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Navigation Guides
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Navigation Guides
Page Content
Navigation Guides are designed to help users in a particular area of NMLS. The guides contain screenshots from NMLS in order to help walk the user through the task.
Navigation Guides
MSB Call Report Completeness Checks and Warnings.pdf
Surety Notifications.pdf
New Individual User Request Form (without SSN).docx
NMLS Consumer Access Suppression Request.rtf
NMLS Non-US resident.docx
Request for W-9 Template.pdf
Viewing and Exporting NMLS License Renewal Checklists.pdf
MSB Call Report Field Definitions (2023.1) v2.0.pdf
MSB Call Report Practice Worksheet (2023.1) v2.0.pdf
MSB Call Report Field Definitions (2023.1) v3.0.pdf
MSB Call Report Practice Worksheet FV1.pdf
MSB Call Report Practice Worksheet (2023.1) v3.0.pdf
MSB Call Report Sample Form Version 3 (with changes highlighted).xlsx
MSB Summary of Enhancements.pdf
MSB Call Report Sections Guide FV2.pdf
MSB Call Report Sections Guide FV3.pdf
MSB Call Report CSV Upload Template Parts I-III v3.csv
MSB Call Report Sample CSV v3.csv
MSB Call Report CSV Upload Specifications v3.pdf
MSB Call Report XML Upload Specifications v3.pdf
MSB Call Report XML File Schema v3.txt
WorkerClassificationQuickGuide.pdf
Account Administration
Provides company Account Administrators with an overview of the account administration process, as well as direction on organization user account management. Guides individual users through the entitlement process.
Ad Hoc and Custom Report Request Policy
February 27, 2004
Financial Administration
Provides a general understanding of the payment process and fees in the system.
General Information
Start here with an overview of system navigation including definitions of key terms and software/hardware requirements.
Manage Authorized Agent Reporting
Guides the company through uploading, updating, and removing reported authorized agents within NMLS.
Manage Company and Branch Licenses
Guides through the process of applying, maintaining, surrendering or withdrawing a company license, branch license or any associated control person record.
Manage Company Work List
Guides the company user in managing the requirements attached by a regulator to submitted company, branch or individual filings.
Manage Individual Record (MU4)
Guides an individual or company user through the process of applying for and managing individual records.
MLO Testing & Education
Guides company and individual users through the professional requirements functionality in the system.
Mortgage Call Report
Guides the company user through filing the Mortgage Call Report.
MSB Call Report Adopting State Agencies
MSB Call Report Sample Form
MSB Call Report Sample Form
MSB Call Report Sample Form
MSB Call Report Sample Form
MSBCR_2023_Q4.xml
N/A - SPEC copied into External Interface folder - No action needed
Nationwide Mortgage Licensing System (NMLS)
Nationwide Mortgage Licensing System (NMLS)
Nationwide Mortgage Licensing System (NMLS)
Nationwide Mortgage Licensing System (NMLS)
Nationwide Mortgage Licensing System (NMLS)
Nationwide Mortgage Licensing System (NMLS)
Notifications
Provides an overview of the system generated notifications available in NMLS.
Renewals (Company)
Guides company users through the annual license renewal functionality in the system.
Renewals (Individual)
Guides individual users through the annual license renewal functionality in the system.
Renewals (MSB, Debt, and Consumer Finance)
Guides MSB, Debt, and Consumer Finance users through the annual license renewal functionality in the system.
Reports
Provides a general understanding of the reporting functionality in the system.
Surety Bond Producer Add or Remove State Authorizations
This guide describes the process for surety bond producers to add or remove state authorizations in NMLS.
Unverified IDV Warning Message
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