Options – Compliance Module

Marketing departments for all types of industries are held to specific standards in order to protect consumers, and every mortgage company needs to have a plan about how to meet these requirements. If your business needs to prove that it meets marketing compliance standards, you don’t need to worry or panic—The BNTouch Compliance Module is designed to make this process as simple and quick as possible. Generating a complete archive of all marketing materials you have available for your clients will only take you moments and a few clicks of your mouse.

The BNTouch Compliance Module is a free module without any extra monthly cost and is enabled by default for new accounts. If you are an administrator for your account, you will see an extra option in your Options Tab titled “Compliance Module”. If you do not see this link in the “Options” column of your Options Tab, please contact your administrator for help.

The first option you will see when opening the Compliance Module is a choice for which users to include in the marketing archive. If you choose “All Users”, all current marketing materials for your account will be included in the report regardless of the user that created it. If you wish to generate a compliance report for the marketing material of a specific branch or team in your company, you can choose one of the latter options. You will then be able to select from the user groups and teams that you have set in the “User Groups” area of your user menu. You can select multiple branches or teams to include in the report by checking the corresponding boxes to the left and clicking “Continue”.

Next, you will have the option to include or omit certain elements from the report. If you want to include campaigns that were made by the ‘master’ user in your company, check the “Include campaigns that were created by corporate accounts” option. Otherwise, only campaigns that were created by non-administrative users will be included.

You can also choose whether marketing templates will be included in the report or not. Checking this box will include all templates in the “Templates” section of the Marketing Tab with the “Letter” type that were created by the selected users.

Once you have selected the options to include, click the “Generate Zip File with Content” button to proceed. You can then download the file using the “Download Archive File” button or select new archive criteria by clicking “Start Again”. When you download the report, you will choose a location on your computer to save the compressed “.zip” folder. Once saved, you can then send the file to requesting authority.