Keep Everything: Mortgage Brokerage Document Retention

If there’s a group of people who understand how much paper is involved in securing financing, it’s mortgage brokers. Applications, supporting documents, disclosures, service agreements, bank documents, oh my! Every file has a lot of paper, but what do you keep? How long do you have to keep it? Does electronic storage count?

Advertising, Social Media, Incentives, and You

Industry professionals turn to social media for its cost effectiveness and wide reach, but also because it creates opportunities to offer creative incentives to potential clients through their personal social media accounts. Advertising is advertising, whether online or off, and the rules that apply to traditional
advertising apply to online and social media advertising. But, how can a broker monitor every tweet, Insta, vid, or post?