Course Providers

Content Evaluation Approved Course Provider List EMS Portal

News and Alerts for Mortgage Education

NEW! Effective 9/30: (1) Implement V3 of the Rules of Conduct for Education Students; (2) Add attestation statement to course completion certificates. See Notice on ROC and Course Completion Certificate Change for details.

Stay compliant - Review the T&E Agreements and AAP

Help your customers determine what courses they need: (1) Check education record for requirements; (2) Check if your customer needs state specific PE or CE: State Specific Education Requirements

Manage customer expectations regarding credit banking. Reports to NMLS of missing courses are being sent back to the provider. 

Course Provider Day 2022: Presenation slides available here: CPDayOpenHouse_2022.pdf; CPDay2_2022.pdf

Administrative Actions

Danny Yen dba Real Estate Educational Services (REES) - Settlement - Danny Yen is prohibited from participating in any function related to NMLS approved education.

Administrative Actions in the Case of MTI Services Corporation, Jon Exley and Don Exley - Jon Exley and Don Exley are prohibited from participating in any function related to NMLS approved education.

Administrative Actions in the Case of Billy Glenn Bartholomew - Billy Glenn Bartholomew is prohibited from participating in any function relarted to NMLS approved education for a period of five (5) years, beginning July 30, 2019.

Administrative Actions - Alan Fowler and Fowler Financial Education & Consulting - Alan Fowler is prohibited from participating in any function related to NMLS approved education.

EMS Resources

All users need to use Okta to authenicate into the EMS. This document provides how-to instructions for course providers setting up OKTA to log into the EMS. The EMS is accessed through Okta, a multi-factor authentication tool.

Create a New Provider Account

Video guide for creating a new provider account and logging in.

Create a New Provider Account

Written instructions for creating a new provider account.

Submit a New Provider Application

Written guide for submitting a new application and uploading documents.

Provider Application Checklist

New provider application checklist/form.

Submit a New Course Application

Written guide to submitting a new course application.

New Course Application Form

New course application form.

Submit a New Course Application

Video guide to completing a new course application on the EMS.

Manage Course Offerings

Written guide to creating and managing course offerings.

Manage Course Offerings

Video guide to creating and managing course offerings.

Report Course Completions

Written guide to reporting course completions (credit banking).

Report Course Completions

Video guide to reporting course completions (credit banking).

Submit a Course Renewal Application

Written guide to submitting a course renewal application.

Course Renewal Application Form

Course renewal application form.

Submit Provider Renewal Application

Written guide to the renewal requirements and submiting a course provider renewal application.

Provider Renewal Application and Compliance Desk Review Form

Form for Provider Renewal Application and Compliance Desk Review

EMS Identifying and Understanding Course Statuses

Walkthrough video explaining the meaning of the different course statuses in the EMS

Manage Support Users

This guide shows you how to manage support users as an admin user in the EMS.

Locating Information Through Filters in the EMS

Walkthrough video showing tips and details on how to filter and sort your data in the EMS

Biometric Compliance Review (BCR) User Guide

This user guide covers the processes/information related to Biometric Compliance Review (BCR).

Find Primary Contact and Support Users in the EMS

How to locate the primary contact and support users in the EMS. This document highlights the contact options and how each is used by NMLS.

Record LMS and Establish Support User for Biometric Compliance Reviews (BCR)

Course Providers need to 1) maintain a record of the learning management system (LMS) being used to offer NMLS Approved education and 2) establish a Support User who will receive and respond to biometric compliance reviews (BCR).

EMS Student Roster Upload tips

Walkthrough video showing tips on the two different ways to credit bank student rosters

Viewing Course Offerings and Rosters in the EMS

Walkthrough video on how to search, filter, sort and export your course offerings and roster data in the EMS