Credit union marketing compliance, checked before members see it.
Share certificates, auto loan promos, membership drives, branch flyers, member stories. Warrant checks each draft against your policies, your approved disclosures and the rules you choose to configure, then routes it for approval and keeps the record your examiner may ask for.
NCUA Part 740 · NCUA Part 707 · CFPB Reg Z, where applicable
Illustrative marketing reviews
Share certificate mailer
Lock in 4.15% APY on our 13-month certificate.
APY shown without the related terms you configured
Part 707 sets out what accompanies an advertised rate on accounts. Warrant flags it against your rule set and points to your approved certificate disclosure.
Auto loan social post
Drive away with payments as low as $289/month.
Payment amount may be a Reg Z trigger term
A stated payment amount can trigger additional closed-end credit disclosures. Warrant surfaces it so your reviewer decides what to add.
Branch lobby poster
Your savings are safe with us.
Share insurance statement not detected
Part 740 covers the official advertising statement and when it is required. Warrant checks for the version stored in your Disclosure Library.
Small team, wide footprint
Many credit union marketing teams are a handful of people covering every product line, branch and channel. Warrant gives them one place to submit drafts, run the same checks every time and see what is waiting on whom, instead of chasing approvals across email threads and shared drives.
Share insurance statements, applied consistently
NCUA Part 740 addresses the official advertising statement for federally insured credit unions, including how it is presented and the situations where it is not required. Store your approved wording and logo variants once in the Disclosure Library, and Warrant checks drafts against them so the statement does not depend on who built the asset.
Dividend and rate advertising under Part 707
Part 707 is NCUA's truth in savings rule. When an ad states a rate of return on a share account or certificate, related terms such as the annual percentage yield and its conditions come into play. Warrant flags advertised rates so the reviewer can confirm the required terms and as-of dates are present before the asset goes out.
Loan promotions and Regulation Z
Auto, home equity, credit card and personal loan promotions can bring in Regulation Z advertising rules where they apply, including trigger terms that require additional disclosures. Warrant highlights rate, payment and term language so your reviewer can decide what the ad needs, with the decision recorded against the asset.
Member stories and field-of-membership language
Member testimonials, community sponsorships and eligibility messaging are part of what makes credit union marketing work. Brand guidelines and custom rules in Warrant let you encode how your credit union describes membership eligibility and uses member stories, so those standards are checked alongside the regulatory ones.
A record you can produce
Every asset keeps its versions, check results, comments, approver and publish history together. When an examiner, auditor or board committee asks how a campaign was reviewed, the answer is a link rather than a reconstruction.
Need more eyes on your marketing?
Managed Reviews delivers a PDF report with a compliance officer's comments. Your team keeps final approval.
Does Warrant know NCUA advertising rules out of the box?
Warrant checks drafts against the rules, disclosures and brand standards configured for your workspace. Your team decides which regulations and internal policies apply and keeps final approval. Warrant does not guarantee that an asset is compliant.
Can Warrant check for the official NCUA advertising statement?
Yes. Store your approved statement wording and logo versions in the Disclosure Library, and Warrant checks drafts for them. Part 740 also describes situations where the statement is not required, so your reviewer still makes the call on each asset.
How does Warrant handle rate and APY advertising?
Warrant flags advertised rates and yields so reviewers can confirm the related terms and dates your policy requires under Part 707. You can also load current rates into a Fact Library so drafts are compared with approved figures.
We are a small marketing team. Is this overkill?
Warrant is built for teams that need a dependable review process without adding headcount. If you want a second opinion on top, Managed Reviews returns a PDF report with a compliance officer's comments, and your team still makes the final decision.
What record does Warrant keep for an exam?
Each asset keeps its versions, check results, comments, approvals and publish history in one audit trail, so you can show how a piece of marketing was reviewed and who approved it.