The NMLS Mortgage Call Report is intended to be completed by all state-licensed and all state-registered companies that employ licensed mortgage loan originators. The mortgage call report is due quarterly, within 45 days of the end of every calendar quarter:

• Mortgage call report data for active loan files from January 1 - March 31 are due May 15.
• Mortgage call report data for active loan files from April 1 - June 30 are due August 14.
• Mortgage call report data for active loan files from July 1 - September 30 are due November 14
• Mortgage call report data for active loan files from October 1 - December 31 are due February 14

Mortgage Call Report Limitations:

• Microsoft Excel 2007 or higher is required to generate a Mortgage Call Report.
• The NMLS Financial Statement Call Report is not available with Calyx Point.
• The mortgage call report data that is generated from your Point files cannot be imported into the NMLS Call Reporting System. You must manually re-enter all Point data fields from the generated mortgage call report, into the NMLS Call Reporting system. Only 1 NMLS Mortgage Call Report is filed per company per quarter.

The NMLS Resource Center offers training from their website, Mortgage Call Report Workshop.

More Information regarding the Mortgage Call Report can be found at the NMLS Resource Center.

How to generate the Mortgage Call Report:

Click here view a detailed description of how each field in the Report is populated from each loan file.

1. Open Point.
2. From the left navigation panel, select Reports & Marketing.
   
   
   
   
   
3. Select all data folders that contain the loan files that were active during the yearly quarter that should generate on the report.
4. Select the Borrower checkbox to generate the report on borrower files.
   
5. From the Workspace, select the NMLS Call Report to which you are generating:
   
   
   • NMLS Call Report - Standard - 100% Broker
   • NMLS Call Report - Standard - 100% Retail
     Use the applicable report if your company is not a Fannie Mae or Freddie Mac
     approved Seller/Servicer or Ginnie Mae issuer. Complete the standard section
     (RMLA Section I) of the NMLS Mortgage Call Report in Point for each state where
     your company holds a license or registration as a broker or retailer.
     
     
   • NMLS Call Report - Expanded - Filtered by Business Channel
     Use this report if your company is a Fannie Mae or Freddie Mac approved Seller/
     Servicer or Ginnie Mae issuer. Complete the expanded section (RMLA Sections I
     and II) of the NMLS Mortgage Call Report in Point for each state where your
     company holds a license or registration.
     
     
     
     
     
     
     
6. The Originator and Processor dropdown boxes need to be blank. Although you can set these values, it should be blank because the mortgage call report is generated for ALL active loans during the report period.
7. Check the ALL checkbox from the Current Status section.
8. In the Subject Property State field, enter a condition of Equals To and enter the state abbreviation to which the report will generate for. (You must generate a separate report for each state as required by the national mortgage licensing system)
   
   
   
   
   
9. The Status Date dropdown list MUST have [Report Period] selected in order to generate accurate reports for all active loans that were in process during the time frame that you select. (Selecting a different status from the dropdown list will not generate accurate reports for all loans that were active during the time frame you select.
10. Select the dates to which you need to generate the report for. (Please see the list of quarterly dates at the beginning of this page)






11. Click Generate to generate the mortgage call report.

The mortgage call report will generate in an Excel spreadsheet. All fields in the mortgage call report are generated based from the information that were entered into your loan files. Please keep in mind that the report is only as accurate as the information that you enter into every loan file.

When the report is generated, you will initially see the sum of your loan data in the mortgage call report. By clicking the Data tab at the bottom of the spreadsheet, you will see all the data that was generated for each loan file on the report.

Any fields that are blank indicate that the information has not been entered into the loan file, thus the report will be inaccurate. You must open each of the loan files and fill in the appropriate fields that will generate for the mortgage call report. Click here for a help guide for generating the mortgage call report and with an explanation as to which fields in your loan files will populate on the mortgage call report.

If you are not sure which of the call reports that you need to run for your company, please check with the NMLS Resource Center.