Receive updates to your manual by adding the Maintenance Plan to your purchase. See details below.

Advertising and Marketing Policy Manual

Product Code: PPM-ADVMKTG

Advertising and marketing your products and programs are a standard part of business practices. However, there’s an ever- increasing risk of Federal Trade Commission (FTC) enforcement actions for unfair or deceptive advertising and violations of the Truth in Lending Act (TILA) and implementing Regulation Z.  There are also agency issued regulations and guidance for mortgage lending advertising activities based on Fair Housing Act requirements, HUD issued guidance for FHA approved lender or mortgagee programs, and, of course, state specific laws and regulations.

In today’s regulatory environment, it is vital that your advertising materials be truthful, non-deceptive, fair AND include all appropriate and required disclosures. Demonstrate your company’s commitment to fair and truthful advertising practices by implementing the AllRegs Advertising and Marketing Policy Manual. This 34-page plan reflects industry standards and best practices for marketing your products and services. It includes recent changes to laws and regulatory guidance and establishes your policies.

This policy manual template is delivered in an MS Word document and completely customizable with your company name and company-specific policies. This Advertising and Marketing Policy Manual covers the following topics:

• Introduction
• Accountability and Monitoring
• Staff and Training
• Related Regulations
• Mortgage Products
• Advertising & Marketing Methods

Advertising and Marketing Policy Manual Benefits

The plan features the following benefits:

• Complete AllRegs’ Advertising and Marketing Policy Manual, saving you development time and resources
• A 34-page plan template is delivered via email within one business day after purchase
• Formatted in an editable MS Word document
• Ability to personalize the plan or manual with your company brand by performing a simple find and replace function
• Customizable by you, with your internal policies and procedures
• Ability to add, delete and update your plan to suit the business model of your organization
• Meet your regulatory or internal compliance requirements
• Affordable one-time purchase fees

Easily enhance your employee experience by publishing your manual in AllRegs Online. Your staff can access and search your manual in the same application that they access their AllRegs underwriting guidelines and state and federal regulations. To learn more, call (800) 848-4904.

Your Plan in Place:

AllRegs’ Policy and Procedure Manuals have a dual purpose. They are certainly designed for internal use and implementation within your organization. However, many groups or agencies may inquire whether you have a particular plan in place. Click here to compare the implementations and uses of AllRegs Policy and Procedure Manuals.

How it Works:

When you place your order, we will deliver the AllRegs Advertising and Marketing Policy Manual to you in an editable MS Word document, ready for your company’s personalization and customization. An illustrative guide is included that explains how to add, delete and update your plan to suit the business model of your organization.

When purchasing AllRegs’ Policy and Procedure Manuals, you must agree to the License Agreement. The Advertising and Marketing Policy Manual cannot be shared or sold.

Note: Changes occur from time to time with the document templates. Updates are not provided to these documents after purchase unless the Policy Manual Maintenance Plan is purchased. They are purchased “as is” at the time of sale.

Why You Need It:

• Develop and implement a written advertising and marketing policy manual based on regulatory and agency guidelines. Save time and development resources with our complete plan, easily customizable with your company name and other strategic business objectives or internal policies.

• Save your outsourcing dollars! When you put our AllRegs Advertising and Marketing Policy Manual in place, you won’t need to hire a Consulting, Quality Control or Law Firm to create your plan.

• Reduce your internal resources’ time allocation on creating policy and procedure manuals. You’ll save time and staff efforts when you implement our AllRegs Advertising and Marketing Policy Manual, created based on industry best practices.  

What's Included:

There are seven sections in the Advertising and Marketing Policy Manual

1. Introduction
2. Accountability and Monitoring
3. Staff and Training
4. Related Regulations
5. Mortgage Products
6. Advertising & Marketing Methods
7. Appendix

View the full Table of Contents »

View Sample Pages »

Stay Current with the Policy and Procedure Manual Maintenance Plan

When you have your AllRegs Policy Manual template customized and implemented within your company, ensure your manual is always current and up to date with the AllRegs Policy Manual Maintenance Plan. You’ll receive one guaranteed update during the year and additional updates as federal regulations or best practices change and affect your plan. Subscribe now for only $95 per year for each manual in your library. For more details, click here. To add this to your purchase today, choose “Yes” for the Maintenance Package when adding this product to your cart.

Pro-Publishing

Pro-Publish your manual, including your company procedures, in AllRegs Online as an upgrade to your complete policy manual solution. Ask us how!

Fees and Fulfillment

The AllRegs Advertising and Marketing Policy Manual is available for a one-time fee of $395 per company. Agreement to our License Agreement is required, and the template cannot be shared or sold. After you place your order, you will receive the document via email within one business day.

For more information, call our sales and customer service department at (800) 848-4904 or email sales@allregs.com.