.
Don’t leave your business vulnerable to the costly consequences of non-compliance. Join us today, and rest easy knowing you’re protected by industry-leading experts.
Contact Us for a Free Consultation