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 Quick Guides 

Quick Guides are 1-2 pages long and designed to help users with a very particular task. 

 For Companies

Tips for Account Administrators.
How to make amendments to the various MU Forms in NMLS.
How to establish an MLO with your company.
How companies create an employment relationship with MLO's in NMLS.
How companies create a sponsorship request to submit to a regulator in NMLS.
How a company files a financial statement in NMLS.
A chart of license statuses, their definitions and any required actions associated with that status.
Instrustions for Managing Tasks in NMLS.
Information needed for ACH payments.
How to add user roles for renewal.
For companies that do not hold a license on NMLS; how to manage their MLO’s during the renewal period
Renewal tips for companies.
How to review license status and regulator feedback.
Instructions for surrendering a license through NMLS.
How companies terminate a relationship and sponsorship with an individual.
How companies can enroll individuals for the S.A.F.E. national and/or state test components.
Best practices for submitting information through NMLS the first time for companies with branches, but no MLOs.
Best practices for submitting information through NMLS the first time for companies without any branches or any MLOs.
Best practices for submitting information through NMLS the first time for companies with branches and MLOs.
 

 For Individuals

How to make amendments to your MU4 Filing.
How individuals attest that their MU record is up to date and accurate.
How individuals confirm that a state certification has been applied to their state testing and/or education records.
How individuals create a base record in NMLS and receive their unique identifying number.
How individuals enroll in NMLS approved courses.
Instructions for individuals creating an MU 4 Filing to submit to a regulator.
Instructions with screen shots for individuals submitting an MU4 Filing to a regulator.
Instructions for keeping your account up to date in NMLS.
Process for changing your employer in NMLS.
How individuals pay an invoice for state testing and/or education certification.
Individuals giving access to their NMLS record to a company.
Renewal tips for individuals.
How to review license status and deficiencies.
Instructions for individuals submitting an MU4 with a criminal background check request.
Individuals terminating relationship and company access with their company.
Individuals enrolling in the S.A.F.E. national and/or state test components.
Instructions to check the status of a criminal background check or retrieve a copy of the Criminal Background Check Certificate.
 

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