Social Media and Advertising in Mortgage Lending Syllabus © 2018 Ellie Mae, Inc.

Social Media and Advertising in Mortgage Lending Course Syllabus

Course Overview Description This course covers how to use social media and advertising legally and appropriately in a mortgage lending environment. It details the disclosure requirements for social media sites and advertisements, including licensure, business name and location, and federal regulations concerning use and placement of law-related logos. The course addresses risks of social media use, including data and brand protection. Learners view several scenarios concerning use of social media and advertising and learn strategies for handling interactions with the public. The course also addresses legal and appropriate use of advertising materials, related laws, and how they affect social media and advertising in a lending environment.

This course is intended for new and experienced mortgage loan originators or other mortgage lending professionals who want to learn about or refresh their knowledge of social media and advertising use and regulations in a lending environment.

Duration: Approximately 35 minutes

Objectives After you complete this course, you will be able to:

• Identify appropriate social media interactions in a mortgage lending environment • Describe the components of compliant marketing and advertising materials • Explain the impact of laws and regulations on social media use and advertising communications

in mortgage lending

Required Materials The course contains all required materials. No additional materials are necessary.

Social Media and Advertising in Mortgage Lending Syllabus © 2018 Ellie Mae, Inc.

Course Outline

Module 1: Using Social Media in Business Activities

• Types of Social Media • Social Media Guidelines at a Glance • Business Purposes for Social Media • Personal and Business Use of Social Media Sites • Social Media Training Programs • Types of Risk • Mitigating Risk • Data Security and Privacy • Activities that Facilitate Fraud • Consumer Complaints • Groups and Pages • Defamatory and Unlawful Content • Issue Resolution • Channels for Resolutions

Module 2: Advertising in Mortgage Lending

• Social Media Use and Advertising • Truthful Advertising Standards • Unfair, Deceptive, and Misleading Advertising • Implied Claims • Government Endorsements • Logos • Other Media

Module 3: Laws and Implications

• The SAFE Act and Advertising • Licensing Information on Websites • Regulatory Compliance • Marketing Compliance • Retention Requirements • Best Practices for Business Use of Social Media

Social Media and Advertising in Mortgage Lending Syllabus © 2018 Ellie Mae, Inc.

Course Administration Earning Your Certificate The course provides you with multiple attempts to pass the final assessment. You must receive a score of 70% or better to receive your Certificate of Completion. If you do not pass the assessment, it is recommended that you review the course and accompanying materials before you retake the assessment.

Completion Deadline You have 12 months from the subscription date to complete the course. You may complete the course at any time during this period.

Policies All learners must be honest and forthright in their professional development activities. Learners are expected to complete their own coursework.

Course Evaluation After you earn your certificate, you will have an opportunity to provide feedback that assists the design and development team with course improvement.

Course Contributions AllRegs® courses are developed through the combined efforts of industry experts, instructional designers, and course developers. The industry subject matter expert for this course is Diane Erbeznik, CRCM.

Technical Requirements and Support You must have an Internet connection and an Internet browser that supports the course files. Refer to the AllRegs® Academy Student System Requirements to ensure your browser supports our courseware. For additional assistance, consult the AllRegs® Academy FAQs.

Course Help For additional assistance, email learning@elliemae.com. Please provide the following details:

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