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 Marie Tank-Garza, this webinar will focus on the steps needed to prepare and file for submission, as well as communicate regulatory requirements. 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 CRA Submission File. Hosted by Marie Tank-Garza, this webinar will focus on the steps needed to prepare and file for submission, as well as communicate regulatory requirements. Click Here to Register
Join us as we explore the latest enhancements made to Business Insights which include: • Grouping of Campaign Tracking report • Mass delete option for Campaign Tracking • Display cost setting on Campaign Tracking setup page CLICK HERE to register today!
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 •…
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 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 *…
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…