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Explore all the solutions you can create with Paperform: surveys, quizzes, tests, payment forms, scheduling forms, and a whole lot more.
See all solutions
Connect with over 2,000 popular apps and software to improve productivity and automate workflows
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For mortgage professionals, loan officers, and financial services educators managing NMLS training compliance, this Mortgage Loan Originator Training Certificate Request Form makes it simple to collect completion records, verify education hours, and issue certificates that meet state and federal requirements.
This template helps training providers and mortgage companies document continuing education, pre-licensing courses, and ethics training completion. Capture NMLS ID numbers, course details, state-specific hour requirements, and generate completion records that satisfy SAFE Act compliance—all in one professional, branded form.
Perfect for training organizations, mortgage lenders, compliance officers, and HR teams who need to track MLO education requirements across multiple states and licensing jurisdictions.
Once a loan originator submits their certificate request, use Stepper to automatically verify completion hours against state requirements, send certificate PDFs for signature via Papersign, update your LMS or HR system, and report completion data to NMLS registries. No manual data entry, no missed deadlines.
With Paperform's conditional logic, you can adapt the form based on state requirements, course type, and whether the applicant needs pre-licensing or continuing education certification—ensuring you collect exactly the right information every time.
Trusted by financial services firms, mortgage training providers, and compliance teams who need SOC 2 Type II secure forms that integrate seamlessly with their existing tech stack. Get started in minutes with this ready-to-use template, customize it to match your brand, and start issuing compliant MLO certificates today.