ComplianceOne Administration — Introductory Training

Introductory training is required for first-time users of ComplianceOne.

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Introduction to the ComplianceOne Lending

Our approach to software training is instructor-led and participant-centered. Skills learned in the workshop are applied immediately and reinforced in hands-on exercises. Practice time is incorporated into the course, including supervised lab time for participants to apply and augment their skills with the software.

Duration:

• Web-Based Training:  Three hours in three (3) one hour sessions

Prerequisites:

• Participants should feel comfortable using a mouse and with the basic features of Microsoft® Windows® applications.
• At least one participant should have a thorough understanding of your organization's lending policies, loan process and loan products.
• At least one participant should be familiar with your state and federal regulations.

Course Content:

• Navigating and using the Help tools
• Providing maintenance to ComplianceOne general setup:
  • Editing bank, branch and officer information
• Providing maintenance to ComplianceOne loan setup:
  • Editing fees, forms, required fields setup
  • Editing variable rate product and interest rate maintenance
• Providing maintenance to ComplianceOne deposit setup:
  • Adding and editing products and fees
  • Editing forms, interest rate, required fields and disclosure information setup
• Creating maintenance checklists

ComplianceOne Administration Web-Based Training Schedule

This introductory class is designed for new ComplianceOne Administrative users. The workshop focuses on the fundamental skills needed to maintenance ComplianceOne setup effectively.

The dates listed below are for Web-Based Introductory training for ComplianceOne administrator functionality

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