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Division of Finance

MORTGAGE BROKER STUDENT LIST

 

INPUT, DOWNLOADING AND PRINTING  INSTRUCTIONS

 

INPUT

  • Click on SCHOOL ID Enter ID Number

  • TAB to each field of entry

  • Enter PASSWORD

  • Select SCHOOL NAME from drop down list

  • Click - SUBMIT FORM

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SCHOOL INFORMATION PAGE

  • Select Enter Student List (to Add student information to list)

  • or View Student Lists on File (To view, print or download previous student information entered by school)

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STUDENT INPUT PAGE

  • School ID displays from previous page

  • Click on SSN Enter SSN TAB to next field of entry

  • LASTNAME

  • FIRSTNAME

  • MIDDLENAME (Not Required)

  • APPENDIX (Not Required)

  • DATE COURSE COMPLETED

  • Click - SUBMIT FORM

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STUDENT INFORMATION PAGE

  • Displays information previously entered. This is a view screen only, no changes can be made.

  • ADD ANOTHER STUDENT - to add another student

  • FINISHED - goes to View Page

  • Add more students

  • Click - FINISHED

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VIEW A STUDENT LIST

  • SchoolID is displayed

  • Enter Course Completed date

  • Click - SUBMIT

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STUDENT REPORT PAGE

The list can be printed as is or downloaded to a database or spreadsheet file.

To download list click - DOWNLOAD VERSION

Printing Instructions: By clicking the PRINT icon on the browser tool bar the entire document is printed (no options).

By clicking FILE/PRINT the user has the option to redirect the print job to a different printer.

The drawback to printing information directly from the internet is that the user is unable to determine how many pages will be printed or where the page breaks are to print a particular page.


Netscape Browser instructions

  • Click - Save File

  • Note where file is being saved or change directory to preferred location

  • You may change the name of the file if desired.

  • CHANGE FILE EXTENTION from .zip to .txt

  • Save file in location of choice.

Internet Explorer Instructions

  • Save File to Disk

  • Note where file is being saved or change directory to preferred location

  • You may change the name of the file if desired.

  • CHANGE FILE EXTENTION from .zip to .txt

  • Save file in location of choice


NOTE: The following instructions are specific to Access 97 and Excel 97

DATABASE FILE

  • Open ACCESS

  • Open previously created database or create a new one.

  • Open database

  • Click - FILE

  • Get External Data

  • Import

  • Go to location where downloaded file was saved.

  • Change Files of Type to Text File *.TXT

  • Click on downloaded file and IMPORT

  • Import Text Wizard comes in as Comma, Delimited file. DO NOT CHANGE

  • Click - Next

  • Click FIRST ROW CONTAINS FIELD NAMES

  • Save data in New Table or Existing Table - Your Choice

  • Suggestion: The first time downloading the file save as a New Table

  • Click - Next

  • Format Columns

  • Select each column to be formatted - Options: Text, Date, General

  • Format SSN as Text - this will keep leading zeros

  • Other columns should be ok.

  • Click - Next

  • Primary Key - Your choice to select a Primary Key or let system designate one.

  • Click - Next

  • Name Table

  • Finished

  • Message saying Import is finished or if there was an error. Click OK

  • View Table.

Note: With subsequent downloads, files can be saved to an existing table and the new information will be appended to the end of the previous information in that table.

 

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SPREADSHEET FILE

  • Open EXCEL

  • File Open

  • Go to location where file is saved

  • Change File Type to Text file *.TXT

  • Open File

  • Text Wizard appears

  • Start download on Line 1.

  • Click - Next

  • Click on Comma

  • Click - Next

  • Format Columns

  • SSN - as TEXT

  • Date fields as DATE

  • Finish

  • New spreadsheet is created.

Note: The spreadsheet format does not give you the option to save new information to existing spreadsheet. New information will have to be cut/copied and pasted into the previously created file.

 

 

Updated: 16 Jul 2007

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