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Marketing PlaybookChecklist

Checklist · 4 min

Disclosure Review Checklist

A repeatable checklist for marketing-compliance review before a campaign ships — disclosure visibility, plain-language scoring, fair-lending phrasing review.

For: Marketing and compliance reviewers

Section 1 of 1

Before this campaign ships

This template is structured. The working copy is being finalized by our subject-matter editors — directionally accurate today, refined shortly.

  • All required disclosures are present and visible without scrolling past the offer.
  • Plain-language scoring meets the institution’s readability standard.
  • No language patterns associated with UDAAP risk (deceptive minimization, urgency without basis).
  • Fair-lending phrasing reviewed for any audience-targeting language.
Marketing Playbook

The artifact is the start. The course is where it sticks.

Use this template, then walk through the practice loop in the AiBI-Foundation course — the same prompts, with reviewed work you can take to your team.

Start your Marketing pathBack to the playbook