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BrokerBankerServicer

Oregon Reverse Mortgage Advertising Summary and Annual Property-Tax Notice Policy

Oregon's three reverse-mortgage duties in one written policy — the pre-agreement property-tax-deferral notice that binds every lender, the summary of terms on every advertisement, and the annual notice that has to go out sixty days ahead of the tax bill.

PolicyThe formal governance document.
ProceduresStep-by-step how your team carries it out.
TrainingRole-based training + acknowledgement tracking.

Tailored to your shop

Answer a few questions once and the policy assembles itself around your company — three ways.

Your identity

Legal name, NMLS ID, officers, comp figures, and dates fill in once and flow through every policy.

[Company Legal Name]Acme Mortgage, LLC

What you do

Broker, banker, both, or servicing — sections that don’t apply disappear; the rest render the right version.

Broker ✓Banker ✓Servicing

Where you’re licensed

A federal baseline honors any greater state rule, and state overlays layer each licensed state’s requirements on top.

Federal baseline+ CA · TX · FL

Build your whole compliance program

Most shops start with the package that matches what they do, then fill gaps à la carte. Either way, every policy is tailored, trained, and kept current.