Individual License Tab    (for Mortgage Bankers only)

Table Layout

This tab contains all of the basic information for the individual's license.  

 

This screen only applies for Mortgage Bankers.  There is a different screen for Mortgage Brokers and Loan Officers.

 

 

Field Descriptions

 

DATES

 

Original Issue

Enter the date that the license was originally approved.

 

Current Issue

Enter the most current date when the yearly administrative fee was paid and the registration renewed.

 

Current Exp

Enter the date the current license issue will expire.

 

Bill

Enter the most recent date for the record was prepared for renewal.

 

Received

Enter the date the original registration application was received.

 

Completion

Enter the date the required information was received that completed the registration.

 

LICENSE FEE

 

Lic/Reg

Enter the registration amount for obtaining the license.

 

Recovery Fund

Enter the amount charge for recovery of data when license has expired.

 

Branch

Enter the amount charged for each branch.

 

Address Chg

Enter the amount charged for an address change.

 

Late

Enter the amount for a late fee charged beyond normal registration period.

 

Beginning Bal

The balance due for prior fees not yet paid.

 

Paid

Shows the total payment amount entered in the grid at the bottom of screen for payments.

 

Balance

Shows total of any fees still due for the license that have not been paid.

 

ADDITIONAL FEES

 

Owed

The amount due for additional fees not yet paid.

 

Paid

Shows the total payment amount for additional fees.

 

Balance

Shows total of any additional fees still due for the license that have not been paid.

 

 

DOCUMENTATION

 

Business Plan Received

Enter the date that the license business plan was received.

 

Surety Bond Received

Enter the date when the surety bond was received.

 

Business Plan Approved

Enter the date the license business plan was approved.

 

 

APPROVED QUALS

 

HUD?

Enter Y for yes if they have the HUD Direct Endorsement Underwriting approval or N if they do not.

 

FM-FM?

Enter Y for yes if they have the FreddieMac or FannieMae approval or N if they do not.

 

GM?

Enter Y for yes if they have GinnieMae approval or N if they do not.

 

Docs Received?

Click to enter a checkmark in the checkbox for true.

 

Date Received

Enter date or select from drop down calendar.

 

Last Approved Date

Enter date or select from drop down calendar.