| Date |
Topic |
Video Link |
PDF Link |
Loan Manager Training Topics
| 05/05/22 |
Training Outline (Updated 5/22/22) |
|
PDF |
| 05/18/23 |
How to Reach Support and Training Topics |
|
PDF |
| 05/05/22 |
Main Grid and User Preferences |
Video |
PDF |
| 05/12/22 |
New Loan Setup |
Video |
|
| 05/19/22 |
Disbursements |
Video |
|
| 05/19/22 |
Loan Sale Bid Sheet |
Video |
|
| 05/19/22 |
SBA Form 1086 |
Video |
|
| 05/19/22 |
Selling a Loan |
Video |
|
| 05/19/22 |
FASB 166 (Optional) |
Video |
|
| 05/19/22 |
1502 Report (Please Note: This will be covered in more Detail on the System Reports Session) |
Video |
|
| 06/02/22 |
Common Transactions |
Video |
|
| 06/02/22 |
Non Accruals Part 1 |
Video |
|
| 06/09/22 |
Non Accruals Part 2 – Write-Offs |
Video |
|
| 06/09/22 |
Prepayments |
Video |
|
| 06/09/22 |
Balance Adjustments |
Video |
|
| 06/09/22 |
Late Charges |
Video |
|
| 06/09/22 |
Misc Fees |
Video |
|
| 06/09/22 |
Escrow |
Video |
|
| 06/09/22 |
Repurchase/REO Transactions |
Video |
|
| 06/16/22 |
Loan Maintenance Tabs–>Summary Tab |
Video |
|
| 06/16/22 |
Loan Maintenance Tabs–>Loan Info Tab |
Video |
|
| 06/16/22 |
Loan Maintenance Tabs–>Transcript Tab |
Video |
|
| 06/23/22 |
Loan Maintenance Tabs–>Codes Tab |
Video |
PDF |
| 06/23/22 |
Loan Maintenance Tabs–>Auto Pay Tab |
Video |
PDF |
| 06/23/22 |
Loan Maintenance Tabs–>User Tab |
Video |
PDF |
| 06/23/22 |
Loan Maintenance Tabs–>Participation Tab |
Video |
|
| 06/23/22 |
Loan Maintenance Tabs–>CPA Tab |
Video |
PDF |
| 06/23/22 |
Loan Maintenance Tabs–>Chron Tab |
Video |
PDF |
| 06/23/22 |
Loan Maintenance Tabs–>Name Tab |
Video |
PDF |
| 06/23/22 |
Loan Maintenance Tabs–>CRA Tab |
Video |
PDF |
| 06/23/22 |
Loan Maintenance Tabs–>Attorney Tab |
Video |
PDF |
| 06/23/22 |
Loan Maintenance Tabs–>SBA Tab |
Video |
|
| 06/23/22 |
Loan Maintenance Tabs–>Document Tab |
|
PDF |
| 06/23/22 |
Loan Maintenance Tabs–>Servicing Tab |
Video |
PDF |
| 06/23/22 |
Loan Maintenance Tabs–>Misc Tab |
Video |
|
| 07/14/22 |
Loan Mainitenance Tabs–>Collateral Tab |
Video |
|
| 07/14/22 |
Ticklers – Document/One Time Ticklers |
Video |
|
| 07/21/22 |
Global Tickler Set up |
Video |
PDF |
| 07/21/22 |
How to Set up Relationship Ticklers |
Video |
|
| 07/21/22 |
How to Set up Loan Level Ticklers |
Video |
PDF |
| 07/21/22 |
Create SuperLetter Templates |
Video |
|
| 07/21/22 |
Running SuperLetters |
Video |
|
| 07/21/22 |
Tickler and SuperLetters Q&A |
Video |
|
| 07/28/22 |
All Reports “Jobs” Standard System Reports – General Information |
Video |
|
| 07/28/22 |
All Reports Standard System Reports Daily Reports Tab – Trial Balance |
Video |
PDF |
| 07/28/22 |
All Reports “Jobs” Standard System Reports Daily Reports Tab – Late Charge Report |
Video |
PDF |
| 07/28/22 |
All Reports “Jobs” Standard System Reports Daily Reports Tab – Daily Activity Report (DAR) |
Video
| PDF |
| 07/28/22 |
All Reports “Jobs” Standard System Reports Daily Reports Tab – Billing Notices |
Video |
PDF |
