ESSENTIALS TRAINING
Teams evolve. Essentials Training is designed for users who have never been formally trained on Loan Vision. These could be new employees, or existing employees new to Loan Vision, who may need formal training to acclimate to the system. Essentials Training will help make your onboarding process easier and remain available for anyone who simply needs a refresher.

Course Content:
  • Day 1 (General)
    • System Navigation
    • General Ledger Management
    • General & Recurring Journals
    • File & Flexible Imports
  • Day 2 (Accounts Payable & Cash Management)
    • Vendor Management
    • Invoice Entry
    • Invoice Import
    • Vendor Payments
    • Receipts – Deposits, Vendor Refunds
    • Bank Reconciliation
  • Day 3 (Loans & Reports)
    • Loan Card Creation
    • Loan Funding Processing
    • Loan Purchase Processing
    • Report Options
    • Report Maintenance
Training has been one of your top requests! Loan Vision is committed to our shift towards more proactive customer success and engagement. We are excited to see you at training!
DATES
March 18th - 20th, 2025
Attendees may attend any or all parts of the training.
1:00PM EST to 5:00PM EST
LOCATION
Virtual Course
Meeting details will be sent out via email to all attendees prior to event.
COST
Included in Training Subscription
Registration will be confirmed upon receipt of registration form below and verification of active training subscription for your company.
Register for Training
PLEASE NOTE: In order to attend training, your company must own a training subscription with Loan Vision. If you already have a training subscription, please proceed with registering above and you will be sent the training invite. If your company does not have a training subscription, please contact Sales at sales@loanvision.com to obtain the training subscription.