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Know Your System Class

This class will focus on features of the system that are often overlooked and/or misunderstood.

Examples include

  • Multiple Analysis Routines,
  • Multi-Analysis Setup,
  • EFT Statements,
  • dormant account tracking,
  • viewing IRA YTD information from Inquiry,
  • and Name and Address Joint Account Information.

 

In loans, we will look at things like:

  • Notepad System,
  • late charge routines,
  • user-defined fields,
  • ARM Notices recalculation,
  • user-defined past due notices,
  • credit life tables,
  • and Metro 2 credit reporting.