Designed for users of ExecuTrax who manage the balancing process, this “next level” webinar will address the daily and monthly balancing procedures; specifically: * A review of the Daily Balancing process using the DUR * A discussion on the Monthly Balancing process; including profitability Note: If you are an OnTrax client, please consult with your…
Designed for users of CenTrax NEXT who will be creating and managing Fair Lending and Matched Pairs setup and reports, this slightly more advanced, “next level” webinar will address: *Setting up & utilizing Underwriting Criteria and reporting *Setting up & utilizing Matched Pairs and reporting *How to utilize the BISG Proxy tool CLICK HERE TO…
Designed for users who manage the deployment of reports and dashboards within Business Insights, this “next level” webinar will focus on ways to optimize the usage of the platform throughout your organization (i.e., where to begin, who to include, how to rollout, etc.). CLICK HERE TO REGISTER
Filing season is just around the corner! With enhanced analysis capabilities, CenTrax NEXT makes it easy to both create and validate your HMDA Submission File. Hosted by Kawiana Hawkins, this webinar will focus on the steps needed to prepare and file for submission, as well as communicate regulatory requirements. Click Here to Register
Designed for users of CenTrax NEXT who will be creating and managing Fair Lending and Matched Pairs setup and reports, this slightly more advanced, “next level” webinar will address: *Setting up & utilizing Underwriting Criteria and reporting *Setting up & utilizing Matched Pairs and reporting *How to utilize the BISG Proxy tool CLICK HERE TO…
Filing season is just around the corner! With enhanced analysis capabilities, CenTrax NEXT makes it easy to both create and validate your CRA Submission File. Hosted by Kawiana Hawkins, this webinar will focus on the steps needed to prepare and file for submission, as well as communicate regulatory requirements. Click Here to Register
This introductory three-part series is designed for new users of ExecuTrax, Business Insights, and/or the DocuMatix Digital Platform. Much of the training will involve hands-on navigation through each of the products so attendees should have access to the software prior to training. Day 1 will focus on ExecuTrax; specifically: * Importing Data * Monthly Balancing…
This introductory three-part series is designed for new users of ExecuTrax, Business Insights, and/or the DocuMatix Digital Platform. Much of the training will involve hands-on navigation through each of the products so attendees should have access to the software prior to training. Day 2 will focus on ExecuTrax and Business Insights; specifically: * Revisiting Data…
This introductory three-part series is designed for new users of ExecuTrax, Business Insights, and/or the DocuMatix Digital Platform. Much of the training will involve hands-on navigation through each of the products so attendees should have access to the software prior to training. Day 3 will focus on ExecuTrax and DocuMatix; specifically: * Creating Campaigns in…
Join us on January 25th at 11:00 AM CST for a one hour webinar, focusing on DocuMatix enhancements from the past year. We'll walk through more than 10 key enhancements, including changes to the Email Editor, Marketing Automations process, and CommLink. CLICK HERE TO REGISTER