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
Monthly Plan
(Flexible & Easy!)
$599/month (12-payments)
Spread out payments over the year
Full access to compliance tools & support
Annual + Monthly
(Save $401)
$1,999 Annual Setup + $399/month
Lower monthly cost combo
Our best balance of flexibility & savings
Annual Plan
(Best Value! Save $1198)
$5,990/year (Get 2 months FREE)
Pay upfront & save big
Full compliance support for the year
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