Compliance Made Simple

The easiest way for Loan Officers to stay compliant with FTC and TCPA regulations.

Loan Officer Portal

Check numbers, upload lead lists, and ensure compliance before every contact.

Loan Officer Login

What You Can Do

ComplianceShield gives you instant compliance answers so you can contact leads with confidence.

Check a Number

Instantly verify if a phone number is safe to call or text. Get clear "Safe to Call" or "Do Not Contact" results.

Upload Lead Lists

Upload your CSV files and get them scrubbed against the National DNC Registry. Download clean lists ready for outreach.

TCPA Compliance

Track SMS consent and ensure you have proper authorization before sending text messages to contacts.

Audit Trail

Every check is logged with timestamps and check IDs. Maintain proof of compliance for 5+ years.

PII Protection

Sensitive data like SSNs and credit cards are automatically detected and rejected—never stored or logged.

Internal DNC

Maintain your own Do Not Contact list for customers who have requested no further communication.

How It Works

Three simple steps to compliant communication.

1

Login to Portal

Access the compliance portal with your Geneva Financial credentials.

2

Check or Upload

Check individual numbers or upload your lead list CSV file.

3

Get Results

Receive instant results and download your clean, compliant contact list.

Ready to Get Started?

Access the compliance portal and start checking your contacts today.

Loan Officer Login