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Harland Financial Solutions Course Catalog

Training Services Course Catalog

TRAINING SERVICES DEFINED:

CUSTOM TRAINING

CUSTOM TRAINING ARE DESIGNED TO MEET THE NEEDS OF A SINGLE INSTITUTION. BE DELIVERED VIA LIVE OR VIRTUAL ACCESS CHANNELS. CURRICULUM IS GENERALLY DELIVERED USING THE CLIENT`S SOFTWARE ENVIRONMENT. FOR INSTANCES WHEN A HARLAND FINANCIAL SOLUTIONS TRAINING ENVIRONMENT WILL BE USED, THE NOTATION HARLAND FINANCIAL SOLUTIONS TRAINING ENVIRONMENT APPEARS IN THE DELIVERY CHANNEL SECTION OF THE COURSE DESCRIPTION. SERVICES CAN CUSTOM TRAINING SERVICES HAVE A SPECIFIED CURRICULUM DESIGNED TO PROVIDE A COMPREHENSIVE TRAINING EXPERIENCE ON DESIGNATED TOPICS. TRAINING WILL NOT SUBSTITUTE FOR PROFESSIONAL SERVICES OR CUSTOMIZATION. GENERALLY TRAINING WILL NOT COVER CUSTOMIZED DATA, MENUS, ETC.

SERVICES

WORKSHOP TRAINING SERVICES

INVOLVE CLASSROOM INSTRUCTION FOR PARTICIPANTS FROM MULTIPLE INSTITUTIONS. WORKSHOP TRAINING SERVICES CAN BE DELIVERED VIA LIVE OR VIRTUAL ACCESS CHANNELS. LIVE, HANDS-ON SESSIONS ARE GENERALLY LIMITED TO 12 PARTICIPANTS WHILE VIRTUAL ACCESS HANDS-ON WORKSHOPS ARE LIMITED TO 5.

SELF-PACED TRAINING SERVICES OFFER TRAINING FOR A SINGLE USER.

THESE COURSES ARE AVAILABLE ON-DEMAND AND MAY BE PURCHASED INDIVIDUALLY OR LICENSED FOR UNLIMITED USE THROUGHOUT A DESIGNATED PERIOD OF TIME.

CERTIFICATION TRAINING SERVICES

ARE NOT INCLUDED IN THE COURSE CATALOG. PLEASE VISIT OUR WEBSITE AT http://www.harlandfinancialsolutions.com/solutions/professional-services/training-services TO LEARN MORE ABOUT OUR CERTIFICATION SERVICES.

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Training Services Course Catalog

©Harland Financial Solutions, Inc. All Rights Reserved.

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Training Services Course Catalog

COURSE NUMBERING SYSTEM:

A UNIQUE COURSE CODE HAS BEEN ASSIGNED TO EACH TRAINING SERVICE. THE FOLLOWING KEY IS USED TO ASSIGN EACH CODE:

DIGITS 1-3:

PRODUCT NAME IDENTIFIER

APC=APPCENTER CAV=CAVION CRM=CRM DCP=DECISIONPRO EE3=E3 EZT=EZTELLER ITA=INTRIEVEADVANTAGE LPL=LASERPRO SUITE PHX=PHOENIXEFE SVD=SERVICING DIRECTOR SPK=SPARAK TCA=TOUCHE ANALYZER UTD=ULTRADATA ENTERPRISE

DIGIT 4:

TARGETED AUDIENCE

A=ADMINISTRATOR E=EXECUTIVE U=USER

DIGIT 5:

FUNCTIONAL AREA

A=ACCOUNTING C=CRM D=DEPOSIT G=GENERAL LEDGER/BACK OFFICE I=INFORMATION SYSTEMS L=LOAN T=TELLER X=OTHER

DIGITS 6-8:

LEVEL OF INSTRUCTION

100=INTRODUCTION (NEW IMPLEMENTATION) 200=FUNDAMENTALS (POST IMPLEMENTATION & REFRESHER) 300=ADVANCED

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Training Services Course Catalog

Table of Contents

TRAINING SERVICES DEFINED: 2

CUSTOM TRAINING SERVICES WORKSHOP TRAINING SERVICES SELF-PACED TRAINING SERVICES CERTIFICATION TRAINING SERVICES

COURSE NUMBERING SYSTEM:

2 2 2 2

3

DIGITS 1-3: DIGIT 4: DIGIT 5: DIGITS 6-8:

PRODUCT NAME IDENTIFIER TARGETED AUDIENCE FUNCTIONAL AREA LEVEL OF INSTRUCTION

3 3 3 3

15 15

AppCenterTM AppCenter Administrator Course Offerings

AppCenter Introduction to System Administration

APC-AL100

15 15 15 16 16 16

17

AppCenter Creating Streamlined Products APC-AL201 AppCenter GSS & Enterprise Definition APC-AL202 AppCenter Product Manager Level 1 AppCenter Product Manager Level 2 APC-AL203 APC-AL204

AppCenter Property Tables APC-AL300

AppCenter User Course Offerings

AppCenter Introduction to Application Processing APC-UL100 AppCenter Basic Training APC-UL201 APC-UL202 APC-UL203 APC-UL205 APC-UL204 AppCenter Processing Business Applications

17 17 17 18 18 18

20 20

AppCenter Processing Consumer Lines of Credit Applications AppCenter Processing Consumer Term Loan Applications

Cavion Suite Cavion Administrator Course Offerings

®

AppCenter Processing Residential Real Estate Loan Applications

Cavion Admin Portal for Retail Internet Banking CAV-AX100 Cavion Admin Portal for Bus. Internet Banking & ACH CAV-AX101 Cavion Integrated Bill Pay ­ Admin Portal CAV-AX102 Cavion SSO Bill Pay ­ CST Tool CAV-AX103 Cavion Account to Account Transfer & ACH CAV-AX104

Cavion User Course Offerings

20 20 20 20 21

22

Cavion Retail Internet Banking

CAV-UX100

22 22

Cavion Business Internet Banking & ACH CAV-UX101

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Training Services Course Catalog

Cavion Integrated Bill Pay Cavion Mobile Technologies

CAV-UX102 CAV-UX105

22 23 23 23 24 24 24 25

26 26

Cavion SSO Bill Pay ­ Payment Manager CAV-UX103 Cavion Website Administration Tool CAV-UX106 Cavion Voice Banking CAV- UX107 Cavion SMS Banking CAV- UX107 Cavion Go Live Training & Support CAV- UX108 Cavion Post Implementation Review CAV- UX200

DecisionPro DecisionPro Administrator Course Offerings

TM

DecisionPro Introduction to System Administration DecisionPro Fundamentals of System Maintenance

DCP-AL100 DCP-AL201

26 26 27 27 27 28

28

DecisionPro Fundamentals of Product Setup DCP-AL202 DecisionPro Fundamentals to Policy Setup DecisionPro Fundamentals of Tailoring

DecisionPro User Course Offerings

DCP-AL203

DCP-AL204

DecisionPro Fundamentals of Rates & Pricing DCP-AL205 DecisionPro Introduction to Loan Application Processing DecisionPro Fundamentals of Data Entry DCP-UL201 DCP-UL202 DCP-UL203 DCP-UL100

28 28 29 29 29 30

30 30

DecisionPro Introduction to Validation & Discounting DCP-UL101 DecisionPro Fundamentals of Credit Management DecisionPro Fundamentals of Document Generator

E3 E3 Administrator Course Offerings

®

DecisionPro Fundamentals of Validation & Discounting DCP-UL204

E3 Introduction to System Administration E3 Fundamentals of Security EE3-AL202

EE3-AL100

30 31 31 31 32 32 33 33

33

E3 Fundamentals of System Setup EE3-AL201 E3 Fundamentals of Function Generator EE3-AL203 E3 Fundamentals of Documents E3 Fundamentals of Reporting

E3 User Course Offerings

EE3-AL204 EE3-AL205 EE3-AL300 EE3-AL206

E3 Fundamentals of Screen & Menu Designer

E3 System Administration for Increased Efficiency E3 Introduction to Loan Application Processing E3 Fundamentals of Using the Originate Menu

EE3-UL100 EE3-UL201

33 34

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Training Services Course Catalog

E3 Fundamentals of Using the Process and Underwrite Menu E3 Fundamentals of Using the Post Close and Ship Menu

EZTeller EZTeller Administrator Course Offerings

®

EE3-UL202

34 34 34

35 35

E3 Fundamentals of Using the Close and Fund Menu EE3-UL203 EE3-UL204

EZTeller SuperView Administration and Configuration Training

EZTeller User Course Offerings

EZT-AT100

35

35

EZTeller Enterprise Teller Training EZT-UT100 EZTeller SuperView Supervisor Training EZT-UT100 EZTeller Enterprise CTR processing and administration

IntrieveAdvantage IntrieveAdvantage User Offerings

®

35 36 EZT-UT100 36

36 37

Intrieve Core System Basic Zeus Overview Intrieve Core Network System Management

ITA-ULTRAACCESS-100 ITA-ULTRAACCESS-102 ITA-UL-101 ITA-UL-103

37 37 37 37 37 38 38 38 39 39 39 40 40 40 40 41 41 ITA-UD-104 41 41 42 42 42

Intrieve Core ZAD File Review ITA-ULTRAACCESS-101 IntrieveAdvantage Basic Mortgage Training ITA-UL-100 IntrieveAdvantage Mortgage Parameter & Default Record Review IntrieveAdvantage Mortgage Adjustable Rate Mortgages (AML's) IntrieveAdvantage Escrow Processing ITA-UL-104 IntrieveAdvantage Construction Loans (LIP's) ITA-UL-105 IntrieveAdvantage Mortgage Banking/Sold Loans IntrieveAdvantage Basic Consumer Loan Training IntrieveAdvantage Basic Commercial Loan Training ITA-UL-106 ITA-UL-107 ITA-UL-108 ITA-UL-109 ITA-UD-100 ITA-UD-101

IntrieveAdvantage Basic Line of Credit/Home Equity Training IntrieveAdvantage Delinquent Loan Collections ITA-UL-110 IntrieveAdvantage Savings and Checking Account Processing IntrieveAdvantage Savings and Checking Parameter Review IntrieveAdvantage Plan Processing ITA-UD-102 ITA-UD-103 ITA-UD-105 IntrieveAdvantage Certificate Processing IntrieveAdvantage Service Charge via CIF IntrieveAdvantage ATS/PADS ITA-UD-106 IntrieveAdvantage Overdraft Protection ITA-UD-107 IntrieveAdvantage Sweep Processing ITA-UD-108 IntrieveAdvantage Overdraft Protection and Sweep Processing

IntrieveAdvantage CD and Certificate Retirement Parameter Review

ITA-UD-109

42

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Training Services Course Catalog

IntrieveAdvantage Exceptions Item Processing IntrieveAdvantage Sales and Service IntrieveAdvantage Financial Pre-Site

ITA-UD-110

42 43 43 43 43 44 44

45 45

IntrieveAdvantage Customer Management System ITA-UD-200 ITA-UX-100 ITA-UG-100 ITA-AT-100 ITA-UG-101 ITA-AI-200 IntrieveAdvantage General Ledger Review

IntrieveAdvantage On-Line Teller Security Review IntrieveAdvantage Report Review of CMS

LaserPro Suite LaserPro Suite Administrator Course Offerings

®

LaserPro Implementation and Setup Assistance LaserPro Introduction to System Administration

Course ID# LPL-AL100 Course ID# LPL-AL101 Course ID# LPL-AL102

45 46 46 47 47 48 48 49 49 50 50 52

53

DepositPro Introduction to System Administration Course ID# LPL-AD100 LaserPro Introduction to SBA Lending Solution Administration LaserPro Fundamentals of System Administration DepositPro Fundamentals of System Administration LaserPro Introduction to ProSign Administration Course ID#LPL-AL103 Course ID# LPL-AL200 Course ID# LPL-AD200 Course ID# LPL-AL202

LaserPro Fundamentals of SBA Lending Solution Administration LaserPro System Administration Refresher

LaserPro Fundamentals of ProSign Administration Course ID#LPL-AL203 Course ID# LPL-AL205 Course ID# LPL-AD201 DepositPro System Administration, Foundations 5

DepositPro System Administration Course ID# LPL-AD202

LaserPro Suite User Course Offerings

LaserPro Introduction to Origination & Processing LaserPro Introduction to Commercial Loan Closing LaserPro Introduction to Consumer Loan Closing LaserPro Introduction to Mortgage Loan Closing

Course ID# LPL-UL103 Course ID# LPL-UL100 Course ID# LPL-UL101 Course ID# LPL-UL102

53 53 54 54 55 55 55 56 56 57 58 58 58

LaserPro Introduction to ProSign Course ID# LPL-UL108 LaserPro Introduction to SBA Lending Solution Course ID# LPL-UL111 Course ID# LPL-UD100 DepositPro Introduction to Deposit Account Processing

LaserPro Fundamentals of Commercial Loan Closing Course ID# LPL-UL200 LaserPro Fundamentals of Consumer Loan Closing LaserPro Fundamentals of Mortgage Loan Closing LaserPro Fundamentals of ProSign LaserPro Fundamentals of SalesPro Course ID# LPL-UL201 Course ID# LPL-UL202

Course ID# LPL-UL208 Course ID# LPL-UL209 Course ID# LPL-UL210

LaserPro Fundamentals of Commercial Participation

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Training Services Course Catalog

LaserPro Fundamentals of SBA Lending Solution LaserPro Fundamentals of LawyerPro LaserPro Navigation, Foundations 1

®

Course ID# LPL-UL211

59 59 59 60 60 61 61 62 62 63

64 64

Course ID# LPL-UL212 Course ID# LPL-UL213 Course ID# LPL-UL214 Course ID# LPL-UL215 Course ID# LPL-UL216 Course ID# LPL-UD200

LaserPro Consumer Processing, Foundations 2 LaserPro Commercial Processing, Foundations 3

LaserPro Home Equity Lines of Credit Processing, Foundations 4 DepositPro Fundamentals of Deposit Account Processing

DepositPro Fundamentals of IRA Processing Course ID# LPL-UD201 DepositPro Processing, Foundations 6 Course ID# LPL-UD202 DepositPro Processing Course ID# LPL-UD203

PhoenixEFE PhoenixEFE Basic Training for Users

®

PhoenixEFE Deposit Account Processing PHX-UD100 PhoenixEFE Fundamentals of IRA Processing PHX-UD200 PhoenixEFE Fundamentals of Safe Deposit Box Processing PHX-UD201 PhoenixEFE Fundamentals of Account Analysis PHX-UD202 PHX-UD203 PHX-UD205 PhoenixEFE Fundamentals of OD Limit Processing (Privilege Pay) PhoenixEFE Fundamentals of Sweep Processing PHX-UD204 PhoenixEFE Fundamentals of Health Savings Account (HSA) Processing PhoenixEFE Loan Account Processing PHX-UL100 PhoenixEFE Fundamentals of Escrow Processing PHX-UL200 PhoenixEFE Fundamentals of Construction Lending PHX-UL201 PhoenixEFE Managing your Impaired or Delinquent Loans PHX-UL202 PhoenixEFE Fundamentals of Participation Processing PHX-UL203 PhoenixEFE Fundamentals of Commitment Processing PHX-UL204 PhoenixEFE Fundamentals of Pass Thru Processing PHX-UL205 PhoenixEFE Fundamentals of Dealer Processing PhoenixEFE Teller Processing PHX-UT100 PHX-UG100 PHX-UL206 PHX-UL207 PhoenixEFE Fundamentals of Collections Administration and Processing PhoenixEFE Fundamentals of Offline Teller PHX-UT200 PhoenixEFE Accounting and Back Office Processing PhoenixEFE Fundamentals of Financial Report Writing PHX-UG200 PhoenixEFE Fundamentals of Customer/Member Profitability PHX-UG201 PhoenixEFE Fundamentals of Budgeting PHX-UG202

64 64 64 65 65 65 66 66 67 67 67 67 68 68 68 69 69 69 70 70 70 71

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Training Services Course Catalog

PhoenixEFE Fundamentals of Hold Company Processing PhoenixEFE Nightly Processing PHX-UX100 PhoenixEFE Security Administration PHX-UX200

PhoenixEFE System Administration Course Offerings

PHX-UG203

71 71 72

72

PhoenixEFE System Administration ­ Institution, Customer/Member, General Ledger PhoenixEFE System Administration - Deposit and Safe Deposit Box PhoenixEFE System Administration - Loan PHX-AL300 PhoenixEFE System Administration - Teller

®

PHX-AG300

72 72 73 73

74 74

PHX-AD300

PHX-AT300

Servicing Director Servicing Director Administrator Course Offerings

Servicing Director Introduction to System Administration Servicing Director Fundamentals of Event Manager

Servicing Director User Course Offerings

SVD-AL100

74 74

75

SVD-AL201 SVD-UL100 SVD-UL102 SVD-UL200

Servicing Director Introduction Non-Data Conversion Servicing Director Overview Non-Data Conversion Servicing Director Fundamentals of Escrow Analysis Servicing Director Fundamentals of ARMs Servicing Director Fundamentals of Collections Servicing Director Introduction with Data Conversion SVD-UL201

75 75 75 76 76 76 77 77 78 78 78 79 79 79 80 80 81 81

81 81

SVD-UL108

SVD-UL202 SVD-UL203 SVD-UL204 SVD-UL207

Servicing Director Fundamentals of Customer Service Servicing Director Fundamentals of Disbursements Servicing Director Fundamentals of HELOCs

SVD-UL206

Servicing Director Fundamentals of Investor Accounting

Servicing Director Fundamentals of Loan Setup SVD-UL208 Servicing Director Fundamentals of Master Servicing SVD-UL209 Servicing Director Fundamentals of Payment Processing SVD-UL210 Servicing Director Fundamentals of Pool Reporting Servicing Director Fundamentals of Service Release Servicing Director Fundamentals of Subservicing SVD-UL211 SVD-UL212 SVD-UL213 SVD-UL215

Servicing Director Fundamentals of Tracking SVD-UL214 Servicing Director Fundamentals of Loan Modifications

Touche Suite Touché Analyzer Course Offerings

®

Touché Analyzer for the New User

TCA-UX100

81 82 82

Touché Analyzer for the New User Workshop TCA-UX101 Touché Analyzer for the New User ­Virtual Access TCA-UX102

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Training Services Course Catalog

Touché Analyzer Intermediate Workshop Touché Analyzer List Expert Touché Analyzer - CalcExpert Touché Analyzer ­ ModelExpert TCA-UX203 Touché Analyzer - Touché Messenger

TCA-UX200

84 84 84 85 85 85

TCA-UX204

TCA-UX205 TCA-UX206 TCA-UX207 TCA-UX208 TCA-UX209 TCA-UX211

Touché Analyzer Balancing & Validating Touché Analyzer Executive Board Reports Touché Analyzer Executive Summaries

Touché Analyzer Effective Segmentation Techniques TCA-UX210

86 86 86 87 87 87 88 88 88 TCA-UX217 89 89 89 TCA-UX220 90 90 90 91 91 91

Touché Analyzer Justify your Marketing Dollars through ROI Touché Analyzer Measurement and Batch Functions Touché Analyzer Analyzing your Database Touché Analyzer Demographic Data TCA-UX214 TCA-UX213

TCA-UX212

Touché Analyzer Mapping your Market Potential

TCA-UX215 TCA-UX216 TCA-UX218

Touché Analyzer Profiling and Segmentation Strategies

Touché Analyzer Project Guides: Branch Reporting & Development Touché Analyzer Project Guides: Growing Single Service HHLDS Touché Analyzer Project Guides: New Household Growth Touché Analyzer Project Guides: Acquire Deposits Touché Analyzer Strategic Appends Touché Analyzer Custom Reports TCA-UX223 TCA-UX224 TCA-UX226 TCA-UX225 TCA-UX219

Touché Analyzer Project Guides: Measuring the Success of Promotional Efforts TCA-UX221 TCA-UX222 Touché Analyzer Project Guides: Understand your Customers Touché Analyzer Tools for Branch Analysis

Touché Analyzer Tracking Success to Validate Marketing Touché Analyzer Strategic Planning TCA-UX228

92 TCA-UX227 92 92

Touché Analyzer Using Auto Segmentation to Understand your Customers

Touché Analyzer Profit Driven Marketing Decisions Touche Analyzer ACT1 Touché Analyzer ACT2 TCA-UX230 TCA-UX231

TCA-UX229

92 93 93

Touché Analyzer Advanced Research & Reporting Touché Analyzer Applying the Power of

TCA-UX301

94 94 94

Touché Analyzer Excel Basics: Power of Pivot Tables TCA-UX302 Microsoft® Excel TCA-UX303

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Training Services Course Catalog

Touché Analyzer Historical Research & Reports

TCA-UX304 TCA-UX305

95 95 95

96 96

Touché Analyzer Trending Techniques for Building Stronger Relationships Touché Analyzer User Defined Appends and Custom Fields TCA-UX306

UltraData Enterprise UltraData Enterprise Accounting Course Offerings

®

UltraData Enterprise Accounts Payable UTD-ACT101 UltraData Enterprise Accounting Daily Activities UTD-ACT102 UltraData Enterprise Asset Register UTD-ACT103 UltraData Enterprise Check Reconciliation UTD-ULTRAACCESS104 UltraData Enterprise General Ledger and Branch Maintenance

UltraData Enterprise Administration Course Offerings

96 96 97 97 97

99

UTD-ULTRAACCESS201

UltraData Enterprise Host Processing Engine Basics UltraData Enterprise FSP Administration

UTD-AG100

99 99 99 100 100 100 101 101 101 102 102 102 103 103 103 104 104 UTD-AL251 105 105 105 UTD-UD203 UTD-AL301 106 106 106 107

UTD-AI101

UltraData Enterprise Front Office Controls UTD-AI102 UltraData Enterprise Collections Controls UltraData Enterprise ACH Administration UTD-UX103 UTD-AG104 UTD-AG105 UTD-AG106

UltraData Enterprise Payroll Department Setup UltraData Enterprise Share Draft Administration UltraData Enterprise ACH Cross Reference UltraData Enterprise ALPS Controls

UltraData Enterprise Job Scheduler Administration UTD-AG107 UTD-AG108 UTD-AG201 UTD-AX203 UltraData Enterprise System Generated Letters/Mailers UTD-AL202 UTD-AX204 UltraData Enterprise Relationship Pricing Administration UltraData Enterprise Relationship Pricing Processing UltraData Enterprise SNS MLCQ UTD-AX205 UltraData Enterprise CRM Campaign Manager UltraData Enterprise CRM Member Metrics UltraData Enterprise Privilege Pay UTD-AX250 UTD-AX206 UTD-AX207

UltraData Enterprise Automatic Line of Credit Increase & Solicitation UltraData Enterprise Business Deposits Fee Processing UltraData Enterprise Business Deposits Administration UTD-AD252 UTD-AD253

UltraData Enterprise UltraAccess Self Service Options Administration UltraData Enterprise Member Initiated ID UTD-AX255 UltraData Enterprise ARL (Adjustable Rate Lending) Administration

UltraData Enterprise ARL (Adjustable Rate Lending) Processing UTD-AL302

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Training Services Course Catalog

UltraData Enterprise SNS Sales Incentives UTD-AX303 RP and Fees Administration UTD-AI310 UltraData Enterprise RMD Processing UTD-AI311 UltraData Enterprise CRM Foundation Setup UTD-AC320 UltraData Enterprise CRM Foundation System Admin UTD-AC321 UltraData Enterprise CRM Service Setup UTD-AC322 UltraData Enterprise CRM Sales Incentives Setup and Administration UltraData Enterprise FastStart Credit Scoring UltraData Enterprise Interlinq Administration UltraData Enterprise Coin Deposit Machine UltraData Enterprise Me/SA UTD-AI400 UltraData Enterprise UniData System Administration

UltraData Enterprise Back Office Course Offerings

107 107 108 108 109 109 UTD-AC323 109 110 110 110 111 111 112 UTD-AG502 112

113

UTD-AL350 UTD-AI351 UTD-AX353 UTD-AX354 UTD-AI500

UltraData Enterprise MvQuery Administration

UltraData Enterprise System Operations (UltraData Enterprise HPE) UltraData Enterprise ACH Processing UTD-UG101 UltraData Enterprise Payroll Processing

UltraData Enterprise CRM Course Offerings

113 113 113

114

UTD-UB102 UTD-UB103

UltraData Enterprise Share Draft Processing

UltraData Enterprise CRM Foundation Basics UTD-UC101 UltraData Enterprise CRM Foundation Advanced UTD-UC102 UltraData Enterprise CRM Service UltraData Enterprise CRM Reports UTD-UC103 UTD-UC104

114 114 115 115

116

UltraData Enterprise Front Office Course Offerings

UltraData Enterprise FSP Navigation UTD-UX101 UltraData Enterprise Operator Daily Activities UltraData Enterprise Front Office Form Design UTD-UX102 UTD-UX305

116 116 117 117

118

UltraData Enterprise ALPS Form Design UTD-UX306

UltraData Enterprise Information Systems Course Offerings

UltraData Enterprise MCIF Processing UTD-AI201 UltraData Enterprise Basic Recall UltraData Enterprise MvQuery UTD-AI301 UTD-AI303 UTD-AI350 UltraData Enterprise Intermediate Recall UTD-AI302 UltraData Enterprise Financial Desktop

118 118 119 119 120 120

UltraData Enterprise Loan Analysis Desktop (LAD) UTD-AI354

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Training Services Course Catalog

UltraData Enterprise Transaction Analysis Desktop (TAD) UltraData Enterprise Advanced Recall UTD-AI401 UltraData Enterprise Creating Reports with Impromptu

UltraData Enterprise Lending/Collections Course Offerings

UTD-AI352 UTD-AI353

121 121 122

UltraData Enterprise SQL Interface Balance Sheet/Income Statement Creation

UTD-AI402 UTD-UL101

122

123

UltraData Enterprise Loan Origination (Automated Loan Processing) UltraData Enterprise Loan Maintenance UTD-UL102 UltraData Enterprise Loan Officer End of Day Balancing UTD-UL103 UltraData Enterprise ARL Users UTD-UL201 UltraData Enterprise Loan Payment Adjustments UltraData Enterprise Collections Daily Activities UTD-UL202 UTD-UL203

123 123 124 124 124 125 125 126 126 127 127

128

UltraData Enterprise Interlinq Online Loan Servicing UTD-UL251 UltraData Enterprise Laser Pro Lending Integration UTD-UL301 UltraData Enterprise BLS Payment Schedules UltraData Enterprise BLS Prepayment Penalties UTD-UL302 UTD-UL303

UltraData Enterprise SBA Admin and Controls UTD-UL401

UltraData Enterprise Member Services Course Offerings

UltraData Enterprise New Accounts

UTD-UD101 UTD-UD102

128 128 129 129 129 129 130 130

131

UltraData Enterprise Certificates and IRAs & Maintenance UTD-UD151

UltraData Enterprise Business Deposits Account Creation UltraData Enterprise Account Analysis UTD-UD201 UltraData Enterprise Sweep Account Processing UltraData Enterprise HSA Accounts UTD-UD301 UTD-UX151 UTD-UD202 UTD-UD203 UltraData Enterprise UltraAccess Self Service Options

UltraData Enterprise OCS Course Offerings

UltraData Enterprise OCS Transaction Inquiry and Maintenance UltraData Enterprise CMS-OCS Transaction Blocking UltraData Enterprise OCS Compromised Card Processing

131 131 132 132 133 133 134 134 135

UTD-UX152 UTD-UX153 UTD-UX154 UTD-UX155

UltraData Enterprise OCS Host Controls--Shared Branch Acquirer UltraData Enterprise OCS Host Controls and System Administration UltraData Enterprise OCS Shared Branch Acquirer FSP Tools UltraData Enterprise OCS Chargeback Tracking UTD-UX157 UltraData Enterprise CMS Card Purge UTD-UX108 UltraData Enterprise OCS Reconciliation Review UTD-UX159

UTD-UX156

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Training Services Course Catalog

UltraData Enterprise Card Reissue Expiration Date Advancement

UltraData Enterprise Sales & Service Course Offerings

UTD-UX110

135

136

UltraData Enterprise SNS Navigation UltraData Enterprise SNS Service

UTD-UX171

136 136 137 137 138

139

UltraData Enterprise SNS Sales UTD-UX172 UTD-UX173 UltraData Enterprise SNS Management Reporting UTD-UX174 UltraData Enterprise SNS Report Manager UTD-UX271

UltraData Enterprise Teller Course Offerings

UltraData Enterprise Teller Transactions UTD-UT101 UltraData Enterprise Transfers, User Defined, and General Ledger Transactions UltraData Enterprise Operator End of Day Balancing UltraData Enterprise Business Deposits Transactions UTD-UT103 UTD-UT104 UTD-UT151 UltraData Enterprise Operator End of Day No Cash Balancing UltraData Enterprise Supervisor Functions UTD-UT201 UltraData Enterprise Branch End of Day UTD-UT202 UltraData Enterprise Offline Credit Card Payments and Inquiries UltraData Enterprise Online Credit Card Payments and Inquiries UltraData Enterprise BSA (Bank Secrecy Act) UTD-UT301 UTD-UT251 UTD-UT252 UTD-UT102

139 139 140 140 140 141 141 141 142 142

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Training Services Course Catalog

AppCenterTM

AppCenter Administrator Course Offerings

AppCenter Introduction to System Administration

Length of Class: Recommended Attendees: Prerequisite: 2 Days Staff responsible for security and system administration of the AppCenter solution. Basic Windows/Computer skills, understanding of institution`s lending policy, thorough knowledge of regulatory compliance lending concerns, LaserPro Consumer Introduction to Loan Processing (LPL-AL100) or six months experience with LaserPro administration. Custom ­ Live or Virtual Access

APC-AL100

Delivery Channel(s):

Content: This course will provide administrators with the knowledge and skills necessary to perform ongoing setup and maintenance to the AppCenter solution.

