Make review part of the system.
Practical support for content approvals, disclosures and permission-based marketing. Your business retains its legal and approval responsibilities.
Prepare content for the right reviewer.
We identify who reviews lending claims, disclosures, calculators and campaign content. Drafts are prepared for that person before publication, with the assumptions and relevant references visible.
Our role is to support an organised process. BrokerMint does not certify legal compliance, guarantee an aggregator’s approval or replace qualified legal advice.
Treat permission as an operating requirement.
Marketing configuration should record the agreed basis for contact, identify the sender and provide a working unsubscribe path. Lists need suppression rules and a process for keeping preferences current.
Before reactivation, the brokerage confirms which contacts can be approached. A purchased list, old enquiry or historical customer record is not treated as automatic permission for every message.
Keep a record of changes.
Published content can become stale. We schedule review prompts for rate references, product details, service claims and disclosures within the package’s cadence. Your reviewer remains responsible for deciding what is accurate and approved.
When something changes, record what changed, who approved it and when it was published. That makes the next review more useful than trying to reconstruct decisions from memory.
Use public guidance with the right expectations.
ASIC’s advertising guidance addresses misleading statements in financial and credit advertising. ACMA’s guidance explains requirements for commercial email and SMS. These are useful starting points, not a complete assessment of every brokerage’s obligations.
The exact policies, legal entity details, licence references and complaints process must come from your business and its advisers. We never copy another broker’s details into your site.
