Built for everyone
who touches compliance.
Compliance teams sign in. Everyone else — loan officers, realtors, marketing — works through links and email. Here's what each of them gets.
Compliance leadership
See the whole program at a glance.
You answer for the program — to the board, to auditors and to examiners — but the work is spread across inboxes, spreadsheets and people.
Signs in to Castrum
What they get
- A dashboard of active, pending, denied and terminated agreements
- Total paid to each partner across all their agreements, so cumulative exposure is visible
- One queue showing everything open across your products, overdue first
- CSV exports of agreements and audit events, and a custom report builder
Compliance reviewers
Work one queue, with the evidence beside the decision.
You review co-marketing requests, ads, policy questions and complaints — each with its own deadline and its own place to look.
Signs in to Castrum
What they get
- Requests arrive with Section 8 flags already attached
- AI-assisted fair-market-value research with cited sources, inside the review
- An attestation to advance, and a written reason for every denial
- Reply to requesters by email straight from a ticket
- Complaint acknowledgment and response dates calculated for you
Marketing teams
Get ads approved before they run.
You need campaigns out the door. Compliance needs to see them first. Email threads and lost versions slow everyone down.
No Castrum account needed
What they get
- Submit ads, copy or PDFs through your organization's link — no account needed
- A first-pass review against your company's rules, then a decision — by a reviewer, unless your compliance team turns on automatic decisions
- The decision and any feedback recorded on every ad
- Approved versions kept in a library your compliance team can search
Loan officers and partners
Submit in minutes. No login, ever.
Loan officers and their realtor partners want to co-market without learning a compliance system.
No Castrum account needed
What they get
- One link to submit co-marketing and sponsorship requests, from any device
- Section 8 flags shown before they press send
- Email updates when a request's status changes
- Questions to compliance answered by email, tracked on a ticket
See it from your seat.
Tell us which team you're on and we'll show you the parts of Castrum that matter to you.