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The Accreditation Online System (AOS) User Guide

To help state agencies as they learn the Accreditation Online System, CSBS has developed a user guide that provides step-by-step details for logging in, navigating the system, and successfully completing your accreditation process.

Access the User Guide

Resources

Video Training

In addition to the above User Guide, CSBS has developed a video training course for using the Online System.

Part 1 - Overview and Logging In

Part 2 - Setting up Agency Users

Part 3 - Starting an SEQ

Part 4 - Navigating the SEQ

Part 5 - Submitting an SEQ

Part 6 - Scheduling Your Next Review   

 

What is Accreditation?

The CSBS Bank & Mortgage Accreditation involves an in-depth review of an agency’s policies, procedures, and operations to determine if it meets the standards set forth by the Performance Standards Committee (PSC). A state seeking accreditation for the first time or a state seeking its five-year re-accreditation must complete the self-evaluation questionnaire (SEQ), which includes several sections broken into multiple topics. The agency is asked to answer a series of questions and rate themselves against the corresponding standard. The agency can add documentation to support its answers and ratings.