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POINT® for WindowsTM Training
POINT for Windows 5.0 has many important features, such as increased ease of electronic communication, Automatic Liabilities Population from your credit vendor through the new credit services interface and the ability of using your existing custom forms. This is a great time to learn how to use these features as well as many others including short cuts for more streamlined use of POINT®.
See how you can save between 25% - 40% on your existing processing time.
Get full use of your POINT® program!
Class includes scheduled question and answer sessions.
- The BIG 4:
How to use the four main items of the software for greater efficiency and streamlining.
- Where to start your Loan and Why (In 3 Phases):
- Utilities:
Complete review of all utilities. Program set-up for most efficient use, tips on expediting file processing.
- Reporting - Using Data from Point to Better run your Company:
How to run the standard reports included with POINT, sort and omit data.
How to customize reports to fit your own needs.
- Data Export & Using 3rd Party Interfaces to help you Work Smarter , Not Harder:
Merging loan file data to letters created in Microsoft Word or spreadsheets in Excel.
How to create and set up custom Data Export templates.
- General ways to use Windows that make POINT more effective.
Multi-tasking; moving smoothly between POINT files, shortcuts, field-to-field and screen-to-screen movements.
Cardex name and address book use for lookup and insertion of data.
- Enhancements of the new 5.0 version vs any previous version.
Newly expanded class format - 6 hours of training on POINT for Windows!
Advanced Performance Training
7924 Skylake Drive
Fort Worth, TX 79179-3041
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