Set/maintain controls

AppCenter Creating Streamlined Products

Length of Class: Recommended Attendees: area of Prerequisite: 3 Hours

APC-AL201

Staff responsible for setting up and maintaining the Administration AppCenter. Basic Windows/Computer skills, understanding of institution`s lending policy, thorough knowledge of regulatory compliance lending concerns, LaserPro Consumer Introduction to Loan Processing (LPL-AL100) or six months experience with LaserPro administration. Workshop Virtual Access Hands-On-Lab

Delivery Channel(s):

Content: This course will provide administrators with an advanced understanding of how to create streamlined products using AppCenter.

Add PDF documents to a product Create special products o Adverse Action o Credit Bureau only o Calculations, Amortization Schedules Only o Releases

AppCenter GSS & Enterprise Definition

Length of Class: Recommended Attendees: area of Prerequisite: 2 Hours

APC-AL202

Staff responsible for setting up and maintaining the Administration AppCenter. Basic Windows/Computer skills, understanding of institution`s lending policy, thorough knowledge of regulatory compliance lending concerns, LaserPro Consumer Introduction to Loan Processing (LPL-AL100) or six months experience with LaserPro administration. Workshop Virtual Access Hands-On-Lab

Delivery Channel(s):

Content: This course will provide administrators with an understanding of how General System Setup and Enterprise Page 16 of 142

Training Services Course Catalog

Definition can be used to define users, printers, branches and web links.

Set up Branches and Branch Groups

Page 17 of 142

Training Services Course Catalog Define User Groups and Access Groups Use Web Links and Web Link Groups Designate Printers and Printer Groups for Consumer and Commercial Transactions

AppCenter Product Manager Level 1

Length of Class: Recommended Attendees: area of Prerequisite: 2 Hours

APC-AL203

Staff responsible for setting up and maintaining the Administration AppCenter. Basic Windows/Computer skills, understanding of institution`s lending policy, thorough knowledge of regulatory compliance lending concerns, LaserPro Consumer Introduction to Loan Processing (LPL-AL100) or six months experience with LaserPro administration. Workshop Virtual Access Hands-On-Lab

Delivery Channel(s):

Content: This course will provide administrators with an understanding of Product Setup features in AppCenter.

Build the Product Tree/Modify LaserPro Standard Products Manage Inheritance from Product Templates Create and Delete Templates and Products Maintain Seasonal Products at an Inactive Level

AppCenter Product Manager Level 2

Length of Class: Recommended Attendees: area of Prerequisite: 3 Hours

APC-AL204

Staff responsible for setting up and maintaining the Administration AppCenter. Basic Windows/Computer skills, understanding of institution`s lending policy, thorough knowledge of regulatory compliance lending concerns, AppCenter Product Manager Level 1 (APC-AL203), LaserPro Consumer Introduction to Loan Processing (LPL-AL100) or six months experience with LaserPro administration. Workshop Virtual Access Hands-On-Lab

Delivery Channel(s): Content: This course features in AppCenter. will provide

administrators

with

an

advanced

understanding

of

Product

Setup

Find Fields, Tasks and Task Groups Set Options for Not Used, Manual, Auto Hidden, Auto Visible Activate and Deactivate Tasks, Fields, and Task Groups Use Interface Tasks such as Third Party Underwriting and Credit Bureaus

AppCenter Property Tables

Length of Class: Recommended Attendees: area of Prerequisite: 3 Hours

APC-AL300

Staff responsible for setting up and maintaining the Administration AppCenter. Basic Windows/Computer skills, understanding of institution`s lending policy, thorough knowledge of regulatory compliance lending concerns, AppCenter Product Manager Levels 1 & 2 (APC-AL203 and APC-AL204. Workshop Virtual Access Hands-On-Lab

Delivery Channel(s):

Content: This course will provide administrators with an advanced understanding of how to use Property Page 18 of 142

Training Services Course Catalog

Tables in AppCenter.

Understand How`s and Why`s Regarding the Connection to Product Manager

Page 19 of 142

Training Services Course Catalog Utilize Constraints and Defaults Know When to Use Property Tables

AppCenter User Course Offerings

AppCenter Introduction to Application Processing

Length of Class: Recommended Attendees: Prerequisite: 2 Days Staff responsible for entering loan applications and processing documents using AppCenter and LaserPro. Basic Windows/Computer skills, understanding of institution`s lending policy, thorough knowledge of regulatory compliance lending concerns, LaserPro Consumer Introduction to Loan Processing (LPL-UL100) or six months experience using LaserPro to process consumer loan documentation. Custom ­ Live

APC-UL100

Delivery Channel(s):

Content: This course will provide users with hands-on experience entering and processing loan applications using AppCenter.

Enter Consumer Loan Application Data Obtain Credit Bureau Reports Review existing transactions Use web links Edit an application

AppCenter Basic Training

Length of Class: Recommended Attendees: Prerequisite: 3 Hours

APC-UL201

Staff responsible for entering consumer loan applications processing documents using AppCenter and LaserPro. and

Basic Windows/Computer skills, understanding of institution`s lending policy, thorough knowledge of regulatory compliance lending concerns, LaserPro Consumer Introduction to Loan Processing (LPL-UL100) or six months experience using LaserPro to process consumer loan documentation. Workshop Virtual Access Hands-On-Lab

Delivery Channel(s):

Content: This course will provide users with hands-on experience entering and processing loan applications using AppCenter.

Enter New Consumer Application Data Obtain Credit Bureau Reports Review/Edit Applications Use Web Links

AppCenter Processing Business Applications

Length of Class: Recommended Attendees: Prerequisite: 3 Hours

APC-UL202

Staff responsible for entering commercial loan applications and processing documents using AppCenter and LaserPro. Basic Windows/Computer skills, understanding of institution`s lending policy, thorough knowledge of regulatory compliance lending concerns, LaserPro Consumer Introduction to Loan Processing Page 20 of 142

Training Services Course Catalog

(LPL-UL100) or six months experience using LaserPro to process consumer loan documentation. Delivery Channel(s): Workshop Virtual Access Hands-On-Lab

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Training Services Course Catalog

Content: This course will provide participants with hands-on experience entering and processing commercial loan applications using AppCenter.

Enter New Commercial Application Data Review/Edit Applications Use Web Links Identify and Streamline Entities and Individuals Obtain Credit Bureau Reports

AppCenter Processing Consumer Lines of Credit Applications

Length of Class: Recommended Attendees: Prerequisite: 3 Hours Staff responsible for entering consumer line of and processing documents using AppCenter and LaserPro.

APC-UL203

credit applications

Basic Windows/Computer skills, understanding of institution`s lending policy, thorough knowledge of regulatory compliance lending concerns, LaserPro Consumer Introduction to Loan Processing (LPL-UL100) or six months experience using LaserPro to process consumer loan documentation. Workshop Virtual Access Hands-On-Lab

Delivery Channel(s):

Content: This course will provide participants with hands-on experience entering and processing consumer line of credit applications using AppCenter.

Enter Overdraft Lines of Credit Process Revolving Lines of Credit ­ Secured Process Revolving Lines of Credit ­ Unsecured Enter Home Equity Line of Credit Application Data Process With and Without CBR and Interfaces

AppCenter Processing Consumer Term Loan Applications

Length of Class: Recommended Attendees: Prerequisite: 3 Hours

APC-UL204

Staff responsible for entering consumer term loan applications and processing documents using AppCenter and LaserPro. Basic Windows/Computer skills, understanding of institution`s lending policy, thorough knowledge of regulatory compliance lending concerns, LaserPro Consumer Introduction to Loan Processing (LPL-UL100) or six months experience using LaserPro to process consumer loan documentation. Workshop Virtual Access Hands-On-Lab

Delivery Channel(s):

Content: This course will provide participants with hands-on experience entering and processing consumer term loan applications using AppCenter.

Process Real Estate Secured Loan Applications Process Non-Real Estate Secured Loans Process Unsecured Loans Use Credit Bureaus and Interfaces

AppCenter Processing Residential Real Estate Loan Applications

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APC-UL205

Training Services Course Catalog

Length of Class: Recommended Attendees: and 3 Hours Staff responsible for entering residential real estate loan applications

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Training Services Course Catalog

processing documents using AppCenter and LaserPro. Prerequisite: Basic Windows/Computer skills, understanding of institution`s lending policy, thorough knowledge of regulatory compliance lending concerns, LaserPro Consumer Introduction to Loan Processing (LPL-UL100) or six months experience using LaserPro to process consumer loan documentation. Workshop Virtual Access Hands-On-Lab

Delivery Channel(s):

Content: This course will provide participants with hands-on experience entering and processing residential real estate loan applications using AppCenter.

Process Residential Real Estate Secured Loan Applications Obtain Credit Bureau Reports Utilize Desktop Underwriter with AppCenter Troubleshoot printing issues Identify Transactions That Should Not Be Processed in AppCenter

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Training Services Course Catalog

Cavion® Suite

Cavion Administrator Course Offerings

Cavion Admin Portal for Retail Internet Banking

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours Staff responsible for administering Internet Banking. CAV-UX100 recommended Basic Windows/Computer skills. Custom ­ Live or Virtual Access

CAV-AX100

Content: This course will provide users with hands-on experience administering the Admin Portal for Internet Banking.

Account holder lookup / Welcome Messages / Quick Account Summary / E-mail Account Holders / System Maintenance / Scheduled Transfers / Opt out / PIN & Security Reset / Contact Admin / Internet Banking Usage Statistics Applicable add-on products and core specific products that may include: o Secure Messaging / Account Alerts / Event Alerts / Loan Admin / Marketing Campaign Manager (MCM) Certification exercises

Cavion Admin Portal for Bus. Internet Banking & ACH

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 5 Hours Staff responsible for administering Business Internet Banking. CAV-UX101 recommended, Basic Windows/Computer skills. Custom ­ Live or Virtual Access

CAV-AX101

Content: This course will provide users with hands-on experience administering the Admin Portal for Business Internet Banking.

User Administration Business Account Data / Business Account Opt out / Wire Transfer Data / Cash Change Order / Reset Region Lockout / Account Sweeps Applicable add-on products and core specific products that may include: o EFTPS (Tax) Data / OFAC / Compliance Certification exercises

Cavion Integrated Bill Pay ­ Admin Portal

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Hours Staff responsible for administering Integrated Bill Pay. CAV-UX102. Custom ­ Live or Virtual Access

CAV-AX102

Content: This course will provide users with hands-on experience Administering Integrated Bill Pay.

Bill Pay Administration

Cavion SSO Bill Pay ­ CST Tool

Length of Class: 2 Hours Page 25 of 142

CAV-AX103

Training Services Course Catalog

Recommended Attendees: Prerequisite: Delivery Channel(s): Staff responsible for supporting account holders who use SSO Bill Pay. CAV-UX103. Custom ­ Live or Virtual Access

Content: This course will provide users with hands-on experience supporting SSO Bill Pay using the CST Tool.

Payment History / Payees / SWTS / Reports / User Administration

Cavion Account to Account Transfer & ACH

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours

CAV-AX104

Staff responsible for supporting account holders who use Account to Account Transfer. Additionally, staff who administer Account to Account Transfer. CAV-UX100 or CAV-UX101. Custom ­ Live or Virtual Access

Content: This course will provide users with hands-on experience using and administering Account to Account Transfers (A2A Transfers).

Account to Account Transfers for account holders o Overview / Setup New Account / Setup New Transfer / Transfer History ACH Processing Overview Admin Portal for A2A including: o Permissions / ACH Account Alert Templates / ACH Admin / ACH Data / ACH File Download Certification exercises

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Cavion User Course Offerings

Cavion Retail Internet Banking

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours Staff responsible for supporting account holders who use Internet Banking. Basic Windows/Computer skills. Custom ­ Live or Virtual Access

CAV-UX100

Content: This course will provide users with hands-on experience using all functionality related to Retail Internet Banking.

Multi-factor authentication (MFA) o Registration / Log on Accounts menu including: o Balances / Calendar / Balance Sheet / History / Download / Year to Date/ Financial Management Check Services menu including: o Check History / Check Status / Check Reorder / Check Stop Pay / Check Copy / Check Withdrawal Transfer menu including: o Transfers / Scheduled transfers / Loan Payment Customer options menu including: o Change Password / Customer Info / Account Nickname / Show/Hide Accounts / Statistics Help and Just Ask menus Applicable add-on products and core specific products that may include: o Secure Messaging / Account Alerts / Check Imaging / Online Statements / Member to Member Transfers / Loan Applications / Direct Connect Certification exercises

Cavion Business Internet Banking & ACH

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 Hours

CAV-UX101

Staff responsible for supporting account holders who use Business Internet Banking. CAV-UX100. Custom ­ Live or Virtual Access

Content: This course will provide users with hands-on experience using all functionality related to Business Internet Banking.

User Administration Wire Transfers Account Sweeps ACH Overview

Cash Management menu including: o ACH / Single Step ACH / ACH Accounts File Upload / ACH Payments File Upload / Load ACH File / Cash Change Order

Applicable add-on products and core specific products that may include: o Loan Applications / Tax Payments / Member to Member Transfer Account Types Certification exercises

Cavion Integrated Bill Pay

Length of Class: 3 Hours Page 27 of 142

CAV-UX102

Training Services Course Catalog

Recommended Attendees: Prerequisite: Delivery Channel(s): Staff responsible for supporting account holders who use Integrated Bill Pay. CAV-UX100. Custom ­ Live or Virtual Access

Content: This course will provide users with hands-on experience using Integrated Bill Pay.

Bill Pay menu including: o Payee s / Payments / Bill Pay History / Account Setup and Verification

Certification exercises

Cavion SSO Bill Pay ­ Payment Manager

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 Hours

CAV-UX103

Staff responsible for supporting account holders who use SSO Bill Pay. CAV-UX100. Custom ­ Live or Virtual Access

Content: This course will provide users with hands-on experience using Cavion SSO Bill Pay.

Payment Manager menus including: o Payee s / Payments / Expedited Payments / E-bills / Notifications / Bill Pay History / Account Setup and Verification Certification exercises

Cavion Mobile Technologies

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

CAV-UX105

Staff responsible for supporting account holders who use Mobile Banking. CAV-UX100. Custom ­ Live or Virtual Access

Content: This course will provide users an overview of the Cavion Mobile Professional product and all its functionality.

Overview Mobile Website Mobile Banking including: o Log in & MFA / Main Page Functionality / Message of the day / Account Balances / History / Transfer / Scheduled Transfer / Bill pay ­ Pending Payments / Bill pay ­ Payees & Add Payment / Bill pay ­ Payment History / Account Alerts / Check Stop Payment / Check Status / Secure Messages / Call For Support / Additional Resources

Cavion Website Administration Tool

Length of Class: Recommended Attendees: using the Prerequisite: Delivery Channel(s): 2.5 hours Staff responsible for managing and editing web

CAV-UX106

page content

Website Admin Tool. Basic Windows/Computer skills. Custom ­ Live or Virtual Access

Content: This course will provide users with hands-on experience using the Website Administration Tool to add and change content to web pages.

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Training Services Course Catalog Navigation / File Management / Banner Ads / Images / PDFs / External Links / Message Pages / Content Adding & Editing & Tools / FAQs / Web Statistics / Applications / Calendar Applicable add-on products that may include: o Calendar / cu-specials Certification exercises

Cavion Voice Banking

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Hours

CAV- UX107

Staff responsible for supporting account holders who use Voice Banking. CAV-UX100. Custom ­ Live or Virtual Access

Content: This course will provide users with hands-on experience using and administering Cavion Voice Banking.

Overview Enrollment Voice Banking Navigation and Main Menus Voice Banking Administration including: o User setup o Reset Lockout / Opt Out o System Settings o Product Setup

Cavion SMS Banking

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Hours

CAV- UX107

Staff responsible for supporting account holders who use SMS Banking. CAV-UX100. Custom ­ Live or Virtual Access

Content: This course will provide users with hands-on experience using and administering Cavion Voice Banking.

Overview Registering Phone(s) SMS Options and Commands Administration including: o Setup o Reset Lockout / Opt Out o System Settings o Product Setup

Cavion Go Live Training & Support

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1 Day

CAV- UX108

Staff and Management responsible for Internet Banking during the Cavion Go Live day. CAV-UX100 or CAV-UX102. Custom ­ Live or Virtual Access

Content: This course provides one day of support, review, and issue resolution as new products are first implemented. Page 29 of 142

Training Services Course Catalog The first day Internet Banking goes live; typically your financial institution will get numerous support calls from your account holders. The majority of the calls will be regarding the following: o Enrolling in Internet Banking / Logging In / MFA / How To Access Functionality / Setting Up A2A Accounts / Setting Up Bill Pay Accounts / Setting Up ACH Accounts The instructor will field questions from your staff and offer refresher` training as requested and as time permits.

Cavion Post Implementation Review

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1 Day

CAV- UX200

Staff and Management responsible for Internet Banking on a day to day basis after they have used the product for 30 days or more. CAV-UX100 or CAV-UX102. Custom ­ Live or Virtual Access

Content: This course provides one day of customized, Web-based review for your staff after you have been live at least 30 days. Schedule permitting the review can be split into 2 one-half day sessions.

Prior to the review: The Cavion Instructor will seek feedback, through your key contact, on which items you would like reviewed. o If you do not wish to customize the review, the Cavion instructor will provide a general review. This review will focus on the more involved functions and on functionality you may not be taking full advantage of.

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Training Services Course Catalog

DecisionProTM

DecisionPro Administrator Course Offerings

DecisionPro Introduction to System Administration

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Days Staff responsible for security and system administration of DecisionPro. Basic Windows/Computer skills, working understanding of institution`s lending policy. Custom ­ Live knowledge of MS Excel,

DCP-AL100

Content: This course will provide administrators with the knowledge and skills necessary to perform ongoing setup and maintenance to the DecisionPro solution. The role of the DecisionPro System Administrator is key to maximizing the effectiveness of new and existing system features, maintaining a close correlation with lending policy, and leveraging technology to achieve business growth. Plan and implement personnel (users) and access groups Define Decision Policies Characteristics and Products Tailor Fields, Field Actions and Form Flow Manage security and privacy issues Create Alert Records Link DecisionPro and LaserPro Personnel, Products, Regions and Sources Maintain the rate table for consumer loans Manage and maintain the integrity of data stored in the DecisionPro database Use Event Manager Locate and Monitor System Information View and Print Reports and Letters Maintain Vehicle Value Integrator Export HMDA-LAR Data Set up Tracking Items, Loan Purposes, Vendors, Reasons and Source Offices

DecisionPro Fundamentals of System Maintenance

Length of Class: Recommended Attendees: administration of Prerequisite: Delivery Channel(s): 1 Day Staff responsible for ongoing security and

DCP-AL201

system

DecisionPro. Basic Windows/Computer skills, working understanding of institution`s lending policy. Custom ­ Live or WebEx knowledge of MS Excel,

Content: This course will provide administrators with the knowledge and skills necessary to perform ongoing setup and maintenance to the DecisionPro solution. The role of the DecisionPro System Administrator is key to maximizing the effectiveness of new and existing system features, maintaining a close correlation with lending policy, and leveraging technology achieve business growth. Plan and implement personnel (users) and access groups Create Alert Records Link DecisionPro and LaserPro Personnel, Products, Regions and Sources Maintain the Rate Table for Consumer Loans Extract Data for HMDA Reporting Use Event Manager

Page 31 of 142

Training Services Course Catalog Locate and Monitor System Information View and Print Reports and Letters

Page 32 of 142

Training Services Course Catalog Maintain Vehicle Value Integrator Set up Tracking Items, Loan Purposes, Vendors, Reasons and Source Offices

DecisionPro Fundamentals of Product Setup

Length of Class: Recommended Attendees: administration of Prerequisite: Delivery Channel(s): 3 Hours Staff responsible for ongoing security and

DCP-AL202

system

DecisionPro. Basic Windows/Computer skills, working knowledge understanding of institution`s lending policy, DCP-AL201. Custom ­ WebEx of MS Excel,

Content: This course will provide administrators with the knowledge and skills necessary to create, define and edit product setup information in DecisionPro. The role of the DecisionPro System Administrator is key to maximizing the effectiveness of new and existing system features, maintaining a close correlation with lending policy, and leveraging technology achieve business growth. Create/Edit a Product Understand Dependencies Manipulate Budget Analysis Add Collateral Types Create/Maintain Zip Code Matrix

DecisionPro Fundamentals to Policy Setup

Length of Class: Recommended Attendees: administration of Prerequisite: Delivery Channel(s): 3 Hours Staff responsible for ongoing security and

DCP-AL203

system

DecisionPro. Basic Windows/Computer skills, working knowledge understanding of institution`s lending policy, DCP-AL201. Custom ­ WebEx of MS Excel,

Content: This course will provide administrators with the knowledge and skills necessary to create and maintain credit policies in DecisionPro. The role of the DecisionPro System Administrator is key to maximizing the effectiveness of new and existing system features, maintaining a close correlation with lending policy, and leveraging technology to achieve business growth. Create/Edit Credit Policies Understand Dependencies Understand Decision Actions Set up Auto Decisioning

DecisionPro Fundamentals of Tailoring

Length of Class: Recommended Attendees: administration of Prerequisite: Delivery Channel(s): 3 Hours Staff responsible for ongoing security and

DCP-AL204

system

DecisionPro. Basic Windows/Computer skills, working knowledge understanding of institution`s lending policy, DCP-AL201. Custom ­ WebEx Page 33 of 142 of MS Excel,

Training Services Course Catalog Content: This course will provide administrators with the knowledge and skills necessary to create and maintain tailoring details in DecisionPro. The role of the DecisionPro System Administrator is key to

Page 34 of 142

Training Services Course Catalog maximizing the effectiveness of new and existing system features, maintaining a close correlation with lending policy, and leveraging technology achieve business growth. Tailor a Field Tailor List Values Tailor Messages Tailor Forms Tailor Form Flows Tailor Field Actions Use Sub-Flows

DecisionPro Fundamentals of Rates & Pricing

Length of Class: Recommended Attendees: administration of Prerequisite: Delivery Channel(s): 3 Hours Staff responsible for ongoing security and

DCP-AL205

system

DecisionPro. Basic Windows/Computer skills, working knowledge understanding of institution`s lending policy, DCP-AL201. Custom ­ WebEx of MS Excel,

Content: This course will provide administrators with the knowledge and skills necessary to manage and maintain rates and pricing in DecisionPro. The role of the DecisionPro System Administrator is key to maximizing the effectiveness of new and existing system features, maintaining a close correlation with lending policy, and leveraging technology achieve business growth. Understand the Elements of the Rate Table Workbook Managing Rate Table Options in System Maintenance Understand Dependencies

DecisionPro User Course Offerings

DecisionPro Introduction to Loan Application Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1 1/2 Days Staff responsible for entering, underwriting, decisioning creating documentation for loan applications using DecisionPro. Custom ­ Live and

DCP-UL100

Basic Windows/Computer skills, understanding of institution`s lending policy.

Content: This course will provide users with hands-on experience entering, underwriting, decisioning and creating documentation for loan applications using DecisionPro.

Enter and Edit Loan Application Data Underwrite and Decision Loan Applications Export Application Data to LaserPro Print Documents Generate Reports

DecisionPro Introduction to Validation & Discounting

Length of Class: Recommended Attendees: 4 Hours

DCP-UL101

Staff responsible for validating and discounting indirect loan applications using Page 35 of 142

Training Services Course Catalog

DecisionPro. Prerequisite: Delivery Channel(s): Content: Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live experience with validating and discounting

This course will provide users with hands-on indirect loan applications using DecisionPro.

Validate Contract Data as Within Defined Tolerances Work with the Tracking List Update Funding Status Produce Funding Report

DecisionPro Fundamentals of Data Entry

Length of Class: Recommended Attendees: Client Prerequisite: Delivery Channel(s): 4 Hours

DCP-UL201

Staff responsible for entering loan applications using Data Entry or Services Manager (CSM). Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Content: This course will provide users with hands-on experience with entering and editing loan applications using DecisionPro.

Enter and Edit Loan Application Data Route Applications for Underwriting Add Notes and Documents

DecisionPro Fundamentals of Credit Management

Length of Class: Recommended Attendees: Prerequisite: policy, Delivery Channel(s): 4 Hours

DCP-UL202

Staff responsible for underwriting loan applications using DecisionPro. Basic Windows/Computer skills, understanding of institution`s lending experience underwriting consumer loans. Custom ­ Live or Virtual Access

Content: This course will provide users with hands-on experience with underwriting loan applications using DecisionPro.

