Compliance

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How it works:

Marketing requests will be reviewed for compliance.

This is streamlined by your use of the Marketing Request Form.

RESPA Reference

Fast Track To Compliance Approvals

  • Mailing Lists

All mailing lists outside of Total Expert that are the responsibility of FirstBank Mortgage associates must be reviewed.

  • Events

Any flyers, postcards, emails, etc. that are advertising an event must be submitted as events through the Marketing Request Form. We need to know the details surrounding the events and the advertising will be part of that request.

  • Third Parties

Requests involving any third parties must include the who, what, where and how much in the details. Missing details will cause a delay in the approval.  

  • Advertising

Advertising cannot be created outside FirstBank Mortgage Marketing as ALL advertisements must be reviewed by both Marketing and Compliance.

  • Compliance Review

Compliance must review all initial requests and all final designs. This is streamlined through the Marketing Request Form.

  • Complex Requests

Complex requests may require added research, so we appreciate your patience.