# Proof post safety checklist

**Mortgage Dorks Season 1**
**Course:** Marketing Engine
**Lesson:** Proof Without Promising
**Format:** Checklist

## Use This For

Use success stories, testimonials, and lessons learned without implying guaranteed outcomes.

## Artifact Contents

- Permission where required.
- No identifying facts.
- Educational lesson first.
- No guaranteed outcome language.
- Clear next question or action.

## How To Use It

- Rewrite one win post as a teaching post.
- Remove all private facts and guaranteed-result language.

## Guardrail

Use synthetic or anonymized facts only. Remove names, exact property addresses, phone/email, SSN/DOB, loan numbers, account numbers, NMLS/customer IDs, unique employer or business names, screenshots, credit reports, AUS findings, tax docs, bank docs, and any combination of facts that could identify a borrower or customer. Education and workflow support only. Not underwriting approval, legal advice, tax advice, financial advice, a rate quote, or a promise of eligibility. Follow employer, investor, agency, state, and federal requirements.