Finance and Insurance

Links to registration, licensing, and license renewal information for certified public accountants, and insurance agents and adjusters; mortgage bankers, mortgage brokers, and loan officer license renewals; plus rules and statutes regarding property tax consultants.

Resources

  • Certified Public Accountants

    Select forms and instructions for continuing professional education, CPA qualification by uniform CPA examination, CPA qualification by reciprocity, and firm registration.

  • Insurance Agents and Adjusters

    Find licensing information for both agents and adjusters or renew your license online.

  • Insurance Agent Search & Renewal

    Insurance license renewals now can be submitted to the Texas Department of Insurance online, and fees can be paid by credit card. Renewal invoices are mailed about 30 days prior to the due date. License renewals may be submitted during those 30 days, and for 90 days after the due date with a late penalty. All qualifications on the license must be renewed. This service also provides a great deal of information about active insurance agents, agencies, and adjusters, including all active company appointments, name and address, license number, type, and expiration date.

  • Mortgage Banker Online Registration

    Through the Texas Department of Savings and Mortgage Lending, mortgage bankers will have access to an online registration system that allows you to complete the initial registration application of your company, modify company information, add new office locations, and make payment of your annual registration fee by credit card.

  • Mortgage Broker and Loan Officer Online License Renewal

    Through the Texas Department of Savings and Mortgage Lending, licensed mortgage brokers and loan officers will have access to an online license renewal system that allows you to make payment by credit card, document continuing education hours, review and correct your information in our files, and print a receipt for your records.

  • Property Tax Consultants

    On this site, find forms, rules, FAQs, and statutes.