You may be interested in reading my recently published paper, entitled "The Lead Generation Company: Managing the Risks."

My firm often is requested by clients to vet a lead generator. 

Careful risk management advice should be considered when developing and managing leads, whether obtained from an outsourced entity or a loan originator's own website, in-house, or through online lead generation advertisements. 

Certainly, any loan originator that uses leads must have an internal compliance function that accounts for proper licensing of the Lead Generation Company (where required), monitoring of the data integrity derived therefrom, testing conformance with the originator's policies, and training of staff in the appropriate use of lead generated, consumer data. 

In this paper and article, I discuss the four rules of lead generation marketing, plus insights regarding regulatory focus, consumer advocacy, lead generation as advertising, the three concerns about online lead generation companies, the scope of reviewing a lead generation company, and planning for a visit from the CFPB. 

The article is published in the February 2015 edition of National Mortgage Professional Magazine.

I hope you find the paper informative!

Regards,