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Introductory training is required for first-time users of TSoft SBA FormMaster+.
A Quick Start Tutorial
is provided on the TSoft SBA FormMaster+ installation CD.
Customized on-site
training and Web-Based training is available.
Introduction to
TSoft SBA FormMaster+
TSoft SBA FormMaster+ helps
to streamline the process of processing a SBA loan package. TSoft SBA FormMaster+
is so easy to learn that many people choose to take advantage of the Quick
Start Tutorial provided right on the TSoft SBA FormMaster+ installation CD!
For those who would
like added guidance in learning to use TSoft SBA FormMaster+, customized on-site
training is also available. While our customized training does not provide
detailed SBA instruction, it does teach you how to get the most out of
the tools in TSoft SBA FormMaster+. We'll go through an actual SBA loan packaging
project and by understanding the intricacies of SBA lending you will learn
how TSoft SBA FormMaster+ can streamline the process and save you time and money
by reducing errors and increasing productivity.
No matter what your
position is - packager, underwriter, department manager, or SBA loan closer
- you will benefit from this training.
Duration:
- One day (On-site)
- Web-Based training is self paced
Cost:
- On-site training
cost is $1,500 per day plus travel expenses for training up to 8 people
at your financial institution.
- Travel-related
expenses are the responsibility of the financial institution.
- Web-Based training is offered at $199.00 per connection.
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
Course Content:
You will learn how to use FormMaster+ to document SBA 7(a), SBAExpress, LowDoc and PLP loans, including:
- Application forms
- Closing documents
- Loan authorization
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.
For more information
or to request training please contact our Training Coordination Staff
at (800) 274-2711,
Ext. 124002 or e-mail us at sues@wolterskluwer.com.
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