August 29, 2024

Digital Mortgage 2024

CreditBuilderIQ℠ at Digital Mortgage 2024: Revolutionizing Lending with Data-Driven Insights.

Fuel growth and empower your clients with CreditBuilderIQ, the premier credit-building solution transforming the mortgage industry. Join us at Booth #7, Digital Mortgage 2024, September 9-10, San Diego, and discover how we can help you:

  • Fast-Track Approvals: Get real-time credit progress insights with score-triggered alerts, allowing you to identify pre-qualified clients and help speed up closings.
  • Empower Clients: Equip your clients with the most comprehensive credit-building tools available, including full credit reports, personalized plans, and expert guidance.
  • Unlock Growth: Leverage data-driven insights to help make informed decisions, improve loan approval rates, and increase your bottom line.

Visit Booth #7 to learn how CreditBuilderIQ can be your perfect partner.

About CreditBuilderIQ:

CreditBuilderIQ empowers lenders to unlock growth with a powerful combination of data-driven insights and credit-building tools. Visit the CreditBuilderIQ Partner Page to learn more about our partnership program.

Time

Begins:
Sep 8, 2024
7:00 pm
PST
Ends:
Sep 9, 2024
7:00 pm
PST

Venue

Location

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More Events are Coming!

Compliance Checkup to Protect Your Marketing, Sales, and Customer Journey

Co-presented with Greenspoon Marder LLP, this session covers the compliance topics credit businesses are most likely to face in 2026 and the steps that help teams stay protected while they grow.

We’ll share what regulators are focusing on and how to tighten up ads, scripts, contracts, and client files.  

Key takeaways:

  • Understand what regulators are focused on right now and what that means for your daily operation.
  • Apply CROA and TSR rules to fees, disclosures, proof of work, and recordkeeping with fewer gray areas.
  • Tighten up state-by-state requirements that impact licensing, contracts, and cancellation windows.
  • Keep marketing and sales compliant while still converting by setting clear expectations on timelines and outcomes.
  • Build clean consent and documentation habits so client files are ready for review at any time.
  • Spot emerging risk areas early, including business credit offers and AI use in marketing and operations.
  • Use a simple checklist to review lead flow, call controls, disclosures, contracts, and oversight.