Point for Windows Basic Class Syllabus
Morning Session
8:00am - 8:30am Registration
8:30am - 9:00am Orientation
9:00am - 10:15am Introduction to Opening Screen
10:15am - 10:30am Morning Break
10:30am - 10:50am Utilities, Master Files & Templates
10:50am - 11:30am The BIG 4 - Saving Time & becoming more Efficient
11:30am - 11:45am Questions and Answers
Lunch - 11:45am - 1:00pm
Afternoon Session
1:00pm - 1:25pm Prospect Files vs. Borrower Files - Where to Start Your Loan & Why
1:25pm - 1:45pm Marketing Your Loan
1:45pm - 2:10pm Interfaces, Part 1
2:10pm - 2:30pm Afternoon Break
2:35pm - 2:50pm Interfaces, Part 2
2:50pm - 3:30pm Data Management / Reports
3:30pm - 3:35pm Exporting Your Data
3:35pm - 3:55pm Final Overview
3:55pm - 4:00pm Summary, Class Dismissed
4:00pm Questions & Answers