This message was posted by a user wishing to remain anonymous
Good Morning,
Does anyone have a separate Lead Generator Vendor Due Diligence checklist that you would be willing to share with me and the group. And if you could possible share what risk rating a lead generator would normally fall under (High, Medium, Low) I have been requesting that the Lead Generator vendors provide the normal vendor management items and have been getting push back from the stakeholders. They seem to think that I am asking for way to much, then what is really needed. It would be nice to see what others are doing. (list of items requesting: Tax ID, State of incorporation, Broker/Lender License, Secretary of State check, OFAC, Conduct Check of BBB and CFPB Complaint Database, Financials, SSAE 19 SOC reports, General Liability/Cyber Insurance, Policies and Procedures)
Any Feedback would be greatly appreciated.