Simply Compliant wasn't built by software developers learning the mortgage industry. It was built by someone who spent three decades living it.
Founder Katie Foster has more than 30 years of mortgage industry experience, including 13 years at United Wholesale Mortgage (UWM), where she most recently served as Executive Vice President and Chief Risk Officer.
In that role, Katie led the teams responsible for protecting the nation's largest mortgage lender. She knows exactly what regulators expect because she helped build the systems designed to withstand regulatory examinations every day.
But Katie's perspective didn't begin in a corporate boardroom. Before leading risk and compliance for one of the largest lenders in the country, she ran an independent mortgage company. She understands the reality of running an independent mortgage office: balancing production, managing employees, serving borrowers and keeping up with an ever-changing regulatory environment without the resources of a large institution.
“Independent mortgage companies are held to the same compliance standards as billion-dollar lenders, but they're expected to get there without the same tools, training or documentation. I built Simply Compliant to close that gap.
Without the cost or complexity of building an internal compliance department.
Whether you're preparing for your first examination or simply trying to build a stronger compliance culture, our platform helps you protect your company, your employees and everything you've worked so hard to build.
Most independent mortgage company owners wear every hat in the business. Compliance isn't ignored. It's just one more responsibility competing for their attention. The problem isn't commitment. It's a lack of practical tools built for companies their size.
Twelve courses that keep your whole team trained, tracked and exam-ready, all year long.
Explore the Course Library →Build the core documents your company needs, like your QC Plan, CMS and employee handbook, with annual reminders to keep them current. Included with every plan.
See the Toolkit →A white-labeled portal with your logo, your onboarding, your documents and your welcome message.
See Plans & Pricing →The Compliance Toolkit is not a substitute for legal advice.
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Wholesale AEs, compliance firms and QC auditors: refer an independent mortgage company to Simply Compliant and get paid once they subscribe.
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