Join us as we explore the latest enhancements made to CenTrax NEXT which include: • Data entry fill exemptions option • Distressed/Underserved Filter Capability • 2022 HMDA Edits • 2021 CRA Aggregate Data CLICK HERE to register today!
Join us as we explore the latest enhancements made to CallTrax NEXT which include: • Adding prospects directly in CallTrax NEXT • Added symbol for Alert Logs in Activity Summary Section for more visibility • Expanded permissions for adding and changing content in Activity Logs • Reassign Bulk Logs feature • Goal/Incentive copy option •…
This introductory three-part series is designed for new users of the CenTrax NEXT Platform. Much of the training will involve hands-on navigation through the platform, so attendees should have access to the software prior to training. Day 1 will focus on Data Assembly in CenTrax NEXT; specifically: * CenTrax NEXT learning resources * Choosing the…
This introductory three-part series is designed for new users of the CenTrax NEXT Platform. Much of the training will involve hands-on navigation through the platform, so attendees should have access to the software prior to training. Day 2 will focus on Analysis in CenTrax NEXT; specifically: * Data Entry-Quick Search tool & Filtering Data *…
This introductory three-part series is designed for new users of the CenTrax NEXT Platform. Much of the training will involve hands-on navigation through the platform, so attendees should have access to the software prior to training. Day 3 will focus on Analysis in CenTrax NEXT; specifically: * Discovery/Reporting-Exam Tables * Settings-Set up peer groups *…
Join us for a series of 3 day virtual events where we’ll tie together the strategic and tactical components of ExecuTrax, the Business Insights Dashboard and Reporting Tool as well as the DocuMatix Digital Platform. This series is intended for those users who already have or will be getting ExecuTrax, Business Insights and DocuMatix installed…
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…
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…