View Credit Bureau Manage Tradelines Utilize Budget Analysis Add Notes and Documents Decision Loans

DecisionPro Fundamentals of Document Generator

Length of Class: Recommended Attendees: Prerequisite: 4 Hours

DCP-UL203

Staff responsible for generating closing documents for loan applications using the DecisionPro to LaserPro export. Basic Windows/Computer skills, understanding of institution`s lending policy, understanding of consumer lending regulatory requirements, experience using LaserPro. Page 36 of 142

Training Services Course Catalog

Delivery Channel(s):

Custom ­ Live or Virtual Access

Content: This course will provide users with hands-on experience with generating closing documents for loan applications

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Training Services Course Catalog

using the DecisionPro to LaserPro export.

View/Add Notes and Documents Work with the Tracking List Validate Application Data Export DecisionPro Data to LaserPro Update Funding Status

DecisionPro Fundamentals of Validation & Discounting

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 4 Hours

DCP-UL204

Staff responsible for validating and discounting indirect loan applications using DecisionPro. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access experience with validating and discounting

This course will provide users with hands-on indirect loan applications using DecisionPro.

Validate Contract Data as Within Defined Tolerances Work with the Tracking List Update Funding Status Produce Funding Report

E3®

E3 Administrator Course Offerings

E3 Introduction to System Administration

Length of Class: Recommended Attendees: Prerequisite: Excel, Delivery Channel(s): 3 Days Staff responsible for security and system administration. Basic Windows/Computer skills, working knowledge of MS Word and understanding of institution`s lending policy. Custom ­ Live

EE3-AL100

Content: This course will provide administrators with the knowledge and skills necessary to perform ongoing setup and maintenance to the E3 solution.

Review Data Input During Implementation Understand Company Information Manage System Security Review of Delivered Data Control Policies Define System Defaults Review Loan Program Support Data Review Loan Programs Understand Custom Data Fields Understand Credit Repositories Set Up Regulatory Agencies Understand Conditions Management Understand Reports and Documents Overview of Container

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Training Services Course Catalog

E3 Fundamentals of System Setup

Length of Class: Recommended Attendees: Prerequisite: 3 Hours Staff responsible for E3 system administration

EE3-AL201

Basic Windows/Computer skills, working knowledge of MS Word and Excel, understanding of institution`s lending policy, authorized to make or implement decisions about operational or security policies and procedures related to implementing E3. Custom ­ Live or Virtual Access

Delivery Channel(s):

Content: This course will provide administrators with the knowledge and skills necessary to maintain E3 system setup.

Review System Defaults Review Loan Program Support Data Learn Characteristics of Loan Programs Understand Custom Data Fields Understand Credit Repositories Set Up Regulatory Agencies Understand Conditions Management

E3 Fundamentals of Security

Length of Class: Recommended Attendees: 2 Hours

EE3-AL202

Staff responsible for setting up the security policies and procedures for E3 including defining and enforcing security restrictions to limit E3 users and their activities in E3. Basic Windows/Computer skills, working knowledge of MS Word and Excel, understanding of institution`s lending policy, authorized to make or implement decisions about operational or security policies and procedures related to implementing E3, E3 Fundamentals of System Setup EE3-AL201. Custom ­ Live or Virtual Access

Prerequisite:

Delivery Channel(s):

Content: This course will provide administrators with the knowledge and skills necessary to define and enforce security restrictions to limit E3 users and their activities in E3.

Review Company Information Manage System Security Review of Existing Data Control Policies

E3 Fundamentals of Function Generator

Length of Class: Recommended Attendees: Prerequisite: 2 Hours

EE3-AL203

System Administrators, IT Help Desk or Software Support, and/or anyone authorized to setup operations and procedures for their organization. Basic Windows/Computer skills, working knowledge of MS Word and Excel, understanding of institution`s lending policy, authorized to make or implement decisions about operational or security policies and procedures related to implementing E3, E3 Fundamentals of System Setup EE3-AL201. Workshop ­ Virtual Access (HARLAND FINANCIAL SOLUTIONS TRAINING ENVIRONMENT)

Delivery Channel(s):

Content: This course will provide administrators fundamentals of using the Function Generator to create functions for use in E3. During this course, you will learn how to create simple formulas using Microsoft Visual Basic Script Page 39 of 142

Training Services Course Catalog

Editor.

Page 40 of 142

Training Services Course Catalog Create Simple Functions Combining Objects in Simple Functions Create Conditional Functions Use And / Or Operators Create Complex Conditional Functions Write and Use Multiple Condition Statements Understand How to Use Custom Data Fields Within a Function Use Variables Within a Function Utilize Functions to Gather Collection Objects

E3 Fundamentals of Documents

Length of Class: Recommended Attendees: Prerequisite: 3 Hours

EE3-AL204

System Administrators, IT Help Desk or Software Support personnel. Basic Windows/Computer skills, working knowledge of MS Word, understanding of institution`s lending policy, E3 Fundamentals of System Setup EE3-AL201, One of EE3-UL201, EE3-UL202, EE3-UL203, EE3UL204. Custom ­ Live or Virtual Access

Delivery Channel(s):

Content: This course will provide administrators with the knowledge and skill necessary to create and update documents.

Create Documentation Using the E3 Word Tool Use GreatDocs Field Editor Import and Map Documents Understand Virtual Access Documents, Document Sets, and Conditions Understand Benefits of Customizing GreatDocs Documents Reviewed Delivered Documents and How to Order Additional Documents

E3 Fundamentals of Screen & Menu Designer

Length of Class: Recommended Attendees: Prerequisite: policy, 2 Hours

EE3-AL205

System Administrators, IT Help Desk or Software Support personnel. Basic Windows/Computer skills, understanding of institution`s lending E3 Fundamentals of System Setup EE3-AL201, E3 Fundamentals of Security EE3-AL202, E3 Fundamentals of Function Generator EE3-AL203, One of EE3UL201, EE3-UL202, EE3-UL203, EE3-UL204.

Delivery Channel(s):

Workshop ­ Virtual Access (HARLAND FINANCIAL SOLUTIONS TRAINING ENVIRONMENT)

Content: This course will provide administrators with the knowledge and skill necessary to create custom screens and menus that can be used in E3 to streamline lending practices.

Understand Screen and Menu Designer Basics Use Normal Screens Utilize the Selection Summary Screen Navigate the Container Screen Understand Menu Designer Basics Add a screen to Menu Manage Menus

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Training Services Course Catalog

E3 Fundamentals of Reporting

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Hours

EE3-AL206

System Administrators and any personnel tasked with creating and running E3 Reports Basic Windows/Computer skills and knowledge working with mortgage banking industry. Custom ­ Live or Virtual Access

Content: This course will provide administrators with the knowledge and skills necessary to create basic reports using Ad Hoc Report Designer.

Utilize Ad Hoc Report Designer Navigate Actuate Management Console

E3 System Administration for Increased Efficiency

Length of Class: Recommended Attendees: Prerequisite: 3 Hours System Administrators, Information or software support personnel. Technology

EE3-AL300

personnel, help desk

Basic Windows/Computer skills, understanding of mortgage banking terminology, E3 Fundamentals of System Setup EE3-AL201, E3 Fundamentals of Security EE3-AL202, E3 Fundamentals of Function Generator EE3-AL203, One of EE3-UL201, EE3-UL202, EE3-UL203, EE3-UL204. Custom ­ Virtual Access (HARLAND FINANCIAL SOLUTIONS TRAINING ENVIRONMENT)

Delivery Channel(s):

Content: This course will provide administrators with the knowledge and skills necessary to fine tune the E3 system to increase efficiency and improve compliance.

Understand System Setup Options Manage System Security Generate Reports and Documents Understand Connect Services Customize a Menu Use the Activity Management Portal Utilizing Audit

E3 User Course Offerings

E3 Introduction to Loan Application Processing

Length of Class: Recommended Attendees: 2 Day Staff responsible for training originating, processing, underwriting, closing/funding and shipping loan applications using E3. The audience for this curriculum should be the same throughout training. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live

EE3-UL100

Prerequisite: Delivery Channel(s):

Content: This course will provide users with hands-on experience originating, processing, underwriting, closing/funding and shipping loan applications using E3.

Enter and Edit Loan Application Data Underwrite Loan Applications

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Training Services Course Catalog Close and Fund Loan Applications

Page 43 of 142

Training Services Course Catalog Perform Post Closing and Shipping Responsibilities Using E3 Print Documents Generate Reports

E3 Fundamentals of Using the Originate Menu

Length of Class: Recommended Attendees: Prerequisite: policy, Delivery Channel(s): 4 Hours Staff responsible for originating loan applications using E3.

EE3-UL201

Basic Windows/Computer skills, understanding of institution`s lending experience originating mortgage loans. Custom ­ Virtual Access

Content: This course will provide users with hands-on experience with navigating and originating loan applications using E3.

Navigate the E3 Solution Enter and Edit Loan Application Data

E3 Fundamentals of Using the Process and Underwrite Menu

Length of Class: Recommended Attendees: Prerequisite: policy, Delivery Channel(s): 4 Hours

EE3-UL202

Staff responsible for processing and underwriting loan applications using E3. Basic Windows/Computer skills, understanding of institution`s lending experience processing and/or underwriting mortgage loans. Custom ­ Virtual Access

Content: This course will provide users with hands-on experience with processing and underwriting loan applications using E3.

Navigate the E3 Solution Process and Underwrite Loan Application Data

E3 Fundamentals of Using the Close and Fund Menu

Length of Class: Recommended Attendees: Prerequisite: policy, Delivery Channel(s): 4 Hours

EE3-UL203

Staff responsible for closing and funding loan applications using E3. Basic Windows/Computer skills, understanding of institution`s lending experience closing and funding mortgage loans. Custom ­ Virtual Access

Content: This course will provide users with hands-on experience with navigating and closing/funding loan applications using E3.

Navigate the E3 Solution Close and Fund Loan Applications

E3 Fundamentals of Using the Post Close and Ship Menu

Length of Class: Recommended Attendees: using Prerequisite: 4 Hours

EE3-UL204

Staff responsible for post-closing and shipping of loan application files E3. Basic Windows/Computer skills, understanding of institution`s lending Page 44 of 142

Training Services Course Catalog

policy, experience with post-closing and shipping of mortgage loans. Delivery Channel(s): Custom ­ Virtual Access

Content: This course will provide users with hands-on experience with navigating and post-closing/shipping functionality

Page 45 of 142

Training Services Course Catalog

within E3.

Navigate the E3 Solution Perform Post Closing and Shipping Responsibilities Using E3

EZTeller®

EZTeller Administrator Course Offerings

EZTeller SuperView Administration and Configuration Training

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours Operation Managers and System Administrators None Live or Virtual Access

EZT-AT100

Content: This course will provide users with the knowledge and skills necessary to administer and maintain EZTeller settings.

Structural Hierarchy Add and Remove employees Bank, Branch, and Workstation profiles Role setup and maintenance Business day calendar SQL password resets Profile Options Menu EZTeller Roles add, edit, and remove Cash and overall role limits Administration reporting Script, Custom Journal Scans in EZTeller

Materials used: SuperView Enterprise Training Enterprise, Reports, and SuperView User Guide

EZTeller User Course Offerings

EZTeller Enterprise Teller Training

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours Tellers and Teller Supervisors none Live or Virtual Access

EZT-UT100

Content: This course will provide users with the knowledge and skills necessary to perform teller functions.

Login Teller transactions CRT transactions Journal Scans Balancing Reversing transactions Print checks Void checks

Page 46 of 142

Training Services Course Catalog Offline and database down transactions

Materials used: EZTeller Enterprise Training Script, Custom Journal Scans in EZTeller Enterprise, Reports, and EZTeller User Guide

EZTeller SuperView Supervisor Training

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours Branch Manager, Teller Supervisors, and Operation Managers None Live or Virtual Access

EZT-UT100

Content: This course will provide users with the knowledge and skills necessary to supervisor/manage teller operations.

Login and SQL password resets Supervisor Menu EZTeller Roles add, edit, and remove Reporting SAM ­ Special Account Monitor Ask/System Help Journal Scans Status Pulling totals Local and remote overrides Script, Custom Journal Scans in EZTeller

Materials used: SuperView Enterprise Training Enterprise, Reports, and SuperView User Guide

EZTeller Enterprise CTR processing and administration

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 4 Hours BSA and CRT staff EZTeller Supervisor Training and EZTeller Teller training Live or Virtual Access

EZT-UT100

This course will provide users with the knowledge and skills necessary to perform CTR reporting and administration.

CTR customer/member database Review CTR records Add and Force CTR CTR Reporting Cash Activity Printing and E filing Help Overview Offline and database down transactions

Materials used: EZTeller Enterprise CRT Manual

IntrieveAdvantage®

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Training Services Course Catalog

IntrieveAdvantage User Offerings

Intrieve Core System Basic Zeus Overview

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1 Day System Coordinator, Network Administrator n/a Custom - Live

ITA-ULTRAACCESS-100

Content: An in-depth overview of Zeus, structure and layout of the desktop, Search function, and Platform Express

Intrieve Core ZAD File Review

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1 Day System Coordinator, Network Administrator Intrieve Core System Basic Zeus Overview Custom - Live

ITA-ULTRAACCESS-101

Content: Review of the files that control the customization of the Zeus software, forms, and products

Intrieve Core Network System Management

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2-3 Days System Coordinator, Network Administrator Intrieve Core System Basic Zeus Overview Custom - Live

ITA-ULTRAACCESS-102

Content: An information how-to class that demonstrates how to set up Zeus on the network and utilize the system update service (SUS) for reviewing Microsoft and virus updates. This class also will focus on creating and deleting users, setting up profiles, handling shutdowns and eliminating viruses and setting up Zeus on the network.

IntrieveAdvantage Basic Mortgage Training

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 days On-line Coordinators, Loan Processors None Custom - Live

ITA-UL-100

Content: This course will provide users with a basic level of loan application knowledge and the skills necessary to perform basic loan functions.

Overview of parameters Review of Fields Default records setup Setup sheets Basic transactions Reports

IntrieveAdvantage Mortgage Parameter & Default Record Review

Length of Class: Recommended Attendees: 4 Hours On-line Coordinators, Loan Processors Page 48 of 142

ITA-UL-101

Training Services Course Catalog

Prerequisite: Delivery Channel(s): IntrieveAdvantage Basic Mortgage Training Custom - Live

Content: This course will provide users with a comprehensive review of mortgage loan parameters and default records with an emphasis on the institution`s current settings (how products are currently functioning) and investigating other available features and processes.

Overview of parameters Review of Fields Default records setup Setup sheets

IntrieveAdvantage Mortgage Adjustable Rate Mortgages (AML's)

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours On-line Coordinators, Loan Processors IntrieveAdvantage Basic Mortgage Training Custom - Live

ITA-UL-103

Content: This course will provide users with the knowledge and skills necessary to perform AML processing and setup.

Critical fields Review of Fields Default records setup Setup sheets Proper index procedures Basic transactions Reports

IntrieveAdvantage Escrow Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours On-line Coordinators, Loan Processors, Escrow Processors IntrieveAdvantage Basic Mortgage Training Custom - Live

ITA-UL-104

Content: This course will provide users with the knowledge and skills necessary to perform escrow analysis.

Review escrow fields How to use escrow records In-depth look at escrow analysis Reports

IntrieveAdvantage Construction Loans (LIP's)

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours On-line Coordinators, Loan Processors IntrieveAdvantage Basic Mortgage Training Custom - Live

ITA-UL-105

Content: This course will provide users with the knowledge and skills necessary to process and maintain construction loans.

Critical fields

Page 49 of 142

Training Services Course Catalog Review of Fields Default records setup Setup sheets Proper index procedures Reports

IntrieveAdvantage Mortgage Banking/Sold Loans

Length of Class: Recommended Attendees: Secondary Prerequisite: Delivery Channel(s): 1 Day

ITA-UL-106

On-line Coordinators, Loan Processors, those working with the Market IntrieveAdvantage Basic Mortgage Training Custom - Live

Content: This course will provide users with the knowledge and skills necessary to process and maintain sold loans.

Investor records structure Review of Fields Master default record Benefits of suspense processing Default records setup Setup sheets Proper index procedures Basic transactions Reports

IntrieveAdvantage Basic Consumer Loan Training

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Days System Coordinators, Loan Processors none Custom - Live

ITA-UL-107

Content: This course will provide users with the knowledge and skills necessary to perform basic consumer loan functions and transactions.

Review of fields Setting up mask records Designing setup sheets Basic transactions Reports

IntrieveAdvantage Basic Commercial Loan Training

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Days

ITA-UL-108

System Coordinators, Loan Processors, Commercial Loan Officers none Custom - Live

Content: This course will provide users with the knowledge and skills necessary to perform basic commercial loan transactions and functions.

Review of field Customer record Note and tickler record

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Training Services Course Catalog Setting up mask records Transactions Reports

IntrieveAdvantage Basic Line of Credit/Home Equity Training

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1 Day System Coordinators, Loan Processors none Custom - Live

ITA-UL-109

Content: This course will provide users with the knowledge and skills necessary to perform basic Line of Credit/Home Equity transactions. This class will provide a comprehensive understanding of how this product functions including maintenance and report review.

Review of fields Rate change process Basic transactions Reports

IntrieveAdvantage Delinquent Loan Collections

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours Systems Coordinator, Collectors, Loan Officers IntrieveAdvantage Basic Branch Training Custom - Live

ITA-UL-110

Content: Set up on-line security records, define collector rules and set up collectors. pages.

Review Collections work queue

IntrieveAdvantage Savings and Checking Account Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 8 Hours

ITA-UD-100

anyone

System Coordinators, New Accounts Personnel, CSR's, opening, processing and closing Savings and Checking n/a Custom - Live

Content: A comprehensive review of basic savings and checking account processing and functionality. include a review of institution and type level parameters, fields, Web Pages and reports.

This class would

IntrieveAdvantage Savings and Checking Parameter Review

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours

ITA-UD-101

anyone

System Coordinators, New Accounts Personnel, CSR's, opening, processing and closing Savings and Checking IntrieveAdvantage Savings and Checking Account Processing Custom - Live

Content: Basic Savings and Checking Parameters will be reviewed along with looking at the different products an institution can utilize to meet their needs.

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Training Services Course Catalog

IntrieveAdvantage Plan Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1 Day

ITA-UD-102

System Coordinators, New Accounts Personnel, anyone opening, processing and closing Retirement accounts IntrieveAdvantage Savings and Checking Account Processing Custom - Live

Content: A comprehensive review of Plan Processing including important fields, transactions and reporting. This class will focus on the setting up of plan accounts and the proper maintenance required on an on-going basis. Automating distributions, calculating RMD`s and utilizing beneficiary functionality will also be covered.

Plan set-up Web Page Review Plan Maintenance Reason codes\ Transactions Automatic Distributions Required Minimum Distributions Beneficiaries Reports

IntrieveAdvantage Certificate Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours System Coordinators, New Accounts Personnel, opening, processing and closing Certificates

ITA-UD-103

CSR's, anyone

IntrieveAdvantage Savings and Checking Account Processing Custom - Live

Content: A comprehensive review of the Certificate application including Institution and type level parameters, fields, web pages, reports and transactions.

Institution parameters Type parameters Fields Web Pages Transactions Reports Reports

IntrieveAdvantage CD and Certificate Retirement Parameter Review

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours

ITA-UD-104

System Coordinators, New Accounts Personnel, anyone opening, processing and closing Retirement accounts and Certificate Accounts IntrieveAdvantage Savings and Checking Account Processing Custom - Live

Content: Basic Certificate Parameters will be reviewed along with looking at the different certificate products an institution can utilize to meet their needs.

IntrieveAdvantage Service Charge via CIF

Length of Class: 2 Hours Page 52 of 142

ITA-UD-105

Training Services Course Catalog

Recommended Attendees: opening, Prerequisite: Delivery Channel(s): System Coordinators, New Accounts Personnel, CSR's, anyone

processing and closing Savings and Checking IntrieveAdvantage Savings and Checking Account Processing Custom - Live

Content: A review of the parameters and reports that are utilized in service charging via CIF.

IntrieveAdvantage ATS/PADS

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Hours

ITA-UD-106

System Coordinators, New Accounts Personnel, CSR's, opening, processing and closing Savings and Checking IntrieveAdvantage Savings and Checking Account Processing Custom - Live anyone

Content: Basic review of how the ATS/PADS system works along with parameters set up sheets and reports.

IntrieveAdvantage Overdraft Protection

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Hours System Coordinators, New Accounts Personnel, opening, processing and closing Overdraft Accounts

ITA-UD-107

CSR's, anyone

IntrieveAdvantage Savings and Checking Account Processing Custom - Live

Content: A review of the parameters, necessary fields, statements, rate change process and reports.

IntrieveAdvantage Sweep Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Hours

ITA-UD-108

System Coordinators, New Accounts Personnel, CSR's, opening, processing and closing Sweep and Overdraft Accounts Intrieve Advantage Savings and Checking Account Processing Live anyone

Content: A review of the parameters, necessary fields, account set up sheets and reports.

IntrieveAdvantage Overdraft Protection and Sweep Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 Hours

ITA-UD-109

anyone

System Coordinators, New Accounts Personnel, CSR's, opening, processing and closing Sweep and Overdraft Accounts Intrieve Advantage Savings and Checking Account Processing Custom - Live

Content: A review of the parameters, necessary fields, statements, rate change process and reports.

IntrieveAdvantage Exceptions Item Processing

Length of Class: Recommended Attendees: Prerequisite: 2 Days Systems Coordinator, Checking department IntrieveAdvantage Basic Branch Training Page 53 of 142

ITA-UD-110

Training Services Course Catalog

Delivery Channel(s): Custom - Live

Content: Create bank master, notices and user settings and set up reason codes. Experience the download of your NW2000-2, the SV503-1, SV504 and NW600 exceptions, processing your returns, service charges, notices and reviewing your reports.

IntrieveAdvantage Customer Management System

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1-5 Days System Coordinator and Bank staff IntrieveAdvantage Basic Branch Training Custom - Live

ITA-UD-200

Content: Have on-site coverage for your banks transition to CMS. Our system trainers will be there to answer any questions and be sure you are utilizing the system to meet your needs.

IntrieveAdvantage Sales and Service

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours

ITA-UX-100

On-line Coordinators, New Account Representatives, Service Coordinators IntrieveAdvantage Basic Branch Training Custom - Live

Content: This course will provide users with the knowledge of the service tools to readily increase customer loyalty and satisfaction. How to use the full capability on Intrieve Advantage to change customer transactions to customer experiences.

Review of fields Default records setup Setup sheets

IntrieveAdvantage General Ledger Review

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 Hours Accounting Staff IntrieveAdvantage Basic Branch Training Custom - Live

ITA-UG-100

Content: System they are using to interface our OG0200, How the parameters are set up, reading, changing and deleting parameters, how to submit these additions or changes, checking to make sure changes took place, using the OG0300, OG0300 rejects, corrections, reports used from Intrieve system to balance with customers G/L package, accounting practices that work well with Intrieve's on-line reports for deposits and loans, using Enterprise Access to make balancing easier.

IntrieveAdvantage Financial Pre-Site

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1-2 Days Accounting Staff IntrieveAdvantage Basic Branch Training Custom - Live

ITA-UG-101

Content: Review present balancing procedures, make suggestions to help make autopost work properly for Bank. Discuss General Ledger number format. Discuss Daily Accruals. Map each transaction discussing how each type of account works as we progress. Map system tellers. Show examples of reports that will be generated, og0200, og0300, og0300-2 and og0300-5. Walk them through making changes to og0200 in Page 54 of 142

Training Services Course Catalog

ZEUS. Discuss when 1st report will be generated and how to find report to review.

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Training Services Course Catalog

IntrieveAdvantage On-Line Teller Security Review

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours Systems Coordinator, Network Administrator IntrieveAdvantage Basic Branch Training Custom - Live

ITA-AT-100

Content: Review the parameters and setup of the on-line teller module.

Review of fields Default records setup Setup sheets

IntrieveAdvantage Report Review of CMS

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1 Day System Coordinator IntrieveAdvantage Basic Branch Training Custom - Live

ITA-AI-200

Content: Discover how CMS customer-centric processing can impact your bank. See the new screens and processing flow. Learn about web-pages, customer groups and how customer "links" are formed. Go step-by-step through the transition process of scrubbing your files and looking at new reports that have been created to assist you through the transition.

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Training Services Course Catalog

LaserPro® Suite

LaserPro Suite Administrator Course Offerings

LaserPro Implementation and Setup Assistance

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Days Staff responsible LaserPro solution. for security and system administration of the

Course ID# LPL-AL100

Basic Windows/Computer skills, understanding of institution`s lending policy, thorough knowledge of regulatory compliance lending concerns. Custom ­ Live or Virtual Access

Content: This course will provide administrators with hands on assistance with the initial setup of the LaserPro solution for application and document processing and the knowledge and skills necessary to perform routine maintenance.

This service assists you in envisioning your opportunities with LaserPro software, and then helps you create and execute a well-defined plan to incorporate the software into your institution. Our experienced IIA facilitator works with you via a web based session to direct your initial planning m eeting for either the LaserPro or DepositPro programs. We will work with your Project Leader, Software Administrator, IT Team and Documentation Processors to establish a goaldirected plan. With this plan as your guide, you and your team will have an understanding of the preparation required for a successful implementation. Key benefits from of this service include: More consistent documents Decreased production time Fast and efficient go live Easier training for your staff

Key topics include:

Review system requirements, installation needs and licensing Review sample documents and verbiage Gather data needed to tailor the system to comply with your institution`s lending practices Navigate the software to gain basic understanding of the impact of various setup options Identify and assign action items to team members in preparation for training administrator(s) and users Implement and Setup o Institution(s) and Branches o Privacy policy o Regulatory Agency Data o Credit Bureau and Service Addresses o ePrint Connect (e-mailing of documents) o Rate Table o Program Options o Standard Policies and Products o Document Options / Format o Libraries o Credit Insurance o HPML / HOEPA Tools

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Training Services Course Catalog

LaserPro Introduction to System Administration

Length of Class: Recommended Attendees: Prerequisite: policy, Delivery Channel(s): Content: 1 Day Staff responsible LaserPro solution. for security and

Course ID# LPL-AL101

system administration of the

Basic Windows/Computer skills, understanding of institution`s lending thorough knowledge of regulatory compliance lending concerns. Custom ­ Live

This course will provide administrators with the knowledge and skills necessary to conduct ongoing maintenance of the LaserPro solution. It does not provide the administrator with assistance with implementing or setting up the program ­ see LPL-AL100, LaserPro Implementation and Setup Assistance. Administrators will be responsible for the initial setup before the end user training event. Key topics include:

Manage System Security and User Permissions Edit Institution or Branch Related Data Access Release Notes Troubleshoot Issues Maintain: o Institution(s) and Branches o Privacy policy o Regulatory Agency Data o Credit Bureau and Service Addresses o ePrint Connect (e-mailing of documents) o Rate Table o Program Options o Standard Policies and Products o Document Options / Format o Libraries o Credit Insurance o HPML / HOEPA Tools

DepositPro Introduction to System Administration

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1 Day

Course ID# LPL-AD100

Staff responsible for security and system administration of the DepositPro solution. Basic Windows/Computer skills, thorough knowledge of regulatory compliance concerns relating to deposit account documentation. Custom ­ Live

Content: This course will provide administrators with hands-on assistance in the initial setup of the DepositPro solution for deposit account document processing and the knowledge and skills necessary to perform routine maintenance. Key topics include:

Manage System Security and User Permissions Edit Institution or Branch Related Data Access Release Notes Troubleshoot Issues Implement and Setup o Institution(s) and Branches o Regions / Divisions / Sales Territories o Privacy Policy o Credit Bureau o Reg E Disclosures

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Training Services Course Catalog o ePrint Connect (e-mailing of documents) o Rate Table

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Training Services Course Catalog o o o o o o o Standard Policies and Products Document Options / Format Libraries TIS Disclosures Fee Schedule Deposit Account Agreement Signature Card

LaserPro Introduction to SBA Lending Solution Administration

Length of Class: Recommended Attendees: Prerequisite: policy, 4 Hours

Course ID# LPL-AL102

Staff responsible for security and system administration of the LaserPro SBA Lending Solution. Basic Windows/Computer skills, understanding of institution`s lending thorough knowledge of regulatory compliance lending concerns, understanding of guidelines and requirements for loans guaranteed by the Small Business Administration.

