User Training Sessons On-Demand

Welcome to the AccuAccount Training Series. This training will focus on the document restriction options in AccuAccount. We will take a closer look at Employee file settings, and how to use the Demographic Restriction settings. I will also show examples of both scenarios so you can see what these restrictions will look like for your users.

After registering you will receive a confirmation email containing information about joining the training.
 

Welcome to the AccuAccount Training Series. This training will focus on how to add new document types in AccuAccount, an important part of maintaining your document structures. We will go through the process, step-by-step, of creating a new tab, assigning it to a document structure, creating exceptions for the tab, and adjusting the sort order so it displays correctly on the customer page.

After registering you will receive a confirmation email containing information about joining the training.
 

Welcome to the AccuAccount Training Series. This training will focus on the Early Capture process. Simply put, Early Capture is the process of manually adding customers and accounts to AccuAccount during the application process, allowing you to use AccuAccount for imaging before the loan is booked and imports on its own. This training will show you how to manually add customers and accounts, which data fields are required, and what has to match for the nightly process, as well as some tips and best practices

After registering you will receive a confirmation email containing information about joining the training.
 

Welcome to the AccuAccount Training Series. This training will focus on the Audit function in AccuAccount, reviewing the process step-by-step. Our Audit function allows you to quickly and easily gather requested information (and images), to create an Audit file that can be shared with your examiners. Join us and see how our Audit function can make your next exam easier.

After registering you will receive a confirmation email containing information about joining the training.