Training

This page contains a list of Training Videos that can be used to familiarize yourself with the CMA functionality.

Overview

CMA Overview (10 minutes)
– Development & Hosting
– Third Party Integration
– Lead Management
– Client Portal (Extranet)
– Client Management
– Documents/Fax/Email
– Accounting


CMA User Interface (6 minutes)
– Login
– Navigation Panes
– View structure

LMA Training

Creating a Lead (13 minutes)
– Creating/Importing
– Assigning via Manager Report
– Notes
– CoApps
– Logs

Adding Creditors (10 minutes)
– Linking with existing Creditor
– Importing from Credit Report

– Estimates

Budget Counseling (11 minutes)
– Budget Layout
– Original vs Recommended
– Disposable Income
– Computing a Recommended Budget

Send Paperwork / Extranet (8 minutes)
– Validation
– Printing a Package
– Generating an Extranet Login

Workflow – Tasks (4 minutes)
– Initial Contact Attempt/Contact Tasks
– Call Back Tasks
– Paperwork Complete Task
– Submit Task
– Disposition as QA, Dead, or Bad

Navigation Overview (7 minutes)
– My Tasks
– Lead views
– Close views
– Common section

LMA Reports (12 minutes)
– Paperwork Report
– Assignment Reports

– QA Report
– Totals By Source
– Manager Report

LMA Administration (8 minutes)
– Submit Task
– Create First Payment
– Generate ACH File

– Close the Lead

DMA Training

Leaving the LMA (11 minutes)
– Last LMA Step – Close Lead
– Client Phases (Client, Inactive, Incomplete, Complete)
– Accessible to all DMAReps+
– Extranet interaction (Secure Messages, Documents)
– Client Messages / Client Documents / Client Tasks
– Initial Tasks (Initial Contact, LOPS)
– Navigation view

RPPS (12 min)
– RPPS Integration
– Import Billers / FairShare
– Billers are separate from Creditors and linked in ClientCredit records

– Billers/Masks views
– Link DMP/DS BillerIDs

– RPPS File History/Search
– Import Return Files

Setting up Creditors (16 minutes)
– Overview of the ClientCredit tabs
– Link to a Creditor
– Select address (if not using BillerIDs)
– Account Status (OPEN, CLOSE)
– Proposal Status

Proposals (11 minutes)
– Generate Paper Proposals (Batch or Per Client)
– Generate RPPS Proposals
– Process Return Files
– Updating Proposal Status
– Tasks

Accounting

Payments (17 minutes)
– Import ACH Failures
– Enter Manual Payments
– Verify ACH Batch
– Create Payment Batch
– Create ACH File
– Payment Report Overview

Disbursements
– Overview
– Import Fair Share from RPPS
– Clear Payments (Payment Report)
– Work Tasks (Payoffs, Manual Disbursements)
– Generate Disbursements (Batch)
– Review Client Balances
– Create Disbursement Files
* RPPS
* Check File
* Client Check File (Disbursement to Client)
* Void Check File (Check expired/returned)

Administration

System Management (12 minutes)
– Agencies
– Companies
– Banks
– Budget
– Campaigns
– Payment Types
– System Codes
– System Settings
– System Information

User Management (11 minutes)
– Adding a User
– User Permissions
– User Agencies/Companies
– System Permissions

Extranet Setup (12 minutes)

Document Template Management (17 minutes)
– Adding Documents
– Document Types (FORM, LETTER, USER, SMS)
– Editing a Document (HTML, Smarty)
– Linking with Tasks
– Linking with Extranet Steps
– Document Packages

Tasks Management (14 minutes)
– Creation
– Parent Tasks
– Properties (Assigned To, Max Instances, Expire Time)
– Triggers (Creation/Completion)

File History (5 minutes)
– Creation
– Filters
– Download

– RPPS

System Auditing (6 minutes)
– Task Reports
– Session Log
– LMA Qualified View
– Extranet Status
– Possible Biller Matches
– Audit Log