Delivery Channel(s):

Custom ­ Live

Content: This course will provide administrators with hands-on assistance with the initial setup of the LaserPro SBA Lending Solution. Key topics include:

View Licenses in GSS Review and Set up Access Rights in GSS Review Personnel and Personnel Rights in GSS Review Variable Rate Indexes ­ set up any necessary for SBA Set up SBA Policy Set up SBA Products Format SBA Documents Set up SBA Lender Contact Library Set up Compensation Library

LaserPro Introduction to ProSign Administration

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours Staff responsible ProSign solution. for security and

Course ID#LPL-AL103

system

administration

of

the

Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access Key

Content: This course will provide administrators with assistance with setting up and testing the ProSign solution. topics include:

Manage Users and Groups Determine LaserPro and DepositPro Settings Set Up of: o Application Settings o System Settings o Export Profile o Document Settings Examine Documents and Default Sign Type Perform the Signing Ceremony

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Training Services Course Catalog Export the Document Package for Imaging

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Training Services Course Catalog

LaserPro Fundamentals of System Administration

Length of Class: Recommended Attendees: Prerequisite: policy, Delivery Channel(s): 1 Day Staff responsible LaserPro solution. for security and

Course ID# LPL-AL200

system administration of the

Basic Windows/Computer skills, understanding of institution`s lending thorough knowledge of regulatory compliance lending concerns. Custom ­ Live or Virtual Access

Content: This course will provide administrators with the knowledge and skills necessary to administer and maintain the LaserPro solution. Attention is focused on maintaining the program while simultaneously providing a review of the current setup. Key topics include:

Manage System Security and User Permissions Edit Institution or Branch Related Data Access Release Notes Troubleshoot Issues Maintain: o Institution(s) and Branches o Privacy policy o Regulatory Agency Data o Credit Bureau and Service Addresses o ePrint Connect (e-mailing of documents) o Rate Table o Program Options o Standard Policies and Products o Document Options / Format o Libraries o Credit Insurance o HPML / HOEPA Tools

DepositPro Fundamentals of System Administration

Length of Class: Recommended Attendees: Prerequisite: 1 Day

Course ID# LPL-AD200

Staff responsible for security and system administration of the DepositPro solution. Basic Windows/Computer skills, thorough knowledge of regulatory compliance concerns relating to deposit account documentation. DepositPro Introduction to System Administration. Participating institutions should already be using DepositPro in a production environment. This session is not appropriate for institutions that need to setup DepositPro for the first time. Custom ­ Live or Virtual Access

Delivery Channel(s):

Content: This course will provide administrators with the knowledge and skills necessary to administer and maintain the LaserPro solution. It focuses in detail on maintaining the program while simultaneously providing a review of the current setup. Key topics include:

Manage System Security and User Permissions Edit Institution or Branch Related Data Access Release Notes Troubleshoot Issues Implement and Setup o Institution(s) and Branches

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Training Services Course Catalog o Regions / Divisions / Sales Territories o Privacy Policy

Page 63 of 142

Training Services Course Catalog o o o o o o o o o o o Credit Bureau Reg E Disclosures ePrint Connect (e-mailing of documents) Rate Table Standard Policies and Products Document Options / Format Libraries TIS Disclosures Fee Schedule Deposit Account Agreement Signature Card

LaserPro Fundamentals of SBA Lending Solution Administration

Length of Class: Recommended Attendees: Prerequisite: policy, 4 Hours

Course ID# LPL-AL202

Staff responsible for security and system administration of the LaserPro SBA Lending Solution. Basic Windows/Computer skills, understanding of institution`s lending thorough knowledge of regulatory compliance lending concerns, understanding of guidelines and requirements for loans guaranteed by the Small Business Administration.

Delivery Channel(s):

Custom ­ Live or Virtual Access

Content: This course will provide administrators with hands-on assistance with the initial setup of the LaserPro SBA Lending Solution. Key topics include:

View Licenses in GSS Review and Set up Access Rights in GSS Review Personnel and Personnel Rights in GSS Review Variable Rate Indexes ­ set up any necessary for SBA Set up SBA Policy Set up SBA Products Format SBA Documents Set up SBA Lender Contact Library Set up Compensation Library

LaserPro Fundamentals of ProSign Administration

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours Staff responsible ProSign solution. for security and

Course ID#LPL-AL203

system

administration

of

the

Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access Key

Content: This course will provide administrators with assistance with setting up and testing the ProSign solution. topics include:

Manage Users and Groups Determine LaserPro and DepositPro Settings Set Up of: o Application Settings

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Training Services Course Catalog o System Settings

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Training Services Course Catalog o Export Profile o Document Settings Examine Documents and Default Sign Type Perform the Signing Ceremony Export the Document Package for Imaging

LaserPro System Administration Refresher

Length of Class: 3 Hours

Course ID# LPL-AL205

Recommended Attendees: the

Staff

responsible

for

security

and

system

administration

of

LaserPro solution. Prerequisite: Participating institutions should already be using LaserPro Lending in a production environment. This session is not appropriate for institutions that need to set up LaserPro for the first time.

Custom ­ Virtual Access

Delivery Channel(s):

Content: This course will provide administrators with intermediate level training. It is designed for administrators who has never had formal training or that needs training on program changes. Key topics include: Manage System Security and User Permissions Create and Edit Rates Set up Loan Policies Develop Standard Products Obtain Resources and Troubleshoot Issues

DepositPro System Administration, Foundations 5

Length of Class: Recommended Attendees: 3 Hours

Course ID# LPL-AD201

Staff responsible for security and system administration of the DepositPro solution. This curriculum is ideal for newly-hired administrators and/or those who have not received formal DepositPro training. This is a post- implementation training service and is not intended to substitute for introductory level training services. Basic Windows/Computer skills, thorough knowledge of regulatory compliance concerns relating to deposit account documentation. Custom ­ Live or Virtual Access

Prerequisite: Delivery Channel(s):

Content: This course will provide administrators with the knowledge and skills necessary to administer and maintain the DepositPro solution. Key topics include:

Review General System Setup Components Understand Options for: o Institution(s) and Branches o Regions / Divisions / Sales Territories o Privacy Policy o Credit Bureau o Reg E Disclosures o ePrint Connect (e-mailing of documents)

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Training Services Course Catalog o Rate Table o Standard Policies and Products

Page 67 of 142

Training Services Course Catalog o Document Options / Format o Libraries o TIS Disclosures o Fee Schedule o Deposit Account Agreement o Signature Card Utilize Customer Support Resources

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Training Services Course Catalog

DepositPro System Administration

Length of Class: Recommended Attendees: 2 Hours

Course ID# LPL-AD202

Staff responsible for security and system administration of the DepositPro solution and who have a basic knowledge of the system functionality. This is a post-implementation training service and is not intended to substitute for introductory level training services. Basic Windows/Computer skills, thorough knowledge of regulatory compliance concerns relating to deposit account documentation. Self-Paced

Prerequisite: Delivery Channel(s):

Content: This self-paced eLearning Course for DepositPro (DP) administrators provides detailed steps for completing specific DepositPro setup windows. The course is divided into six lessons. The lessons conclude with a Wrap Up quiz to reinforce what you have learned. The test is a comprehensive quiz that validates your knowledge. Those receiving a score of 80% or greater on the quiz will receive a Certificate of Completion. The course provides you with the flexibility to complete the entire training course at your pace. The course should take you about two hours to complete. Overview: Lesson 1: Lesson 2: Lesson 3: Lesson 4: Lesson 5: Lesson 6: Test: Course Overview Setting Up General System Setup Setting Up Marketing Categories and Funds Source Library Setting Up Policy Components Setting Up Products and Services Setting Up Disclosures Other Features Test Your Knowledge

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Training Services Course Catalog

LaserPro Suite User Course Offerings

LaserPro Introduction to Origination & Processing

Length of Class: Recommended Attendees: Prerequisite: policy, Delivery Channel(s): 2 Days Staff responsible for originating and underwriting consumer loan applications. Basic Windows/Computer skills, understanding of institution`s lending knowledge of regulatory compliance lending concerns. Custom ­ Live

Course ID# LPL-UL103

Content: This course will provide users with the knowledge and skills necessary to enter consumer and mortgage loan application data and utilize the underwriting features available in the LaserPro Origination and Processing modules. Key topics include:

Enter / Edit Loan Application Data Utilize the Virtual Uniform Residential Loan Application (Form 1003) Entering Financial Statement Data Entering Decision Data and Conditions of Approval Use the What If Calculator Obtain Credit Bureau Data Submit Loan Applications to Fannie Mae and Freddie Mac via Desktop Underwriter Document Delivery Channels Print Application Documents Save and Recall an Application Find Help

LaserPro Introduction to Commercial Loan Closing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 8 Hours

Course ID# LPL-UL100

Staff responsible for producing closing documentation for commercial loans. Basic Windows/Computer skills, understanding of institution`s commercial lending policy, knowledge of regulatory compliance lending concerns. Custom ­ Live

Content: This course will provide users with the knowledge and skills necessary to produce commercial loan closing documents using the LaserPro Lending Solution. Key topics include:

Set Up Printer(s) Print Blank Documents Determine and Select the Standard Product Enter and Edit Data for Commercial Loan Closing Documents Create Closing Documents and Lending Resolutions Define Collateral and Related Documents Create a Commercial Guaranty Enter Rate, Term and Fee Information Calculate Payments Report CRA/HMDA Use Optional Documents Create a Disbursement Disclosure Understand Documentation Delivery Channels Print Closing Documents Save and Recall a Transaction Create Reports Find Help

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Training Services Course Catalog

LaserPro Introduction to Consumer Loan Closing

Length of Class: Recommended Attendees: Prerequisite: consumer Delivery Channel(s): 8 Hours

Course ID# LPL-UL101

Staff responsible for producing closing documentation for consumer loans. Basic Windows/Computer skills, understanding of institution`s

lending policy, knowledge of regulatory compliance lending concerns. Custom ­ Live

Content: This course will provide users with the knowledge and skills necessary to produce consumer loan closing documents using the LaserPro Lending Solution. Key topics include:

Set Up Printer(s) Print Blank Documents Determine and Select the Standard Product Enter and Edit Data for Consumer Loan Closing Documents Define Collateral and Related Documents Enter Rate, Term and Fee Information Calculate Payments Report CRA/HMDA Use Optional Documents Create a Disbursement Disclosure Understand Documentation Delivery Channels Print Closing Documents Save and Recall a Transaction Create Reports Find Help

LaserPro Introduction to Mortgage Loan Closing

Length of Class: Recommended Attendees: Prerequisite: mortgage Delivery Channel(s): 8 Hours

Course ID# LPL-UL102

Staff responsible for producing closing documentation for loans secured by real estate. Basic Windows/Computer skills, understanding of institution`s

lending policy, knowledge of regulatory compliance lending concerns. Custom ­ Live

Content: This course will provide users with the knowledge and skills necessary to produce mortgages and other closing documents for loans secured by real estate using the LaserPro Lending Solution. It focuses in detail on specific screens and fields within the Consumer and Residential Real Estate closing modules. Key topics include:

Set Up Printer(s) Print Blank Documents Determine and Select the Standard Product Enter and Edit Data for Real Estate Loan Closing Documents Select and Prepare Mortgage Documents (Attention to HUD Settlement Statement and RESPA) Define Collateral and Related Documents Enter Rate, Term and Fee Information Calculate Payments Report CRA/HMDA Use Optional Documents Create a Disbursement Disclosure Understand Documentation Delivery Channels Print Closing Documents

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Training Services Course Catalog Save and Recall a Transaction Create Reports

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Training Services Course Catalog Find Help

LaserPro Introduction to ProSign

Length of Class: Recommended Attendees: 4 Hours

Course ID# LPL-UL108

Administrators and trainers responsible for training others within their institution on executing deposit account openings and loan closings using the ProSign solution. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Prerequisite: Delivery Channel(s):

Content: This course will provide participants with the knowledge necessary to execute account documents using the ProSign solution. Key topics include:

Overview of Key Features Perform the Signing Ceremony Export the Document Package for Imaging Search for Existing Transactions Understand Best Practices for Signing Ceremony Troubleshooting and Error Resolution Review Tips and Tricks

LaserPro Introduction to SBA Lending Solution

Length of Class: Recommended Attendees: Small Prerequisite: 1.5 Days

Course ID# LPL-UL111

Staff responsible for creating documents for loans guaranteed by the Business Administration using SBA LS for LaserPro. Basic Windows/Computer skills, knowledge of programs provided by the Small Business Administration, understanding of regulatory compliance lending concerns. Custom ­ Live

Delivery Channel(s):

Content: This course will provide users with the knowledge and skills necessary to produce documents for loans guaranteed by the Small Business Administration using the SBA LS solution. Key topics include:

Create SBA loans using the SBA Lending Solution for LaserPro Understand and navigate SBA LS data entry phases Add collateral Preview and Print documents Save and recall transactions Move back to Laser Pro Lending Move between data entry Phases Publish documents from SBA Lending Solution Publish a complete SBA loan package from LaserPro for: o SBA Express Loan o SBA PLP 7(a) o SBA 504

DepositPro Introduction to Deposit Account Processing

Length of Class: 8 Hours Page 73 of 142

Course ID# LPL-UD100

Training Services Course Catalog

Recommended Attendees: modifying Staff responsible for opening deposit accounts, services and

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signature cards. Prerequisite: Delivery Channel(s): Content: Basic Windows/Computer skills, knowledge of regulatory compliance concerns relating to deposit account documentation. Custom ­ Live or Virtual Access

This course will provide users with the knowledge and skills necessary to produce deposit account documentation, services documentation and revise signature cards. Key topics include:

Set Up Printer(s) Print Marketing TIS Disclosure Enter / Edit o Personal Account Data o Business Account Data o Service Data Provide Card Access Create a Check Order Use the APY Calculator Produce Documents for Multiple Accounts Document Delivery Channels Save and Recall a Transaction Print Documents

LaserPro Fundamentals of Commercial Loan Closing

Length of Class: Recommended Attendees: Prerequisite: 8 Hours

Course ID# LPL-UL200

Staff responsible for producing closing documents for commercial loans. Basic Windows/Computer skills, understanding of institution`s commercial lending policy, knowledge of regulatory compliance lending concerns. LaserPro Introduction to Commercial Loan Closing Custom ­ Live or Virtual Access

Delivery Channel(s):

Content: This course will provide users with the knowledge and skills necessary to produce commercial loan closing documents. It focuses in detail on specific screens and fields within the LaserPro Lending Solution commercial module. Key topics include:

Set Up Printer(s) Print Blank Documents Determine and Select the Standard Product Enter and Edit Data for Commercial Loan Closing Documents Create Closing Documents and Lending Resolutions Define Collateral and Related Documents Create a Commercial Guaranty Enter Rate, Term and Fee Information Calculate Payments Report CRA/HMDA Use Optional Documents Create a Disbursement Disclosure Understand Documentation Delivery Channels Print Closing Documents Save and Recall a Transaction Create Reports Find Help

LaserPro Fundamentals of Consumer Loan Closing

Length of Class: 8 Hours Page 75 of 142

Course ID# LPL-UL201

Training Services Course Catalog

Recommended Attendees: Prerequisite: Staff responsible for producing consumer loan closing documents. Basic Windows/Computer skills, understanding of institution`s consumer lending policy, knowledge of regulatory compliance lending concerns. LaserPro Introduction to Consumer Loan Closing. Custom ­ Live or Virtual Access

Delivery Channel(s):

Content: This course will provide users with the knowledge and skills necessary to produce consumer loan closing documents. It focuses in detail on specific screens and fields within the consumer closing module. Key topics include:

Set Up Printer(s) Print Blank Documents Determine and Select the Standard Product Enter and Edit Data for Consumer Loan Closing Documents Define Collateral and Related Documents Enter Rate, Term and Fee Information Calculate Payments Report CRA/HMDA Use Optional Documents Create a Disbursement Disclosure Understand Documentation Delivery Channels Print Closing Documents Save and Recall a Transaction Create Reports Find Help

LaserPro Fundamentals of Mortgage Loan Closing

Length of Class: Recommended Attendees: Prerequisite: 8 Hours

Course ID# LPL-UL202

Staff responsible for producing closing documentation for loans secured by real estate. Basic Windows/Computer skills, understanding of institution`s mortgage lending policy, knowledge of regulatory compliance lending concerns. LaserPro Introduction to Real Estate Loan Closing. Custom ­ Live or Virtual Access

Delivery Channel(s):

Content: This course will provide users with the knowledge and skills necessary to produce mortgages and other closing documents for loans secured by real estate using the LaserPro Lending Solution. It focuses in detail on specific screens and fields within the Consumer and Residential Real Estate closing modules. Key topics include:

Set Up Printer(s) Print Blank Documents Determine and Select the Standard Product Enter and Edit Data for Real Estate Loan Closing Documents (Including ARM and HELOC) Select and Prepare Mortgage Documents (Attention to HUD Settlement Statement and RESPA) Define Collateral and Related Documents Enter Rate, Term and Fee Information Calculate Payments Report CRA/HMDA Use Optional Documents Create a Disbursement Disclosure Understand Documentation Delivery Channels Print Closing Documents Save and Recall a Transaction

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Training Services Course Catalog Create Reports Find Help

LaserPro Fundamentals of ProSign

Length of Class: Recommended Attendees: 4 Hours

Course ID# LPL-UL208

Administrators and trainers responsible for training others within their institution on executing deposit account openings and loan closings using the ProSign solution. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Prerequisite: Delivery Channel(s):

Content: This course will provide participants with the knowledge necessary to execute account documents using the ProSign solution. Key topics include:

Overview of Key Features Perform the Signing Ceremony Export the Document Package for Imaging Search for Existing Transactions Understand Best Practices for Signing Ceremony Troubleshooting and Error Resolution Review Tips and Tricks

LaserPro Fundamentals of SalesPro

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 Hours

Course ID# LPL-UL209

LaserPro or DepositPro administrators and users who wish to take advantage of SalesPro sales and service functionality. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom Virtual Access

Content: This course will provide users with the knowledge and skills necessary to utilize the SalesPro solution in efforts to increase sales and customer satisfaction.

LaserPro Fundamentals of Commercial Participation

Length of Class: Recommended Attendees: Prerequisite: Loan Delivery Channel(s): 8 Hours

Course ID# LPL-UL210

Staff responsible for producing participation documents for commercial loans using the LaserPro solution. Basic Windows/Computer skills. LaserPro Introduction to Commercial

Closing and LaserPro Fundamentals of Commercial Loan Closing. Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge and skills necessary to quickly and easily create loan participation documents. . It focuses in detail on specific screens and fields and on how the module works in conjunction with the LaserPro Lending solution. Key topics include:

Create New Participating Agreements, Templates and Certificates Understand Participation Module Window Flow Work with Fees and Documents Edit Existing Participation Agreements

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Training Services Course Catalog Find Help

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Training Services Course Catalog

LaserPro Fundamentals of SBA Lending Solution

Length of Class: Recommended Attendees: Small Prerequisite: 1.5 Days

Course ID# LPL-UL211

Staff responsible for creating documents for loans guaranteed by the Business Administration using SBA LS for LaserPro. Basic Windows/Computer skills, knowledge of programs provided by the Small Business Administration, understanding of regulatory compliance lending concerns. Custom ­ Live

Delivery Channel(s):

Content: This course will provide users with the knowledge and skills necessary to produce documents for loans guaranteed by the Small Business Administration using the SBA LS solution. Key topics include:

Create SBA loans using the SBA Lending Solution for LaserPro Understand and navigate SBA LS data entry phases Add collateral Preview and Print documents Save and recall transactions Move back to Laser Pro Lending Move between data entry Phases Publish documents from SBA Lending Solution Publish a complete SBA loan package from LaserPro for: o SBA Express Loan o SBA PLP 7(a) o SBA 504

LaserPro Fundamentals of LawyerPro®

Length of Class: Recommended Attendees: 30 Minutes

Course ID# LPL-UL212

Staff responsible for converting LaserPro Commercial Closing loan documents ® ® to an editable Microsoft Word format that allows the financial institution to control 100% of the document content. Basic Windows/Computer skills. LaserPro Introduction to Commercial

Prerequisite: Loan Delivery Channel(s):

Closing and LaserPro Fundamentals of Commercial Loan Closing. Self-Paced

Content: This course will provide users with the knowledge and skills necessary to convert LaserPro Commercial Closing ® ® loan documents to an editable Microsoft Word format that allows the financial institution to control 100% of the document content. It focuses in detail on specific screens and fields and on how the module works in conjunction with the LaserPro Lending Solution. Key topics include:

Creating a loan transaction in LaserPro Document selection for conversion Saving/editing the converted documents How documents are formatted by LawyerPro Cautions concerning modification of LaserPro documents LawyerPro help resources

LaserPro Navigation, Foundations 1

Length of Class: 3 Hours Page 79 of 142

Course ID# LPL-UL213

Training Services Course Catalog

Recommended Attendees: solution. Staff responsible for producing documentation using the LaserPro

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This curriculum is ideal for newly-hired users and/or those who have not received formal LaserPro training. This is a post-implementation training service and is not intended to substitute for introductory level training services. Prerequisite: Delivery Channel(s): Basic Windows/Computer skills, understanding of institution`s lending policy. Workshop - Virtual Access

Content: Just as important as the accurate administrative setup of LaserPro is the knowledge and efficiency of a well- trained loan documentation staff. Join a highly-qualified Harland Financial Solutions Training Specialist from the Client Training Department for a three-hour Virtual Access workshop that will provide training for clients who use LaserPro to document their consumer, commercial and residential real estate loan transactions. Specifically, this course will cover the following topics:

Navigate the LaserPro Solution Understand Main Menu Options Use Function Keys Print Blank Forms, Early Home Equity Disclosures and Early ARM Disclosures Perform What-if Calculations Review Product Release Notes Utilize Customer Support Resources $499 per person

LaserPro Consumer Processing, Foundations 2

Length of Class: Recommended Attendees: 3 Hours

Course ID# LPL-UL214

Staff responsible for producing consumer documentation using the LaserPro solution. This curriculum is ideal for newly-hired users and/or those who have not received formal LaserPro training. This is a postimplementation training service and is not intended to substitute for introductory level training services. Basic Windows/Computer skills, understanding of institution`s lending LPL-UL213.

Prerequisite: policy, Delivery Channel(s):

Workshop - Virtual Access

®

Content: Just as important as the accurate administrative setup of LaserPro is the knowledge and efficiency of a welltrained loan documentation staff. Join a highly-qualified Harland Financial Solutions Training Specialist from the Client Training Department for a three-hour Virtual Access workshop that will provide training for clients who use LaserPro to document their consumer loan transactions. Specifically, this course will cover the following topics:

Enter and Edit Data for Consumer Loan Closing Documents Define Collateral and Related Documents Enter Rate, Term and Fee Information Calculate Payments Print Closing Documents Save and Recall a Transaction Utilize Customer Support Resources $499 per person

LaserPro Commercial Processing, Foundations 3

Length of Class: Recommended Attendees: 3 Hours

Course ID# LPL-UL215

Staff responsible for producing commercial documentation using the LaserPro Page 81 of 142

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solution. This curriculum is ideal for newly-hired users and/or those who have not received formal LaserPro training. This is a post-implementation training service and is not intended to substitute for introductory level training services.

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Prerequisite: policy, Delivery Channel(s): Basic Windows/Computer skills, understanding of institution`s lending LPL-UL213. Workshop - Virtual Access

®

Content: Just as important as the accurate administrative setup of LaserPro is the knowledge and efficiency of a welltrained loan documentation staff. Join a highly-qualified Harland Financial Solutions Training Specialist from the Client Training Department for a three-hour Virtual Access workshop that will provide training for clients who use LaserPro to document their commercial loan transactions. Specifically, this course will cover the following topics:

Enter and Edit Data for Commercial Loan Closing Documents Define Collateral and Related Documents Enter Rate, Term and Fee Information Calculate Payments Print Closing Documents Save and Recall a Transaction Utilize Customer Support Resources $499 per person

LaserPro Home Equity Lines of Credit Processing, Foundations 4

Length of Class: Recommended Attendees: 3 Hours

Course ID# LPL-UL216

Staff responsible for producing home equity line of credit documentation using the LaserPro solution. This curriculum is ideal for newly-hired users and/or those who have not received formal LaserPro training. This is a post- implementation training service and is not intended to substitute for introductory level training services. Basic Windows/Computer skills, understanding of institution`s lending LPL-UL213.

Prerequisite: policy, Delivery Channel(s):

Workshop - Virtual Access

®

Content: Just as important as the accurate administrative setup of LaserPro is the knowledge and efficiency of a welltrained loan documentation staff. Join a highly-qualified Harland Financial Solutions Training Specialist from the Client Training Department for a three-hour Virtual Access workshop that will provide training for clients who use LaserPro to document their home equity line of credit transactions. Specifically, this course will cover the following topics:

Enter and Edit Data for Home Equity Line of Credit Closing Documents Define Collateral and Related Documents Enter Rate, Term and Fee Information Calculate Payments Print Closing Documents Save and Recall a Transaction Utilize Customer Support Resources $499 per person

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DepositPro Fundamentals of Deposit Account Processing

Length of Class: 8 Hours

Course ID# LPL-UD200

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Recommended Attendees: modifying Prerequisite: Staff responsible for opening deposit accounts, services and

signature cards. Basic Windows/Computer skills, knowledge of regulatory compliance concerns relating to deposit account documentation. DepositPro Introduction to Deposit Account Processing. Custom ­ Live or Virtual Access

Delivery Channel(s): Content:

This course will provide users with the knowledge and skills necessary to produce deposit account documentation, services documentation and revised signature cards. It focuses in detail on specific scree ns and fields within the DepositPro. Key topics include:

Set Up Printer(s) Print Marketing TIS Disclosure Enter / Edit o Personal Account Data o Business Account Data o Service Data Provide Card Access Create a Check Order Use the APY Calculator Produce Documents for Multiple Accounts Document Delivery Channels Save and Recall a Transaction Print Documents

DepositPro Fundamentals of IRA Processing

Length of Class: Recommended Attendees: Prerequisite: 8 Hours

Course ID# LPL-UD201

Staff responsible for producing Individual Retirement Account documents. Basic Windows/Computer skills, knowledge of regulatory compliance concerns relating to deposit account documentation and Individual Retirement Accounts. DepositPro Introduction to Deposit Account Processing. Custom ­ Live or Virtual Access

®

Delivery Channel(s):

Content: This course will provide users with the knowledge and skills necessary to produce Ascensus using the menus, screens and fields within DepositPro. Key topics include:

IRA documents

Select Account Type Define o Product Ownership Types, Categories and Descriptions o Customer Types/Signing Capacity o Contribution / Transfer Types o Plan Agreements o Contribution Tax Year o Beneficiaries o Interest Payment and Method Options Enter / Edit Customer Details Enter / Edit Personal Account Data Format Signature Card and Legal Account Name

DepositPro Processing, Foundations 6

Length of Class: Recommended Attendees: 3.5 Hours

Course ID# LPL-UD202

Staff responsible for documenting new accounts using the DepositPro solution. This curriculum is ideal for newly-hired users and/or those who have not received formal DepositPro training. This is a post-

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implementation training service and is not intended to substitute for introductory level training services.

