Courses

ACES Audit Life Cycle (Optional)

This course is designed to review the standard ACES workflow features and processes, and includes the following modules:

• Loans
• Audits
• Loan Review
• Communication
• Reporting
• Optional Features & ACES Knowledge Center

Topics include:

• Data Import Tool & Uploading Loans into ACES
• Accessing Loan and Borrower Data
• Audit Setup
• Loans Selection
• Loan Assignment
• Loan Review & Loan Questionnaire
• Supervisory Approval Process
• Managing Exceptions and Borrower Documents
• Completing Loan Reviews and Audits
• Action Plans
• Introduction to Built-in Reporting, In-App Reporting and Business Objects
• Optional ACES Features
• ACES Knowledge Center and Support Ticket Best Practices
• and more!

ACES Administrator: Initial Setup & Configuration (Optional)

This course is designed to review the initial setup options typically configured during the ACES Implementation process. This is a great refresher for the standard setup options that ACES Administrators can manage in their ACES environment. This course includes the following modules and topics:

• Security Setup Introduction
  • ACES Roles, Access Rights, Users, and General Security Setup
• Loan Setup Introduction
  • Custom Loan and Borrower Data Fields & Categories
  • Loan and Borrower Page Layout
  • Data Source Setup - Data Import Tool
• Loan Review Setup Introduction
  • Loan Review Settings
  • Audit and Audit Loan UDFs
  • Significances, Exceptions, and Loan Ratings
  • Document Templates and Document Responses
• Managing Questionnaires
  • Questionnaire Update Process
  • Question Categories and Questions & Answers
  • Introduction to Auto-Response
• Communication Setup
  • ACES Connect Users, User Roles, and Addresses
  • Exception and Action Plan Communication
  • Action Plans Custom Data, Business Calendar, and Loan File Requests

ACES Administrator: Advanced Setup & Configuration (Required)

This course is designed to cover the advanced setup and configuration options plus the Utilities functionality that are available within ACES, and includes the following modules and topics:

• Advanced Setup
• Advanced Security Setup
• Advanced Loan and Loan Review Setup
• Advanced Questionnaire Setup
• Vendor, Report, and System Setup
• Utilities Setup
• Loan Exceptions Import Setup
• Questionnaire Import Setup
• Loan Review Export/Import for Setup
• Custom Data Export Setup
• Utilities Functionality
• Purge Data
• Statistical Sampling & Statistical Calculator
• Import/Export for Setup
• Import/Export for Loans
• Optional Add-on Features
• Third-Party Vendor Integrations
• ACES Connect Features & Functionality
• Companies & Audit Services
• ACES Protect
• F.I.R.E.
• ACES Best Practices
• Naming Conventions
• Using Criteria
• Questionnaire Maintenance
• Report Maintenance
• and more!