Home
Managing Supervisory Activities
This section includes managing the Library, exam scheduling, and participants in a Supervisory Activity. Bulk download of data from supervisory activities is also included.
Understanding the Library
The Library was developed to help standardize the examination process from agency to agency. The library contains four types of items: procedures, information requests, references, areas for review, and work programs.

Managing Supervisory Activities
This section includes managing the Library, exam scheduling, and participants in a Supervisory Activity. Bulk download of data from supervisory activities is also included.
- Supervisory Activities Page for Agency Users
  The Supervisory Activities page is where you can see a list of all supervisory activities in SES.
- Overseeing Your Agency's Supervisory Activities
  Describes how the "Master Viewer" role in SES can be used to oversee an agency's supervisory activities (SAs).
- Understanding the Library
  The Library was developed to help standardize the examination process from agency to agency. The library contains four types of items: procedures, information requests, references, areas for review, and work programs.
  - Filter Process for State-specific Mortgage Information Requests
- Managing the Library
  The library was developed to help standardize the examination process from agency to agency. Managing the library includes adding, removing and updating agency-specific library items.
- Exam Scheduling
  Exam Scheduling allows an agency to plan out in advance which exams it will conduct in a given time period. Scheduling allows agencies to avoid duplicate examinations across state agencies through better information sharing.
- Managing Agency Supervisory Activity Participants
  Participants on a can be added or removed at any time until the exam is . You can also update user roles on an SA or reassign the .
- Bulk Downloading Supervisory Activity Documents
  How to download documents uploaded as part of a supervisory activity (SA).
- External Supervisory Documents on a Company Record
  CSBS Support Staff can add documents to a company’s record in SES from external sources (other than NMLS and SES), including federal and state agencies.

Understanding the Library

The Library was developed to help standardize the examination process from agency to agency. The library contains four types of items: procedures, information requests, references, areas for review, and work programs.

Types of Library Items

Library Management

Need More Help?

Agency users, please visit the Secure Portal for phone and email contacts.
Company users should call the Call Center at 1-800-269-6189. Agency users should not call this number.