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Managing Mortgage Loan Originators
Learn how to manage Mortgage Loan Originators (MLOs) in NMLS, including steps for establishing relationships and sponsorships, overseeing education and SAFE test enrollments, submitting MU4 filings, monitoring MLO activity, and handling license renewals.
MLO Access, Relationship, and Sponsorship
Learn how Mortgage Loan Originators (MLOs) grant NMLS access to their employing company, and how companies establish relationships and request or maintain sponsorships required for licensure.
Modifying Active Relationships
Learn how to update key details such as relationship effective dates, worker classification effective dates, remote work classification, and license associations.

Managing Mortgage Loan Originators
Learn how to manage Mortgage Loan Originators (MLOs) in NMLS, including steps for establishing relationships and sponsorships, overseeing education and SAFE test enrollments, submitting MU4 filings, monitoring MLO activity, and handling license renewals.
- MLO Access, Relationship, and Sponsorship
  Learn how Mortgage Loan Originators (MLOs) grant NMLS access to their employing company, and how companies establish relationships and request or maintain sponsorships required for licensure.
  - Requesting Access to an MLO Record
    Learn how a company user can request access to a Mortgage Loan Originator (MLO) record in NMLS.
  - Creating Relationships and Sponsorships
    Follow the steps to create a relationship with a Mortgage Loan Originator (MLO) in NMLS and request sponsorship of their license, which is required for most state-licensed MLOs.
  - Modifying Active Relationships
    Learn how to update key details such as relationship effective dates, worker classification effective dates, remote work classification, and license associations.
  - Ending Relationships and Sponsorships
    Learn how to end relationships and sponsorships for individuals you have access to in NMLS.
- Viewing MLO Education Course Completion Records
  Learn how to view your sponsorted Mortgage Loan Originator (MLO) pre-licensure and continuing education course completion records in NMLS to verify that education requirements have been met.
- Managing SAFE MLO Test Enrollment
  Understand how to enroll Mortgage Loan Originators (MLOs) in the SAFE MLO Test through NMLS, including selecting test components and managing enrollments on their behalf.
- Managing Individual MU4 Filings
  Learn how companies can initiate and manage Individual MU4 filings in NMLS on behalf of Mortgage Loan Originators (MLOs), including submitting the filing for the MLO's attestation.
- Managing NMLS Annual Renewal for MLO Licenses or Registrations
  Overview of how companies manage the annual renewal process for Mortgage Loan Originator (MLO) licenses and registrations in NMLS, including collaboration with MLOs to ensure timely and accurate renewals.

Modifying Active Relationships

Learn how to update key details such as relationship effective dates, worker classification effective dates, remote work classification, and license associations.

About this task

See Company Relationship and Sponsoring a License for authoritative information on relationships and sponsorships in NMLS, including remote worker definitions. Follow the steps below to update relationship details for individuals.

Procedure

Navigate to the NMLS Login page (State Context).
Log in to your NMLS account.
Select the NMLS Connect tab.
You are navigated to the NMLS Connect home screen.
Select the Manage People icon on the left navigation panel.
Search for the desired individual and Select the hyperlinked Individual Name.
Select Manage Relationship in the Actions section.
Click the Edit button in the Relationship section.
Edit the selected fields.
Select Save.

Contact the NMLS Call Center with any questions: 1-855-665-7123
Monday - Friday from 9:00AM to 9:00PM ET
Available from all U.S. States and Territories.