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 Quick Guides - Company

Quick Guides are designed to help users with a very particular task. For quick guides specific to individuals, reference the Individual Quick Guides page.

 Account Administration

Provides instruction to log in and use the self-help features for users that forget a username or password.
A catalog of the system notifications sent to state licensees via NMLS.
Tips for Account Administrators.
Defines the features of the Company Dashboard, describing destinations for all hyperlinks.
If your institution is already state-licensed on NMLS, your company does not need to submit a new company account request. One of your Account Administrators will need to request filing authority for the Federal Registry.
How to request filing authority for the State context of NMLS, if your institution is already federally registered.

 Form Filing

Instructions and workflow for submitting a complete Company (MU1) Form through NMLS, including instructions for Individual (MU2) Form attestation. Helpful to companies trying to complete their record for the first time in NMLS.
Instructions for submitting a complete MU1 Form through NMLS.
Provides company users with instructions and guidelines for transitioning an existing license onto NMLS.
How to provide explanations to "yes" or "no" responses, and amend or delete existing explanations to disclosure questions.
Provides users with guidelines and definitions for the different types of documents available for upload in NMLS.
Provides instructions for document uploads in NMLS.
Provides company users with instructions and guidelines for initiating, requesting attestation to, and submitting an Individual (MU2) Form.
This guide will walk you through how to request agency access for an MU2 individual’s Criminal Background Check (CBC) results.
Instructions for companies that are required to authorize a credit report for the MU2 (control persons) individual in NMLS.
This guide explains how file an amendment to your MU3 filing to update business activities that may have been expired in NMLS.
This guide explains how file an amendment to your MU1 filing to update business activities that may have been expired in NMLS.
Instructions for submitting a complete MU3 Branch Filing in NMLS.
Provides company users with instructions and guidelines for transitioning an existing license onto NMLS.
Instructions for companies submitting a complete Individual (MU4) Form for their individuals through NMLS.
How to establish an MLO with your company.
How companies create an employment relationship and establish a sponsorship with MLO's in NMLS.
How to edit an employee's worker classification as one of the criteria to have them be eligible for temporary authority.
Instructions for a company to amend an individual's registered location.
How a company ends a Company Relationship and Sponsorship with an individual.
Instructions on how to amend the Company (MU1), Branch (MU3) forms and submit, modify, and cancel Advance Change Notice events.
Instructions to surrender or withdraw a license through NMLS.

 Review and Task Management

Walks a company user through verifying a company license status and provides a chart of license status definitions.
Instructions for Managing Tasks in NMLS.

 Uniform Authorized Agent Reporting

How to complete the upload of Authorized Agents within NMLS.
 

 Professional Standards

Instructions on how to view testing information, including official test scores and open test enrollment windows.
How companies can enroll individuals for the S.A.F.E. National Test.
Instructions on how to view education compliance through the Education Record in NMLS.
Walks you through the process of requesting a credit report for an MU2 Individual.
Instructions for companies that are required to authorize a credit report for the MU2 (control persons) individual in NMLS.
Walks a company through the process of submitting a credit report request in NMLS on behalf of a MLO(s). The MLO will then complete the identity verification process.

 Electronic Surety Bonds

This guide will walk you through the steps you must take in order to accept a broker of record change once it has been submitted by the Surety Company in NMLS.
This guide will walk you through the processes you must take to grant or remove authority for a surety entity.
This guide walks you through the steps you must take to sign a bond or a bond rider as a company user, designate a signatory, and complete the Mark Ready process for first-time electronic bond submission.
This guide walks you through the steps you must take to handle common exceptions in the bond execution and delivery processes.
This document will give a brief summary of each type of notification you may receive as a Surety Company, Surety Bond Producer, and Principal.

 Financial Statements

How a company files a Financial Statement in NMLS.

 Mortgage Call Report

Instructions for completing the Standard Residential Mortgage Loan Activity Mortgage Call Report in NMLS.
Instructions for completing the Standard Financial Condition Mortgage Call Report in NMLS.
Instructions for completing the Expanded Mortgage Call Report in NMLS.

 MSB Call Report

This document describes the process for managing and clearing completeness checks and warnings on the MSB Call Report.
This document provides a comprehensive list of the completeness checks and warnings provided by the System when completing the MSB Call Report.
This guide walks you through the different sections of the MSB Call Report, detailing the purpose and type of data to be entered into each.
This guide walks you through the steps required to amend a Money Services Businesses (MSB) Call Report.
This guide walks you through the most common process for completing and submitting the MSB Call Report.

 Payment/Invoice

How to submit payment for an unpaid invoice or for an invoice in which the payment has failed.
Provides information on the various payment methods inside NMLS (credit card & ACH) as well as failed payments.
Provides the steps to submit payment to NMLS using ACH.

 Renewal

Provides a company with instructions, tools and resources to help prepare for the renewal season each year.
Guides company account users through the process of submitting company/branch licenses for renewal (and how to recall a "Do Not Renew" request). Includes instructions on how to view the status of submitted renewals.
Walks the company account administrator through the process of granting company users the Renewal Role in NMLS.
 

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