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Wolters Kluwer Financial Services - Software Support

Rembrandt Lending — Introductory Training

This introductory class is designed for new Rembrandt Lending users. The workshop focuses on the fundamental skills needed to use Rembrandt Lending effectively to produce loan documentation.

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 the Rembrandt Lending Documentation System — New Implementation

Introductory implementation consulting and training for the Rembrandt Lending System focuses on two distinct functions.

The first focus is on setting up institution and policy information. This set up process is highly consultative so as to uniquely define the way your institution conducts business.

The second focus is on learning the fundamental skills needed to operate the software and effectively produce loan-closing documentation. The transaction processing skills learned are reinforced during hands-on exercises. Practice time is also incorporated into the course, including supervised lab time for new users to apply and augment their skills with the software.

Introductory training is required for first-time implementations of Rembrandt Lending.

Course Content:

You will learn how to configure Rembrandt Lending to meet the needs of your financial institution and how to process loans using the software. This includes:
  • Navigating and using the Help tools.
  • Setting up your financial institution's lender information, organization structure, lending policies, fees and charges, rates, users and their access rights.
  • Processing consumer, commercial, agricultural, and real estate loans.
  • Creating and using standard transactions to make loan processing more efficient, accurate, and consistent
  • Saving, closing, and reopening loan transactions.
  • Identifying key activities to be completed after training to ensure successful implementation.

Prerequisites:

  • The software must be installed at least one week prior to the training. Click here to visit the Rembrandt Installation Instructions page.
  • 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.

Training Options:

  • On-site - consists of a four-day training at the client's location for up to eight participants per session.
  • Interactive Web Training - consists of a live tailored training with focus on specific topics. Number of hours to be determined based on topics to be covered.

Setup Guide:

We have created a Setup Guide to assist you in collecting information that will help you to prepare for the Setup portion of your training. To save the Setup Guide to your local drive, right-click the link above and select "Save Target As...". Use Adobe Reader to view and print the Setup Guide.

Rembrandt Setup Training for New System Administrators

We recognize that financial institution's experience turnover, and that job responsibilities change over time. Much of the power and flexibility of the Rembrandt Lending System comes from the extensive setup options available in the program.

This training is available to financial institutions that already have Rembrandt installed and set up within their organization. The session provides a basic understanding of how Rembrandt can be set up to reflect your organizational structure, your lending policies, your fees and charges, user management, and your standard transactions. It is designed specifically for someone who is new to the role of Rembrandt System Administrator.

Course Content:

You will learn how to configure Rembrandt Lending to meet the needs of your financial institution and how to process loans using the software. This includes:
  • Navigating and using the Help tools.
  • Setting up your financial institution's lender information, organization structure, lending policies, fees and charges, rates, users and their access rights.
  • Creating and maintaining standard transactions to make loan processing more efficient, accurate, and consistent.
  • Identifying key activities to be completed after training to ensure successful implementation.

Prerequisites:

  • Your financial institution must already be using the Rembrandt Lending System within your organization.
  • 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.

Training Options:

  • Group Classroom - consists of a one and a half day training at our St. Cloud, MN Training Center.
  • On-site - consists of a one to one and a half day training at the client's location for up to eight participants per session.
  • Interactive Web Training - consists of a live tailored training with focus on specific topics. The number of hours vary and are determined based on topics to be covered.

Course Content:

The session provides a basic understanding of how Rembrandt can be set up to reflect your organizational structure, your lending policies, your fees, and your standard loan products.

  • Overview of the various Setup sections of the Rembrandt Lending System
  • Maintaining interest rate indexes
  • Managing document properties
  • Determining when and how to set up user defined fields
  • Maintaining lending policies
  • Maintaining changes and additions to fees and charges
  • Overview of organizational models and inheritance
  • Maintaining standard transactions
  • Maintaining users and user security

Cost and Availability:

  • For fees and training dates, please contact our Training Coordination Staff at (800) 274-2711, Ext. 124002
    or e-mail us at sues@wolterskluwer.com.

Rembrandt Loan Processing Training for New Users

We recognize that turnover is a fact of life for all businesses, including financial institutions. This training provides a basic introduction to the loan processing activities using the Rembrandt Lending System.

This training is available to financial institutions that already have Rembrandt installed and set up within their organization, but have people who are new to using Rembrandt to process loan transactions.

Course Content:

In this training you will learn how to process consumer, commercial, and real estate loan transactions using the Rembrandt Lending System. This includes:
  • Navigating in the Work-in-Progress section
  • Processing consumer loans using Standard Transactions
  • Processing commercial loans using Standard Transactions
  • Processing real estate loans using Standard Transactions

Prerequisites:

  • Your financial institution must already be using the Rembrandt Lending System within your organization.
  • 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.

Training Options:

  • Group Classroom - consists of a three-day training at our St. Cloud, MN Training Center.
  • On-site - consists of a three-day training at the client's location for up to eight participants per session.
  • Interactive Web Training - consists of a live tailored training with focus on specific topics. The number of hours vary and are determined based on topics to be covered.

Cost and Availability:

  • For fees and training dates, please contact our Training Coordination Staff at (800) 274-2711, Ext. 124002
    or e-mail us at sues@wolterskluwer.com.