Surety Company Dashboard

The Surety Company Dashboard summarizes Electronic Surety Bond (ESB) activity for all underwriting companies within the surety company. Each section displays live bond counts and links to detailed bond records in NMLS.

The Surety Company Dashboard appears under the Home tab and provides a consolidated overview of ESB-related activity across the surety company and its underwriting entities. Each section lists summary counts and allows users to drill down to view details by selecting the linked count. The dashboard refreshes automatically as bond statuses change in NMLS.

Dashboard layout and sections

The dashboard is organized into the following main sections:

• Active Bonds (Across Surety Company) — Displays counts of active bonds associated with the surety company and all underwriting companies. Rows include:
  • All Bonds: Total number of active bonds across all underwriting companies. Selecting the count opens the Managed Bonds page filtered by active status.
  • By Underwriting Company: Shows a separate count for each underwriting company, allowing users to review bonds by specific underwriting entity.
  • Notice of Cancellation Bonds: Displays the number of bonds currently in “Notice of Cancellation” status. Links open the same Managed Bonds page filtered by that status.
  • Pending Broker of Record (BOR) Changes: Shows the number of BOR changes awaiting completion. The row only appears when one or more pending changes exist, and links to the View BOR Changes page.
• Active Bonds (Underwriter User) — Available when an underwriter is logged in. Displays the counts of active bonds assigned to that underwriter.
  • All Bonds: Total active bonds assigned to the selected underwriter.
  • Notice of Cancellation Bonds: Bonds in “Notice of Cancellation” status assigned to the selected underwriter.
  Note: Users can change the displayed underwriter using the Underwriter dropdown to view counts for other assigned underwriters.
• Current Action Items (Bonds Pending Action) — Highlights bonds that require attention by the current user.
  • Requires Representative Signature: Bonds created by the user that are awaiting representative signature.
  • Returned Bonds: Bonds returned to the surety company for correction or review.
  Note: Selecting any count opens the Managed Bonds page filtered to show only the relevant bonds.
• Revisions Pending Action — Displays riders or revised-form bonds that require attention.
  • Requires Representative Signature: Riders or revised bonds created by the user that still require signature if no producer is associated to the bond.
  • Returned Revisions: Riders or revised bonds in “Returned to Surety” status requiring surety company action.
• Bonds Requiring Form Updates — Lists bonds that require an upgrade or replacement form.
  • Upgraded Bond Required: Bonds in “Requires Representative Signature” or “Returned to Surety” status that must be upgraded to a newer form version.
  • Revised Form Bond Required: Bonds that require surety action for issuance of a revised form bond.
  Note: This section is hidden if the counts for both rows are zero.

How to use the Dashboard

• Use the linked bond counts to navigate directly to filtered bond lists in NMLS.
• Review “Pending Action” areas regularly to address required signatures, returned bonds, or revisions.
• Monitor “Bonds Requiring Form Updates” to ensure compliance with current form requirements.
• Administrators can use the underwriter dropdown to switch context and review workload distribution among assigned underwriters.

Navigation destinations

Each linked count on the dashboard opens a specific NMLS page depending on the bond type or action required:

• Managed Bonds — Displays detailed bond listings filtered by the corresponding dashboard category (Active, Returned, Notice of Cancellation, etc.).
• View BOR Changes — Displays details for pending Broker of Record change requests.