State regulators, TCPA claims, and federal agencies like the CFPB continue to scrutinize how lenders market to consumers. Even when enforcement slows, regulators look years into past campaigns—meaning today’s marketing can become tomorrow’s exam finding.
Clymar helps you stay ahead with structured audits, ongoing monitoring, and consulting support. Whether it’s a one-time review or a long-term partnership, we provide examiner-level insight to protect your brand and prepare your marketing for regulatory review.
Ad, Social & Marketing Asset Reviews
Ensuring your flyers, social posts, emails, video scripts, and presentations meet compliance standards. Each asset is rigorously screened through our proprietary ClymarCheck™ for accuracy in disclosures, NMLS/Equal Housing compliance, and state regulations. You'll receive a comprehensive scorecard detailing our insights, rationale, and tailored creative recommendations to optimize your marketing efforts.
Website & Social Media Audits
Modern compliance solutions for mortgage marketing, utilizing proprietary AI to ensure all aspects of your online presence meet regulatory standards. Our services include thorough evaluations of website pages, licensing visibility, social media compliance, and ADA basics, along with a prioritized action list for necessary fixes. Partner with us to enhance your credibility while maintaining a focus on tailored, effective compliance strategies.
Disclosure & Licensing Alignment
Our services include comprehensive Standardized Disclaimers & Disclosure Libraries for digital, print, and web, alongside structured Process Guides & SOPs that guides marketing teams and branch staff. Trust us to ensure your marketing processes are innovative and compliant with federal and state regulations, safeguarding your reputation while enhancing efficiency.
Policy Development & Compliance Frameworks
We build the policies that keep your marketing aligned and exam-ready. Whether it’s a marketing compliance handbook, TCPA policy, or branch-level SOP, each framework is written to reflect regulatory requirements and your organization’s structure. The result is a set of practical, enforceable standards your team can rely on—reducing case-by-case reviews and supporting long-term compliance oversight.
Mortgage professionals know AUS systems like DU or LP: you input borrower data, the engine runs automated checks, and you get structured findings.ClymarCheck™ applies that same trusted model — but uses AI-powered compliance logic built by Clymar to evaluate mortgage marketing.
When you submit an ad, flyer, social post, email, or webpage, our proprietary AI screens it against federal, state, and company standards. The engine doesn’t just scan for keywords — it applies layered rules and reasoning, surfacing disclosure gaps, licensing risks, and potential compliance flags that a manual check might miss.
Instead of a binary “yes/no,” you receive a structured review with clear indicators, explanations, and references — enhanced by AI-driven consistency. This approach reduces human subjectivity, highlights what matters most, and helps you address issues with confidence.
Compliance Services & Engagements
Clymar offers structured marketing compliance support designed for mortgage professionals, branches, and corporate teams. Every review runs through our proprietary ClymarCheck™ framework, which screens materials against federal, state, and internal standards and delivers clear, actionable feedback.
Engagement Options
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Baseline Evaluations — Entry-level compliance audits of ads, social posts, emails, and web pages. Designed to highlight disclosure and licensing gaps.
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Deep-Dive Reviews — Comprehensive engagements that integrate your internal policies and provide a strategic compliance report with prioritized recommendations.
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Tailored Projects — Custom reviews built for unique campaigns or specialized needs.
Ongoing Monitoring
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Individual (MLO) — Monthly subscription for personal brand marketing oversight.
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Branch-Level — Ongoing review of shared campaigns, templates, and promotions with quarterly compliance guidance.
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Corporate-Level — Enterprise oversight for corporate marketing teams, with integrated policy reviews and strategic check-ins.
Consulting Support
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Beyond asset reviews, Clymar serves as a compliance partner — offering guidance on policies, training, vendor risk, and exam readiness. Engagements are scoped to your organization’s needs.
Get in Touch
Have a question or need quick guidance? Use the form to connect with a compliance specialist. Exploring a project or marketing review? Share a few details about your needs and we’ll prepare a tailored scope and pricing for you.
