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2021 HMDA Submission Filing Webinar

Zoom

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

2021 CRA Submission Filing Webinar

Zoom

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

Recurring

Marketing Platform Virtual Training

Zoom

Join us for 2 days of VIRTUAL hands-on training 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 event is intended for those users who already have or will be getting ExecuTrax, Business Insights and DocuMatix installed prior

Recurring

CenTrax NEXT Virtual Training

Zoom

Join us for 2 days of VIRTUAL hands-on training where we'll address the main components of the new CenTrax NEXT software. This event 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 software.   Topics will

Business Insights v1.4.5 Upgrade Review

Zoom

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!

CenTrax NEXT v1.4.4 Upgrade Review

Zoom

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!

CallTrax NEXT v1.0.5 Upgrade Review

Zoom

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 •

Recurring

Virtual Compliance Training: Data Assembly in 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 1 will focus on Data Assembly in CenTrax NEXT; specifically: * CenTrax NEXT learning resources * Choosing the

Recurring

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 *

Recurring

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 *