Key Functionality Highlights

  Track active and inactive branches, manage branch-level state licenses, trade names, and branch manager assignments by state. Historical licensing data is retained even when a branch leaves the company. 

  Track each MLO's state licenses, sponsorship status, disclosure history, and citizenship/background check data. Automated notifications alert your team when a license status changes or a task is due. 

 Import Criminal Background Check compliance reports directly into LTM. Field-level audit logs capture every change to employee and branch records — providing a defensible compliance trail for examiners. 

   Access real-time reports by due date, license status, state, sponsorship aging, or any field combination. Reports export to Excel and can be scheduled as subscriptions — including targeted alerts, such as notifying Marketing whenever an MLO achieves a new state license approval. 

 Track renewal eligibility, continuing education requirements, and completion status across your entire MLO roster. Stay ahead of renewal season with automated tracking rather than reactive scrambling. 

    Track application-to-approval aging by state to identify bottlenecks and inform strategic decisions. Build custom trending metrics — such as renewal hour completion rates during peak season — to give leadership the data they need when they need it.