Mortgage Advertising: Keeping Your Promotions Compliant

Craig Taggart

Starting at

$349


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This mortgage advertising training program will discuss special requirements applicable to HELOC advertisements with introductory and promotional rates and the new TILA/RESPA disclosure required for written estimates of terms or costs. It will also offer best practices for reviewing mortgage advertisements to reduce compliance and UDAAP risks and tips on using the "one-click rule" to advertise mortgage loans on websites and in social media.

"Mortgage Advertising: Keeping Your Promotions Compliant" - This course is approved by NASBA (National Association of State Boards of Accountancy). Attendees of Live Webinar are eligible for 1.8 CPE credit up on full completion of the course.

Why Should You Attend:

Mortgage advertising is complex. Different rules apply to home equity lines of credit (HELOCs) and closed-end mortgage loans. In addition, the required disclosures depend on whether a trigger term is used in the advertisement. Add an online or social media advertisement and the potential for noncompliance increases dramatically. This webinar will examine the regulatory requirements and provide attendees with best practices for creating and reviewing compliant mortgage advertisements.

Learning Objectives:

  • Various trigger terms and the additional disclosures that are required
  • Special requirements applicable to HELOC advertisements with introductory and promotional rates
  • Tips on using the "one-click rule" to advertise mortgage loans on websites and in social media
  • New TILA/RESPA disclosure required for written estimates of terms or costs
  • Best practices for reviewing mortgage advertisements to reduce compliance and UDAAP risks
  • Take-Away Toolkit with a list of trigger terms for HELOCs and closed-end mortgage loans, excerpts of key regulatory requirements and official staff commentary, an article on seven advertising compliance tips for financial institutions, an employee training log and a staff quiz/answer key

Areas Covered in the Webinar:

  • Apply print advertising rules to social media
  • Use disclosures when necessary
  • Clearly state your rates and terms
  • Make the equal housing logo easy to find
  • Know the difference between equal housing opportunity and equal housing lender
  • Keep your NMLS# visible
  • Avoiding including lyrics on ads without permission
  • Be aware of trigger words that require disclosures
  • Know your state regulations

Who Will Benefit:

  • Mortgage lending
  • Mortgage brokers
  • Home buyers
  • Marketing
  • Compliance and audit teams
  • Advertising executives
Webinar Events
Live -Coming soon!

Training CD-DVD

Physical CD-DVD of recorded session will be despatched after 72 hrs on completion of payment


Recorded video

Recorded video session



Speaker: Craig Taggart,

Craig Taggart has almost a decade of experience in the fields of mergers and acquisitions and business financing. Mr. Taggart works strategically with his clients to achieve the highest value for their business within the capital markets. His experience with BCC Capital Partners in the M&A industry has greatly contributed to his understanding of transaction structure, strategic placement of buyers, and the attainment of maximum market value for his clients. He has represented and sold many businesses in a number of different industries and has significant experience working with companies in the Environmental, Health and Safety Profession. Mr. Taggart has expertise in Ergonomic assessments, training and corrective actions, Analysis of Work related injury/illness data identification, causation, frequency of injury types, corrective actions etc. for a multinational corporation, all aspects of safety/health program development and implementation, OSHA Process Safety Management and EPA Risk Management Programs. Mr. Taggart has been a certified fraud examiner since 2011 and has previously worked at Deloitte with their quality risk management team. He earned his MBA from the San Diego State University specializing in financial management. Mr. Taggart graduated from the California State University Northridge with a bachelor’s degree majoring in organizational psychology.


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