How to set up NMLS License numbers?
A step-by-step guide on how to set up LO NMLS licenses.
- Each LO will need all state licenses entered
- The NMLS ID is their number
- Some states provide a state-specific number to be keyed in upon set up of each state. If this does not apply to the state(s) you are entering just enter their "main" NMLS ID.
- From Date = the date the LO received their license not the date they started with the company
- If you are not enforcing the licensing module we recommend inputting as will be needed for lender submission and any documents you wish to print that display NMLS numbers.
- If you are enforcing licensing the system will hard stop an LO in a state not on the list and if the application taken date is prior to the start date for a file with a state on the list.
- Click Settings in the top banner
- Click User Licenses
- Click on the LO you wish to enter
- Enter their NMLS ID in the field in the General section
- Click Add License
- Choose from the drop-down the state
- Enter the License No.
- Enter the From Date
- Enter the Expiration Date.
- Repeat for all states.
- Click Save.