Lakeside Bank

NMLS · 42 originators

Lakeside BankNMLS · mortgage originators

Northstar Builders GroupMN DOLI · residential contractors

Search people, licenses…⌘K

Overview · Lakeside Bank

2 people need your attention.

out of 42 tracked — the rest are compliant·verified from each regulator's source 12 min ago

Resolve now

2 of 42 · drafted & ready

Ahead

Ask Mandate ↗

Capacity & multi-state

Growth

Coverage & sources

Live

Verified licenses42 / 42

Compliance trend

Rolling 90 days

90dYTD

95%

MarAprMayJun

This org 95%Industry median 91%+4 ptsIllustrative — benchmarks populate as more orgs join

All licensees

Click any row for the full record · sorted by status

Status	Originator	License	CE progress	Renewal	Verified from

✦

Why this isn't just another tracker: every license and CE hour is auto-ingested and verified from the regulator's own source (NMLS, MN DOLI), and Mandate tracks completions from any provider — WebCE, your in-house LMS, or Mandate — not only our courses. One neutral view, built before you logged in.

People

Status	Originator	License	CE progress	Renewal	Verified from

Stay ahead

Renewals & Alerts

Mandate watches every deadline and nudges the licensee and their manager automatically

Alert windows

Notifications fire at each threshold — configurable per org.

90d60d30d14d7dexpiry

Upcoming — next 90 days

✦

Every window above fires automatically — the licensee and their manager are nudged at each threshold, the renewal packet is pre-drafted, and the moment CE posts to the regulator it clears itself. Nobody has to remember to check.

Evidence on demand

Reports

Scheduled delivery · export to Excel / CSV / JSON anytime

Compliance status

Whole-org snapshot by license and requirement. Auto-emailed weekly.

CE shortfall forecast

Who will fall short of required hours before renewal — by person and deadline.

Audit pack

Tamper-evident export with timestamped primary-source verification.

Multi-state coverage

Where the team is licensed today, and where adding licenses unlocks capacity.

Roster reconciliation

Diff your HRIS roster against verified licenses to catch gaps and ghosts.

Custom report

Any field, any filter, any schedule. Delivered to whoever needs it.

Close the gap

Fix & Enroll

When someone's short, fix it in one click — with any approved provider's courses, or Mandate's

✦

Mandate tracks completions from any approved provider. The options below close a shortfall fast — Mandate's own AI-native courses are one choice among them, never a requirement.

Needs a fix

Each one has a drafted fix ready — review and send

Course options

Use Mandate's, or log a completion from any approved provider

8-Hour NMLS CE — national

Same requirement, any provider

WebCE · Kaplan · your in-house LMS — log or import completions and Mandate tracks them identically.

Always audit-ready

Audit Log

Append-only chain of custody · timestamped & tamper-evident

Configuration

Settings & Sources

Connected data sources

Mandate ingests from each regulator's source of truth. New sources are added as adapters — the data model never changes.

Organization

Name

Primary source

Compliance contact

Alert windows

Reminders fire to the licensee and their manager at each threshold.

90d60d30d14d7dexpiry

Branding

White-label the licensee-facing portal and emails with your logo and colors.

Team & access

Role-based access for admins, managers, and read-only auditors — with SSO via your identity provider.