ComplianceOne Administrator — Introductory Training

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

View Web-Based Training Schedule

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

Cost:

• $250 per connection

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

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