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

For Companies

Account Administration

Tips for Acccount Administrators.

Companies Hiring an MLO

How to establish an MLO with your company.

Create Company Relationship

How companies create an employment relationship with MLO's in NMLS.

Create Sponsorship

How companies create a sponsorship request to submit to a regulator in NMLS.

Financial Statement

How a company files a financial statement in NMLS.

Paying by ACH

Information needed for ACH payments.

Renewal Roles

How to add user roles for renewal.

Renewal: Companies Without a License on NMLS Managing MLOs

For companies that do not hold a license on NMLS; how to manage their MLO’s during the renewal period

Renewal: Company

Renewal tips for companies.

Reviewing License Status

How to review license status and regulator feedback.

Terminating Sponsorship and Relationship

How companies terminate a relationship and sponsorship with an individual.

Test Enrollment

How companies can enroll individuals for the S.A.F.E. national and/or state test components.

Transition Workflow - Company and Branch

Best practices for submitting information through NMLS the first time for companies with branches, but no MLOs.

Transition Workflow - Company only

Best practices for submitting information through NMLS the first time for companies without any branches or any MLOs.

Transition Workflow - Company, Branch and MLO

Best practices for submitting information through NMLS the first time for companies with branches and MLOs.

For Individuals

Attestation

How individuals attest that their MU record is up to date and accurate.

Create an Individual Account

How individuals create a base record in NMLS and receive their unique identifying number.

Enrolling in a Course

How individuals enroll in NMLS approved courses.

Filing an MU4

Instructions for individuals creating an MU 4 Filing to submit to a regulator.

Filing an MU4 - Extended Guide

Instructions with screen shots for individuals submitting an MU4 Filing to a regulator.

MLO Change of Employer

Process for changing your employer in NMLS.

Providing Access to a Company

Individuals giving access to their NMLS record to a company.

Renewal: Individual

Renewal tips for individuals.

Reviewing License Status

How to review license status/regulator feedback.

Submitting a CBC Request

Instructions for individuals submitting an MU4 with a criminal background check request.

Terminating Access and Relationship

Individuals terminating relationship and company with their company.

Test Enrollment

Individuals enrolling in the S.A.F.E. national and/or state test components.

View CBC Status

Instructions to check the status of a criminal background check or retrieve a copy of the Criminal Background Check Certificate.