Individual License Tab (for Mortgage Bankers only)
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.