Tag: Best Practices

Compliance – Best Practices to Prevent Phishing & Wire Fraud [NEW Mortgage Talking Points™ – Consumer Awareness Fact Sheet – Wire Fraud]

Written By: Tammy Butler, Master CMB Wire Fraud is one of the biggest issues in our industry, and it is doubling each year.  Read our interview with an industry subject matter expert who offers sage advice on how to prevent security issues with your business. Interpretive Comments: Once upon a time, our biggest Internet aggravation […]

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Compliance – What You Need to Know About Co-Marketing-Best Practices [NEW Co-Marketing Checklist]

Written By: Tammy Butler, CMB If part of your business strategy involves co-marketing with service providers, like your real estate agents, then you need to understand what is considered best practices and what steps to avoid in these arrangements.  Read this article to stay up to date. Rule Synopsis: What is and is not acceptable under […]

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