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Loan Originator: Transfer a License


Transfer / Add Employee

If your new employer will provide you with the company's EIN (employer identification number), you may file your own transfer at www.pulseportal.com. Otherwise, your new employer must file your transfer at www.pulseportal.com.

The first step in the online transfer/add process is to identify the employer using the employer's EIN. If you do not have this information, you will not be able to perform this process online.

Information required to file a transfer online

  • Employer's EIN
  • Employer's postal code
  • Employer's license number
  • Loan Originator's SSN
  • Loan Originator's License Number
  • Loan Originator's Last Name

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