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| No QI required (EY) | QI Designated Only (EY) | QI required to have mortgage experience (TL) | QI required to have MLO license and file MU4 and take exams? (TL) | Notes |
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| Alabama - Mortgage Broker | NO QI | | | | Group 1. Control Person can file this Role without taking a Test or having Mtg Experience |
| Colorado - Broker | NO QI | | | | Group 1. Control Person can file this Role without taking a Test or having Mtg Experience |
| District of Columbia - Mortgage Bro... | NO QI | | | | Group 1. Control Person can file this Role without taking a Test or having Mtg Experience |
| Iowa - Mortgage Broker | NO QI | | | | Group 1. Control Person can file this Role without taking a Test or having Mtg Experience |
| Maine - Loan Broker | NO QI | | | | Group 1. Control Person can file this Role without taking a Test or having Mtg Experience |
| Minnesota - Mortgage Originator | NO QI | | | | Group 1. Control Person can file this Role without taking a Test or having Mtg Experience |
| Nebraska - Mortgage Broker | NO QI | | | | Group 1. Control Person can file this Role without taking a Test or having Mtg Experience |
| South Dakota - Mortgage Broker | NO QI | | | | Group 1. Control Person can file this Role without taking a Test or having Mtg Experience |
| Virginia | NO QI | | | | Group 1. Control Person can file this Role without taking a Test or having Mtg Experience |
| Wisconsin - Mortgage Broker | NO QI | | | | Group 1. Control Person can file this Role without taking a Test or having Mtg Experience |
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| Alaska - Mortgage Broker Lender | | QI ONLY | | | Group 2. Control Person can file this Role without taking a Test or having Mtg Experience |
| Michigan | | QI ONLY | | | Group 2. Control Person can file this Role without taking a Test or having Mtg Experience |
| New Hampshire - Mortgage Broker | | QI ONLY | | | Group 2. Control Person can file this Role without taking a Test or having Mtg Experience |
| Rhode Island - Mortgage Broker | | QI ONLY | | | Group 2. Control Person can file this Role without taking a Test or having Mtg Experience |
| Tennessee - Mortgage Broker License | | QI ONLY | | | Group 2. Control Person can file this Role without taking a Test or having Mtg Experience |
| Vermont - Mortgage Broker | | QI ONLY | | | Group 2. Control Person can file this Role without taking a Test or having Mtg Experience |
| Wyoming - Broker | | QI ONLY | | | Group 2. Control Person can file this Role without taking a Test or having Mtg Experience |
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| Pennsylvania - First Mortgage Broke... | | | | QI-MU4- TEST by an owner | Group 3 - Test by Owner Only |
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| Massachusetts - Mortgage Broker | | | 1 year | | Group 4. Mtg Experience Required but No Tests to Take |
| West Virginia - Mortgage Broker | | | 2 yrs | | Group 4. Mtg Experience Required but No Tests to Take |
| Georgia - Mortgage Broker | | | 2YRS OR 40 HRS | | Group 4. Mtg Experience Required but No Tests to Take |
| Maryland - Mortgage Lender | | | 3 years | | Group 4. Mtg Experience Required but No Tests to Take |
| Idaho - Mortgage Broker | | | 3 yrs | | Group 4. Mtg Experience Required but No Tests to Take |
| Illinois - Mortgage Broker | | | 3 YRS OR 30 HRS | | Group 4. Mtg Experience Required but No Tests to Take |
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| Kentucky - Mortgage Loan Broker | | | 1 year or 30 hours | MU4- TEST | Group 5. Mtg Experience and Test Taking Required |
| Florida - Mortgage Broker Business | | | 1 YR | QI-MU4- TEST | Group 5. Mtg Experience and Test Taking Required |
| New Jersey - Mortgage Broker | | | 2 years | QI-MU4- TEST | Group 5. Mtg Experience and Test Taking Required |
| Washington - Mortgage Broker | | | 2 yrs | QI-MU4- TEST | Group 5. Mtg Experience and Test Taking Required |
| New York - Mortgage Broker | | | 2 YRS [BROKER | QI-MU4- TEST | Group 5. Mtg Experience and Test Taking Required |
| Indiana | | | 2 yrs | QI-MU4 [BROKER ONLY AS PRINCIPAL MANAGER] MU4- TEST | Group 5. Mtg Experience and Test Taking Required |
| Arkansas | | | 3 YRS MANAGING PRINCIPAL | QI-MU4- TEST | Group 5. Mtg Experience and Test Taking Required |
| Connecticut - 1st Mortgage Broker | | | 3 YRS | QI-MU4- TEST | Group 5. Mtg Experience and Test Taking Required |
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| Mississippi - Mortgage Company-Brok... | | | 2 YRS OUT OF LAST 4 YRS – LENDER AND BROKE | red | Group 6. Recent Mtg Experience and Test Taking Required |
| New Mexico - Mortgage Loan Broker | | | 2 out of last 4 years | QI-MU4- TEST | Group 6. Recent Mtg Experience and Test Taking Required |
| Oregon - Mortgage Lender | | | 3 out of last 5 YRS | | Group 6. Recent Mtg Experience and Test Taking Required |
| Utah - Mortgage Lender | | | 3 out of last 5 YRS | QI-MU4- TEST | Group 6. Recent Mtg Experience and Test Taking Required |
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| Montana - Mortgage Broker | | | | QI-MU4- TEST | Group 7. No Mtg Experience but Test Taking Required |
| Kansas - Mortgage Company | | | | MU4- TEST | Group 7. No Mtg Experience but Test Taking Required |
| Louisiana - Mortgage Broker | | | | MU4- TEST | Group 7. No Mtg Experience but Test Taking Required |
| Oklahoma - Mortgage Broker | | | | QI-MU4- TEST | Group 7. No Mtg Experience but Test Taking Required |
| PHYSICAL OFFICE STATES | | | | | |
| Missouri - Mortgage Broker | NO QI | | | | GROUP 8 - Physical Office-Branch Manager Required who will take Test and Have Mtg Experience |
| Nevada - Mortgage Broker | | | 2 years | NV MLO - MU4- TESTICAL | GROUP 8 - Physical Office-Branch Manager Required who will take Test and Have Mtg Experience |
| Hawaii - Mortgage Broker | | | 2 yrs | QI-MU4- TEST | GROUP 8 - Physical Office-Branch Manager Required who will take Test and Have Mtg Experience |
| Ohio - Mortgage Broker | | | 3 years | QI-MU4- TEST | GROUP 8 - Physical Office-Branch Manager Required who will take Test and Have Mtg Experience |
| Arizona - Mortgage Broker | | | 3 YRS | Q QI-MU4- TEST | GROUP 8 - Physical Office-Branch Manager Required who will take Test and Have Mtg Experience |
| South Carolina - Mortgage Broker | | | 3 YRS | QI [MANAGING PRINCIPAL]-MU4- TEST | GROUP 8 - Physical Office-Branch Manager Required who will take Test and Have Mtg Experience |
| North Carolina | | | 3 YRS [LENDER & BROKER] | QI-MU4- TEST | GROUP 8 - Physical Office-Branch Manager Required who will take Test and Have Mtg Experience |
| California - DRE | | | | QI-MU4- TEST | GROUP 8 - Physical Office-Branch Manager Required who will take Test and Have Mtg Experience |
| Texas - Entity Mortgage Broker | | | | QI-MU4- TEST | GROUP 8 - Physical Office-Branch Manager Required who will take Test and Have Mtg Experience |
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