November Hits and the Rosters Pile Up
Self-study enrollments spike, the webinars fill, and someone on your team is exporting, retyping and double-checking NMLS IDs every night while the clock runs.
- Rosters built by hand at the busiest time of yearExactly when there's least time to build them.
- NMLS IDs with a typo, found only at validationThen an email to a loan officer who has moved on to their next course.
- A big webinar cut into pieces before it will uploadAnother spreadsheet job nobody wanted.
- One person who knows how it's doneAnd they'd like to take a day off in December.
The File Is Just There Each Morning
Start from NMLS's Format
Choose "Start from a board's format" and pick NMLS. The file layout, file name and daily schedule are set for you.
Ask for the NMLS ID Once
Pick the registration question that holds it, or let the setup create one. Either way, a mistyped ID is caught while the loan officer is still on the form.
Type the Course Number Once
Your NMLS course number goes on the credit, with the offering ID for a live class, and rides on every row.
Open Your Inbox
Yesterday's completions arrive first thing, already split into uploads NMLS accepts, ready for the Credit Bank.
- Column 1, header: Course Number, from: Credit field › NMLS course number Formatting:Trim spaces
- Column 2, header: Offering ID (Blank if OSS Course), from: Credit field › NMLS offering ID Formatting:Trim spaces
- Column 3, header: NMLS ID, from: Registration field › NMLS ID Formatting:Digits only
- Column 4, header: Last Name, from: Registration field › Last name Formatting:Trim spaces
- Column 5, header: Completion Date (MM/DD/YYYY), from: Completion › Completion date Formatting:Write the date as
%m/%d/%Y - Column 6, header: Instructor (Y or Blank), from: Fixed text : Text for every row
Banking That Keeps Pace with the Rush
Every Completion Banked Once
Each completion goes into exactly one file. Nobody banked twice, nobody left out.
Self-Study and Live Alike
Online self-paced finishers and webinar attendees land in the same morning file.
A Preview Before It Goes
See the next file's real rows before it goes, every NMLS ID already checked at registration.
Every File on Record
Send History keeps each file for a year, with a download and Resend.
In-House Training Too
A lender's own loan officers report the same way as your public students.
The Whole Course Around It
Registration, video lessons, quizzes before credit, and certificates loan officers download themselves.
Questions from Mortgage CE Providers
How long does setup take?
One short sitting: pick NMLS under "Start from a board's format", choose your NMLS ID question or let LecturePanda create it, and add your NMLS course number to each credit. We're glad to set it up with you on a call before your busy season.
What if a loan officer types their NMLS ID wrong?
The NMLS ID question checks the entry as they register, so a stray letter or symbol is fixed on the spot by the person who knows their number. The preview shows the next file's rows before it goes, and Send History keeps every file, with its rows, to work from.
Can we choose when the file arrives?
Yes. The NMLS report starts with a daily send early each morning, so each day's completions are in hand the next day. Switch to weekly, change the hour, or add a Google Drive folder alongside the email whenever you like.
Does it work for a lender's free in-house CE?
Yes. A lender or association teaching its own loan officers reports the same way, whether the course is free to them or sold to the public. Spreadsheet Reports are part of the LecturePanda subscription; see pricing.
Can we still change the file?
Yes. Once it's set up, the NMLS report is an ordinary Spreadsheet Report: adjust the schedule, the recipients or a column whenever you need to, and Send a test shows you the result first.
How does it fit the courses we already run?
Attach the NMLS report to a course's credits and every completion from then on goes into the next file. Your registration, pricing, video lessons, quizzes and certificates carry on as they are.
Looking for the NMLS website?
NMLS's resources for course providers are at nationwidelicensingsystem.org.
Also for Financial Services CE
Vertafore Sircon
Insurance CE rosters that go through clean the first time.
Virginia DPOR
Real estate CE completions sent to DPOR, with nobody uploading.
Spreadsheet Reports
Completions in any recipient's columns, on a schedule.
Get Ready Before Renewal Season
Bring one of your NMLS courses to a demo and we'll set up its credit banking file with you, so this December is the easy one.
Request a Demo