Viewing MSB OCOE Exams

How to access and filter the OCOE scheduling feature for mortgage businesses.

About this task

Agency Staff Directors and Staff Users can view MSB OCOE scheduling information. Because an MSB examination may take place outside SES, the scheduling record can also contain manually maintained non-SES examination information.

Procedure

  1. Click Exam Scheduling.
    Figure 1. SES home page commands available to staff users and staff directors
    SES home page commands available to staff users and staff directors 1
  2. Enter the MSB & Mortgage OCOE Scheduling workspace.
    Enter OCOE scheduling
  3. Select MSB.
    The page changes to MSB OCOE Scheduling.
  4. Select the year you want to review.
    The grid refreshes to show the OCOE scheduling items for that year.
  5. Review the scheduling grid. Use the company name and NMLS ID to identify the company, and review the available previous exam, target start, agency participation, and resulting examination information.
  6. To narrow the list, enter an NMLS ID or company name in the search field and select Search.
  7. To use additional criteria, select Show Filters.
  8. Enter or select the applicable filter values, then select Search. Use Reset when you want to clear the selected filter criteria and return to a broader list.
  9. To review additional information for an OCOE scheduling item, select the View Details icon for the row.
    Note: The companies displayed in OCOE Scheduling are selected for the multistate scheduling process. Not every company on the list will necessarily be licensed by your agency.
1 Note that Manage Complaints is only available to users with Complaints Access permission in their user profiles. See Updating Agency User Roles