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Prerequisite: Basic Windows/Computer skills, thorough knowledge of regulatory compliance concerns relating to deposit account documentation. DepositPro Introduction to System Administration. Workshop - Virtual Access

Delivery Channel(s):

Content: This course will users with the knowledge and skills necessary to document new accounts using the DepositPro solution. Key topics include:

Open New Accounts Edit Existing Transactions Use the APY Calculator Print Truth in Savings and Privacy Disclosures Utilize Customer Support Resources

DepositPro Processing

Length of Class: Recommended Attendees: 2 Hours

Course ID# LPL-UD203

Staff responsible for documenting new accounts using the DepositPro solution. This is a post-implementation training service and is not intended to substitute for introductory level training services. Basic Windows/Computer skills, thorough knowledge of regulatory compliance concerns relating to deposit account documentation. DepositPro Introduction to System Administration. Self-Paced

Prerequisite:

Delivery Channel(s):

Content: This self-paced eLearning Course is designed for users who will be opening new accounts using the DepositPro solution. The course provides detailed steps for completing specific DepositPro windows, and a review of sample documents. The course is divided into eight lessons. The first seven lessons conclude with a Key Point Review to reinforce what you have learned. The final lesson is a comprehensive quiz that validates your knowledge. Those receiving a score of 75% or greater on the quiz will receive a Certificate of Completion. The course provides you with the flexibility to complete the entire training course at your pace. The course should take you about two hours to complete. The course is divided into the following lessons: Overview: How to Take This Course Lesson 1: Introduction to DepositPro Lesson 2: The DepositPro Main Menu Lesson 3: Opening a Personal Checking Account Lesson 4: Opening a Business Checking Account Lesson 5: Opening a Certificate of Deposit Lesson 6: Recalling and Editing an Account Lesson 7: Miscellaneous Forms and Functions Lesson 8: Testing Your Knowledge

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Training Services Course Catalog

PhoenixEFE®

PhoenixEFE Basic Training for Users

PhoenixEFE Deposit Account Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 days Training staff, customer/member service staff, deposit operations staff, deposit operations managers, BSA officer, and internal auditor General PC skills Custom - Live classroom, hands-on

PHX-UD100

Content: This introductory course is designed to familiarize new users with basic concepts, terminology, and processes of the deposit component (which includes checking, savings, retirement, and time deposits) and the safe deposit box component. We will provide users with the knowledge and skills necessary to perform daily activities pertaining to customer and account records. Topics include:

Adding customer/member and account records Editing and maintaining customer/member and account records Researching and answering customer/member questions Posting basic transactions Working with additional functionality, such as Account Analysis, Overdraft Protection, Overdraft Limit Processing, Sweeps, Cash Management, Sales & Service, etc. Repairing and processing NSF, uncollected, and rejected deposit items Balancing the deposit and safe deposit box applications Reviewing reporting capabilities

PhoenixEFE Fundamentals of IRA Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 Hours

PHX-UD200

Training Staff, IRA Administrator, and Vice President of Deposit Operations PHX-UD100 Web-based instruction in the virtual classroom

Content: This course explains the retirement plan concept within PhoenixEFE and how it makes IRA processing easier and more efficient. During the class, we will cover:

Setting up Retirement Plans Automating and reviewing Required Minimum Distributions (RMD`s) Setting up Distributions and Disbursements Establishing Beneficiaries Processing transactions Correcting plan and accounts Administering death distributions Generating reports and notices

PhoenixEFE Fundamentals of Safe Deposit Box Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Hours

PHX-UD201

Training Staff, Safe Deposit Box Administrator, and branch personnel PHX-UD100 Web-based instruction in the virtual classroom Page 88 of 142

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Content: This session is intended to teach bank/credit union personnel how to set up safe deposit boxes, establish billing, customize charges, and manage safe deposit boxes through reports and on-line controls. The topics covered are:

Opening and closing Safe Deposit Boxes (SDB) Setting up automated transfers or billing notices Customizing and discounting charges Tracking and reporting SDB visits Administrating boxes Using reports to manage your boxes

PhoenixEFE Fundamentals of Account Analysis

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Hours Training Staff, Vice President of Deposit Operations PHX-UD100 Web-based instruction in the virtual classroom

PHX-UD202

Content: This intermediate level class covers the information personnel need to know to offer analyzed accounts to commercial and business customers/members. This functionality within the system provides your institution with the ability to provide service charge credits against large balances for your commercial customers/members. Features covered during this class are:

Configuring analyzed charges Setting up analysis Combining analyzed accounts Reviewing on-line analysis Reviewing notices and statements.

PhoenixEFE Fundamentals of OD Limit Processing (Privilege Pay)

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Hours

PHX-UD203

Training Staff, Vice President of Deposit Operations, branch personnel, Overdraft Limit Administrator PHX-UD100 Web-based instruction in the virtual classroom

Content: This intermediate course familiarizes students with the features and capabilities of OD Limit processing. This product allows qualifying customer/members to overdraw their account up to an assigned limit with the assurance that the check/debit will not be returned. Features covered in this class are:

Setting up account Defining and customizing charge codes Processing transactions Generating notices and letters Establishing account recovery

PhoenixEFE Fundamentals of Sweep Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 Hours

PHX-UD204

Training Staff, Vice President of Deposit Operations, branch personnel PHX-UD100 Web-based instruction in the virtual classroom Page 89 of 142

Training Services Course Catalog

Content: This intermediate level class is designed to provide information about Sweep Family Processing functionality. Sweep Family is a cash management tool your customer/members can use to automatically sweep needed funds into accounts to cover withdrawals and/or balance requirements or sweep excess funds out of accounts to earn higher yields and/or reduce loan interest charges. Some of the topics covered in this class include:

Establishing a Sweep Family Daily Processing Nightly Processing Sweep Family Transactions Reports and Notices

PhoenixEFE Fundamentals of Health Savings Account (HSA) Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Hours

PHX-UD205

Training Staff, Vice President of Deposit Operations, branch personnel PHX-UD100 Web-based instruction in the virtual classroom

Content: This intermediate level class is designed to provide information about setting up and processing Health Savings Accounts (HSA). Health Savings Accounts are established to receive tax deductible contributions by or on behalf of an eligible individual, and to make tax-free distributions to pay for qualified medical expenses of the eligible individual. Some of the topics covered in this class include:

Annual Contribution Limits Establishing an HSA Plan Adding a Beneficiary Opening an HSA Account Posting Online HSA Account Transactions Establishing a Beneficiary Plan Closing a Deceased Participant`s Plan & Splitting the Funds

PhoenixEFE Loan Account Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 5 days

PHX-UL100

Training staff, customer/member service staff, loan operations staff, loan officers, retail banking / loan operations managers, and internal auditor General PC skills Custom - Live classroom, hands-on

Content: This introductory course is designed to familiarize new users with basic concepts, terminology, and processes of the loan component (which includes consumer installment, consumer line of credit, commercial, and mortgage). We will provide users with the knowledge and skills necessary to perform daily activities pertaining to customer/member and account records. Topics include:

Adding customer/member and account records Editing and maintaining customer/member and account records Researching and answering customer/member questions Posting basic transactions Working with additional functionality, such as Dealer, Pass-Thru Insurance, Escrow, Participations, Commitments, Construction, etc. Working with impaired loans Repairing and processing rejected loan items Balancing the loan applications Reviewing reporting capabilities

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PhoenixEFE Fundamentals of Escrow Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 hours Training staff, Loan Operations Staff and Managers PHX-UL100 Web-based instruction in the virtual classroom

PHX-UL200

Content: This intermediate level class is designed to provide information about the system`s Escrow functionality. It will acquaint the user with the knowledge necessary to set up and process escrow accounts. Some of the topics covered in this class include:

Setting up an Escrow Customer/member Third Party Holding Account Setting up Analysis Parameters Attaching an Escrow to the account Handling Escrow Disbursements

PhoenixEFE Fundamentals of Construction Lending

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours Training staff, Loan Operations Staff and Managers PHX-UL100 Web-based instruction in the virtual classroom

PHX-UL201

Content: This intermediate class provides instruction about construction lending for both commercial and mortgage loans. Participants develop understanding of the functionality of this aspect of the lending application through handson instruction in the classroom and practical studies of the topic. During class we will cover:

Establishing lines and commitments Creating budget and draw schedules Processing payments Creating customer/member letters Generating payoff letters Reviewing reporting capabilities

PhoenixEFE Managing your Impaired or Delinquent Loans

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

PHX-UL202

Training staff, Loan Operations Staff and Managers, and Internal Auditors PHX-UL100 Web-based instruction in the virtual classroom

Content: This course is designed to assist personnel to manage your loan portfolios using the Phoenix System and its functionality for tracking impaired and delinquent loans. This hands-on course uses case studies to help you track and report loans from delinquency to charge-off status. We also explain the accounting concepts used to manage this part of your portfolio during the course.

PhoenixEFE Fundamentals of Participation Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 hours Training staff, Loan Operations Staff and Managers PHX-UL100 Web-based instruction in the virtual classroom

PHX-UL203

Content: This intermediate level class provides an overview of the system`s loan Participation functionality. It will acquaint the user with the knowledge necessary to set up and process agent and private participation investors and accounts. Some of the topics covered in this class include: Page 91 of 142

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Setting up an Investor RIM 3rd Party Relationship Participating a loan Parent/child processing Investor remittance Reports and notices

PhoenixEFE Fundamentals of Commitment Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours Training staff, Loan Operations Staff and Managers PHX-UL100 Web-based instruction in the virtual classroom

PHX-UL204

Content: This intermediate level class provides an overview of the system's Commitment functionality. It will acquaint the user with the knowledge necessary to set up and process loan commitments. Some of the topics covered in this class include:

Configuring loan commitment parameters in System Administration Loan commitment processing Sub-commitment processing Reports and notices

PhoenixEFE Fundamentals of Pass Thru Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours Training staff, Loan Operations Staff and Managers PHX-UL100 Web-based instruction in the virtual classroom

PHX-UL205

Content: This intermediate level class provides an overview of the system`s Pass Thru functionality. It will acquaint the user with the knowledge necessary to set up and process Pass Thru customer/members and accounts for Credit Life and Disability insurance coverage. Some of the topics covered in this class include:

Establishing Pass Thru Third Party Types Insurance Interfaces Pass Thru Agent Set Up Configuring a Loan for Pass Thru Posting Pass Thru Transactions Remitting the Funds to the Pass Thru Agent Reports and Notices

PhoenixEFE Fundamentals of Dealer Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours Training staff, Loan Operations Staff and Managers PHX-UL100 Web-based instruction in the virtual classroom

PHX-UL206

Content: This intermediate level class provides an overview of the system`s Dealer functionality. It will acquaint the user with the knowledge necessary to set up and process Dealer customer/members and accounts. Some of the topics covered in this class include:

Establishing Dealer Third Party Types Dealer Agent Set Up

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Training Services Course Catalog Opening a Dealer Loan Remitting the Funds to the Dealer Reports and Notices

PhoenixEFE Fundamentals of Collections Administration and Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 hours

PHX-UL207

Training staff, Collectors, Loan Operations Staff and Managers PHX-UL100 Web-based instruction in the virtual classroom

Content: This course is designed to assist collection staff with managing and tracking your collection deposit and loan portfolio using the PhoenixEFE Collections module. Some of the topics covered in this class include:

Establishing the collection parameters Working a collection account Making collection calls Sending collection letters Tracking legal information Collection reports

PhoenixEFE Teller Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 days

PHX-UT100

Training staff, tellers, teller supervisors, retail banking managers, BSA officer, and internal auditor General PC skills Custom - Live classroom, hands-on

Content: This introductory course is designed to familiarize new users with basic concepts, terminology, and processes of the teller component. We will provide users with the knowledge and skills necessary to perform daily teller activities. Topics include:

Opening a teller drawer Posting transactions Researching and answering customer/member questions Working Offline Balancing and closing the drawer Working with additional functionality, such as Stop Payment, US Savings Bond (purchase / redemption), Currency Transaction Report Reviewing reporting capabilities

PhoenixEFE Fundamentals of Offline Teller

Length of Class: Recommended Attendees: Prerequisite: 1 day

PHX-UT200

Training staff, teller supervisors, branch managers, deposit operations managers PHX-UT100

Delivery Channel(s): Custom - Live classroom, hands-on Content: This one-day intermediate class gives the front-line professionals the knowledge to process transactions off-line. During this hands-on class, we simulate an off-line environment in which tellers lose connectivity and must rely on the local branch server to process transactions. We then simulate the store and forward processes. During this class, we explore: Page 93 of 142

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Processing transactions off-line Storing and forwarding transactions Correcting transactions Troubleshooting Balancing

PhoenixEFE Accounting and Back Office Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 days

PHX-UG100

Training staff, accounting / finance staff and managers, deposit and loan operations staff and managers, and internal auditor General PC skills Custom - Live classroom, hands-on

Content: This introductory course is designed to familiarize new users with basic concepts, terminology, and processes of the general ledger (GL), financial reporting, and back office operations components. We will provide users with the knowledge and skills necessary to perform daily activities pertaining to GL accounts, financial statements, and rejected item repair. Topics include:

Adding GL accounts Editing and maintaining GL accounts Working with financial reports (i.e., Statement of Condition and Income Statement) Researching and answering staff and customer/member questions Posting basic transactions Repairing and processing NSF, uncollected, and rejected deposit / safe deposit box / loan / GL items Balancing the financial institution Reviewing reporting capabilities

PhoenixEFE Fundamentals of Financial Report Writing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 hours

PHX-UG200

Training staff, Chief Financial Officer, Accounting Manager and Internal Auditor PHX-UG100 Web-based instruction in the virtual classroom

Content: This session provides instruction on how to set up and use financial report templates (e.g., Statement of Condition and Income Statement). Topics covered include:

Creating financial reports Linking GL accounts to reports Troubleshooting report templates Utilizing financial report templates

PhoenixEFE Fundamentals of Customer/Member Profitability

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 hours

PHX-UG201

Training staff, Chief Financial Officer, Deposit and Loan Operations Managers PHX-UG100 Web-based instruction in the virtual classroom

Content: This session provides instruction on how to set up Customer/member Profitability parameters. This course also familiarizes students with the features and capabilities of Customer/member Profitability. Topics covered include: Page 94 of 142

Training Services Course Catalog Setting up Customer/member Profitability controls Performing Customer/member Profitability analysis Reviewing Customer/member Profitability reports

PhoenixEFE Fundamentals of Budgeting

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 hours Training staff, Chief Financial Officer, Accounting Manager PHX-UG100 Web-based instruction in the virtual classroom

PHX-UG202

Content: This session provides instruction on how to create a budget, enter budget data, and view/print budget reports. Additionally, this course looks at various methods used to derive budget data. Topics covered include:

Creating a budget Entering and maintaining budget data Reviewing budget reports

PhoenixEFE Fundamentals of Hold Company Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1 Day Training staff, Chief Financial Officer, Accounting Manager PHX-UG100 Custom - Live classroom, hands-on

PHX-UG203

Content: This intermediate level class is designed to provide information about Holding Company functionality. It supports multiple level transactions and accounting control, between subsidiaries, and the subsidiaries total (or roll-up) to the holding company level, while eliminating any inter-company activity. This functionality does not support multi-level holding companies. Some of the topics covered in this class include:

Setting up the Holding Company and Subsidiaries Configuring the Holding Company Database Establishing Financial Report Templates Balancing Holding Company Reporting

PhoenixEFE Nightly Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 days

PHX-UX100

Training staff, night operators, database administrators, system administrators, information system managers, and internal auditor Basic knowledge of PhoenixEFE system architecture / components and MS SQL administration skills Custom - Live classroom, hands-on

Content: This introductory course is designed to familiarize new users with basic concepts, terminology, and processes of the overnight update. We will provide users with the knowledge and skills necessary to perform daily activities pertaining to running overnight updates (including month end and yearend processing). This course is intended for clients running the PhoenixEFE Core in house. Topics include:

Configuration of overnight processing options Establishing and maintaining processing and NACHA calendars

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Training Services Course Catalog Defining inputs / outputs Running the overnight update Scheduling, viewing, and printing nightly reports Editing and configuring sorts / filters / layouts for nightly reports Scheduling and performing purging of data

PhoenixEFE Security Administration

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 hours System administrator, Compliance Officer, Security Officer General PC Skills Web-based instruction in the virtual classroom

PHX-UX200

Content: This intermediate level class is designed to provide information about PhoenixEFE security, including how to set up and maintain security at the global and employee levels. Some of the topics covered in this class include:

Customer/Member Restrictions Security Classes Teller Classes GL Access Groups Employee Security Reports

PhoenixEFE System Administration Course Offerings

PhoenixEFE System Administration ­ Institution, Customer/Member, General Ledger PHX-AG300

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 6 hours System administrator, security officer, BSA / compliance officer, operations managers, accounting / finance managers, and internal auditor Users and managers with three to six months of experience with PhoenixEFE Core processing Workshop - Virtual Access, presentation

Content: This course provides an overview of the Institution Controls, Customer/member Controls, and General Ledger (GL) Controls area of the System Administration component. Topics include:

Adding GL organizations and accounts Editing and maintaining GL accounts Working with financial reports (i.e., Statement of Condition and Income Statement) Adding and editing branches Configuring security Adding and editing employee records Configuring Customer/member Classes and controls Configuring BSA options

PhoenixEFE System Administration - Deposit and Safe Deposit Box

Length of Class: Recommended Attendees: Prerequisite: 6 hours

PHX-AD300

System administrator, BSA / compliance officer, deposit operations managers, and internal auditor Users and managers with three to six months of experience with PhoenixEFE Core processing Page 96 of 142

Training Services Course Catalog

Delivery Channel(s): Workshop - Virtual Access, presentation

Content: This course provides an overview of the Deposit Controls, Safe Deposit Box (SDB) Controls, and other, related global controls area of the System Administration component. Topics include:

Configuring global controls, such as Customer/member-to-Account Relationships, Float, Interest Rate Indexes, Charge Codes, Transaction Codes, Correspondence Controls, etc. Configuring Deposit Classes and controls Configuring SDB Classes and controls Adding and maintaining SDB inventory

PhoenixEFE System Administration - Loan

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 6 hours

PHX-AL300

System administrator, loan operations managers, senior lending officer, and internal auditor Users and managers with three to six months of experience with PhoenixEFE Core processing Workshop - Virtual Access, presentation

Content: This course provides an overview of the Loan Controls, Commitment Controls, and other, related global controls area of the System Administration component. Topics include:

Configuring global controls, such as Customer/member-to-Account Relationships, Interest Rate Indexes, Charge Codes, Transaction Codes, Correspondence Controls, Credit Bureau, Third Parties, etc. Configuring Loan Classes and controls Configuring Commitment Classes and controls

PhoenixEFE System Administration - Teller

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 hours

PHX-AT300

System administrator, BSA / compliance officer, teller supervisors, retail banking managers, and internal auditor Users and managers with three to six months of experience with PhoenixEFE Core processing Workshop - Virtual Access, presentation

Content: This course provides an overview of the Teller Controls and other, related global controls area of the System Administration component. Topics include:

Configuring global controls, such as Float, Currency - Denomination Tracking, Charge Codes, Transaction Codes, etc. Configuring Teller Classes and controls Configuring employees with teller rights Configuring Teller transactions Configuring BSA / CTR controls

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Training Services Course Catalog

Servicing Director®

Servicing Director Administrator Course Offerings

Servicing Director Introduction to System Administration

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 to 8 Days Staff responsible for system administration of Servicing Director. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live

SVD-AL100

Content: This course will provide administrators with the knowledge and skills necessary to perform ongoing setup and maintenance to the Servicing Director solution.

Perform Escrow Analysis Manage Collections Document Customer Service Process Disbursements Utilize Event Manager Process and Service Home Equity Line of Credit Loans Manage Investor Accounts Administer Loan Setup Facilitate Master Servicing Process Payments Manage Pool Reporting Perform Service Release Functions Manage Subservicing Track Insurance and Tax Data Process Loan Modifications

Servicing Director Fundamentals of Event Manager

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours

SVD-AL201

Staff responsible for system administration of Servicing Director. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Content: This course will provide administrators with the knowledge necessary to utilize the Event Manager in Servicing Director to run events such as imports and exports, updates, letters, reports, or cleanups/repairs.

Understand the Event Manager Learn Event Manager Terms Learn File Menu Options Set Up Categories and Groups Specify Criteria Schedule Events Run Events View and Print the Event Manager Log File

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Training Services Course Catalog

Servicing Director User Course Offerings

Servicing Director Introduction Non-Data Conversion

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Days Staff responsible for servicing loans with using the Servicing Director solution. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live

SVD-UL100

Content: This course will provide administrators with the knowledge and skills necessary to perform ongoing setup and maintenance to the Servicing Director solution.

Perform New Loan Setup Track Insurance and Tax Data Manage Adjustable Rate Mortgage Loans Administer Customer Service Process Payments, Reversals and Payoffs Process Disbursements Perform Escrow Analysis Report and Remit to Investors Manage Pool Reporting Perform Service Release Functions Manage Collections Maintain and Run Event Manager

Servicing Director Overview Non-Data Conversion

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours

SVD-UL108

Staff responsible for servicing loans with using the Servicing Director solution. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live

Content: This course will provide administrators with the knowledge and skills necessary to perform ongoing setup and maintenance to the Servicing Director solution.

Set up Loan Templates Add Loans to Servicing Director Manually

Servicing Director Introduction with Data Conversion

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 8 Days

SVD-UL102

Staff responsible for servicing loans with using the Servicing Director solution. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live

Content: This course will provide administrators with the knowledge and skills necessary to perform ongoing setup and maintenance to the Servicing Director solution.

Perform New Loan Setup Track Insurance and Tax Data Manage Adjustable Rate Mortgage Loans Administer Customer Service Process Payments, Reversals and Payoffs Process Disbursements Perform Escrow Analysis

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Training Services Course Catalog Report and Remit to Investors Manage Pool Reporting Perform Service Release Functions Manage Collections Maintain and Run Event Manager

Servicing Director Fundamentals of Escrow Analysis

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours

SVD-UL200

Staff responsible for servicing loans with escrow using Servicing Director. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge necessary to service loans with escrow using Servicing Director.

Determine Payment Cushion and Analysis Month Understand Options for Handling Analysis Perform Escrow Analysis Create Trial and Final Analysis Batches Create Surplus Disbursement Batches

Servicing Director Fundamentals of ARMs

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours

SVD-UL201

Staff responsible for servicing adjustable rate mortgage loans using Servicing Director. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge necessary to service adjustable rate mortgage loans using Servicing Director.

Understand the Process for Calculating ARMs Set up o Indices o Templates o Information for ARM Loans o Payment ARM Loans (Adjustable Rate Mortgage) Review the ARM Calculation Update Event, ARM Notice Letters, ARM Adjustment Status Update and ARM Update Correct Miscalculations Understand How to Handle ARM Loans that Do Not Update Generate ARM Reports

Servicing Director Fundamentals of Collections

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours

SVD-UL202

Staff responsible for monitoring collection activity using Servicing Director. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge necessary for monitoring and documenting collection activity using Servicing Director. Page 100 of 142

Training Services Course Catalog Set up the Collector and Collector Assignment Tables Navigate Servicing Director Collections Manage Delinquent Loans Track Borrower Financial Information Manage Repayment Plans View Guaranty Information Record Default Information Record Bankruptcy Information Manage Loss Mitigation Activity Use the Options and Other Menus View Collector Code History Generate Reports

Servicing Director Fundamentals of Customer Service

Length of Class: Recommended Attendees: using Prerequisite: Delivery Channel(s): 4 Hours Staff responsible for tracking and providing service

SVD-UL203

to customers

Servicing Director. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge necessary to service adjustable rate mortgage loans using Servicing Director.

Access and Modify Information About Loans and Borrowers Locate and Access Loans View and Modify Data in Customer Service Access History Information for Loans Calculate Payoffs Calculate Prepayment Penalties Service Release Cancel Private Mortgage Insurance (PMI) Access ACH Information View Year-to-Date and Year-End Reporting Data View Documents or Reports Using Archiver Use What-If Amortization Feature

Servicing Director Fundamentals of Disbursements

Length of Class: Recommended Attendees: Servicing Prerequisite: Delivery Channel(s): 4 Hours Staff responsible for processing escrow

SVD-UL204

disbursements using

Director. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge necessary to process escrow disbursements using Servicing Director.

Set Up Disbursement Batches Add Insurance and Tax Disbursements to Batches Add Miscellaneous Items to Miscellaneous Batches Post Disbursement Batches Review Rejects and Stops for Items in Batches Move Unposted Items to a New Batch for Posting

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Training Services Course Catalog Post Analysis Surplus Batches

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Training Services Course Catalog Generate Reports

Servicing Director Fundamentals of HELOCs

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours

SVD-UL206

Staff responsible for servicing home equity line of credit loans using Servicing Director. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge necessary to service home equity line of credit loans using Servicing Director.

Capture and Maintain HELOC Data on the Draw Screen Board a HELOC to Servicing Director Loan Setup Set up a HELOC DSI (Daily Simple Interest) Loan Service an Active HELOC in Servicing Director (includes processing and effective dating draws) Processing Pay Offs and Pay Downs Understand Monthly Billing Statements Using Administrative and Automated Functions for HELOCs

Servicing Director Fundamentals of Investor Accounting

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours

SVD-UL207

Staff responsible for monitoring investor activity using Servicing Director. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge necessary to review and track ownership of loans, transfer ownership of loans to investors, remit payments to investors, and report mortgage payment activity using Servicing Director.

Understand the Investor Accounting Screen Set up Investors Set Up Groups Create and Post Investor Loan Transfer Batches Run Daily Events for Investors Review and Modify Cutoffs Review and Update Remittances Review Reports Review Investor History Export Information to Investors Use Bulk Service Release

Servicing Director Fundamentals of Loan Setup

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours Staff responsible for setting up loans using Servicing Director.

SVD-UL208

Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge necessary to setup loans using Servicing Director.

Set up Loan Templates Add Loans to Servicing Director Manually

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Training Services Course Catalog Run the Loan Setup Set to Active Update Event ® Import Loans from E3 or LaserPro, if applicable

Servicing Director Fundamentals of Master Servicing

Length of Class: Recommended Attendees: others Prerequisite: Delivery Channel(s): 4 Hours

SVD-UL209

Staff responsible for overseeing the servicing of loans serviced by (SBO) or subservicers using Servicing Director. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge necessary to oversee the servicing of loans serviced by others (SBO) or subservicers using Servicing Director.

