NMLS mechanics for DFAL teams
MU1 anchors the entity narrative while MU2 packets chase control persons across fingerprints, credit letters, and financial disclosures — sequencing prevents reviewer stalls.
Naming discipline
Mirror filenames between vault uploads and NMLS slots — reviewers cross-reference faster when MU bundles align to MU2_LastName_Component.pdf patterns instead of vague uploads.
Personnel bundles
CompliFi spawns MU2-aligned workflow rows whenever personnel records enter the system — staggering due dates for fingerprints, Form 2 packets, and foreign jurisdiction supplements prevents Day-0 pileups.
Official portal
Manage registrations directly inside NMLS once counsel clears statutory readiness — CompliFi mirrors tasks until connectors ship.