Training and product guidance
CMA Learning Center
See how CMA works or find help with a specific task. Prospective customers can explore common workflows, while current users can go directly to the guidance they need.
Search all 30 video lessons
Overview
Start with the CMA platform and interface basics.
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
Learn the lead workflow from creation through administration.
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
Continue into client service, creditor, RPPS, and proposal workflows.
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
Review payment processing and the complete disbursement sequence.
Payments
17 minutes- Import ACH Failures
- Enter Manual Payments
- Verify ACH Batch
- Create Payment Batch
- Create ACH File
- Payment Report Overview
Series of 7 videos
Disbursements
Follow each video in order.
- 01OverviewWatch
- 02Import Fair Share from RPPSWatch
- 03Clear Payments (Payment Report)Watch
- 04Work Tasks (Payoffs, Manual Disbursements)Watch
- 05Generate Disbursements (Batch)Watch
- 06Review Client BalancesWatch
- 07Create Disbursement FilesWatch
- RPPS
- Check File
- Client Check File (Disbursement to Client)
- Void Check File (Check expired/returned)
Administration
Configure and manage the system, users, documents, tasks, files, and audits.
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 minutesExtranet Packages
5 minutesDocument 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
Need help with a training topic?
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