This list includes Cranbrook specific training and directions to access Byte Pro training. Scroll to the bottom to get to the Byte Specific Training.
FOR ADDITIONAL PROCESSOR TRAINING CLICK HERE:
FOR INFORMATION SECURITY, AML, IDENTITY THEFT, RED FLAGS CLICK HERE
INTRODUCTION TRAINING VIDEO
Fraud Prevention and Policy Training
Velocity Training
Caliber Quick Pricer Training
Product Support and Deal Review Training:
Inputting Deals into Mogul:
Inputting Deals into Payroll:
Epoch Intro:
Epoch file import into Byte:
Access Recordings in Velocity:
SENDING AND RECEIVING SECURE EMAILS
Regulatory Training
Training Topics (click the youtube video to watch)
- Sending Secure Emails (listed Above)
- Anti Money Laundering Training:
- Video 1: General AML training: https://www.youtube.com/watch?v=zNB3ZybWybg
- Video 2: Cranbrook Loans Specific AML Webinar: https://www.youtube.com/watch?v=wX0I3nFGgT0
- Identity Theft Red Flags Rule Webinar: https://www.youtube.com/watch?v=kPYPsROwqkU
- Information Security Policy Webinar: https://www.youtube.com/watch?v=E7gtWS–E3Y
BYTE PRO TRAINING:
BytePro Training
Goto Www.bytesoftware.com
–>Click Support
–>Click Training
Login with the following details:
User id: guest
Password: bytepro
Complete the trainings below or complete the trainings assigned by your manager.
| Version 8.6 | ||
| Version 8.6 – TRID Enhancement Overview | Covers the TILA-RESPA Integrated Disclosures enhancements in version 8.6. | 24 minutes |
| Version 8.5 | ||
| Version 8.5 – Introduction | Covers the TILA-RESPA Integrated Disclosures changes in version 8.5. | 25 minutes |
| Version 8.5 – TRID for BytePro Administrators | Provides guidance on BytePro configuration and setup to support TRID features in our 8.5 release. | 14 minutes |
| Version 8.0 | ||
| Version 8.0 – Introduction | Covers Dodd-Frank changes in version 8.0. Click the link to the left to view the video. Click here to download the accompanying slides. | 20 minutes |
| Byte Basics | ||
| Creating a New Loan File | Covers the basics of creating a new loan file, ordering credit, and generating a GFE. | 10 minutes |
| Navigation | Demonstrates how to get around in BytePro and discusses basic functionality. | 16 minutes |
| Data Folders (Standard Only) | Explains how to set-up and manage data storage folders in BytePro Standard. | 6 minutes |
| Loan Files Screen | Introduces the opening screen in BytePro where you create and organize loan files as well as manage your pipeline. | 6 minutes |
| Printing Basics | Explains how to use the print screen as well as how to create and use Print Sets. | 8 minutes |
| Good Faith Estimate | ||
| GFE 2010 Pages 1 & 3 | Walks users through the GFE Page 1&3 screen section by section and covers how to create multiple GFEs for an individual loan. | 15 minutes |
| GFE 2010 Page 2 & Fee Worksheet | Demonstrates how to organize and manage fees on the GFE 2010 Page 2 and introduces the new Fee Worksheet screen. | 15 minutes |
| GFE Defaults | Discusses the individual Defaults settings for the GFE screens and explains how to use. | 15 minutes |
| Tasks 3- Sending Notifications | Explains how to send task notifications via text and email. | 4 minutes |
| Document Imaging | ||
| Document Imaging – Introduction for users | Covers enhancements to the document imaging system in version 7.0 | 11 minutes |
| Remaining Sections | Covers the remainder of the sections in the Security Manager and walks administrators through each one. | 13 minutes |