AD/Risk Scanner for Mortgage Brokers & Lenders
Check rate ads and social posts before they go live
Mortgage marketing changes with rates. ADScanner flags triggering terms, missing APR disclosures, and risky claims so loan officers can publish faster with fewer corrections.
Common problems
- Rate ads use triggering terms without required disclosures
- Loan officers post on social media without review
- Fair-lending and RESPA concerns in co-marketing
How AD/Risk Scanner helps
Mortgage rule pack
Checks against TILA/Reg Z advertising, RESPA, and fair-lending considerations, with risk ratings.
AI rewrite
Turn a flagged post into a revised version that addresses each issue found.
URL scanning
Scan live landing pages and rate pages by URL.
Team seats
Give loan officers seats to pre-check their own content.
Rules referenced: TILA/Regulation Z advertising rules, RESPA, Fair Housing, TCPA, and FTC.
AD/Risk Scanner or RegReview: which do I need?
Choose AD/Risk Scanner for focused, risk-rated reviews. Choose RegReview for the compliance workspace, including marketing review. Life and annuity agencies can use RegReview for both operations and marketing; two subscriptions are not required.
| AD/Risk Scanner | RegReview | |
|---|---|---|
| Main job | Publish and monitor regulated marketing; check portfolio risk | Run the full compliance program |
| Best for | Agents and teams needing focused marketing or investment-portfolio reviews | Life/annuity agencies, RIAs, broker-dealers, funds, and compliance officers needing a full workspace |
| Marketing review | Unlimited reviews, Creator content studio, approval gate | Included as one workflow |
| Portfolio risk scans | Included in every plan | Available through add-ons |
| Registrations, calendars, annual review | Not included | Included |
| Insurance agency operations | Focused marketing pre-checks; not the agency operations workspace | Insurance workspace for licensing, appointments, CE, calendars and included marketing review; module fees depend on plan |
Portfolio risk checks concern investment holdings, not insurance underwriting or policy suitability. Firm review and required carrier approval remain essential. Optional FIN Group setup and human review support are scoped separately.
FAQ
Does ADScanner calculate APRs?
No. It flags where disclosures appear to be required or missing; your team supplies accurate figures. ADScanner output is AI-assisted and educational. It is not legal advice, and a qualified person at your firm or your client's firm still approves final content.
Can it scan social media posts?
Yes — paste text, upload images or documents, or scan a URL.
Other AD/Risk Scanner uses: Marketing Agencies · Insurance Agencies & IMOs · Advisers: Marketing + Portfolio Risk · Paraplanning Teams