NMLS education &
compliance courses

Compliance Courses

All Loan Officers and Employees will be required to complete certain compliance courses at the time of hire and/or annually. These courses are required in order for us to meet all state regulator audit requirements, and are separate from your NMLS requirements.

• Loan Officers who will complete CE through Mortgage-Education

Take the assigned Convertible Ethics Course first, then follow the instructions sent to you upon completion, to purchase your CE. This is the RECOMMENDED option as there will be less course-work involved.

• Loan Officers who complete CE elsewhere

You will be assigned the required compliance courses through Mortgage-Education. This is not recommended, as you will have to take more compliance courses outside of CE.

• Non-Loan Officers

You will be assigned the required compliance courses through Mortgage-Education.

Once courses are assigned, To-Dos will be assigned to you in our system (left side navigation - Associate To-Dos - My To-Dos). Please indicate once completed so our Compliance team can check and clear the To-Do.

Please do this before the deadline, to avoid being locked out of your account.

Contact us: For any questions and support, please email compliance@loanfactory.com

If urgent, please create a help/escalation ticket on the Loan Factory portal and we will resolve it at our earliest convenience. How to create a help/escalation ticket without an application.

Logging in to Mortgage-Education

If you already created a login, sign in as prompted.

If you don't have a login for Mortgage-Education yet:

• Loan Officers use your personal email (the one associated with Loan Factory’s system).
• Non-Loan Officers use your Loan Factory work email.

Option 1

Enter your email and choose “Get Login code”

Option 2

Click the “Forgot Password” button, enter email, and send

Navigate to My Courses and take all compliance courses assigned to you.

Sample MLO Notification

Now that you have completed Company assigned Compliance courses, what are your next steps?Watch the video below to find out!

• You MUST finish your 2hr. course first. If not already completed, upon entering the course you will see the following subtopics:

• How to Purchase your Remaining CE Requirements?

When you are inside your student account, and after your 2-hour has been completed, you will see your progress bar turn to green (Congrats!!).  From there, you can proceed to purchase your remaining NMLS required CE hours, as well as your State Specific CE.  Simply click on the icon at the end of your progress bar:



When the widget window pops up, just select the States in which you’re licensed, then click “Continue,” and you will automatically be taken to the “Checkout” page with the remaining NMLS Fed CE hours needed, as well as your State Specific CE hours.

After being purchased, all necessary CE hours for this year will be loaded into your account and you’ll be good to go! Your corporate discounts will already be applied.



You will now be prompted to review your selection and purchase your final courses.