Add General Information for SBO Servicers Assign SBO Servicers to Loans Add Payment Tolerances for SBO Servicer Imports Import Batches from SBO Servicers Create Payment Batches Manually Add Loans to Batches Calculate Batches in Master Servicing

Servicing Director Fundamentals of Payment Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours

SVD-UL210

Staff responsible for processing payments using Servicing Director. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge necessary to process payments using Servicing Director.

Set up Payment Batches Add Items to Batches Post Payment Batches Delete Batches Review Rejects and Stop Conditions Reverse Transactions and Clear Reversals Add Payoffs and Foreclosures to Batches Process Batches for ACH Generate Reports

Servicing Director Fundamentals of Pool Reporting

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours

SVD-UL211

Staff responsible for tracking and reporting pool and investor transactions using Servicing Director. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge necessary to track and report pool and inves tor transactions using Servicing Director. Page 104 of 142

Training Services Course Catalog Select the View for Pool Reporting

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Training Services Course Catalog Set Up a New Pool View and Edit Pool Detail Information View and Calculate Pool Cutoff Information Set up Automatic Adjustments Add Security Holders Work with Certificates Generate Reports Track and Reconcile Pool Cash and Security Balances Export Reports to Ginnie Mae and FNMA Understand Special Considerations for Pools of ARM, GPM, Step Rate, and Bi-Weekly Loans Run Daily Events for Investors and Pools

Servicing Director Fundamentals of Service Release

Length of Class: Recommended Attendees: Servicing Prerequisite: Delivery Channel(s): 4 Hours

SVD-UL212

Staff responsible for performing service release functions using Director. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge necessary to perform service release functions using Servicing Director.

Use Menus in the Service Release Module Set up Table Information for Service Release Loans Set up Batches with Service Release Information from a Sales Advice Set up Batches with Service Release Information from a Purchase Advice Set up Batches to Forward Payments for Service Release Loans View Service Release Information for a Loan Run Daily Events for Service Release

Servicing Director Fundamentals of Subservicing

Length of Class: Recommended Attendees: 2 Hours

SVD-UL213

Staff responsible for recording information for master servicers, setting up fee profiles for different subservicing contracts, tracking fees, billing the master servicers and generating reports using Servicing Director. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Prerequisite: Delivery Channel(s):

Content: This course will provide users with the knowledge necessary to record information for master servicers, set up fee profiles for different subservicing contracts, track fees, bill the master servicers and generate reports using Servicing Director.

Set up Master Servicers Set up Investors for each Master Servicer Set up Fee Profiles Set up Loans for Subservicing Track Subservicing Fees Bill the Master Servicer Run Subservicing Reports

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Training Services Course Catalog

Servicing Director Fundamentals of Tracking

Length of Class: Recommended Attendees: 4 Hours

SVD-UL214

Staff responsible for tracking property insurance, mortgage insurance, real estate taxes and optional insurance such as life and disability using Servicing Director. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Prerequisite: Delivery Channel(s):

Content: This course will provide users with the knowledge necessary to track property insurance, mortgage insurance, real estate taxes and optional insurance such as life and disability using Servicing Director.

Set up and Maintain Insurance Records Set up and Maintain Tax Records View Analysis Records View and Maintain Escrow, Flood, Guaranty and Interest on Escrow Information Track Loss Draft Funds Track Replacement Reserves Set up and Maintain Other Funds Information Use the Options Menu Track Reports Perform a Trial Analysis

Servicing Director Fundamentals of Loan Modifications

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Hours

SVD-UL215

Staff responsible for processing loan modifications using Servicing Director. Basic Windows/Computer skills, understanding of institution`s lending policy. Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge necessary to process loan modifications using Servicing Director.

Set up Loan Modification Privileges for Investors Add Loan Modification Information View Loan Modification Details Process and Monitor Loan Modifications Update a Loan Modification Work with Loan Modification Reports and Letters Run the Loan Modification Batch Create Event Post the Loan Modification Batch

Touche® Suite

Touché Analyzer Course Offerings

Touché Analyzer for the New User

Length of Class: Recommended Attendees: Prerequisite: 2.5 days Primary Touché Analyzer user and system administrators. Executives may attend if desired. None Page 107 of 142

TCA-UX100

Training Services Course Catalog

Delivery Channel(s): Custom - Live

Content: This course is designed to benefit new Touché Analyzer users, including those who have recently purchased Touché Analyzer and those who have never had formal training. Touché Analyzer Administrators responsible for updating, maintaining, and using the system will also benefit from the course.

Definition Maintenance Research functions Report functions Production Measurement Batch Analyzer Certification Training (Act1) is available for an additional cost.

Touché Analyzer for the New User Workshop

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 days

TCA-UX101

Primary Touché Analyzer user and system administrators. Executives may attend if desired. None Workshop

Content: This course is designed to benefit new Touché Analyzer users, including those who have recently purchased Touché Analyzer and those who have never had formal training. Touché Analyzer Administrators responsible for updating, maintaining, and using the system will also benefit from the course. Note: This workshop counts as the initial training for those participants in the ACT1 program.

Definition Maintenance Research functions Report functions Production Measurement Batch

Touché Analyzer for the New User ­Virtual Access

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 16 hours

TCA-UX102

Primary Touché Analyzer user and system administrators. Executives may attend if desired. None Custom ­ Virtual Access

Content: This course is designed to benefit new Touché Analyzer users, including those who have rec ently purchased Touché Analyzer and those who have never had formal training. Touché Analyzer Administrators responsible for updating, maintaining, and using the system will also benefit from the course.

Definition Maintenance Research functions Report functions Production Measurement Batch

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Training Services Course Catalog

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Training Services Course Catalog

Touché Analyzer Intermediate Workshop

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 3 days

TCA-UX200

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Workshop

This course is designed for clients who currently used Touché Analyzer and would like to enhance their knowledge of the system. This workshop moves at a pace suited to users who have experience in Touché Analyzer. Administrators responsible for updating, maintaining, and using the system will also benefit from the course.

Note: This workshop counts as the initial training for those participating in the ACT2 program.

Review of system fundamentals User Defined Appends User Defined Interface Advance Research Historical Reports Measurement Batch Projects and Case Studies

Touché Analyzer List Expert

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 hours

TCA-UX203

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and skills needed to use List Expert. Participants will learn how to load and manage list data for marketing share expansion, surveys, or specialized customer/member files.

How to set up a new list in List Expert Research functions in List Expert Report functions in List Expert Miscellaneous maintenance

Touché Analyzer - Touché Messenger

Length of Class: 3 hours Page 110 of 142

TCA-UX204

Training Services Course Catalog

Recommended Attendees: may Prerequisite: Delivery Channel(s): Primary Touché Analyzer user and system administrators. Executives attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and skills needed to use Touché Messenger. Participants will learn how to market using several distribution channels, including interactive and non-interactive. You will learn how to maximize the value of this segmentation tool and take advantage of the many opportunities to get your message to your customers through the various channels you have available to you.

Understand the fundamentals of Touché Messenger Understand key terminology Set up Interactive and traditional segments and contacts Research functions in Touché Messenger Report functions in Touché Messenger

Touché Analyzer - CalcExpert

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 hours

TCA-UX205

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and skills needed to use CalcExpert. Participants will learn the methods for performing calculations on existing data in your Touché Analyzer database.

Understand the fundamentals of CalcExpert Understand Key Terminology and uses Learn how to set up calculations

Touché Analyzer ­ ModelExpert

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX206

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and skills needed to use ModelExpert. Participants will learn how to use ModelExpert for advanced look-alike profiling that ensures you get high response rates and improved ROIs.

Understand the fundamentals of ModelExpert Understand Key Terminology and uses Learn how to build models for profiling

Touché Analyzer Balancing & Validating

Length of Class: Recommended Attendees: 2 hours

TCA-UX207

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Page 111 of 142

Training Services Course Catalog

Prerequisite: Working knowledge of Touché Analyzer

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Training Services Course Catalog

Delivery Channel(s): Virtual Access

Content: This course will provide users with the knowledge and skills needed to balance and validate Touché Analyzer. Participants will learn how to trouble shoot when discrepancies occurs. Tools needed to balance Touché Analyzer to core systems General Ledger Current Balance What to do when the numbers don`t match

Touché Analyzer Effective Segmentation Techniques

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX208

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and skills needed to effectively segment Touché Analyzer data. Participants will learn how to target based on information available at the institution including: demographics, lifestyle preferences, and service propensities. Auto Segmentation Demographic data including P$YCLE Using information in research and reports

Touché Analyzer Executive Board Reports

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX209

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content:

This course will provide users with the knowledge and skills needed to effectively create and analyze reports. Participants will learn how to use the information that needs to be provided to the different segments within the financial institution, including marketing, branch managers, top executives and board members.

Executive Summaries Cross-Sell Matrix Service Mix Report

Touché Analyzer Executive Summaries

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX210

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Page 113 of 142

Training Services Course Catalog Content: This course will provide users with the knowledge and skills needed to effectively run the CEO, Marketing and Branch Manager Executive Summary Reports. Participants will learn how to customize and create detailed reports examining several aspects of your institution's performance; including retention, at-risk accounts, acquisition trends, cross-sell opportunities, and much more. Executive Summaries: CEO, Marketing and Branch Creating templates Reviewing graphs Analyze report data

Touché Analyzer Justify your Marketing Dollars through ROI

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX211

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and skills needed to effectively measure the ROI of a campaign. Participants will learn how to estimate and project ROI prior to start of a new campaign. Measurement Promotion ROI Projections vs. Actual ROI Profit data

Touché Analyzer Measurement and Batch Functions

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX212

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and skills needed to effectively use measurement and batch functionality. Participants will learn how to use measurement and promotion ROI to track campaigns as well as the steps need to set up a batch in order to streamline daily functions. Measurement Promotion ROI Batch Required course for Act 1

Touché Analyzer Analyzing your Database

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX213

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access Page 114 of 142

Training Services Course Catalog Content: This course will provide users with the knowledge and skills needed to get the most of their business intelligence system. Participants will learn how to effectively streamline your marketing efforts. Auto Segmentation Batch Migration Analysis

Touché Analyzer Demographic Data

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX214

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content:

This course will provide users with the knowledge and skills needed to get the most of their business intelligence system by using demographic data to segment database. Participants will learn the advantages of using demographic data to tailor your messages to specific target groups by understanding their needs. Participants will also learn how to know your market and reach your institution's strategic goals with minimal cost and maximum returns.

Research Reports Demographic data

Touché Analyzer Mapping your Market Potential

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX215

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and skills needed to use the mapping function in Touché Analyzer. Participants will learn how to use mapping to gather deposit and loan potential within your market area to better target consumers, improve branch analysis and incorporate external data into your map. Research Reports Mapping tools Geocoding

Touché Analyzer Profiling and Segmentation Strategies

Length of Class: Recommended Attendees: Prerequisite: 2 hours

TCA-UX216

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Page 115 of 142

Training Services Course Catalog

Delivery Channel(s): Virtual Access

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Training Services Course Catalog

Content: This course will provide users with the knowledge and skills needed to better understand their customer base. Participants will learn new features in Touché Analyzer provide you with everything you need to profile your high-value customers and successfully target look-alike candidates. Using data in research and reports Profile Report Demographic Data Auto Segmentation

Touché Analyzer Project Guides: Branch Reporting & Development

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX217

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content:

This course will provide users with the knowledge and skills needed to enhance branch performance. Participants will learn the steps needed to profile customers by branch, mapping branch market potential, and identifying branch strengths and weaknesses.

Research Branch Reports Profile Report Branch Comparison Report

Touché Analyzer Project Guides: Growing Single Service HHLDS

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX218

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and skills needed to effectively understand single service relationships. Participants will learn the steps needed to identify and market to single- service households. Topics discussed include locating, segmenting, profiling, and marketing to single-service households. Research Profile Report Demographic Data Auto Segmentation

Touché Analyzer Project Guides: New Household Growth

Length of Class: Recommended Attendees: 2 hours

TCA-UX219

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Page 117 of 142

Training Services Course Catalog

Prerequisite: Working knowledge of Touché Analyzer

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Training Services Course Catalog

Delivery Channel(s): Virtual Access

Content: This course will provide users with the knowledge and skills needed to effectively understand new household relationships. Participants will learn he steps needed to identify and market to new households. Research Profile Report Mapping Onboarding

Touché Analyzer Project Guides: Measuring the Success of Promotional Efforts

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX220

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content:

This course will provide users with the knowledge and skills needed to effectively understand measure the success of a campaign. Participants will learn he steps needed to conduct campaign analysis.

Research Measurement and ROI

Touché Analyzer Project Guides: Acquire Deposits

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX221

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and skills needed to effectively understand and develop an acquisition strategy. Participants will learn the steps needed to locate potential target groups for growing deposits. Research Profiling Auto Segmentation

Touché Analyzer Project Guides: Understand your Customers

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX222

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and skills needed to effectively understand your customer. Participants will learn the steps needed to under customer relationships through mapping, segmenting and profiling your customer base. Research

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Training Services Course Catalog Profiling Auto Segmentation

Touché Analyzer Strategic Appends

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX223

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and skills needed to use the strategic appends that are available in Touché Analyzer. Participants will learn how to use the household Value Segment, Service Propensities, and Share of Wallet, to better leverage your marketing dollars. Participants will also learn how to create targeted marketing files and analyze reports using the appended data. Profiling Auto Segmentation ­ HH Value Seg. Demographic Data Reports

Touché Analyzer Tools for Branch Analysis

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX224

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and skills needed in order to provide guidance to your branch network. Participants will learn key features and how to incorporate market data into your analysis to identify strengths, weaknesses and opportunities for branch staff. Profiling Branch Comparison Branch Totals Report Branch Manager Executive Summary

Touché Analyzer Custom Reports

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX225

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content:

This course will provide users with the knowledge and skills needed in order to create custom reports. Participants will learn how to learn how to customize standard reports and to use the custom report writer.

Standard Reports Creating custom Template Profile Report

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Training Services Course Catalog

Touché Analyzer Tracking Success to Validate Marketing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX226

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content:

This course will provide users with the knowledge and skills needed in order to determine the effectiveness of marketing efforts. Participants will learn best practices in using the Touché Analyzer measurement and ROI functions.

Profit CFO Executive Summary Measurement and ROI

Touché Analyzer Using Auto Segmentation to Understand your Customers

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX227

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and skills needed to use the Auto Segmentation feature in Touché Analyzer. Participants will learn how to interpret the performance of segmentation schemes using research and reports. Use Auto Segmentation features Design and create unique segments Research and Reports

Touché Analyzer Strategic Planning

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX228

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and skills needed to evaluate your financial institutions position by using the tools available in Touché Analyzer. Participants will also learn new ways to use Touché Analyzer functions and reports to assess strengths, weaknesses and opportunities, and how to use that information for charting objectives and developing a strategic plan for meeting those objectives. Strategic Planning Research Reports

Touché Analyzer Profit Driven Marketing Decisions

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TCA-UX229

Training Services Course Catalog

Recommended Attendees: may Prerequisite: Delivery Channel(s): Primary Touché Analyzer user and system administrators. Executives attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and basic skills needed to understand how profit as it relates to marketing decisions. Participants will also learn how to identify profitable products and relationships, and developing strategies for increasing overall profitability and ROI. You will also receive tips for obtaining buy-in for your recommendations from senior management and how to track the ROI over time. Profit CFO Reports Research

Touche Analyzer ACT1

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 12 months Primary Touché Analyzer user(s) up to two. None Custom-Live, Virtual Access, Custom Web, Workshop

TCA-UX230

This course is designed to benefit new Touché Analyzer users, including those who have recently purchased Touché Analyzer and those who have never had formal training. Clients will work with a coach to gain the required knowledge to complete the certification requirements. Participants will receive two assessments and must successfully pass each of them for certification completion.

Note: Participants in the ACT1 program can receive their initial training via a Touché Analyzer New User Workshop, onsite training, or custom web training.

Definition Maintenance Research functions Report functions Production Measurement Batch Custom Fields Historical Research and Reports Advanced Research

Touché Analyzer ACT2

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 12 months Primary Touché Analyzer user(s) up to two.

TCA-UX231

A working knowledge of Touché Analyzer for at least 6 months Custom-Live, Virtual Access, Custom Web, Workshop

Content: This course is designed for Touché Analyzer users who would like to enhance their Touché Analyzer knowledge. Topics discussed include more advanced functions within the system. The program also includes several hours of custom training of client`s choice. To meet the certification requirements, participants Page 122 of 142

Training Services Course Catalog

must complete a project and present it to their management team and their coach. Note: Participants can receive their initial ACT2 training via a Touché Analyzer Intermediate Workshop or onsite training.

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Training Services Course Catalog

Historical Research and Reports Historical Trending User Defined Interface and Append Custom topics per client`s needs

Touché Analyzer Advanced Research & Reporting

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX301

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide advance users with the knowledge and skills needed to run advance re search and report functions. Participants will also learn how to use the User Defined Append function.

Using multi pass research When to use Parentheses Exclusions Mathematical equations Required course for Act 1

Touché Analyzer Excel Basics: Power of Pivot Tables

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX302

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and basic skills needed to work with Microsoft® Excel's pivot tables to maximize your Touché Analyzer data. Participants will learn basic pivot table functionality. Create a research files for use in pivot tables Creating and using basic pivot table functionality

Touché Analyzer Applying the Power of Microsoft® Excel

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX303

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide advance users with the knowledge and skills needed to manipulate data manipulate data in Excel that can be used to further interpret Touché Analyzer data. Participants will work through advance analysis and projects.

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Training Services Course Catalog Create and edit pivot tables using data from Touché Analyzer Link Microsoft Word to data in pivot tables Segmenting Touché Analyzer Identify opportunities Learn how to make better decisions with Touché Analyzer data

Touché Analyzer Historical Research & Reports

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX304

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and skills needed to effectively run historical reports found in Touché Analyzer. Participants will learn how to perform point-in-time history and historical trend analysis using historical information in Touché Analyzer along with the features of the Cross-Tab Report and Migration Analysis. You will learn how to apply these tools to identify trends within Executive Summary reports, to track segment migration, to measure the results of marketing campaigns and what adjustments can be made to your marketing strategy based on identified trends. Executive Summaries Migration Analysis Cross Tab Trending Analysis

Touché Analyzer Trending Techniques for Building Stronger Relationships

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX305

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Content: This course will provide users with the knowledge and skills needed in using trending reports in Touché Analyzer. Participants will learn how to perform historical trend analysis, and identify opportunities using profiling and segmentation through the Migration Analysis Report, Cross-Tab Report, Profiling Report and Executive Summaries. Historical Reports Executive Summaries Research

Touché Analyzer User Defined Appends and Custom Fields

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

TCA-UX306

Primary Touché Analyzer user and system administrators. Executives may attend if desired. Working knowledge of Touché Analyzer Virtual Access

Page 125 of 142

Training Services Course Catalog Content: This course will provide users with the knowledge and skills needed creating User Defined Appends and Custom Fields. Participants will learn how to use these tools to bring in new data, add new fields, and interfaces increasing the system's flexibility. User Defined Append Wizard Linking the data Working with new data

UltraData® Enterprise

UltraData Enterprise Accounting Course Offerings

UltraData Enterprise Accounts Payable

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Hours Accounting Department Staff UltraData Enterprise

®

UTD-ACT101

Host Processing Engine Basics

Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge and skills necessary to perform accounts payable functions.

Set/maintain AP controls Add/maintain creditor details Load invoices and credit notes Use recurring invoices Approve invoices Run reports in My Tasks Print checks Void checks Request non-creditor checks

UltraData Enterprise Accounting Daily Activities

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1.5 Hours Accounting Department staff UltraData Enterprise

®

UTD-ACT102

Host Processing Engine Basics

Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge and skills necessary to perform daily accounting functions such as initiating printers, reviewing reports for out of balances, verifying the bank deposit and balancing the vault.

Initiate printers and reprint checks and vouchers as necessary. Know which reports to review daily. Recognize out of balance situations. Balance the vault. Verify the bank deposit.

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Training Services Course Catalog

UltraData Enterprise Asset Register

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Hours Accounting Department Staff

UTD-ACT103

Basic Windows/Computer skills, FSP Navigation, and knowledge of how to use the My Tasks tool Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge and skills necessary to load and maintain assets.

Set Asset Register Controls Set/Maintain Asset Register Codes Load/Alter Asset Register Categories Load Fixed and Prepaid Assets Depreciate Assets (Calculate Asset Depreciation) Split Assets Dispose Assets Delete Disposed Assets Print Asset Register Reports ­ My Tasks Tool

UltraData Enterprise Check Reconciliation

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): 1.5 Hours Accounting Department Staff

UTD-ULTRAACCESS104

Working knowledge of third party query builders such as MS Query (through Excel) Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge and skills necessary to perform their check reconciliation.

Manually clear/retire items. Alter check numbers. Print check reconciliation details. Load Manual checks. Maintain G/L stop payments. Purge items from check reconciliation.

UltraData Enterprise General Ledger and Branch Maintenance

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): Content: 3 Hours Accounting Department Staff FSP Navigation Custom ­ Live or Virtual Access

UTD-ULTRAACCESS201

This course will provide users with the knowledge and skills necessary to perform maintenance on general ledger accounts and branches.

Understand the general ledger account structure. Load/maintain general ledger accounts. Process journal entries Post Accruals. Research general ledger history Maintain general ledger budgets. Load/maintain branches.

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Training Services Course Catalog Run reports via the My Tasks tool.

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Training Services Course Catalog

UltraData Enterprise Administration Course Offerings

UltraData Enterprise Host Processing Engine Basics

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 1.5 Hours (via Web Based Training) Management and Back Office staff (train by credit union staff) None Custom ­ Live or Virtual Access

UTD-AG100

This course will provide the participants with the knowledge and skills necessary to navigate in the UltraData Enterprise Host Processing Engine (or UltraData Enterprise HPE). Participants will also be introduced to various inquiry functions available within UltraData Enterprise HPE.

Login to UltraData Enterprise HPE Understand the difference between operating system and UltraData Enterprise logins Navigate between tools in ME/SA menus Navigate within UltraData Enterprise HPE programs Navigate the Action Bar Access Members Access basic inquiry functions

UltraData Enterprise FSP Administration

Length of class: Recommended attendees: Prerequisite: Host Delivery Channel(s): 3 Hours System Administrators

UTD-AI101

Basic Windows/Computer skills, FSP Navigation, UltraData Enterprise Processing Engine Basics Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge and skills necessary to successfully perform pc, user and toolbar setup for FSP Front Office, ALPS, and Collections modules.

Setup pc controls in UltraData Enterprise HPE Setup groups through either HPE or FSP Setup toolbars in FSP Setup workflows in FSP

UltraData Enterprise Front Office Controls

Length of class: Recommended attendees: Prerequisite: Host Delivery Channel(s): 1 Hour System Administrators

UTD-AI102

Basic Windows/Computer skills, FSP Navigation, UltraData Enterprise Processing Engine Basics Custom ­ Live or Virtual Access

Content: This course will provide users with the knowledge and skills necessary to successfully set various secondary controls for the FSP Front Office module.

Set up controls for Rapid Transaction Cross Selling Set up controls for Loan Cross Selling Set up controls for automatic check ID generation

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Training Services Course Catalog

UltraData Enterprise Collections Controls

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 Hours Collection department staff FSPTM Navigation Custom ­ Live or Virtual Access

UTD-UX103

Content: This course will provide participants with the knowledge and skills to perform FSP Administration for Collections.

Define and set delinquency days and grace days Run Capture Define delinquency officers Define delinquency stages Create/modify action, result, and status codes Assign accounts to officers Set late notice controls

UltraData Enterprise ACH Administration

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 2 hours

UTD-AG104

Staff responsible for setting up, maintaining and posting ACH, including backup person FSP Navigation Custom ­ Live or Virtual Access

This course will familiarize participants with the controls necessary for Automated Clearing House (ACH) Processing.

Set Receiving Controls Set Sending Controls Set Posting Controls Set Error/Reject Controls Set Fee and General Ledger Controls Set Letter Controls Set Origination Controls

UltraData Enterprise Payroll Department Setup

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 hours

UTD-AG105

Staff responsible for setting up, maintaining and posting payrolls, including back-up person FSP Navigation Custom ­ Live or Virtual Access

Content: This course will familiarize participants with the tools and processes involved in setting up payroll departments.

Add Contact Details to the system Configure Transmission Controls Configure Posting Controls Set Special Distribution Codes Configure File Format Controls Set File Format Preferences for Bisync, PC Transfer, or Tape Transmission Methods

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Training Services Course Catalog

UltraData Enterprise Share Draft Administration

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 2 hours

UTD-AG106

Staff responsible for setting up, maintaining and posting share draft, including back-up person FSP - Navigation Custom ­ Live or Virtual Access

This course will familiarize participants with the tools and processes involved in administering Share Draft processing.

Posting Controls Exception Controls General Ledger Controls Letter Controls Error and Rejection Controls Transmission Controls General Controls

UltraData Enterprise Job Scheduler Administration

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): Content: 3 Hours Back Office and System Administration Staff FSP Navigation Custom ­ Live or Virtual Access

UTD-AG107

This course will show the user how to administer FSP Job Scheduler, schedule jobs, and troubleshoot Job Scheduler issues.

Install Job Scheduler in another CU environment Log on/off Job Scheduler Schedule job in the Job Scheduler Task Manager Create jobs from paragraphs with prompts in the Job Scheduler Pre-Defined Inputs tool Troubleshoot when a job does not complete

UltraData Enterprise ACH Cross Reference

Length of class: Recommended attendees: Prerequisite: ACH 2 Hours Back Office and System Administration Staff

UTD-AG108

Windows Navigation, FSP Navigation, and a general understanding of processing Custom ­ Live or Virtual Access

Delivery Channel(s): Content:

The ACH Company Cross Reference tool feature allows an internal company number to be created and used to process transactions from an originator (such as a payroll company) so that existing member distributions will post correctly. During this course users will be taught how to set up this control so that payrolls that come in via ACH from such Companies as ADP will post correctly.

Create a cross reference entry Copy member distributions to the new internal company numbers

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Training Services Course Catalog

UltraData Enterprise System Generated Letters/Mailers

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): Content: 3 Hours

UTD-AG201

Credit union staff that create and maintain system generated letters UltraData Enterprise Host Processing Engine Basics Custom ­ Live or Virtual Access

This course provides the user with the knowledge and skills necessary to create and maintain letters that will generated by the system such as delinquency notices, certificate maturation letters, etc.

Edit Existing Letters Set Up and Alter Print and Format Parameters Load a New Letter (optional as is appropriate for CU) Manually Load Members for Letters (optional as is appropriate for CU) Display Queued Letters Print and Reprint Letters Maintain Variables for Certificate Letters, Collections Letters, and Paid Off Loan Letters

UltraData Enterprise ALPS Controls

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 5 Hours Lending Manager FSP Navigation Custom ­ Live or Virtual Access

UTD-AL202

Content: This course provides instructions for loading ALPS controls including host controls as well as controls loaded via the ALPS Controls tool in FSP. It is intended for Loan Managers or Information Systems staff.

