1. User Guide

Branch Cards

ActiveComply creates Branch Cards for each branch licensed/authorized under a mortgage lender. These Branch Cards house information for each branch listed on NMLS Consumer Access, including the branch address, the licensed employees tied to that branch, and their individual license numbers.

Contact Cards will automatically be associated with their respective branch as listed in NMLS Consumer Access and will not need to be manually associated. Users will be able to review all employee Contact Cards associated with each branch to identify: profile checkup issues, social media content still needing to be reviewed, and each employee's Contact Card reputation score.  

Branch Card

Licensing

Each Branch Card will also have licensing information listed for the individual branch. Licensing will be divided by state and regulatory body. Expired licenses will be highlighted in red. 

branch Card2