Mortgage Lending · HR & Training
NMLS continuing education tracking
A record showing which licensed loan officers have completed their required annual continuing education hours and which still owe them.
What it usually contains
- Loan officer names and license numbers by state
- Required annual hours, including federal law, ethics, and fraud topics
- Course completion dates and credit hours earned
- State-specific education requirements
- Outstanding hours and renewal deadlines
What the assistant uses it for
Use it to check whether a loan originator has met continuing education requirements before license renewal, and to see who is behind and by how much.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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