This module provides a brief overview of the functions of all sections within CenTrax NEXT.

This module explains information to be set up before working within other sections of CenTrax NEXT.

• Setup
  • Institutions/Information
  • CenTrax NEXT Settings
  • File Manager
• Administrator
  • Admin Permissions (Users and Roles)
  • Reports & Managing Dashboard Elements

This module provides analysis tools such as Institution Groups, Tract Groups/AA’s, and Field Group Manager.

• Institution Groups
• Tract Groups/AAs
• Field Group Manager

This module explains various methods for which data may be brought into CenTrax NEXT.

• Administration/User Defined Fields
• Data Processing/DataPro
• Data Processing/Data Conversion
  Data Entry
• BISG

This module provides an overview of the tools within Lookup Maintenance.

• Lookup Manager
• Organization
• Products

This module provides an explanation of two methods which may be used to update data.

• Purpose/Functionality of Manual Geocode
• Purpose/Functionality of Update Derived Fields

This module explores the tools used for Data Analysis purposes.

• Explanation of Field Groups & Field Group Manager
• Explanation of Output Options (Mapping, Etc.)

This module reviews the purpose and functionality of major tools used in filtering.

• Using the filtering tools
• Navigation through filter workspace
• Using Fast Filters/Three Step Filters

This module provides an explanation of how to create maps and map examples.

• Preliminary steps needed to create maps
• How to create maps
• Examples of two types of maps

This module provides an overview of the exam tables focusing on the following areas:

• Navigation
• Purpose
• Uses

This module provides an overview of the dashboard focusing on the following areas:

• How to add, manage, and customize Dashboards
• How to select Dashboard Reports

This module serves as a resource for reporting functions, as well as HMDA, CRA and Fair Lending Report explanations, applications, and examples.

• Understanding how roles and permissions affect reports
• How to run, select, filter, edit, save and customize reports
• An overview of HMDA, Fair Lending, and CRA reports

This module provides an overview of the HDMA & CRA Submission filing process focusing on the following areas:

• Setup
• Submission Procedures
• Utilizing the Filing Wizard
• Common HMDA and CRA Exceptions