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.
More Events are Coming!
OPTECH 2026
Join IDIQ at OPTECH 2026 in Las Vegas from November 16-19. Stop by booth #607 to explore how our comprehensive financial wellness solutions help property managers and operators:
- Turn on-time rent payments into credit-building advantages for residents
- Reduce resident turnover with competitive amenities that demonstrate your commitment
- Differentiate your properties in a competitive market
- Simplify operations with seamless integration into your existing systems
- Unlock recurring NOI through dedicated revenue partnerships
Our suite of solutions includes rental payment reporting (CA AB 2747 and MD SB335 compliant), identity theft protection, 3-bureau credit monitoring, and more—all designed to empower residents while strengthening your bottom line.
See why leading multifamily operators trust IDIQ to enhance resident experience and increase profitability.