Set up approving officers in the UltraData Enterprise HPE Set up loan coding structures used in ALPS Set up coding structures used in Profile Set up credit bureau controls Modify these controls as needed Understand the relationships between UltraData Enterprise HPE controls and FSP controls

UltraData Enterprise Relationship Pricing Administration

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): Content: 4 Hours

UTD-AX203

Credit union staff responsible for setting up Relationship Pricing UltraData Enterprise

®

Host Processing Engine Basics

Custom ­ Live or Virtual Access

This course will provide users with the knowledge and basic skills to and implement Relationship Pricing in the UltraData Enterprise/FSP system, including setting up related fees, creating relationship pricing groups, and associating letters to relationship pricing groups.

Create multiple Relationship Pricing Groups Modify Fees using Relationship Pricing

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Training Services Course Catalog

UltraData Enterprise Relationship Pricing Processing

Length of class: Recommended attendees: Prerequisite: Pricing Delivery Channel(s): 1 Hour

UTD-AX204

Credit union staff responsible for administering Relationship Pricing UltraData Enterprise Administration Custom ­ Live or Virtual Access

®

Host Processing Engine Basics, Relationship

Content: This course will provide users with the knowledge and basic skills to assign members to Relationship Pricing groups. In addition, it will familiarize the user with how Relationship Pricing awards are applied and reported.

Assign members to the appropriate Relationship Pricing Groups Understand the various reporting capabilities for Relationship Pricing Understand how Relationship Pricing awards appear throughout the system

UltraData Enterprise SNS MLCQ

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): Content: 2 Hours

UTD-AX205

Credit union staff who are responsible for initiating mail list call queues Basic Windows Skills, SNS Navigation, SNS Sales Custom ­ Live or Virtual Access

This course provides the user with a detailed understanding of the most commonly used front line service request tracking features.

Create a Mail List / Call Queue by Importing Data from the Host Create a Mail List / Call Queue by Importing Data from a CSV File Allocate a Mail List / Call Queue

UltraData Enterprise CRM Campaign Manager

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): Content: Manager 2 Hours

UTD-AX206

Credit union staff who are responsible for initiating mail list call queues Basic Windows Skills, CRM Foundation Basics Custom ­ Live or Virtual Access

This course will acquaint the use with administrative functions pertaining to the CRM Campaign module.

Access the Campaign Manager Set General Campaign Parameters Build, Edit, and Delete Campaigns Use Campaigns Run Campaign Reports

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Training Services Course Catalog

UltraData Enterprise CRM Member Metrics

Length of class: Recommended attendees: Prerequisite: Campaign Delivery Channel(s): Content: 2 Hours

UTD-AX207

Credit union staff who are responsible for create or utilize member metrics CRM Foundation Basics, CRM Foundation Advanced, CRM

Manager Custom ­ Live or Virtual Access

This course will familiarize participants with the controls for and user changes entailed by implementing the Member Metrics module for UltraData Enterprise CRM.

Create Member Metrics for the credit union Populate Member Metrics for use with members Monitor and report Member Metric results Utilize Member Metrics as operators

UltraData Enterprise Privilege Pay

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): Content: 4 Hours Administrators responsible for overdrafting controls

UTD-AX250

Basic Windows/Computer skills, and familiarity with FSP navigation, FSP Back Office, and FSP Collections (optional) Custom ­ Live or Virtual Access

This course will provide users with the knowledge and skills necessary to establish parameters for tierlevel qualifications, generate reports and letters, interface with FSP Collections for tracking and collecting negative accounts (optional), and establish service to all members who meet the qualification criteria.

Selectively enable or disable Privilege Pay overdrafting Establish a Privilege Pay fee structure Set up a tier-level structure for Privilege Pay qualifications Establish letters so notifications can be automatically generated Extend service to all members who meet pre-qualification criteria Generate and access Privilege Pay reports Qualify and re-qualify members Interface with FSP Collections to track suspended accounts (optional)

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Training Services Course Catalog

UltraData Enterprise Automatic Line of Credit Increase & Solicitation

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): Content: 3 Hours

UTD-AL251

Administrators or lending Managers responsible for line of credit increases and solicitations Basic Windows/Computer skills, and familiarity with FSP navigation, FSP Back Office Custom ­ Live or Virtual Access

This course will prepare users to process line of credit advances using the Automatic Line of Credit Advance functionality.

Select members for line of credit increases View and interpret reports for LOC increases Process line of credit increases Reverse line of credit increases Select members for line of credit solicitations View and interpret reports for LOC solicitations Process line of credit solicitations Reverse line of credit solicitations

UltraData Enterprise Business Deposits Fee Processing

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): 2 Hours

UTD-AD252

Administrators responsible for creating transactions and initiating end of month fee processing for the Business Deposits module Basic Windows/Computer skills, and familiarity with FSP navigation, HPE Basics, FSP Administration Custom ­ Live or Virtual Access

Content: This course will acquaint the user with the controls and administrative functions required for enabling the Business Deposits module and for creating related user defined transactions.

Calculate and post user defined code fees Understand how business accounts affect statements Understand how business accounts affect vouchers Use business deposit-related reports

UltraData Enterprise Business Deposits Administration

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: Business 3 Hours

UTD-AD253

Staff responsible for setup and administration of Business Deposits FSP Navigation, HPE Basics, FSP Administration Custom ­ Live or Virtual Access

This course will acquaint the user with the controls and administrative functions required for the Deposits module.

Set up header controls for business deposit accounts Create and maintain business type and fee adjustment codes Create and maintain user defined transaction codes for business accounts

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Training Services Course Catalog

UltraData Enterprise UltraAccess Self Service Options Administration

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): Content: 1 Hour

UTD-UD203

Administrators responsible for setting controls for the Ultra Access Self Service module Basic Windows/Computer skills, and familiarity navigation, knowledge of Ultra Access Home Banking Custom ­ Live or Virtual Access with FSP

This course will show the user how to setup the various controls needed to enable Ultra Access Self Service Options for Ultra Access Home Banking module.

Enable/Disable controls for recurring check withdrawals Enable/Disable controls for recurring transfers Enable/Disable controls for editing direct deposit distributions Create custom disclosures for check withdrawals, transfers, and distributions

UltraData Enterprise Member Initiated ID

Length of class: Recommended attendees: ID Prerequisite: Delivery Channel(s): 1 Hour

UTD-AX255

Administrators responsible for setting controls for the Member Initiated module Basic Windows/Computer skills, and familiarity navigation, knowledge of OnBase Administration Custom ­ Live or Virtual Access with FSP

Content: This course familiarizes credit union staff with the functions and usage of the Member Initiated ID for FSP.

Configure controls for member initiated ID Set preferences for member initiated ID Find verification status for members in FSP Confirm members are in focus in Touché Run and view the Member Initiated ID report Purge Member Initiated ID records

UltraData Enterprise ARL (Adjustable Rate Lending) Administration

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): 4 Hours Administrators responsible for setting controls for ARL

UTD-AL301

Basic Windows/Computer skills, and familiarity with FSP navigation, HPE Basics, ALPS Loan Origination Custom ­ Live or Virtual Access

Content: This course will show the user how to set up controls for Adjustable Rate Lending (ARL).

Understanding what Adjustable Rate Lending entails Create ARL notification letters Migrating ARL controls from the credit union`s ARL Disclosures Create ARL Indexes Create ARL Plan definitions

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Training Services Course Catalog

UltraData Enterprise ARL (Adjustable Rate Lending) Processing

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): 1 Hour

UTD-AL302

Administrators responsible for performing rate forecasts and changes for ARL HPE Basics and a basic understanding of ARL concepts and controls Custom ­ Live or Virtual Access

Content: This course will show the user how to perform ARL rate forecasts, changes, reversals, and ancillary ARL processing activities.

Understand Adjustable Rate Lending Forecast Rate Changes Select Loans for Rate Changes Send Pre-Notification Letters Implement Rate Changes Reverse Rate Change Implementations Request ARL Loan Coupons

UltraData Enterprise SNS Sales Incentives

Length of class: Recommended attendees: Prerequisite: Service ­ Delivery Channel(s): 2 Hours Credit union staff responsible for sales incentives functions

UTD-AX303

Basic Windows/Computer skills and SNS Navigation, Sales and Sales end user training Custom ­ Live or Virtual Access

Content: This course provides the user with a detailed understanding of the sales incentive features for Sales & Service.

Setup basic incentive parameters Create and maintain templates Allocate templates to Individuals, groups, and branches Perform monthly incentive processing activities Run various incentives and incentive totals reports

RP and Fees Administration

Length of class: Recommended attendees: Prerequisite: the Delivery Channel(s): Content: 4 Hours Credit union management and IT UltraData Enterprise HPE Navigation, FSP

UTD-AI310

Navigation, completion

of

Relationship Pricing Matrix and review of the RP CU Checklist Custom ­ Live or Virtual Access

This course will provide users with the knowledge and basic skills to and implement Relationship Pricing in the UltraData Enterprise/FSP system, including setting up related fees, creating relationship pricing groups, and associating letters to relationship pricing groups.

Create multiple Relationship Pricing Groups Modify Fees using Relationship Pricing

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Training Services Course Catalog

UltraData Enterprise RMD Processing

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): Content: 3 Hours Credit union management, IT, or MSR Supervisor FSP Navigation, New Accounts, and Certificates and IRA`s Custom ­ Live or Virtual Access

UTD-AI311

This course will prepare credit union staff to process Required Minimum Distributions for Individual Retirement Accounts as well as acquainting users with general IRA processing functions.

Setup and modify IRA institutional controls Perform IRA inquiries Run IRA audit and exception reports Maintain Educational IRA accounts Maintain IRA contributions and distributions Run the various reports to perform RMD functions

UltraData Enterprise CRM Foundation Setup

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): Content: 3 Half Days Administrators responsible for setup of CRM CRM Foundation Basics, CRM Foundation Advanced Custom ­ Live or Virtual Access

UTD-AC320

This course will familiarize the user with the options available in the Administration portion of the UltraData Enterprise CRM.

Maintain Branch and Department Settings Set General Options Maintain Contact, Member Types, Feedback and Notepad Types Maintain Security Templates Perform Operator Maintenance Maintain CRM Documents and E-mail Templates Perform Maintenance on Scripts and Related Messages Maintain Surveys

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Training Services Course Catalog

UltraData Enterprise CRM Foundation System Admin

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): 3 Hours Administrators responsible for maintenance of the CRM CRM Foundation Basics, CRM Foundation Advanced Custom ­ Live or Virtual Access

UTD-AC321

Content: This course will prepare administrative staff for maintenance duties required for the UltraData Enterprise CRM product.

Perform e-mail template and document maintenance Maintain various codes used in CRM Archive and delete entries Import address codes Reallocate operator activities in Foundation and Service Maintain Ticker Messages Print stored letters Maintain operators in CRM Maintain scripts and surveys Complete sales activities for Individual and list of members Rollover sales activities at year end

UltraData Enterprise CRM Service Setup

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): Content: of the 3 Hours

UTD-AC322

Administrators responsible for setup of the CRM Service module CRM Foundation Basics Custom ­ Live or Virtual Access

This course will familiarize the user with the options available in the setup and maintenance portion UltraData Enterprise CRM for the Service module.

General and Global Service Options Branches, Departments, and Operators Security Templates Tasks and Categories Documents and Info Board Reallocate Entries

UltraData Enterprise CRM Sales Incentives Setup and Administration

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): Content: 2 Hours Credit union staff responsible for sales incentives functions CRM Foundation Basics, CRM Foundation Advanced Custom ­ Live or Virtual Access

UTD-AC323

This course provides training for setting controls and performing administrative functions for the CRM Sales Incentives module.

Setup and Administer Sales Targets Setup and Administer Rewards Setup and Administer Incentives Perform Supervisory and Auditing Functions View and Report on Sales Targets and Incentives

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Training Services Course Catalog

UltraData Enterprise FastStart Credit Scoring

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): Content: 5 Hours Lending staff Basic Windows Skills, ALPS Loan Origination Custom ­ Live or Virtual Access

UTD-AL350

The course provides instructions for establishing credit scoring controls and security questions, information for entering loan application data that will be used in credit scoring, where to view credit score results and perform inquiries, and how to ensure credit scoring results are accurate. This course will also cover the credit scoring analysis reports, Stagg Variables option, and other programs that may use credit scoring data.

Understand Credit Scoring Control Set Up and Security Questions Load Loan Application Information Related to Credit Scoring View Credit Scoring Results Familiarity with Credit Scoring Reports from the System Understand Differences between Credit, Risk, and Bankruptcy Score Knowledge of Other Programs that Use Credit Scoring Information

UltraData Enterprise Interlinq Administration

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): 2 Hours Management and IT personnel

UTD-AI351

FSP Navigation, UltraData Enterprise HPE navigation, familiarity with Interlinq loans Custom ­ Live or Virtual Access

Content: This course will prepare staff to perform administrative tasks for Interlinq Online loans.

Updating Interlinq loans using the batch process Balancing Interlinq loan GL`s Set up and perform combined credit reporting for Interlinq loans Set up and perform combined year-end tax-related functions for Interlinq loans Ready Interlinq checks for printing through FSP Back Office

UltraData Enterprise Coin Deposit Machine

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): 1 Hour

UTD-AX353

Staff responsible for Coin Deposit Machine transactions and administration FSP Navigation Custom ­ Live or Virtual Access

Content: This course will acquaint the user with operation of the Coin Deposit Machine interface.

Perform Coin Machine deposits Perform Coin Machine exchanges Perform end of day entries for Coin Machines View and interpret audit reports from Coin Machines

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Training Services Course Catalog

UltraData Enterprise MvQuery Administration

Length of class: Recommended attendees: 2 Hours

UTD-AX354

This course will provide users with the knowledge and skills necessary to use rd the 3 party graphical report writer to selectively retrieve, generate, and/or export summary and detail output based on user selection. FSP Navigation, Installed MvQuery host software, installed MVQUERY.INSTALL on all UltraData Enterprise HPE accounts which will be linked to MVQUERY, and have a copy of authorization code for MvQuery Custom ­ Live or Virtual Access

Prerequisite:

Delivery Channel(s):

Content: Install MvQuery host software, install MVQUERY.INSTALL on all UltraData Enterprise HPE accounts which will be linked to MVQUERY, and have a copy of authorization code for MvQuery.

Load and View Authorization code Create Profiles for MvQuery users Add Users to MvQuery Profiles Pull reports on what queries are being generated Purge Audit Log

UltraData Enterprise Me/SA

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): Content: Two 2 Hour blocks Staff responsible for user security and Me/SA administration Basic Windows skills, UltraData Enterprise HPE Basics Custom ­ Live or Virtual Access

UTD-AI400

MESA (Menu Enhanced Security Application) allows the CU to create and define security for each user and to display programs in a menu format. Users will have access only to those programs for which they have security clearance in MESA.

Create users in the MESA system Define the systems to which a user has access Define Individual menus and programs to which a user has access Clear breaches and inquiry entries Print and clear log file Create and clear user locks Delete a user Alter security for a user Reset the password for a user

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Training Services Course Catalog

UltraData Enterprise UniData System Administration

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): Content: 2 Days Staff responsible for security and system administration UltraData Enterprise HPE Basics Custom ­ Live or Virtual Access

UTD-AI500

This course will familiarize the system administrator for the credit union with the system administration UniData functionality available as of UniData 6.1.

Generally manage accounts and files Boot, shutdown, and reboot the system Understand the UniData spooler, daemons, and configuration Manage High Availability Manage performance monitoring Manage crash and recovery Use UDADMIN Troubleshoot the UniData system

UltraData Enterprise System Operations (UltraData Enterprise HPE)

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 3 Hours

UTD-AG502

Staff responsible for computer operations and back office functions UltraData Enterprise

®

Host Processing Engine Basics and FSP Navigation

Custom ­ Live or Virtual Access

This course will provide users with the knowledge and skills necessary for system operati ons for the UltraData Enterprise system.

Spooler maintenance (hold files) Daily/monthly/quarterly/yearly back office functions ® UltraData Enterprise Host Processing Engine printer and terminal configurations Data Change Tracking Review System Reports (START, FINISH, OVERNIGHT) FSP ­ Job Scheduler

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Training Services Course Catalog

UltraData Enterprise Back Office Course Offerings

UltraData Enterprise ACH Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 3 hours Staff responsible for setting up, maintaining and posting ACH, including backup person FSP Navigation Custom ­ Live or Virtual Access

UTD-UG101

This course will provide participants with the knowledge and skills necessary to process Automated Clearing House (ACH) transactions.

ACH overview ACH features (receive, process, post and return incoming ACH) Reports review

UltraData Enterprise Payroll Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1 hour--trained remotely prior to conversion

UTD-UB102

Staff responsible for setting up, maintaining and posting payrolls, including back-up person FSP - Navigation Custom ­ Live or Virtual Access

Content: This course will familiarize participants with the knowledge and skills necessary to process payroll.

Tape, transmission, and/or exception payroll processing/balancing/posting Load, alter, and delete Payroll Distributions Automatic General Ledger entries Reports review

UltraData Enterprise Share Draft Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 3 hours

UTD-UB103

Staff responsible for setting up, maintaining and posting share draft, including back-up person FSP - Navigation Custom ­ Live or Virtual Access

Content: This course will familiarize participants with the knowledge and skills necessary to process share drafts.

Daily receive, process, posting of tape/transmission Handling of rejects/returns Automatic letter production Automatic/Manual General Ledger entries Reports review

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Training Services Course Catalog

UltraData Enterprise CRM Course Offerings

UltraData Enterprise CRM Foundation Basics

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 2 hours Any staff who will be using CRM Basic Windows skills and FSP Navigation Custom ­ Live or Virtual Access

UTD-UC101

This course provides the user with an introduction to CRM as a module along with basic access information, user settings, and Activity Center functions.

Understand how CRM functions within the credit union Set Activity Center options Set Preferences Navigate the Activities List Search for a Member Perform Database Searches Access the Info Board

UltraData Enterprise CRM Foundation Advanced

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 4 hours

UTD-UC102

Credit union staff that have ongoing contact with members and are responsible for initiating or completing sales inquiries CRM Foundation Basics Custom ­ Live or Virtual Access

This course provides the user with a detailed understanding of the most commonly used front line sales tracking.

Log Product Inquiries/Sales Activities Log Into Call Queues and Reschedule Calls as Needed Using Notes Member Surveys Print and/or Queue Letters

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Training Services Course Catalog

UltraData Enterprise CRM Service

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 3 hours

UTD-UC103

Credit union staff that have ongoing contact with members and are responsible for initiating or completing service requests CRM Foundation Basics Custom ­ Live or Virtual Access

This course provides the user with a detailed understanding of the most commonly used front line service request tracking.

Access the main service window Access Info Board List outstanding service requests Search for members Search for requests Open a service request Finalize a service request Printing and/or queuing documents E-mail service functions

UltraData Enterprise CRM Reports

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 2 hours Credit union staff responsible for running reports in CRM CRM Foundation Basics Custom ­ Live or Virtual Access

UTD-UC104

This course will familiarize participants with the reporting functions and reports available in the CRM Foundation and CRM Service modules.

Enter search criteria and Manually run reports Schedule reports to run on a periodic basis using the Scheduler Describe the various elements in particular reports Choose criteria and run Ad Hoc reports

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Training Services Course Catalog

UltraData Enterprise Front Office Course Offerings

UltraData Enterprise FSP Navigation

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 3 Hours ALL STAFF (train by credit union staff) None Custom ­ Live or Virtual Access

UTD-UX101

This course will provide users with the basic skills to open and close tools, set their preferences, move between and execute fields within FSP tools. Users are also introduced to Member Overview and to the UltraData Enterprise Encyclopedia.

Display login settings and log into FSP Recognize the parts of the FSP toolbar such as title bar, minimize, maximize, etc. Change toolboxes on the FSP toolbar Open tools from the FSP toolbar Set preferences for FSP Navigate within tools without using the mouse Lookup members Find balances, payment amounts, etc., on member`s accounts Cross-sell credit union products and services to members Navigate workflows Access online help Use the UltraData Enterprise Encyclopedia

UltraData Enterprise Operator Daily Activities

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 2 Hours

UTD-UX102

Credit union staff that initiate printers and perform various inquiries in the system FSPTM Navigation Custom ­ Live or Virtual Access

This course will provide users with the knowledge and skills necessary to perform beginning of day functions, process various member requests such as printing statements, and to perform general inquiry functions on the system.

Initiate printers and reprint checks and vouchers as necessary Perform general inquiries Print statement and transaction lists Request copies Verification of deposits Perform card maintenance Perform inquiry functions in UltraData Enterprise HPE and in FSP

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Training Services Course Catalog

UltraData Enterprise Front Office Form Design

Length of Class: Recommended Attendees: Prerequisite: experience in Delivery Channel(s): Content: 8 Hours

UTD-UX305

Staff responsible for creating and maintaining Front Office forms FSP navigation, basic understanding of Front Office, and

Microsoft Access Forms Design Custom ­ Live or Virtual Access

This course is to familiarize the user with basic Front Office form design tools and the process for creating and editing Front Office forms. It is offered only for those credit unions that create and maintain their own forms.

Design Front Office forms Copy Front Office forms Perform basic data linking in Front Office forms Preview forms in Front Office Setup signature capture for Front Office forms Setup signature capture for forms with multiple signatures

UltraData Enterprise ALPS Form Design

Length of Class: Recommended Attendees: Prerequisite: experience in Delivery Channel(s): 8 Hours Staff responsible for creating and maintaining ALPS forms

UTD-UX306

FSP navigation, basic understanding of ALPS Lending, and Microsoft Access Forms Design Custom ­ Live or Virtual Access

Content: This course is to familiarize the user with basic ALPS form design tools and the process for creating and editing ALPS forms. It is offered only for those credit unions that create and maintain their own forms.

Design ALPS forms Copy ALPS forms Perform basic data linking in ALPS forms Preview forms in ALPS Setup signature capture for ALPS forms Setup signature capture for forms with multiple signatures

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Training Services Course Catalog

UltraData Enterprise Information Systems Course Offerings

UltraData Enterprise MCIF Processing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1 Hour Staff responsible for importing and exporting MCIF data FSP navigation and UltraData Enterprise HPE Basics Custom ­ Live or Virtual Access

UTD-AI201

Content: This course will show the user how to Export and Import MCIF data.

Build the MCIF Export File Transmit the MCIF Export File Load the MCIF Import File Reverse Loading the MCIF Import File

UltraData Enterprise Basic Recall

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 2 Days

UTD-AI301

Credit union personnel who will be responsible for creating custom reports to pull data from the host on demand UltraData Enterprise HPE Basics Custom ­ Live or Virtual Access

Students will learn about UltraData Enterprise's relational database and how it allows relationshiporiented financial institutions to extract data and generate reports.

An overall understanding of the ad hoc query tool An understanding of file and dictionary structure The ability to use the basic method for generating Recall statements Understanding of the structure of a Recall statement including file, verb, selection, and output Ability to create basic Recall statements for CLIENT, ACCOUNT, TRAN, DELINQUENCY, and AFFP files An introduction to saved sentences and simple paragraphs

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Training Services Course Catalog

UltraData Enterprise Intermediate Recall

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 2 Days

UTD-AI302

Credit union personnel who will be responsible for creating custom reports to pull data from the host on demand UltraData Enterprise HPE Basics, Basic Recall Custom ­ Live or Virtual Access

This class bridges the gap between Basic and Advanced Report Generation training and includes learning to load several new dictionaries onto your system. Students will learn how to create paragraphs and basic dictionaries. Course includes several case studies such as how to generate auditing reports, member listings to tapes, use data change tracking, and much more.

Understand the different types of dictionaries Create and edit dictionaries Create paragraphs

UltraData Enterprise MvQuery

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 2 Days

UTD-AI303

Credit union personnel who will be responsible for creating custom reports to pull data from the host on demand UltraData Enterprise HPE Basics, Basic Recall Custom ­ Live or Virtual Access

rd

This course will provide users with the knowledge and skills necessary to use the 3 party graphical report writer to selectively retrieve, generate, and/or export summary and detail output based on user selection. This includes navigation to facilitate point and click query building.

Use the step-by-step methodology for completing data retrieval projects Working with queries (developing selection) Working with results How to perform various methods of exporting Format reports with Report Designer Saving Queries/reports Running saved queries/reports Print Query parameters

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Training Services Course Catalog

UltraData Enterprise Financial Desktop

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 2 Days--6 Hours each day Credit union personnel responsible for business intelligence Basic Windows skills and an operational ODBC Interface Custom ­ Live or Virtual Access

UTD-AI350

This two-day course covers how to use the reporting and analysis capabilities of Financial Desktop. rd Financial Desktop reporting uses a standard Excel spreadsheet while Financial Desktop analysis uses 3 party software called Cognos to perform multi-dimensional analysis.

Understand the components of Financial Desktop How to use Cognos Portfolio Report using the Standard Spreadsheets Test Connectivity with ODBC Navigate within Cognos Cubes Net and Layer Data Use the Explore and Format Menus Export Data to Excel and HTML formats User Reporter Perform Calculations

UltraData Enterprise Loan Analysis Desktop (LAD)

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours Credit union personnel responsible for business intelligence Installation and build of the LAD cubes and Internet access Custom ­ Live or Virtual Access

UTD-AI354

Content: This course is designed to introduce the user to Loan Analysis Desktop (LAD) cubes and dimensions. Participants will learn Cognos terminology and navigation.

Answer the Question, What is Business Intelligence? Know How to Log in Understand LAD Cube and Dimension Concepts Use the LAD Dimension Reference Use the Loan Portfolio Analysis Cube Use the Loan Risk Analysis Cube Use the Loan Delinquency Analysis Cube Use the Loan Application Analysis Cube

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Training Services Course Catalog

UltraData Enterprise Transaction Analysis Desktop (TAD)

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 4 Hours Credit union personnel responsible for business intelligence Installation and build of the TAD cubes and Internet access Custom ­ Live or Virtual Access

UTD-AI352

This course is designed to introduce the user to Transaction Analysis Desktop (TAD) cubes and dimensions. Participants will learn Cognos terminology and navigation.

Answer the Question, What is Business Intelligence? Know How to Log in Understand Cube and Dimension Concepts Understand Primary Dimensions in TAD and LAD Cubes Use the TAD Dimension Reference Use the Branch Transactions Cube Use the Operator Transactions Cube Use the Relationship Transactions Cube Use the Operator Branch Cube Use the Geography Transactions Cube

UltraData Enterprise SQL Interface Balance Sheet/Income Statement Creation

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): 2 Hours Staff responsible for preparing financial reports

UTD-AI353

Working knowledge of third party query builders such as MS Query (through Excel) Custom ­ Live or Virtual Access

Content: This course will prepare participants to use the SQL Interface to prepare financial reports

Need UniServer, Query account, UniDesktop and MS Excel Overview of Set up Building simple queries using MS Query to retrieve GL data Linking to MS Excel and using Excel functions to build several line items on credit union's current Balance Sheet and Income Statement spreadsheets

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Training Services Course Catalog

UltraData Enterprise Advanced Recall

Length of Class: Recommended Attendees: Prerequisite: 2 Days

UTD-AI401

Credit union personnel who will be responsible for creating custom reports to pull data from the host on demand Access to XTCL and the LIMITED program on the Host Processing Engine, understanding the basics of Recall report creation, an understanding of basic dictionary structure, and Intermediate Recall Custom ­ Live or Virtual Access

Delivery Channel(s):

Content: This course is designed to emphasize dictionary creation and advanced sentence structure creation.

