We offer three simple, flat-rate tiers based on the size of your team. There are no hidden fees for annual regulatory updates. Prices are for an annual contract for the whole company, not per person.
The platform was built by Katie Foster, the former Chief Risk Officer at UWM. With 30 years of experience in the mortgage industry, she designed the curriculum specifically around exactly what state and federal auditors look for during an exam.
It means the platform will look like your own proprietary training system. When your employees log in, they will see your brokerage’s own company name and logo front and center. It makes your brokerage look highly professional and established without you having to build the tech yourself.
Yes! You can upload your own Employee Handbooks, Employment Agreements, or any other internal company policies directly to the portal. This allows you to centralize your entire new-hire onboarding process in one secure place alongside your compliance training.
Whether you have a specific training need, want a guide on how to sell a niche loan product, need state-specific compliance courses, or want a unique company culture and onboarding video, we’ve got you covered. If there is a course you want your employees to take, we can build and host it for a one-time fee.
No. NMLS-approved CE is a separate licensing requirement. Simply Compliant covers the company-wide federal and state operational regulations (like BSA/AML, UDAAP, and FCRA) required for all staff, including processors, receptionists, and management.
Zero management required. You upload your logo to brand the site to look like it’s your own, paste in your employee list, assign a company admin for reporting, and the system takes over. It automatically assigns the trainings and puts your team on a monthly “drip” schedule so the rules stay fresh without overwhelming their workday.
Not at all. We ditched the outdated, 60-minute corporate webinars. Our courses are highly engaging, and take just 5-10 minutes to complete. Your employees can even download them on the mobile app and complete them offline while on the road.
The subscription automatically includes the core federal and state operational courses required for all staff. This curriculum specifically satisfies strict mandates like FinCEN (31 CFR § 1029.210), which explicitly requires all financial institutions to establish a program that must provide for “ongoing education and training for appropriate persons.”
Optional Culture Add-ons (You can toggle these on/off at no extra cost):
We love our AE partners! Make sure to enter their name in the “Referral Source” field when you sign up to make sure they. If you are an AE looking to join our referral network, please visit our Partner Referral Program page to register!
