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 Taking Action 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…
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…
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