Case Study: a full-service mortgage lender achieves 138x more compliance coverage with PerformLine

How this mortgage lender monitors 1,500+ loan officers and achieved 138x more compliance coverage with PerformLine

A full-service mortgage lender required a solution to ensure its 1,500+ loan officers met regulatory and brand standards across a vast network of over 130,000 web and social media assets. Their previous, manual monitoring process was unable to scale with the company's rapid growth, leaving them exposed to compliance risks. This led them to seek an automated system from PerformLine.

PerformLine implemented its web and social media monitoring platform, which uses automated compliance rulebooks to scan digital assets daily. This solution provided the mortgage lender with 138 times more compliance coverage. It enabled them to pinpoint key training issues, improve their loan officer education programs, and proactively manage risk across their entire digital footprint.