BrokerShield
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.
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.
Meets our clients' needs
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.