TSoft SBA FormMaster+ — Introductory Training
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| This introductory training is designed for new TSoft SBA FormMaster+ users. This session focuses on the fundamental skills needed to use TSoft effectively to produce SBA loan transactions.
A Quick Start Tutorial
is provided on the TSoft SBA FormMaster+ installation CD.
Contact Us
For more information or to register, please contact our Training Coordination Staff at (800) 274-2711, Ext. 124002
or e-mail us at sues@wolterskluwer.com.
Introduction to
TSoft SBA FormMaster+
No matter what your position is - packager, underwriter, department manager, or SBA loan closer - you will benefit from this training.
Introductory training is required for first-time users of TSoft SBA FormMaster+.
Course Content:
You will learn how to use FormMaster+ to document SBA 7(a), SBAExpress, LowDoc and PLP loans, including:
- Overview of the menus and screens
- Application forms
- Loan authorization
- Closing documents
You will also learn the basics of loan analysis using FormMaster+ financial analysis tools. And finally, you'll learn some FormMaster+ tips and "tricks" to maximize your efficiency.
Prerequisites:
- Participants should feel comfortable using a mouse and with the basic features of Microsoft® Windows® applications.
- Participants should have a basic understanding of SBA lending.
Training Options:
- Web-Based Recorded Training - consists of a self-paced narrated session.
Cost and Availability:
- For fees and availability, please contact our Training Coordination Staff at (800) 274-2711, Ext. 124002
or e-mail us at sues@wolterskluwer.com.
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