Loan Vision

Virtual
Super User
Training

Loan Vision 365 Advanced Level $1,550 / attendee Virtual Zoom
26.4 CPE Credits
Computer Software &
Applications
What You'll Cover
Learning Outcomes

Differentiate which Loan Vision settings affect applicable functionality and how to manage them for your team.

Understand the two main user types in Loan Vision and manage their roles and permissions.

Identify accounting processes that can be improved by leveraging Loan Vision functionality.

Event Details
Dates
Oct 20–22 & 27–29, 2026
All dates must be attended for Super User status
Location
Virtual Zoom Meeting
Link sent upon confirmed registration
Cost
$1,550 / attendee
Registration confirmed upon receipt of payment
Delivery
Group Internet Based
Includes a small gift from Loan Vision
Program Requirements
Level

Advanced — intended for users with 1+ year of Loan Vision experience.

Prerequisites

Must have been on Loan Vision 365 for at least 1 year prior to attending.

Advanced Prep

No advanced preparation necessary beyond 1+ year of system knowledge.

Your Instructor
JD

Justin DeAngelis

Customer Success & Engagement Manager

Justin heads the Loan Vision Support Team, overseeing support operations, issue resolution, team progress, ticketing systems, and customer education. Outside of Loan Vision, he enjoys home improvement projects and being out on the water.

Register Now

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Policies & Information

Cancellation & Refunds

Full refunds available for cancellations received in writing before October 1, 2026. No refunds after that date. Send requests to training@loanvision.com.

Substitutions

Substitution requests must be received before October 1, 2026 to guarantee name placement on the final registration list. Send to training@loanvision.com.

Event Cancellation

Loan Vision, LLC reserves the right to cancel for any reason. All registered attendees will be notified by email and receive full refunds.

Filming & Photography

By attending, you grant event organizers rights to use resulting media (photography, video) for social media, email, publications, press releases, and websites.

Questions?

Contact Haleigh Heilman for additional questions, comments, or complaints about policies.

More Training

Loan Vision also offers Webinars, Essentials Training, and Advanced Training — all included in our Training Subscription.

Loan Vision, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors at www.nasbaregistry.org.