Never miss an NMLS deadline again.
License renewals per LO, CE hours, quarterly Mortgage Call Reports, surety bonds, state filings — CertGrid puts every obligation on one calendar with reminders and proof attached, so a lapsed license or a late MCR never takes an originator off the street. Built for independent mortgage brokers and small branches.
Real data, nothing to install. Or get early access if you'd rather we set it up on your own records.
Ask it the way you'd ask your compliance officer — "who's at risk of lapsing this cycle?" — and get the answer straight from your calendar. Works with AI helpers like Claude and ChatGPT, if your shop uses them.
| Loan officer | Obligation | Status |
|---|---|---|
| Company | Company license renewal | 4d overdue |
| Company | Quarterly Mortgage Call Report | 9d left |
| Dana Whitfield | NMLS individual license renewal | 12d left |
What it keeps on schedule
Per-LO renewal tracking
Every loan officer's NMLS renewal and CE hours (federal + state-specific), tracked individually — because one person's lapse is everyone's problem.
Company filings on schedule
Quarterly MCRs, annual financial statements, company and branch license renewals — the recurring filings that sneak up every quarter.
Bonds and registrations
Surety bond renewals and background rechecks with lead-time reminders, so the paperwork's done before the deadline pressure starts.
Proof attached, audit-ready
Completion certificates and filing confirmations attached to each obligation — exam prep becomes a lookup, not an archaeology dig.
One lapsed license takes an originator off the street for weeks. Shops over 10 LOs from $99/mo.
Questions people ask
What is CertGrid?
License renewals, CE hours, MCR filings, and surety bonds for mortgage brokers — one compliance calendar, with every deadline in one place.
Who is CertGrid for?
NMLS compliance calendar for independent mortgage brokers.
How much does CertGrid cost?
CertGrid costs $49 per month, per company, not per originator, after a 14-day trial. A card is taken at signup and you are not charged until the trial ends. You can cancel at any time in one click.
Do I have to install anything?
No. CertGrid runs in your browser. There is nothing to install and nothing for your IT person to set up — you can try the live demo on this page right now without creating an account.
Can CertGrid work with an AI assistant?
Yes. If your office already uses an AI helper like Claude or ChatGPT, it can answer questions straight from your records — "who's overdue right now?" — without you opening the board. It can only look things up, never change anything, and every question it asks is written to your activity log. We set the connection up for you.
What does Dana Whitfield still owe?
Search compliance obligations by loan officer name, obligation text, or state. Returns matching records with due date and status (complete, awaiting proof, not started, overdue).
What compliance work is still outstanding?
List every compliance obligation not yet complete, most critical first — overdue at the top, then by days remaining.
What's due in the next 14 days?
List obligations due within the next N days (default 30), including ones already submitted, so licenses and filings are handled before they lapse.
How's our compliance looking right now?
Get the compliance calendar summary: totals for tracked, not started, overdue, due in 14 days, and awaiting proof.
Get early access
We're onboarding founding brokers now. Tell us which deadline scares you most.