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Web-Based Software Training — Recorded Sessions
Select a session link to view information about the session.
Available Sessions:
ARTA Deposit
A narrated overview of document updates and feature enhancements available in version 7.0 of ARTA Deposit.
It may be helpful to have a printed copy of the Release Notes when viewing this recording. The Release Notes may be downloaded from the ARTA Deposit Documentation page (Requires Log In).
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ARTA Lending
A narrated overview of document updates and feature enhancements available in version 8.0 of ARTA Lending.
It may be helpful to have a printed copy of the Release Notes when viewing this recording. The Release Notes can be located on the ARTA Lending installation CD, or they may be downloaded from the ARTA Lending Documentation page (Requires Log In).
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This self-paced, interactive session will demonstrate the ARTA Lending Application and Credit Bureau modules, how they work together and the flexibility to adapt to your institution’s loan workflow.
You will be prompted to assist in completing the different screens and to navigate to different areas of ARTA Lending. Because the interaction time may vary, the timing of this session is an approximation ≈ 41:38
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Our five-part series of recorded sessions cover the information you need to know to set up and use the HMDA Component for ARTA Lending. All sessions assume you are an existing ARTA Lending user, familiar with basic ARTA Lending processing functions.
A HMDA Guide is available in PDF format on your ARTA Lending Installation CD. A copy is also available on our support web site. You may wish to print a copy of the guide in addition to viewing this series of recorded training sessions on the HMDA Component for ARTA Lending. Because of the size of most Adobe PDF files, we recommend you right-click the document link and save the PDF file to your computer to view off-line rather than clicking the link directly to view on-line within your browser.
Each session in the five-part series is described below.
Session # 1 – Overview of the HMDA Component for ARTA Lending
This session provides the foundation for the other recorded sessions for the HMDA Component. It provides a brief overview of how the component works. This overview includes information on getting started, tips for getting set up, HMDA transaction processing options, and HMDA batch processing options.
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Session # 2 – Setup of the HMDA Component
This session discusses the Lender Setup and User and Group Setup tasks to be completed before you may begin using the HMDA Component.
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Session # 3 – Working with the HMDA Component – ARTA Transactions
This session provides a demonstration of submitting an ARTA Lending transaction for geo-coding and rate spread calculation. The session will also demonstrate how to complete a LAR Edit check for a specific transaction and how to print a report of the LAR record data from the transaction for retention in the application/loan file.
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Session # 4 – Working with the HMDA component – Non-ARTA Transactions
Recognizing that some HMDA-reportable transactions may be purchased loans, or for some other reason have been documented outside of ARTA Lending, the HMDA component provides the capability to collect HMDA data for that transaction. This session provides a demonstration of collecting data for a Non- ARTA Lending transaction and submitting it for geo-coding, rate spread calculation, and LAR edit check.
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Session # 5 – Working with the HMDA component – Batch Processes
This session discusses batch functions available with the HMDA component that enable you to verify/update geo-codes and rate spread calculations, edit check LAR records, and request a HMDA report file be created. This session is not recommended for all users of the HMDA Component. Since batch functions will most commonly be performed by whoever at your institution is responsible for submission of the HMDA LAR record, the recommended participant for this session is the person(s) with responsibility for that function.
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This session provides a demonstration of the setup steps to activate the HOEPA feature of ARTA Lending, and will demonstrate how to submit an ARTA Lending transaction for a HOEPA determination.
NOTE: This session was recorded using 2004 HOEPA fee and APR threshold limits, and may be different from current year limits. Current year limits will be reflected when you use ARTA Lending. We will include discussion on understanding and printing the determination report and the federal HOEPA documentation autoselected by ARTA Lending.
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Our six-part series of recorded sessions cover the information you need to know to set up and use the Flood Certification Component.
A Flood Certification Training Guide is available in PDF format for use with the recorded training sessions described below. Because of the size of most Adobe PDF files, we recommend you right-click the document link and save the PDF file to your computer to view off-line rather than clicking the link directly to view on-line within your browser.
