NMLS Checklist for a 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
Quick Checklist Before Requesting Review
Before sending a loan officer website to a compliance reviewer, make the core identity, disclosure, privacy, and lead capture items easy to find. This does not replace legal or company review, but it can make the review package easier to follow.
- Officer name, title, NMLS ID, and approved contact details are visible
- Company name, company NMLS, and required licensing details are present
- Equal Housing wording or logo placement follows company direction
- Lead forms include reviewed consent and non-application language
- Calculator and educational content avoid quoting rates or promising outcomes
Collect the Details Your Reviewer Will Need
Prepare the source information before reviewing individual pages. Missing or inconsistent identity details can slow the handoff and make it harder to confirm that the website matches company records.
- Loan officer legal or approved advertising name and NMLS ID
- Company legal name, company NMLS ID, and approved brokerage presentation
- State license wording and branch or business address when required
- Approved phone, email, service areas, privacy terms, and Equal Housing direction
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
Review the Website Page by Page
Check the home page, contact and lead forms, calculator, program pages, reviews, privacy policy, terms, and footer together. Required information should remain available on mobile and should not depend on a borrower opening a form or completing an interaction.
- Confirm identity and licensing details remain consistent across pages
- Check every form for approved consent and non-application language
- Keep calculator estimates and educational content clearly qualified
- Document unresolved items for company, compliance, or legal review