How to Keep Your Instagram, TikTok, and Facebook Profiles Compliant (And Still Win Clients)

If you're a mortgage loan officer, real estate agent, or any licensed professional in a highly-regulated industry, you know:

➡️ Compliance is non-negotiable.

But here's the problem:

Most of the information you're required to include – like your NMLS number, state licenses, brokerage, and Equal Housing Opportunity statements – isn't exactly social media-friendly.

And cramming it all into your social media bio?
🔻 Kills your vibe
🔻 Tanks your search visibility
🔻 Turns off potential clients

Your bio is prime digital real estate (pun fully intended 😉), which means it should be optimized to:

• Show who you help and how

• Rank for local and industry-specific keywords

• Drive clicks and conversions

So how do you meet compliance requirements without sacrificing engagement or discoverability?

Let’s walk through two clever, conversion-friendly ways to handle it that are compliance AND consumer-approved.

• Strategy 1: Use Instagram Story Highlights to Host Your Disclosures

• Strategy 2: Create a Pinned or Featured Compliance Post

✅ Strategy 1: Use Instagram Story Highlights to Host Your Disclosures

Your Instagram bio is short. But your Stories have a lot more room to work with.

Best For: Instagram 
(works on any platform that allows you to save Stories as profile Highlights)

Why It Works:

• Keeps your compliance info one click away

• Clears your bio for keywords and client-first messaging

• Adds a visual, branded touch

How to Set It Up:

📌 Step 1:

Post all your licensing and disclosure info as a single-slide Story (which will expire in 24 hours).

What to Include:

• NMLS ID

• State license details

• Brokerage/company name or logo

• Equal Housing logo (if applicable)

• Any additional company, state, or other legal disclaimers

Example Story Slide:

Licensing & Compliance Info for Larry Lender
NMLS ID: 123456
Licensed in: CA, TX, NY
Broker: ABC Mortgage Co.
🏠 Equal Housing Opportunity

📌 Step 2:

Post it as a Story (don't worry, it'll disappear in 24 hours. Or you can even post it, then delete it right away.)

📌 Step 3:

On your profile, create a new Highlight.

New > Select the slide you shared > Next > Select a cover photo and title > Click Add

This will add it as a permanent Highlight on your profile.

Pro Tip: Add a branded cover photo, icon, or image to make it aesthetically on-brand. This is easy to create in Canva!

Why this works:

• Keeps compliance happy by following the "one-click" rule

• De-clutters your bio section so you can add keywords and information potential clients actually care about

✅ Strategy 2: Create a Pinned or Featured Compliance Post

Best For: Instagram, Facebook, TikTok, LinkedIn

Instead of wasting precious bio space (and fighting with a limited character count), instead try posting your compliance info as a static image post, then pin it to the top of your profile.

This way, your compliance post becomes a static, easily visible part of your profile — without eating up the limited space in your bio.

For LinkedIn and Facebook, this will mean adding it to your “Featured” section.

What to Include:

Post Formats:

📸 A branded image or graphic with all your info

🎥 A short, direct-to-camera video (great for TikTok or Reels)

📚 A carousel post with a few slides explaining each credential

Caption Example:

I’m all about transparency 🧾
Here’s everything you need to know about my professional licensing & credentials 👇

✅ NMLS: 123456
✅ Licensed in: CA, TX, FL
✅ Broker: ABC Mortgage Group
✅ Equal Housing Lender

📌 Then pin the post on Instagram and TikTok (or add it to your Featured section on Facebook and LinkedIn).

✍️ What About Your Bio? Optimize It for SEO + Conversions

Now that your compliance info lives elsewhere, you can use your bio to:

✅ Communicate your value
✅ Rank for high-intent local keywords
✅ Tell people how to take the next step

Questions about how to do this? We break it all down in Week 1 of Boot Camp, plus give you a step-by-step downloadable guide.
👉 Register for free here

What to Include in Your New Bio:

🎯 Who you help

💡 What makes you different

📍 Your location or market area

🔗 A strong CTA with one clickable link

🔍 Search-friendly keywords like:

• “Top Mortgage Broker in [City]”

• “Helping First-Time Home Buyers in [State]”

• “Realtor Specializing in VA Loans”

💡 Pro tip: Make sure to one URL to your profile that directs to your website, a custom lead gen landing page, or a page like LinkTree that allows you to add multiple links with labeled call to actions. (👉 Feeling lost? We'll show you in Boot Camp)

🧠 FAQs: Social Media Compliance for Mortgage & Real Estate Pros

Q: Do I have to include my NMLS number on social media?
✅ Yes – if you're discussing loans or presenting yourself as a licensed LO, most regulators require that your NMLS number is visible within one click of your post or profile.

Q: What’s the best way to share licensing across multiple states?
📌 Highlight 2-3 states you serve in your bio, then list the rest of the states you are licensed for in your Highlight or Pinned Post. If it gets too long, link to a landing page or disclosures tab, or create a disclosure slide for each state to add to that Compliance Highlight.

Q: Will a link in my bio count as “one-click away” for compliance?
👉 In most cases, yes. But always check with your company’s compliance department or your state regulator to confirm.

Q: How does SocialCoach help with social media compliance?

With built-in compliance controls that protect you at a brand-level, SocialCoach leverages automation to help you save time and stay visible to your clients, while making social media feel simple.

• Access weekly video scripts based on compliance-safe trends

• Auto-schedule content across platforms

• Create polished, branded videos with done-for-you video editing

• Send video updates via email, text, or CRM with trackable video messages

• Get live feedback and training with Boot Camp and monthly strategy sessions

🔍 Learn more about Video Catalyst and automation tools →

TL;DR: How to Stay Compliant and Client-Focused

✅ Don’t clutter your bio space with compliance jargon
👉 Use Highlights and Pinned Posts for compliance info instead

✅ Optimize your bio for humans and search engines
👉 Keep your value prop and CTA front and center

✅ Link to a disclosure page within one click
👉 Use branding to make it feel accessible, not overwhelming

🚀 Want More Tips?

👉 Check out the SocialCoach YouTube channel for more strategy sessions, content tips, and tutorials. Want to join us live? Grab your spot here.

👉 Learn how our platform helps LOs and agents scale organic content without the stress.

👉 Join our Free 4-Week Social Media Boot Camp
Starts the first Wednesday of every month.
🔗 Save your spot here → Register now