SES Complaint e-Book

Onboarding a Company User to SES Complaints Introduction Before you can send information requests (IRs) to a company in SES, you must initiate onboarding. Onboarding a company to SES initiates notifications inviting the company to join the system, so it is best practice to let the company know that they should anticipate emails from SES prior to initiating onboarding. For more information on company onboarding, see the articles in the NMLS/SES Customer Portal.

Note: All users assigned to the Complaints group in SES (except the account administrator) can onboard a company to SES. See Managing Users for more information.

Onboarding a company to SES Complaints

1. Click Company Search .

2. Enter the information for the company user you want to onboard onto SES.

3. Click Search .

4. Click the SES ID .

5. Click Initiate Onboarding in the top right.

Note: If the Initiate Onboarding button does not appear, then the company has already been onboarded to SES by another agency. You can also confirm this if there is an SA Contact and Complaint Contact assigned on the company record page.

Updated: 6/25/2020