| 07/28/22 |
All Reports “Jobs” Standard System Reports Daily Reports Tab – 1502 Report |
Video |
PDF |
| 07/28/22 |
All Reports Standard System Reports Daily Reports Tab – Field Job Audit |
Video |
PDF |
| 07/28/22 |
All Reports Standard System Reports Daily Reports Tab – PLP Participant Reconcile |
Video |
PDF |
| 07/28/22 |
All Reports Standard System Reports – Weekly Reports Tab |
Video |
PDF |
| 07/28/22 |
All Reports Standard System Reports – Monthly Reports Tab |
Video |
PDF |
| 07/28/22 |
All Reports Standard System Reports – Yearly Reports Tab |
Video |
PDF |
| 08/04/22 |
All Reports Standard System Reports – Other Reports Tab (Maturing Loans-Portfolio Performance-Unsold Loans) |
Video |
PDF |
| 08/04/22 |
All Reports Standard System Reports – Other Reports Tab (Borrower List-Guaranteed/Unguaranteed-Call-Call New) |
Video |
PDF |
| 08/04/22 |
All Reports Standard System Reports – Other Reports Tab (Zero Balance-Principal Dist-Guarantee Exceptions-Charge/Recovery-Escrow Balance) |
Video |
PDF |
| 08/04/22 |
All Reports Standard System Reports – Other Reports Tab (Runoff-Cap 1050-Negative Reamortization-Security-Write Off) |
Video |
PDF |
| 07/28/22 |
Report Writer and other Database Mining Tools |
Video |
PDF |
| 07/28/22 |
Advanced Report Writer and other Database Mining Tools |
Video |
PDF |
| 08/04/22 |
Open Q&A Session 1 |
< |
|
| 08/18/22 |
Special Assets Intro and Special Assets Tab |
Video |
|
| 08/18/22 |
SAM Module – Main Grid and Special Assets Transfer Process |
Video |
PDF |
| 08/18/22 |
SAM Module – Contacts Tab |
Video |
PDF |
| 08/18/22 |
SAM Module – Status Tab – SAM Reports |
Video |
PDF |
| 08/18/22 |
SAM Module – Workout Tab |
|
PDF |
| 08/18/22 |
SAM Module – Collateral Tab |
Video |
PDF |
| 08/18/22 |
SAM Module – Project Facts Tab |
Video |
PDF |
| 08/25/22 |
SAM Module – Estimate Summary/Pay Bills Tab |
|
|
| 08/25/22 |
SAM Module – Expense Excel Import |
|
PDF |
| 08/25/22 |
SAM Module – Site Visit Tab |
|
|
| 08/25/22 |
SAM Module – CPC Tab Tab |
|
|
| 08/25/22 |
SAM Module – Litigation Plan |
|
|
| 08/25/22 |
SAM Module – OIC Tab |
|
|
| 08/25/22 |
SAM Module – 10-Tab (Guaranty Purchase) |
|
|
| 08/25/22 |
SAM Module – SBA Submission Review Tab |
|
|
| 09/01/22 |
Automation/Report Scripting |
Video |
PDF |
| 01/12/23 |
1098 Instructions for Tax Year 2022 |
|
PDF |
| 05/19/23 |
Rate Change – Required List |
Video |
|
| 05/18/23 |
Rate Change – Settings |
Video |
|
| 05/18/23 |
Rate Change – Running the Rate Change Wizard |
Video |
PDF |
| 05/18/23 |
Rate Change – Exporting Data (Excel -Report Writer) |
Video |
|
| 05/18/23 |
Rate Change – Q&A |
Video |
|
| 06/15/23 |
Report Writer Part 3 – Introduction |
Video |
|
| 06/15/23 |
Report Writer Part 3 – Creating Custom Statement (Rate Change Notice Example) |
Video |
|
| 06/15/23 |
Report Writer Part 3 – Adding Variables to a Report |
Video |
|
| 09/21/23 |
Intro to Servicing Portal |
Video |
|
| 09/21/23 |
Tickler Letters – SuperLetters |
Video |
|