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This session provides the foundation for the other 5 recorded sessions for the Flood Certification Component. It provides a brief overview of how the component works. This overview includes instructions on how to request a search by using the Flood Wiz button on the ARTA Lending toolbar, a discussion of the minimal data needed to conduct a search from within the optional ARTA Lending Application Module, and of the minimal data needed to conduct a search from within the Loans area of ARTA Lending.
Duration: 10 minutes
This session discusses the three items that should be set up before you get started using the Flood Certification Component, including a field in Lender Setup, specific fields in User Setup, and options within Autoselection Defaults to aid in appropriate flood-related document selection.
Duration: 8 minutes
This session provides a demonstration of the most common flood certification situation - a single property search resulting in an automatic response.
Duration: 8 minutes
This session will address the procedures you will need to understand when Flood Wiz initially returns a status of "manual lookup in progress."
Duration: 10 minutes
ARTA Lending currently collects information and produces flood-related documents for one property search per transaction. Multiple searches within the same transaction require a few different steps. This session will discuss the procedures for handling a situation where you have two or more pieces of property associated with the same transaction that need to be certified.
Duration: 7 minutes
This session includes a discussion and demonstration of when and how to cancel a request flood certification request, and provides Best Practices tips and suggestions to assure successful use of the Flood Certification Component.
Duration: 9 minutes
Compliance University On-Line Learning
This interactive training session is designed for Compliance University site administrators. It provides detailed instructions for setting up users, enrolling them in courses, running reports, and more. To complete the session, a site administrator simply needs to follow the audio and on-line instructions to advance from one step to the next. This interaction is designed to simulate the actual steps that a site administrator will need to complete to get Compliance University up and running in your organization.
It may be helpful to have a printed copy of the Compliance University Customer Administrator Guide available when going through this training session. You can find this guide within the documentation area on this support web site (log-in required). You can also access and print a copy of this guide by launching Compliance University and clicking on Customer Administrator Guide in the Resources area of the home page.
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This interactive training session is designed for Compliance University users. It provides detailed instructions for users, including how to enroll in courses (if self-enrollment is allowed), how to launch courses, how to navigate through courses, how to print Certificates of Achievement for courses, and more. To complete the session, a user simply needs to follow the audio and on-line instructions to advance from one step to the next. This interaction is designed to simulate the actual steps that a user will need to complete to understand how to use Compliance University and successfully complete their training.
It may be helpful to have a printed copy of the Compliance University Users’ Guide available when going through this training session. You can find this guide within the documentation area on this support web site (log-in required). You can also access and print a copy of this guide by launching Compliance University and clicking on Users’ Guide in the Resources area of the home page.
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ComplianceOne
This session will demonstrate obtaining a credit report using the interface within ComplianceOne. A demonstration of obtaining this report in the Loans and Deposit functionalities are given. Configuration and setup are also illustrated.
Time: 3:23 (non-narrated, self-paced)
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Not all applicants will have their loan request granted. This lesson shows you how to generate the Adverse Action Notice as is required for consumer loan denials.
Time: 3:24 (non-narrated, self-paced)
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This session will discuss the features and differences between dynamic documents and static documents contained within ComplianceOne.
Time: 0:48 (non-narrated, self-paced)
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Loans with real estate collateral need a flood search conducted to see if it resides in a flood zone and necessitating flood insurance. This lesson will show you how to capture data for this search, request the search, retrieving the search results and the corresponding documentation. Configuration and setup are also illustrated.
Time: 5:01 (non-narrated, self-paced)
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This interactive recorded web-based training session will introduce you to the integrated HMDA feature available in ComplianceOne. We will show you how to configure ComplianceOne to activate this feature, how to capture LAR information on a loan-by-loan basis when documenting the loan using ComplianceOne, how to include LAR information on loans not originated in ComplianceOne, How to access the PCi Wiz Basic website and more.
Time: 17:44
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This training will provide an introduction to opening Individual Retirement Accounts using ComplianceOne Deposit. Traditional, Roth, SIMPLE, Beneficiary, CESA and HSAs are all supported in ComplianceOne Deposit. Support documents such as contribution and distribution forms, change of beneficiaries, 70½ Election and others are also demonstrated.
