Abilities and Assistance
Protocol Process
Audit Readiness
P&P Manual
Dos and Don’ts for social media
Dos and Don’ts for advertising
Annual certification requirements: Sexual Harassment, Whistle Blower, AML and Cybersecurity
Association awareness
Industry news
DFS meetings
Regulatory Compliance conference and tradeshow
Economics trends
Peer Company awareness
How to navigate NMLS
NYS Broker Owner licensing assistance
Multiple state license assistance for Broker Owners
NYS MLO licensing assistance
Multistate licensing for MLO’s
Continuing education live training
Special assistance upon request.
Marketing approval for compliance – shared and joint advertising
Applicant disclosure review
Notary services when needed
Local Compliance and Regulatory Association for Mortgage