Mortgage licensing / Connecticut
Connecticut Mortgage Servicer Branch License
branch licence · NMLS CTSERVICER_B · DOB
This license is required for any person who, through a branch office, directly or indirectly, services mortgage loans by receiving payments of principal and interest, recording payments and performing other administrative functions as may be necessary including, the receipt of funds from the mortgagor to be held in escrow for payment of real estate taxes and insurance premiums and the distribution of such funds to the taxing authority and insurance company. This includes any person who owns servicing rights but contracts out the servicing functions and any person who makes payments to borrowers pursuant to the terms of a equity conversion mortgage or reverse mortgage.
Requirements (4)
Step 1
Branch Manager Credit Report: See the License Requirements and Fees Chart on the NMLS Resource Center for details related to this Requirement.Submitted via: NMLS
Step 2
MU2 Individual FBI Criminal Background Check Requirements: See the License Requirements and Fees Chart on the NMLS Resource Center for details related to this Requirement. Note: If you are able to ‘Use Existing Prints’ to process the FBI criminal background check, you DO NOT have to schedule an appointment. NMLS will automatically submit the fingerprints on file.Submitted via: NMLS
Step 3
Branch Manager: A Branch Manager is required to: • Be responsible for the actions of location • Have at least three years of experience in the mortgage servicing business, within the five years immediately preceding the application • Reside within 100 miles of the branch or show capability of full-time supervision A work experience form or resume must be uploaded to NMLS recognizing dates of employment (month/year), employer, job title, and work functions for each position held by the individual for a period of at least five years immediately preceding the date of application. Click to download experience form.Submitted via: Upload in NMLS: under the Document Type Verification of Experience in the Document Uploads section of the Individual Form (MU2).
Step 4
Electronic Surety Bond Rider: Submit an electronic surety bond rider increasing the company's coverage by $100,000 to add this location to the ESB.Submitted via: Electronic Surety Bond in NMLS
General information
GENERAL INFORMATION
Who is required to have this license?
A location other than the main office at which a Mortgage Servicer Licensee or any person on behalf of a Mortgage Servicer Licensee acts as a mortgage servicer.
Pre-Requisites for License Applications
• Bond Coverage: Electronic Surety Bond rider increasing coverage by an additional $100,000 to cover each additional branch office.
• Experience: A Branch Manager with at least three years of experience in the mortgage servicing business within the five years immediately preceding the date of application. This individual must also meet minimum criminal and credit background check requirements.
Note: Any activity subject to licensure shall be conducted from an office located in a state, as defined in section 36a-2. “State” means any state of the United States, the District of Columbia, any territory of the United States, Puerto Rico, Guam, American Samoa, the trust territory of the Pacific Islands, the Virgin Islands and the Northern Mariana Islands.
Other Connecticut mortgage licenses
- Exempt Mortgage Servicer Registrant
- Exempt Mortgage Servicer Registrant Branch
- Federal Student Loan Servicer Registrant
- Mortgage Broker Branch License
- Mortgage Broker License
- Mortgage Correspondent Lender Branch License
- All 14 Connecticut licenses
Sourced from the NMLS/CSBS state licensing record, last updated October 24, 2025. Requirements change — confirm against the state agency before filing. Not legal advice.