Create dictionaries with compound expressions Understand how to use the WHEN keyword How to use BREAK-ON options How to remove formatting on reports How to locate dictionaries How to create a paragraph that summarizes paragraphs Review credit union created paragraphs

UltraData Enterprise Creating Reports with Impromptu

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 4 Hours Credit union personnel responsible for business intelligence

UTD-AI402

Installation and build of the TAD or LAD cubes and Internet access, Cognos training highly recommended Custom ­ Live or Virtual Access

This course is designed to allow you to create a variety of reports such as simple listings, crosstabs, grouped lists, etc. using Impromptu

Crosstab Reports Simple List Reports Using the Data tab Using the Filter tab Using the Access tab Reports with prompts Catalog Field Reports Using the Group tab Generating Totals and Counts

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Training Services Course Catalog

UltraData Enterprise Lending/Collections Course Offerings

UltraData Enterprise Loan Origination (Automated Loan Processing)

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 7 Hours Staff who originate, approve, and fund loans as well as lending supervisors and managers. FSPTM Navigation Custom ­ Live or Virtual Access

UTD-UL101

Content: This course will provide users with the basic skills to originate new loans using the Automated Loan Processing System.

Originate new loans, refinance loans, add-ons, and consolidations Originate loans for potential members Load Quick Loans Load loan conditions Enter details such as references, Borrower Details, and DMV details Adjust loan details such as term and interest rate as necessary Request credit reports Pre-approve, approve, withdraw, reject, and revoke loans Fund loans

UltraData Enterprise Loan Maintenance

Length of Class: Recommended Attendees: Prerequisite: 2 Hours Lending Department FSPTM Navigation

UTD-UL102

Delivery Channel(s): Custom ­ Live or Virtual Access Content: This course is designed to provide the user with the fundamental skills and knowledge necessary to perform inquiries and make adjustments to parameters such as interest rates on loans.

Perform inquiries on loans View and load loan history View and alter details on loans Create and maintain automated loan payments Add, edit, and delete flags on loan accounts Perform UltraData Enterprise HPE loan maintenance functions

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Training Services Course Catalog

UltraData Enterprise Loan Officer End of Day Balancing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 1.5 Hours

UTD-UL103

Loan Officers and staff who do not do cash/check transactions for members FSPTM Navigation, FSPTM Loan Origination Custom ­ Live or Virtual Access

The course provides end of day balancing and closing procedures for those who perform transfers and other non-cash transactions.

Proof Reports Check if Finish Can Be Run

UltraData Enterprise ARL Users

Length of Class: Recommended Attendees: Prerequisite: 1 Hour Lending Department FSPTM Navigation, ALPS Loan Origination, Loan Maintenance

UTD-UL201

Delivery Channel(s): Custom ­ Live or Virtual Access Content: This course will show the user how to originate new ARL (Adjustable Rate Lending) loans for members and how to maintain existing ARL loans.

Originate new loans ARL loans for members Modify the characteristics of an ARL Plan for a particular loan Add an ARL plan to an existing loan

UltraData Enterprise Loan Payment Adjustments

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 2 Hours

UTD-UL202

Staff responsible for correcting loan payments (not same day adjustments) FSPTM Navigation Custom ­ Live or Virtual Access

Content: This course is designed for credit union personnel who make corrections to loan payments. Participants will learn how to make corrections to loan payments and disbursements that were made on the same day. In addition participants will learn how to make corrections to loan payments made one or more days after the payment was made.

Use reversal tools in FSP to make same day corrections Reverse loan disbursements in FSP Back off and reapply loan payments in FSP Perform net adjustments to loan payments in FSP

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Training Services Course Catalog

UltraData Enterprise Collections Daily Activities

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 6 Hours Collection department staff FSPTM Navigation Custom ­ Live or Virtual Access

UTD-UL203

This course will provide participants with the knowledge and skills to perform daily processing of delinquent accounts. Participants will also be introduced to various collections reports.

Access and update workcards for delinquent loans Load Bankruptcies and other legal information Charge-off loans Load Repossessions Work share charge-offs Print and view collections reports

UltraData Enterprise Interlinq Online Loan Servicing

Length of Class: Recommended Attendees: Interlinq Prerequisite: Delivery Channel(s): Content: 1 Hour

UTD-UL251

Tellers, Member Service Reps, and Collections Officers to service Online loans through the FSP Front Office and Collections Modules FSPTM Navigation, familiarity with FSP Collections and Teller Transactions Custom ­ Live or Virtual Access

This course will prepare end users such as Tellers, Member Service Reps, and Collections Officers to service Interlinq Online loans through the FSP Front Office and Collections Modules.

Perform inquiries to online Interlinq loans Make payments to online Interlinq loans Access Interlinq Collections through FSP Collections Service Interlinq loans via Home Banking Service Interlinq loans via Voice Response Perform Interlinq Check Withdrawals

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Training Services Course Catalog

UltraData Enterprise Laser Pro Lending Integration

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 6 Hours Lending department staff

UTD-UL301

Basic Windows skills, FSP Navigation, and familiarity with Laser Pro software Custom ­ Live or Virtual Access

This course is designed to provide the user with the knowledge and skills necessary to originate loans in Laser Pro, bring them through the Laser Pro Interface, and finalize and fund them in ALPS.

Originate loans in Laser Pro Perform member inquiries via the Laser Pro Interface Transfer loans to the UltraData Enterprise System Finalize loans in ALPS

UltraData Enterprise BLS Payment Schedules

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 2 Hours Lending department staff FSP Navigation, ALPS Loan Origination, Loan Maintenance Custom ­ Live or Virtual Access

UTD-UL302

This course will familiarize the participant with Business Loan Servicing options available through ALPS. These options allow credit unions to originate and service business loans by setting up highly configurable payment schedules.

Set Account Header controls for BLS Create Payment Schedules Create Calculated Schedules Create Tiered Schedules Create and Maintain Skip Payments Maintain Schedules

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Training Services Course Catalog

UltraData Enterprise BLS Prepayment Penalties

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 2 Hours Lending department staff FSP Navigation, ALPS Loan Origination, Teller Transactions Custom ­ Live or Virtual Access

UTD-UL303

This course will show the user how to set parameters for prepayment penalties for business loans, as well as how to process, postpone and waive these fees and reporting options on these fees.

Set parameters for prepayment penalty plans Apply these plans to specific L-types Apply prepayment penalty plans to specific loans Alter prepayment penalty plans for specific loans Pay prepayment penalties Postpone prepayment penalties Waive prepayment penalties View changes to prepayment penalties in Data Change Tracking

UltraData Enterprise SBA Admin and Controls

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 2 Hours Lending department staff

UTD-UL401

FSP Navigation, UltraData Enterprise HPE Basics, ALPS, ALPS Controls Custom ­ Live or Virtual Access

This course will familiarize the participant with Business Loan Servicing options available through ALPS. These options allow credit unions to originate and service SBA (Small Business Administration) 7A loans, through FSP-ALPS. Participants will learn how to set up controls for these options as well as how to perform administrative tasks associated with them.

Set controls for SBA loans Originate SBA loans in FSP Service SBA loans in FSP Create the SBA Export File Print/View and interpret SBA-related reports

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Training Services Course Catalog

UltraData Enterprise Member Services Course Offerings

UltraData Enterprise New Accounts

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 3 Hours Staff responsible for opening and maintaining new accounts FSPTM Navigation Custom ­ Live or Virtual Access

UTD-UD101

This course will provide users with the knowledge and skills necessary to create new members, open new share accounts, and maintain share accounts. In addition the training will include closing share accounts, closing memberships, reopening memberships, and reopening share accounts. The course includes making deposits to and withdrawals from these accounts.

Understand the differences between various share accounts Understand the different types of memberships Create a New Members in the credit union Create and maintain associated members Open a New Accounts Maintain member information such as address and telephone number Close share accounts Re-open closed share accounts Close memberships Re-activate memberships

UltraData Enterprise Certificates and IRAs

Length of Class: Recommended Attendees: Prerequisite: User Delivery Channel(s): Content: 3 Hours Staff responsible for opening, maintaining certificates of deposit and/or IRAs and

UTD-UD102

redeeming

FSP Navigation, New Accounts, Teller Transactions, and Transfers, Defined, and General Ledger Transactions Custom ­ Live or Virtual Access

This course will provide users with the knowledge and skills necessary to open/create and maintain certificates, certificate IRA`s, and share IRA`s. The course includes making deposits to and withdrawals from these accounts.

Understand the differences between certificates, certificates IRAs, and share IRA`s Perform the procedures for opening certificates, certificate IRAs, and share IRA`s Maintain certificate and IRA accounts Make subsequent deposits to certificate and IRA accounts Perform inquiries on certificates and IRAs Research certificates, certificate IRA, and share IRA accounts Redeem certificates and certificate IRAs Withdraw from share IRAs Reverse certificate redemptions and share IRA withdrawals

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Training Services Course Catalog

UltraData Enterprise Business Deposits Account Creation & Maintenance

Length of Class: Recommended Attendees: Prerequisite: 3 Hours Credit union staff that currently open and maintain Business Deposits accounts Basic Windows/Computer skills, FSP Navigation, Teller Transactions, Operator Daily Activities, Transfers, Credit-Union Defined, and GL Transactions, and New Accounts Custom ­ Live or Virtual Access

UTD-UD151

Delivery Channel(s): Content:

This course will provide users with the knowledge and skills necessary to create new members, open new share and investment accounts, and maintain these accounts for business members. In addition the training will include closing share accounts, closing memberships, reopening memberships, and reopening share accounts. The course includes making deposits to and withdrawals from these accounts.

Create Create Create Create

and maintain business members and maintain business share accounts and maintain business investment accounts and maintain associated members on business accounts

UltraData Enterprise Account Analysis

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1.5 Hours

UTD-UD201

Credit union staff that currently open and maintain Business Deposits accounts Basic Windows/Computer skills, FSP Navigation, Business Deposits Custom ­ Live or Virtual Access

Content: This course will show the user how to setup member accounts for account analysis and earnings credits.

Create an institutional control for account analysis Setup a member for account analysis Create the Account Analysis Statement Understand the reports that are available with Account Analysis

UltraData Enterprise Sweep Account Processing

Length of class: Recommended attendees: Prerequisite: Host Delivery Channel(s): 1 Hour Member Service Rep Managers

UTD-UD202

Basic Windows/Computer skills, FSP Navigation, UltraData Enterprise Processing Engine Basics Custom ­ Live or Virtual Access

Content: This course will show the user how to setup the controls for sweep processing, how to turn this on for a member, and the various reports/letters produced by the sweep program.

Make an account available for sweep processing Setup sweep processing for a member Review letters created by the sweep process Review reports produced by sweep processing

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Training Services Course Catalog

UltraData Enterprise UltraAccess Self Service Options

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): 1 Hour System Administrators

UTD-UD203

Basic Windows/Computer skills, FSP Navigation, familiarity with Ultra Access Home Banking Custom ­ Live or Virtual Access

Content: This course will familiarize the user with the necessary knowledge and skills to use the Ultra Access Self Service options.

Set up recurring check withdrawals through Ultra Access Add, edit, or delete ACH distributions through Ultra Access Add, edit, or delete Periodic Payments through Ultra Access

UltraData Enterprise HSA Accounts

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): 3 Hours MSRs who originate HSA accounts Basic Windows/Computer skills, FSP Navigation Custom ­ Live or Virtual Access

UTD-UD301

Content: This course will familiarize the user with the administrative parameters and functions for Health Savings Accounts (or HSA`s).

Understand what HSA`s are and how they work in the UltraData Enterprise system Setup institutional limits for HSA`s Setup S-type account header controls for HSA`s Setup I-type account header controls for HSA`s Add HSA date fields for Front Office Forms Perform ACH, Payroll, Share Draft, Third-Party Loan Sweep Payment, and OCS processing for HSA`s Perform tax reporting and year-end processing for HSA`s

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Training Services Course Catalog

UltraData Enterprise OCS Course Offerings

UltraData Enterprise OCS Transaction Inquiry and Maintenance

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): 2 Hours Staff who perform inquiries on OCS transactions Basic Windows/Computer skills, FSP Navigation Custom ­ Live or Virtual Access

UTD-UX151

Content: This course will familiarize the user with the tools and methods for performing transaction inquiries for Card Management System Online Card Services transactions.

Create ATM and Debit cards on the Host Make alterations to the cardholder details View cardholder details Locate, view, maintain, print, and delete debit authorizations Delete a card created in error Locate and view online transactional messages Locate, view, maintain, report on and delete Authorization Holds Locate, view, and delete deposit holds at proprietary ATM machines Locate ATM and Debit cards using the last four digits of the card number Reset daily card limits for an ATM or Debit card

UltraData Enterprise CMS-OCS Transaction Blocking

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): 2 Hours Staff who perform maintenance on OCS transactions Basic Windows/Computer skills, FSP Navigation, RECALL Custom ­ Live or Virtual Access

UTD-UX152

Content: This course will provide directions for setting up a blocking pattern for OCS transactions.

Set up FSP Security for the OCS Transaction Blocking Tool. Research what criteria to use to block or monitor transactions. Understand the Transaction Blocking Rules. Set up block patterns with required and optional criteria, as needed. Copy, edit, delete, and view the established block patterns. Use the OCS Transaction Blocking tool or the OCS Transaction Inquiry Tool to display blocked and suspect transactions. Exclude specific members from blocking or monitoring. Print reports of blocked and suspect transactions.

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Training Services Course Catalog

UltraData Enterprise OCS Compromised Card Processing

Length of class: Recommended attendees: Prerequisite: Delivery Channel(s): 2 Hours Staff who perform maintenance on OCS transactions Basic Windows/Computer skills, FSP Navigation, RECALL Custom ­ Live or Virtual Access

UTD-UX153

Content: This course will provide instruction for using the Compromised Card Processing module.

Set up FSP Security for the CMS Compromised Card Processing tool and OCS Reports tool Create Compromised Card Processing letters and load variables Import VISA USA or MasterCard file of Compromised Card records View existing Compromised Card Processing batches Exclude Mail Codes from a Compromised Card Processing batch Export a Compromised Card batch Delete Compromised Card Processing batch Set card status change date, new card status, and reason codes Order new cards, set expiration date, and order type of new cards Update card list in batch and edit Individual card records in batch Send letters Process Compromised Card Processing batch Run, view, and print reports

UltraData Enterprise OCS Host Controls--Shared Branch Acquirer

Length of class: Recommended attendees: 1.5 Hours

UTD-UX154

Information Systems staff, Card Services staff, and others who have an interest in increasing their knowledge of Online Card Services ATM, Debit, and Shared Branch Issuer processing Basic Windows/Computer skills, FSP Navigation, Knowledge of Shared Branch processing, knowledge of OCS functions and user controls is recommended Custom ­ Live or Virtual Access

Prerequisite:

Delivery Channel(s):

Content: This course is designed to introduce attendees to the controls that direct the Online Card Services Shared Branch Acquirer programs. Attendees will learn to load the user controls, and gain an understanding of the available options offered through those controls.

Load and display all OCS controls related to Shared Branch Acquirer processing Give an explanation of each field either from memory or by accessing extended help for the fields

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Training Services Course Catalog

UltraData Enterprise OCS Host Controls and System Administration

Length of class: Recommended attendees: 3 Hours

UTD-UX155

Information Systems staff, Card Services staff, and others who have an interest in increasing their knowledge of Online Card Services ATM, Debit, and Shared Branch Issuer processing Basic Windows/Computer skills, FSP Navigation, Knowledge of

Prerequisite: OCS

functions, user controls, and system administration functions IS recommended Custom ­ Live or Virtual Access

Delivery Channel(s):

Content: This course is designed to introduce attendees to the controls that direct the Online Card Services programs (includes ATM, Signature Debit and Shared Branch Issuer). It will also demonstrate the process of initiating, monitoring, and maintaining OCS system communications and processing.

Load and display all OCS control options Give an explanation of each field either from memory or by accessing extended help for the fields Start and stop communication between Network and Host systems Monitor incoming OCS transactions Create, analyze, and print OCS error/message log Perform inquiries on OCS transactions Turn tracing on and off Parse a system message Delete a tracing file from the system Receive and transmit data files

UltraData Enterprise OCS Shared Branch Acquirer FSP Tools

Length of class: Recommended attendees: maintain Prerequisite: 1.5 Hours Information Systems and Card Services staff who

UTD-UX156

process and

Shared Branch transactions Basic Windows/Computer skills, FSP Navigation

Delivery Channel(s):

Custom ­ Live or Virtual Access

Content: This course is designed to introduce attendees to the FSP tools used for Shared Branch transactions.

Perform Shared Branch Guest Member transactions Maintain Offline Shared Branch Guest Member transactions Endorse checks received from Shared Branch Guest Members Perform an inquiry on a Shared Branch transaction Restrict member Service Center activity Maintain Guest Credit Union information

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Training Services Course Catalog

UltraData Enterprise OCS Chargeback Tracking

Length of class: Recommended attendees: Prerequisite: Services or 3 Hours

UTD-UX157

Information Systems and Card Services staff who process and maintain OCS transactions FSP Navigation, previous experience with the Online Cared

Advanced Credit Card module Custom ­ Live or Virtual Access

Delivery Channel(s):

Content: This course is designed to provide an overview of the Chargeback Tracking module.

Set up FSP Security for the Chargeback Controls tool, the Chargeback a Transaction tool, the Chargeback Work List tool, the Chargeback History tool, and the Chargeback Reporting tool. Set up Chargeback Controls for all process types, including loading letter and letter variables. Place a transaction in dispute. Provide provisional credit. Resolve a dispute Review chargeback history for a member Format and print reports of disputed transactions

UltraData Enterprise CMS Card Purge

Length of class: Recommended attendees: Prerequisite: 2 Hours

UTD-UX108

Information Systems and Card Services staff who process and maintain OCS transactions FSP Navigation, previous experience with the Online Cared Services

Delivery Channel(s):

Custom ­ Live or Virtual Access

Content: This course is designed to provide an overview of the Online Card Services card purge.

Set up FSP Security for the CMS Card Purge Tool. Select the cards you wish to purge View cards selected to purge and mark any you wish to retain Print a forecast report of selected cards Purge selected cards Restore purged cards

Page 164 of 142

Training Services Course Catalog

UltraData Enterprise OCS Reconciliation Review

Length of class: Recommended attendees: Prerequisite: Online 2 Hours

UTD-UX159

Information Systems and Card Services staff who process and maintain OCS transactions FSP Navigation, Ultrafis Navigation, previous experience with the

Cared Services Custom ­ Live or Virtual Access

Delivery Channel(s):

Content: This course is designed to assist the credit union with completing the balancing worksheet. It is most appropriate for those credit union staff that perform OCS reconciliation.

Run the EFT300 Settlement report Run EFT300X to create the Ticking report Run and analyze the GL inquiry Run the EFT300 Processing report Complete the Balancing worksheet

UltraData Enterprise Card Reissue Expiration Date Advancement

Length of class: Recommended attendees: Prerequisite: Card 2 Hours

UTD-UX110

Information Systems and Card Services staff who process and maintain OCS transactions FSP Navigation, knowledge of Online Card Services and the

Management System Custom ­ Live or Virtual Access

Delivery Channel(s):

Content: This course will aid users in advancing expiration dates for cards that are about to expire and are being reissued by the processor or card embosser.

Forecast expiration dates for cards that are about to expire Process expiration dates for cards that are about to expire View and interpret related reports

Page 165 of 142

Training Services Course Catalog

UltraData Enterprise Sales & Service Course Offerings

UltraData Enterprise SNS Navigation

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 2 Hours Any credit union staff who access Sales & Service Basic Windows Skills, FSP Navigation Custom ­ Live or Virtual Access

UTD-UX171

This course provides the user with an introduction to Sales & Service as a module along with basic access information, user settings, and Activity Center functions.

Understand how Sales & Service functions within the credit union Set Activity Center options Access Info Board Set preferences Navigate the Activities List Search for a member Perform database searches

UltraData Enterprise SNS Sales

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 2 Hours Credit Union staff who use the SNS Sales module

UTD-UX172

Basic Windows Skills, FSP Navigation, Sales & Service Navigation Custom ­ Live or Virtual Access

This course provides the user with a detailed understanding of the most commonly used front line sales tracking. It is designed for credit union staff that has ongoing contact with members and are responsible for initiating or completing sales inquiries.

Record member contact Log product inquiries/sales activities Add a general or action note to a member record Log into Call Queues and Reschedule calls as needed Forward Member Records to other staff members Print and/or Queue Letters

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Training Services Course Catalog

UltraData Enterprise SNS Service

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 2 Hours Credit union staff that have ongoing contact and are responsible for initiating or completing requests Custom ­ Live or Virtual Access

UTD-UX173

with members,

Basic Windows Skills, FSP Navigation, Sales & Service Navigation, SNS Sales

This course provides the user with a detailed understanding of the most commonly used front line service request tracking.

Access the main service window Access Info Board List outstanding service requests Search for a member Search for requests Open a service request Finalize a service request Printing and/or queuing letters E-mail service notifications

UltraData Enterprise SNS Management Reporting

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: Service 2 Hours Sales & Service Supervisors and Managers

UTD-UX174

Basic Windows Skills, FSP Navigation, Sales & Service Navigation Custom ­ Live or Virtual Access

This course provides the user with a detailed understanding of the reports available to Sales & managers.

Access and navigate reports in Sales & Service Run follow-up, feedback, and survey reports Run sales statistics reports Run contact statistics reports Run reports on inquiry sources Track lost business and referrals Implement a sensible reporting program for Sales & Service

Page 167 of 142

Training Services Course Catalog

UltraData Enterprise SNS Report Manager

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 3 Hours SNS Supervisors, Managers, and power users

UTD-UX271

Sales & Service Navigation and overall familiarity with Sales & Service Custom ­ Live or Virtual Access

This course provides training for users who want to create their own reports for Sales & Service using the Report Manager functionality.

Run and Edit Existing Reports Create Queries Run Query Wizards Create Reports Run Reports Wizards

Page 168 of 142

Training Services Course Catalog

UltraData Enterprise Teller Course Offerings

UltraData Enterprise Teller Transactions

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 5 Hours Credit union staff that performs cash, check, and transfer transactions FSPTM Navigation Custom ­ Live or Virtual Access

UTD-UT101

This course provides the user with a detailed understanding of the most commonly used front line transaction tools. The course includes reversals as well as Transaction History and Multiple Transaction History.

Make cash and check deposits Make deposits to multiple accounts Transfer funds between accounts Purchase items such as travelers checks and money orders Make loan and credit card payments Perform cash and check withdrawal transactions Cash checks Reverse all of these transactions Research these transactions

UltraData Enterprise Transfers, User Defined, and General Ledger Transactions

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 1.5 Hours

UTD-UT102

Credit union staff that performs cash, checks, and transfer transactions FSPTM Navigation Custom ­ Live or Virtual Access

This course provides the user with a detailed understanding of the most commonly used front line transaction tools. The course includes reversals as well as Transaction History and Multiple Transaction History.

Make cash and check deposits Make deposits to multiple accounts Transfer funds between accounts Purchase items such as travelers checks and money orders Make loan and credit card payments Perform cash and check withdrawal transactions Cash checks Reverse all of these transactions Research these transactions

Page 169 of 142

Training Services Course Catalog

UltraData Enterprise Operator End of Day Balancing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1.5 Hours

UTD-UT103

Tellers, member service representatives, and any other staff who perform such transactions FSP Navigation, Teller Transactions Custom ­ Live or Virtual Access

Content: The course provides end of day balancing and closing procedures for those who perform transactions involving cash, checks, and transfers.

Proof Balance Checks Balance Cash Post Overages/Shortages Reports Bank the Teller Drawer Check if Finish Can Be Run

UltraData Enterprise Operator End of Day No Cash Balancing

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1 Hour

UTD-UT104

Tellers, member service representatives, and any other staff who perform such transactions FSP Navigation, Teller Transactions Custom ­ Live or Virtual Access

Content: The course provides end of day balancing and closing procedures for those who perform transactions involving checks and transfers, but do not handle cash.

Proof Balance Checks Post Overages/Shortages Reports Bank the Teller Drawer Check if Finish Can Be Run

UltraData Enterprise Business Deposits Transactions

Length of Class: Recommended Attendees: for Prerequisite: Delivery Channel(s): Content: 4 Hours

UTD-UT151

Credit union staff that performs cash, check, and transfer transactions Business Members. Basic Windows/Computer skills and FSP Navigation, Teller Transactions Custom ­ Live or Virtual Access

This course provides the user with a detailed understanding of commonly used Business Deposit related transaction tools. The course includes reversals as well as Transaction History and Multiple Transaction History.

Look up Business Members Review association list of a business member Process business transactions in the Multiple Transactions tool Process user defined transactions

Page 170 of 142

Training Services Course Catalog Reverse all of these transactions

Page 171 of 142

Training Services Course Catalog Research these transactions

UltraData Enterprise Supervisor Functions

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): Content: 3 Hours Supervisors and Managers

UTD-UT201

FSPTM Navigation, FSP Operator End of Day, and Teller Transactions Custom ­ Live or Virtual Access

This course will provide participants with the knowledge and skills to load and maintain freezes and flags, perform supervisory overrides, and load/maintain system messages.

Load and maintain freezes and flags Load and maintain messages Perform supervisor overrides

UltraData Enterprise Branch End of Day

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1.5 Hours Supervisors and Managers

UTD-UT202

FSPTM Navigation, FSP Operator End of Day, and Teller Transactions Custom ­ Live or Virtual Access

Content: This course will prepare Individuals to balance the branch at the end of the day. It is most appropriate for Managers and Supervisors.

Troubleshoot teller balancing problems Balance the branch at the end of the day Print/view appropriate end of day reports

UltraData Enterprise Offline Credit Card Payments and Inquiries

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1 Hour

UTD-UT251

rd

Credit union staff who make payments to and inquiries on offline 3 party credit cards

Basic Windows/Computer skills and FSP Navigation, Teller Transactions, New Accounts Custom ­ Live or Virtual Access

RD

Content: This course will prepare users to service 3

party offline credit cards.

Perform inquiries 3rd party credit cards Make payments to 3rd party credit cards at the teller line Setup ACH, Periodic Payments, and Payroll distributions to 3rd party credit cards Perform inquiries and payments through Home Banking Perform inquiries and payments through Voice Response

Page 172 of 142

Training Services Course Catalog

UltraData Enterprise Online Credit Card Payments and Inquiries

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 1 Hour

UTD-UT252

rd

Credit union staff who make payments to and inquiries on online 3 party credit cards

Basic Windows/Computer skills and FSP Navigation, Teller Transactions, New Accounts Custom ­ Live or Virtual Access

Content: This course will prepare users to service PSCU credit cards through the Online Credit Card Inquiry interface.

Perform inquiries on PSCU credit cards Make payments to PSCU credit cards Update member addresses for PSCU credit card holders Servicing PSCU credit cards in Collections

UltraData Enterprise BSA (Bank Secrecy Act)

Length of Class: Recommended Attendees: Prerequisite: Delivery Channel(s): 4 Hours Supervisors and Managers, Compliance Officers FSP Navigation, New Accounts, and Teller Transactions Custom ­ Live or Virtual Access

UTD-UT301

Content: This course will provide an overview of the software related to the Bank Secrecy Act (BSA).

Track BSA Data for Members Create BSA Risk Scores Track Transactor Information Track Beneficial Owner Information, and Produce Currency Transaction Reports

Page 173 of 142

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