Nonbank Product Backlog
STAFF/TEAM UPDATES AND NOTES: Last updated 03/31/2026
The Research & Analytics team is continuing to migrate reports from the legacy QlikView Analytics Platform to the new Strategy Analytics Platform. Reports planned for migration are identified in the Backlog status. They move to In Progress when they are in development. Upon completion, they will move to Done.
Your input is crucial while the team migrates reports from the legacy platform. Please send feedback on items for the backlog and new platform to data@csbs.org.
| Feature | Report | Description | Status |
|---|---|---|---|
| Filter: Show My Licensees Only | Mortgage | Filter reports to show only licensees by regulator | Done |
| Loans Orig (AC070) by Company by Quarter | Mortgage | Report used for renewal prep | Done |
| Loans Orig by Business Line, Company, and Qtr | Mortgage | Report used for renewal prep | Done |
| Servicing Activity by Company by Qtr | Mortgage | Report used for renewal prep | Done |
| Filter: Show My Licensees Only | MSB | Filter reports to show only licensees by regulator | Done |
| Filter: Remove NMLS ID from Company Name filter | MSB | Difficult to see full company name with NMLS ID in the box | Done |
| MSB TNW Compliance Check | MSB | MTMA compliance checks for offsite monitoring | Done |
| MSB Surety Bond Compliance Check | MSB | MTMA compliance checks for offsite monitoring | Done |
| MSB PI Compliance Check | MSB | MTMA compliance checks for offsite monitoring | Done |
| Mortgage Examiners Report - Origination | Mortgage | Reports used for mortgage exam scoping | Done |
| Mortgage Examiners Report - Servicing | Mortgage | Reports used for mortgage exam scoping | Done |
| Renewals Analytics | NMLS Licensing Management | Reports used for monitoring license renewals | In Progress |
| Mortgage Scheduling Assistant | Mortgage | Reports used for mortgage exam scheduling | In Progress |
| Work Item Analytics | NMLS Licensing Management | Reports used to track work items in NMLS | In Progress |
| Peer Groups | Mortgage | Group companies based on loan activity | In Progress |
| MLO Activity and License History | Mortgage | Report used for tracking licensed and unlicensed MLOs | In Progress |
| Flagged Filings | Mortgage | Report used to identify possible data quality issues. | In Progress |
| Mortgage Dataset Optimization | Mortgage | Optimize underlying data structure for mortgage reports | In Progress |
| Limited self service launch | All | Pilot self-service reports for agencies | Backlog |
| Filter: Apply selctions across pages | MSB | Apply filters across all pages in dashboard | Backlog |
| SES Analytics | SES | Reports used to monitor trends in SES | Backlog |
| Business Activity State Report | NMLS Licensing Management | Report of business activities conducted by company, state, and regulator | Backlog |
| Financial Condition Summary by Company by Quarter | Mortgage | Report highlighting assets, liabilities, equity, income, and TNW | Backlog |
| Filter: Filing Year | Mortgage | Select filing quarters for full year with one button | Backlog |
| MSBCR Late Filing Report | MSB Late Filing Report | Report used to track filing dates and late call report filings | Backlog |
| Mortgage: Adjust filing quarter sort order | Mortgage | Sort quarters in ascending order from left to right | Backlog |