The Switching from Manual to Electronic module provides all the necessary tools to enable you to analyze a current borrower and convert them to electronically uploading financial information through the Client Dashboard.

Prerequisites:

Borrower Setup
Borrowing Base Formula Setup
Reporting Schedule
Conducting a Review – Manual Submission

Duration:

1 hour

Learning Outcomes:   

At the end of this training, participants will be able to:

• Understand the four steps involved in switching from manual to electronic submission
• Getting your monitoring requirements updated for electronic submission
• Uploading financial information from the Client Dashboard
• Conducting an electronic review using the Lender Dashboard