Intuitive, top-rated compliance.

Our built-in, BID-safe program that goes hand in hand with our compliance by design approach delivered through our tech platform, MyCRM.

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Compliance the easy way

Simplify your responsibilities with a top-rated program, that gives you:




  • Real-time data-driven insights
  • Dedicated Compliance Consultant
  • Business owner dashboard
  • Risk-based audit program
  • Education program
  • Client complaints & investigations team

Inbuilt features that make it easy

Our tech platform, MyCRM, is purpose-built with compliance in mind. Every loan application flows through a smarter process to power your business.

This simple process, including features like the Hello Pack, Goal Setter & Game Plan, results in the best customer experience throughout the application process and life cycle of the loan while seamlessly meeting your legal obligations.

smarter process


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Meets our clients' needs

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Compliance can make or break a business. My aggregator has provided me with the guidance and support to help me fill the missing pieces that I may not be aware of to ensure my business is compliant and guide us in the right direction.

George Massouridis
Mortgage Navigators