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Virtual Marketing Training: Taking Action with ExecuTrax & DocuMatix

Zoom

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

Virtual Marketing Webinar: Balancing ExecuTrax

Zoom

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

Virtual Compliance Webinar: Optimizing CenTrax NEXT

Zoom

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

Virtual Marketing Webinar: Optimizing Business Insights

Zoom

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

Virtual Compliance Training: Data Assembly in CenTrax NEXT

Zoom

Join us for a series of 3 day virtual events where we’ll address the main components of the CenTrax NEXT Software. This series is intended for those users who already have or will be getting CenTrax NEXT installed prior to class, as much of the training will involve navigating through the product. Areas of focus

Virtual Compliance Training: Analysis with CenTrax NEXT

Zoom

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 *

Virtual Compliance Training: Taking Action with CenTrax NEXT

Zoom

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 *

Virtual Marketing Training: Data Assembly in ExecuTrax

Zoom

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

Virtual Marketing Training: Analysis with ExecuTrax & Business Insights

Zoom

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

Virtual Marketing Training: Taking Action with ExecuTrax & DocuMatix

Zoom

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