NMLS Checklist for Loan Officer Website Launch
This NMLS checklist is a practical website review starting point for loan officers, mortgage brokers, branch managers, and compliance reviewers. It is designed to help organize the items that often need to be visible, accurate, and approved before a mortgage website goes live.
- Officer NMLS and company NMLS placement
- Brokerage or company identity and approved contact details
- Equal Housing, privacy, terms, and lead consent language
- Calculator, rate, approval, and advertising disclaimers
Make licensing and company context easy to find.
Loan officer websites should leave clear space for officer NMLS ID, company NMLS ID, brokerage/company name, approved contact information, and state-specific license details where required.
- Loan officer NMLS ID
- Company name and company NMLS ID
- State license details where required
- Approved phone, email, address, and company website
Review borrower-facing claims before launch.
Mortgage website copy should avoid unsupported claims about approvals, rates, payments, savings, closings, leads, search rankings, or business results.
- No approval or commitment-to-lend language
- No unreviewed rate or payment quotes
- No guaranteed savings or closing claims
- No unsupported superlatives
Check consent, privacy, and Equal Housing placement.
Lead forms, calculator pages, testimonials, footer disclosures, privacy links, terms links, and Equal Housing wording should be reviewed by the appropriate company, compliance, or legal reviewer.
- Lead form consent language
- Privacy Policy and Terms of Use
- Equal Housing wording, logo, or link requirements
- Calculator and educational estimate disclaimers