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Division of Finance

MORTGAGE BUSINESS SCHOOL


GENERAL INSTRUCTIONS FOR SUBMITTING STUDENT LISTS

 

 

Rule 69V-40.027(4), F.A.C., provides that within five (5) days of completion of each twenty-four (24) hour Mortgage Business Course, the school shall submit to the Office a typed list of all students who successfully completed the course; The list shall include the full name of the student, the social security number of each student, the school's name, the school's license number and completion date; In lieu of a typed list, the school may submit the list in these formats:

OFR Website: Via the Internet, access the Office's website at www.flofr.com/Finance/MB-Schools.htm; You must have a School ID and Password to access your school's records.

E-mail:. Submit the list in an e-mail message to: electronic_licensing. Be sure to include the following identifying information in your e-mail message: Mortgage Business School Certificate Number, School Name, name of person submitting the file, phone number and e-mail address.   Under Florida law, e-mail addresses are public records. If you do not want your e-mail address released in response to a public-records request, do not send electronic mail to this entity. Instead, contact this office by phone or in writing.

Data File: Prepare the list in a data or text file and submit it via e-mail or diskette.   For either method, be sure the data file is accompanied by the following information: Mortgage Business School Certificate Number, School Name, name of person submitting the file, phone number and e-mail address. The only file formats we can accept are: MS Excel (97 or higher); ASCII text (tab delimited); Lotus 1-2-3 (extension WK1 and WK3 only); The file layout is provided below.
FILE LAYOUT FOR DATA

Field NameField TypeField Width or FormatRequired
SchoolIDText3Yes
StudentLastNameText25Yes
StudentFirstNameText15Yes
StudentMiddleNameText10No
AppendText3No
SSNText9Yes
DateCompleteDateMM/DD/YYYes
SAMPLE RECORDS
SchoolIDStudentLastNameStudentFirstNameStudentMiddleNameAppendSSNDateComplete
003SMITHMICHELLEANN 00099999908/09/99
003JOHNSONALFREDEVERETTJR88999999808/09/99
DESCRIPTION AND EXPLANATION OF FIELDS
SCHOOL IDLast 3 digits of Mortgage Broker School Certificate Number   (If certificate no. is MB 20003, enter 003)
STUDENT LAST NAMELast Name only
STUDENT FIRST NAMEFirst Name only
STUDENT MIDDLE NAMEMiddle Name only
APPENDIXUse for appendices such as JR, SR, or III [no punctuation]
SSNSocial Security Number: 091489999 [no hyphens or spaces]
DATE COMPLETECourse Completion Date; MM/DD/YY

We can only accept the following file formats: MS Excel (97 or higher); ASCII Text (tab delimited); Lotus 1-2-3 (extension WK1 and WK3 only). The Office will be using Microsoft Access version 7.0 for Windows 2000 to convert the files and check them for errors.

Return to: Mortgage Broker Schools

Updated: 31 Jul 2007

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Florida, Office of Financial Regulation

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