Time: 9:04 (non-narrated, self-paced)
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If you offer Private Mortgage Insurance for real estate loans with 80% or greater LTV, this session is for you. Configuration, setup and application of your PMI plans within ComplianceOne Loans are all discussed.
Time: 3:31 (non-narrated, self-paced)
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This session will orientate you to the Quick Quote feature of ComplianceOne Loans. Placing a transaction on hold, generating, printing, saving and converting a Quick Quote to a application or loan are all included.
Time: 3:09 (non-narrated, self-paced)
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This self-paced session will provide and overview of new features and enhancements included in version 2.0 of ComplianceOne.
It may be helpful to have a printed copy of the Release Notes when viewing this recording. The Release Notes may be downloaded from the ComplianceOne Documentation page (Requires Log In).
Approximate Running Time: 15 minutes
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This 4 part Web-Based Training is intended for users of ComplianceOne version 1.0.6, providing an introduction to the user interface re-write. Due to the comprehensiveness, this session is broken into 4 individual sessions:
1. Setup Tab (Approximate Running Time: 19 minutes)
2. Lending Tab (Approximate Running Time: 22 minutes)
3. Deposit Tab (Approximate Running Time: 18 minutes)
4. Utilities Tab (Approximate Running Time: 5 minutes)
It may be helpful to have a printed copy of the Release Notes when viewing this recording. The Release Notes may be downloaded from the ComplianceOne Documentation page (Requires Log In).
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Financial Intelligence Solutions
In the version 2.1 update to Wiz Sentri: ProfilePlus additional monitoring capabilities were added for monitoring ACH, ATM, and debit card transactions. While monthly monitoring of these activities can be beneficial to a financial institution, they are the types of transactions where there is also benefit to being able to monitor activity on a daily basis.
View this recorded training for an introduction to the ACH/ATM/DBT daily processing module to Wiz Sentri: ProfilePlus. The recording will introduce you to the setup screens within the module and the series of daily reports that may be produced to assist you with monitoring suspicious activity related to ACH, ATM, and debit card transactions.
It is recommended that you download a copy of the related training workbook for use with this recorded session. Click the Training Workbook link below to view on-screen or right-click the link an select Save Target As to save a copy to your computer. You will need Adobe Reader to view the workbook.
Duration: 38 minutes 15 seconds
Training Workbook
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In the version 2.1 update to Wiz Sentri: ProfilePlus additional monitoring capabilities were added for monitoring ACH, ATM, and debit card transactions. With the development of additional extracts, Wiz Sentri: ProfilePlus was expanded to include daily processing of this activity. The separate daily module will perform as an accumulator of the data to provide monthly monitoring capabilities as well.
View this recorded training for an overview of the changes to the screens and reports in the base monthly ProfilePlus monitoring system as a result of the addition of ACH, ATM, and debit card monitoring.
It is recommended that you download a copy of the related training workbook for use with this recorded session. Click the Training Workbook link below to view on-screen or right-click the link an select Save Target As to save a copy to your computer. You will need Adobe Reader to view the workbook.
Duration: 22 minutes 30 seconds
Training Workbook
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This recorded session provides an overview of the new screen designs occurring with the release of Wiz Sentri: CTR version 6.0, specifically for Teller Data Entry (TCTR) and recording of cash Monetary Instrument purchases between $3,000 and $10,000 (MCTR).
In addition the session provides a practical demonstration, using the new screen designs, of 3 common teller large currency transactions and 1 common monetary instrument purchase transaction.
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PATRIOT Act Connection
A series of five tutorials for PATRIOT Act Connection Security Manager site administration tasks.
Duration: 12 minutes (total for all five sessions)
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Rembrandt
This session will provide an overview to the new features and enhancements included in the Rembrandt Lending System Version 11.0.
View this session in conjunction with the Rembrandt Lending System Release Notes available from the Rembrandt Documentation area (Requires Log In).
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