SCP Real Time Compliance

Welcome to PHONIZE and Real Time Compliance!

Phonize and Strategic Compliance Partners Join to Bring You SCP Real Time Compliance Powered by PHONIZE

Whether you are a Mortgage Broker, Non-delegated Lender or Correspondent Lender SCP and Phonize have partnered to offer Real Time Compliance Programs that keep you compliant and your staff engaged.

Compliance Programs for Correspondent Lender
If you are a Correspondent Lender we have several great programs available, click here to find out more. (Leads to Core Page)

Compliance Programs for Mortgage Broker and Non-Delegated Lender
SCP’s Real Time Compliance Programs provides brokers and non-delegated lenders with an online, real-time solution to help maintain and manage their Compliance Management System (CMS) in order to take the guesswork – and risk – out of compliance at a low monthly fee.
With Real Time Compliance and now Real Time Compliance Plus PHONIZE we offer brokers and mini-correspondents the best options to meet their compliance needs and budget.

Compare the programs below to determine which one is right for your organization

Real Time Compliance

Real Time Compliance Plus PHONIZE

Federal & State Policy Guides

Online Training

Compliance Coach Consulting

Course Authoring Plus for a limited time, 20 soft skills courses are included***

Getting Started

Step One – Select Your Product

Compare the programs below to determine which one is right for your organization

Getting Started

Step One – Select Your Product

Real Time Compliance

Real Time Compliance Plus PHONIZE

Broker Pricing

$399 Set-up Fee
$369 Monthly Fee
*$10 One Time Fee Per Learner
Learn More

$499 Set-up Fee
$469 Monthly Fee up to 50 users
Contact us for more learners
Learn More

Non-Delegated Pricing

$499 Set-up Fee
$520 Monthly Fee
*$10 One Time Fee Per Learner
Learn More

$599 Set-up Fee
$620 Monthly Fee up to 50 users
Contact us for more learners
Learn More

What’s Included?

Real Time Compliance
Federal & State Policy Guides
Policies are customized for client by SCP compliance staff. SCP Compliance Management Consultant discusses with the client their current operations in order to customize both Federal and State policy guides specifically for them.
Policy Guides are updated monthly by SCP’s compliance and legal team based upon the results of nationwide audits, enforcement actions, published and unpublished guidance and other regulatory/legal and industry trends.
Since Policy Guides are maintained online on a secure website, SCP’s technology enables them to be updated in real time, with alerts advising clients of the updates. Plus, policies are accessible by an unlimited number of client employees.
Broker policies Lender policies

Online Training Powered by Phonize Platform
Self-paced online courses helps keep your company compliant in your personalized training center. SCP comprehensive compliance courses are written and vetted by compliance professionals, attorneys and education specialists. Our self-paced online curriculum includes 30 – 45 minute compliance courses with an exam at course end. Courses are delivered through our online training center, which you may access and roll out throughout your company at your convenience. In addition, with the Phonize platform you can track and report on company training by department, employee, course, and compliance status. Plus, your staff will find the courses fun and engaging through the use of gamification and teaming aspects of the Phonize platform. Not only will staff be able to take courses from their desktop but from their mobile phone allowing them to review courses on-the-go.
View list of SCP Compliance Courses

PHONIZE
PHONIZE delivers options. The PHONIZE allows anyone to create, develop and deliver training in a matter of minutes. The PHONIZE allows anyone the ability to pass on what they have learned. The Playbook includes all authoring and administrative capabilities for companies with up to 50 users. Additional users can be added for an additional $2 per user per month.
The PHONIZE includes:
• Course Authoring
• Access to Partner Portal to purchase courses
• Plus for a limited time, 20 soft skills courses are included***
***For a limited time, the PHONIZE™ comes complete with 20 Soft Skills Courses ready to assign and deploy to staff.

Courses include:

  1. Workplace Diversity
  2. Workplace Harassment
  3. Workplace Violence
  4. Goal Setting
  5. Time Management
  6. Business Ethics
  7. Business Etiquette
  8. Coaching and Mentoring
  9. Creative Problem Solving
  10. 10 Soft Skills You Need
  1. Change Management
  2. Customer Service
  3. Employee Onboarding
  4. Employee Motivation
  5. Millennial Onboarding
  6. Handling a Difficult Customer
  7. Stress Management
  8. Sales Fundamentals
  9. Safety in the Workplace
  10. How to Develop a Course

Compliance Coach Consulting
Clients receive 30 minutes of support per month from a SCP Compliance Management Consultant. Within those 30 minutes per month, the same dedicated SCP Consultant can help you implement your policies, prepare for an audit, and/or assist with other compliance matters or general questions. Once the 6 hours of annual support time has been exhausted, additional support time can be purchased for $185 per hour.