| Date |
Topic |
Video Link |
PDF Link |
Origination Training Topics (Tentative Schedule)
| 09/15/22 |
Origination Training Outline & Origination Roadmap |
|
PDF |
| 09/15/22 |
Main Grid Functions |
Video |
PDF |
| 9/15/22 |
User Preferences |
Video |
PDF |
| 9/15/22 |
Application Tab |
Video |
PDF |
| 9/15/22 |
Application Tab – Set up and Use the Loan Template |
Video |
PDF |
| 9/15/22 |
Application Tab (Creating a New Application) |
Video |
PDF |
| 9/15/22 |
Data Input Center |
Video |
PDF |
| 9/15/22 |
Data Input Assist – Applicant Business Information |
Video |
PDF |
| 9/15/22 |
Data Input Assist – EPC/OC Entry Instuctions |
Video |
PDF |
| 9/22/22 |
Data Input Assist – Applicant Business Relationship |
Video |
PDF |
| 9/22/22 |
Data Input Assist – Principal Grid Functions |
Video |
PDF |
| 9/22/22 |
Data Input Assist – Principal Input Tabs |
Video |
PDF |
| 9/22/22 |
Data Input Assist – Principal Tab (Other Forms) Functions |
Video |
PDF |
| 9/29/22 |
Data Input Assist – Loan Information |
Video |
PDF |
| 10/6/22 |
Data Input Assist – Use of Proceeds |
Video |
PDF |
| 10/06/22 |
Data Input Assist – Collateral Information |
Video |
PDF |
| 10/06/22 |
Data Input Assist – Principal Schedules |
Video |
PDF |
| 10/06/22 |
Data Input Assist – Schedules and User Defined Fields |
Video |
PDF |
| 10/13/22 |
Financial Analysis – Navigation |
Video |
PDF |
| 10/13/22 |
Financial Analysis – Quick Jumps |
Video |
PDF |
| 10/20/22 |
Financial Analysis – Current Analysis |
Video |
PDF |
| 10/20/22 |
Financial Analysis – Projections |
Video |
PDF |
| 10/20/22 |
Financial Analysis – Additional Analysis – Combined Analysis |
Video |
PDF |
| 10/20/22 |
Financial Analysis – Additional Analysis – Global Cash Flow |
Video |
PDF |
| 10/27/22 |
SBA Forms |
Video |
PDF |
| 10/27/22 |
SBA Tools/Utilities – 1086 Loan Sale |
Video |
PDF |
| 11/03/22 |
SBA Tools/Utilities – 1050 Disbursement |
Video |
PDF |
| TBD – Update Coming |
SBA Tools/Utilities – SBA Loan Authorization |
Video |
PDF |
| 12/01/22 |
SBA Tools/Utilities – SBA Etran |
Video |
PDF |
| 11/10/22 |
Credit.Wrx – SBA Tools – LGPC 10-Tab Submission |
Video |
PDF |
| 01/12/23 |
Tracking Tools – Ticklers |
Video |
PDF |
| 01/12/23 |
Tracking Tools – One Time Document Tracking |
Video |
PDF |
| 01/19/23 |
Tracking Tools – Chron |
Video |
PDF |
| 01/19/23 |
Tracking Tools – Document |
Video |
PDF |
| 01/19/23 |
Tracking Tools – System Codes and HMDA & CRA Data |
Video |
PDF |
| 01/26/23 |
Document/Report Tools – Word.Wrx |
Video |
PDF |
| 02//02/23 |
Document/Report Tools – SuperLetters |
Video |
PDF |
| 11/17/22 |
Document/Report Tools – Report Writer |
Video |
PDF |
| 02/09/23 |
Credit.Wrx Review |
Video |
PDF |
| TBD-Update Coming Soon |
Origination Portal |
Video |
PDF |
| TBD-Update Coming Soon |
Origination Portal Review |
Video |
PDF |