ACM Marketing Compliance & Time Tracking

Click to Submit the ACM Marketing Compliance & Time Tracking Form

Require ACM Marketing Compliance Materials

Below is a list of the items required for monthly submission to ensure Redwood’s compliance with ACM Marketing regulations. The due date for materials will generally be the 25th of the month (meetings taking place between this date and the end of the month should be submitted)

Please ensure the timely submission of these documents to facilitate smooth compliance processes.

*For the sake of accuracy, it is the recommended best practice to submit the meeting time contemporaneously rather than wait to submit.

• Photo of Banner Sign (Time/Date Stamped & Geo-Information Required)
• Photo of Video Displays (Time/Date Stamped & Geo-Information Required)
• Photo(s) of Posters (Time/Date Stamped & Geo-Information Required)
• Screenshots of Emails, Invitations, Social Graphics, Flyers, or Other Marketing Materials (Time/Date Stamped)

Examples of the required materials:

How to Screenshot Photo Geo & Time Stamp

iPhone

1. Open the Photos app 

   

   on your iPhone.

2. Open a photo, then swipe up to see photo information.
3. Take a screenshot of the photo and information.

Android

1. Launch the Google Photos app (or photo app) on your smartphone and tap the photo for which you want to see the data.
2. To see the photo metadata, tap the three-dot button at the top or swipe up on the photo.
3. Take a screenshot of the photo and information.

Time Tracking Overview

To assist in the Mortgage Company’s joint marketing efforts, each office field staff member (EVP, MPM, & ASM) must meet with their office-assigned Loan Officer for approximately one hour each month (this can be multiple, shorter meetings which add up to ~one hour per Redwood employee).

Conversation Topic Examples

1. Upcoming Sales Meeting Topics
2. Upcoming social event, class, workshop, or other event
3. Ideas to capture more business

The following information must be recorded and submitted in the ACM time tracking section of the ACM Marketing Compliance & Time Tracking form.

• Date of the Meeting
• # of Hours Meet
• Who Attended the Meeting
• Meeting Notes – Information Discussed During the Meeting

Resources:

• ACM Marketing Compliance & Time Tracking Submission Form