A compliance checklist for mortgage calculator pages and lead forms
Ten checks for US mortgage calculator pages: NMLS ID, disclaimers, Regulation Z trigger terms, TCPA consent, privacy, Fair Housing and accessibility.
Category · 1 guide
Compliance
Consent, disclosures and advertising rules that apply to calculator pages and lead forms.
Q.01Do I need a disclaimer on a mortgage calculator?
Yes, as a practical matter. State that results are estimates, not a loan offer or commitment, and that actual terms depend on underwriting. CalcFunnel calculators include an estimate disclaimer you can keep alongside your own.
Q.02What is a Regulation Z trigger term?
A specific credit term — such as a down payment amount, number of payments, payment amount or finance charge — that, when used in an advertisement, requires additional disclosures including the APR and repayment terms.
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