For current customers - by invitation only
We commonly provide updates to individual policies when there is a major change. But we make hundreds of other changes - improvements, upgrades, additions, that aren't necessarily urgent compliance matters. We are offering those updates to you in real time so you can take advantage of limited-scope compliance support. In addition, you will have a compliance portal - a place to store and share all of your compliance-related documents on our shared document management system, like training records, audits, and other fundamental compliance matters- and you can share these with others in your company. This offer is only for customers who have purchased previous product packages, not single policies, textbooks, or other services such as audits.
Subscribe now and receive portal access for the same price as the stand-alone update
Upon signing up you will receive an email with your updated documents*
What's included in this special offer:
- Access to Intelligent Compliance Assistant - locate items, cite regulations, interpretive compliance situations
- Email updates, including changes to policies and interpretive guidance
- Non-NMLS Compliance Learning for specific regulatory required topics, such as AML and Cybersecurity
- Your Company's dedicated compliance portal
- 100% Repair or Rebut to fix any problem with your policy reported by a lender, agency, investor, or regulator
- State Audit/Examination Prep
- Live Q&A
- Learning Management Portal
- Required Regulatory Audits - AML, Cyber Security, Advertising, Compensation, Training