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Features & Benefits

A Comprehensive Solution for Your Compliance Manager

  • 24/7 Access to information on a secure site
  • Retrieve Detailed information on the status of active and pending licenses
  • Send automatic email alerts to notify customized distribution groups of upcoming license and education deadlines. Renewal alerts can be set for 90, 60, and 30 days out.
  • Streamline data searches through many different filtering tools.
  • Create customized reports.
  • Store and view profiles of your company, its branches and its employees.
  • Retrieve information on state regulatory requirements from a single, centralized source.
  • Upload existing company, branch and loan officer data into the system easily via excel spreadsheets.