For the complete documentation index, see llms.txt. This page is also available as Markdown.

Engine Compliance Overview

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Engine operates in a highly regulated environment. To manage regulatory and reputational risk, all entities that partner with Engine to market services must comply with all applicable financial services laws.

Use this guide to prepare a successful Engine integration. Submit your proposed flow to Engine’s Legal & Compliance Department through your Engine point of contact.

Integration
What to submit

Partner Page

The consumer entry point experience leading up to the Partner Page with the call to action (CTA)

Web Embed

The consumer experience surrounding the Embed

Mobile SDK

In-app experience with the Engine journey

Offer Wall

The consumer flow up to the CTA

Second Party Pre-fill

The consumer experience and CTA leading up to the Engine experience,

Native API

Full experience from start to offer wall display.

What we review during approval

When you submit an integration for compliance review, we assess:

🖥️ Partner Page

What we assess
  • The partner experience and entry point to Engine’s Partner Page.

  • Page content for legal and regulatory compliance.

  • Page content for branding and reputational review.

🧩 Embed and SDK

What we assess
  • Placement of the Engine tool in the partner experience.

  • Surrounding content for legal and regulatory compliance.

  • Surrounding content for branding and reputational review.

⚙️ API

What we assess
  • The full flow, including Consumer Information Fields.

  • Consumer disclosures and consent language.

  • Offer displays for Native APIs.

  • Ask your Engine contact for detailed instructions.

For more information on the compliance process, contact your representative to get started!

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