AI State Compliance Engine. Live.

Real-time, 50-state regulatory logic for direct & private lenders. Eight automated checks per loan. Every decision logged, timestamped, retained for seven years. Built for lenders — that's where it lives in the platform.

50-State Coverage Real-Time Updates SOC-2 Aligned 7-Year Retention
What it checks, every loan

Eight live gates. Refreshed daily.

The engine runs against current statute and current regulator data — not a snapshot taken at integration time.

1

License + status

NMLS, DRE, DFPI lookups at application and pre-funding. Sponsorship verified per originator.

2

Agency approval

FNMA, FHLMC, GNMA, HUD, VA seller/servicer IDs verified.

3

Bond + net worth

DFPI floors monitored against quarterly MCRs. Surety bond currency alerts.

4

Disclosure cadence

MLDS, TRID, TILA/RESPA/ECOA/FCRA timing enforced by the engine.

5

High-cost triggers

Covered-loan thresholds flagged before funding under each state's code.

6

OFAC + AML

CIP + sanctions screening at application and pre-funding.

7

HBOR + servicing

Single point of contact, no dual-tracking, post-sale timing.

8

Evidence package

Timestamped, signed, retained ≥7 years. One-click regulator export.

State Lookup

Pick your state. See what gates apply.

Lender-side compliance snapshot for residential mortgage activity. Pick a state below to see the licensing track, key statute, and current PHOCIS coverage. Full state-by-state compliance brief available on request.

Important

This is a lender feature.

The AI State Compliance Engine is built for direct & private lenders. Contractors and family offices interact with PHOCIS through different workflows — see the Contractor or Family Office pages.

See the Lender platform
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