Business Rules

Business Rules

$995.00

Business Rules, an Encompass® training course, is a deep dive into Business Rules ; what they control, how they are leveraged, what the options and limitations are, and best practices surrounding their use in the real world. Business Rules are the key to driving workflow, automation, data integrity, and ensuring your system both protects the business and runs efficiently for users. Business Rules is the third course in the Admin Certification series with more than four hours of instruction.

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$995

Settings covered include:

  • Loan Folder

  • Milestone Completion

  • Field Data Entry

  • Field Triggers

  • Automated Conditions

  • Persona Access to Fields

  • Persona Access to Loans

  • Role Access to Documents

  • Input Form List

  • Loan Form Printing

  • Print Auto Selection

  • Appraisal Order Management

  • LO Compensation

  • Collateral Tracking

This is a self-paced KMU course, allowing students to learn online at their own rate, while offering weekly opportunities for live support.