Generating a NMLS Call Report

Introduction

This tutorial will guide you through the process of generating a National Mortgage Licensing System (NMLS) call report. Understanding how to create and analyze this report is essential for mortgage professionals to comply with regulatory requirements and enhance operational efficiency.

Step 1: Access the NMLS System

• Navigate to the NMLS website.
• Log in using your credentials. Ensure you have the appropriate permissions to access the call report section.
• Familiarize yourself with the dashboard layout to locate the reporting tools.

Step 2: Locate the Call Report Section

• Once logged in, find the "Reports" tab on the main menu.
• Select the "Call Reports" option from the dropdown menu. This section contains all the necessary tools for generating reports.

Step 3: Select the Report Type

• Choose the specific type of call report you need, such as:
  • Monthly call report
  • Annual call report
• Confirm the report type aligns with your reporting requirements.

Step 4: Input Required Data

• Fill in all necessary fields, which may include:
  • Reporting period (dates)
  • Business unit or branch details
  • Loan origination numbers
• Double-check for accuracy to avoid errors in the report.

Step 5: Review and Generate the Report

• After entering all data, review the information for completeness.
• Click on the "Generate Report" button to create the report.
• Wait for the system to process your request; this may take a few moments.

Step 6: Download and Save the Report

• Once the report is generated, you will have the option to download it.
• Save the report in your preferred format (e.g., PDF, Excel).
• Ensure the document is stored securely for future reference.

Step 7: Analyze the Report

• Open the downloaded report and review the contents.
• Pay attention to key metrics, such as:
  • Number of calls made
  • Conversion rate of leads
• Use this analysis to identify trends and areas for improvement.

Conclusion

Generating a NMLS call report is a critical task for mortgage professionals. By following these steps, you can efficiently create and analyze your reports, ensuring compliance and enhancing your business strategies. If needed, revisit the NMLS system regularly to stay updated with any changes or additional reporting requirements.