Table of Contents. Learning & Resource Portal/ General Information 4. Invoice Management Product Information 6

Transcription

1 LPS Desktop Training for Servicers Training Catalog

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3 Table of Contents Learning & Resource Portal/ General Information 4 Invoice Management Product Information 6 Invoice Management Web Based Training (WBT) 7 Invoice Management Instructor Led Training (ILT) 8 Process Management Product Information 12 Process Management Web Based Training (WBT) 13 Process Management Instructor Led Training (ILT) 15 Business Intelligence Product Information 18 Business Intelligence Web Based Training (WBT) 19 Business Intelligence Instructor Led Training (ILT) 19

4 L&RP / General Information LPS Desktop L&RP/ General Information Accelerate your Knowledge of LPS Desktop with elearning any time of the day or night or register for a live training session with one of LPS Desktop Training Specialists. Leverage the different features to find the resources you need to create a customized learning plan: SEARCH & LEARN MY PLAN MY PROGRESS CATALOG Instructor Led Training 4

5 LPS Desktop Training & Documentation Team PowerCell Our specialists, which include technical writers, instructional designers, elearning developers and trainers, work hard to develop and deliver a variety of comprehensive learning delivery solutions. Our delivery solutions include Web Based Training (WBT), Simulations, ebriefs, Instructor Led Training (ILT), online User Guides and more. We here at LPS Desktop make every effort to help you maximize your employees potential and effectiveness, as well as elevate and improve business operations. In addition, LPS can assess, design, develop and deliver training programs designed specifically for your business, or to augment your existing training programs. As LPS customer contact center, PowerCell provides technical and application assistance to customers. As true business partners of the companies they serve, PowerCell consultants are cognizant of information that could impact their customers, proactively communicate this information and are experts in the areas they support. Contact Information: Phone: Our goal is to build a long term foundation for learning beyond the implementation period. Contact Information Phone: PM.Support@lpsvcs.com IM.Support@lpsvcs.com Web: DesktopTraining@lpsvcs.com 5

6 Invoice Management LPS Desktop Invoice Management LPS Desktop s electronic invoice management solution (formerly known as NewInvoice ) saves time and eliminates errors by automating every aspect of the invoice process, from bill presentment and processing to post payment activities. Online, real time submission of invoices and reconciliation of payments eliminates errors and speeds up the payment process. The solution allows Vendors to submit invoices electronically, attach image receipts, checks and photographs per client requirements, virtually eliminating lost invoices and supporting documentation. Integrated with other LPS products: Process Management LPS Desktop Document Management LPS ECM 6

7 Invoice Management Web Based Training WBTs (Web Based Training) invoices, viewing and submitting attachments, creating P Notes and Reminders, using the emessage functionality, accessing various reports, and the functionality of the online User Guide. Target Audience: IM Servicers; Prerequisites: None; Expected Duration: 25 min. Invoice Management Servicer Overview This course is designed to give Servicers an introductory overview of LPS Desktop Invoice Management s common features such as: accessing Invoice Management, identifying common Invoice Management features, using search features, functionality of the online User Guide, and accessing various reports. Target Audience: IM Servicers; Prerequisites: None; Expected Duration: 15min. IM Claims Creation This course will introduce you to the process required to create and submit a claim within Invoice Management. Upon completion of this module, learners will be able to: create a claim from the Invoice Detail page; create a claim using the Investor Loan Number; add new or existing line items to a claim; attach documentation to a line item; and view existing claims. Target Audience: IM Servicers; Prerequisites: None; Expected Duration: 10 minutes Invoice Management IPA Servicer This course will introduce you to the process required to create and submit a request for Investor Pre Approval (IPA) on behalf of a Vendor and work IPA requests that Vendors have submitted. Upon completion of this module, learners will be able to: create an Investor Pre Approval request on a Vendor s behalf; add documentation to an IPA request; edit an IPA request; run IPA request reports; work an adjusted or denied IPA request; and return an invoice to the Vendor. Target Audience: IM Servicers; Prerequisites: None; Expected Duration: 10 min. ALAs (Asynchronous Learning Activity) Invoice Management Servicer Read Only This course is designed to give an overview of Servicer Invoice Management Read Only access common features such as: accessing Invoice Management, finding and viewing Exploring the Invoice Detail Screen This activity will familiarize Invoice Management Servicers with the functionality of the Invoice Detail Screen in Invoice Management. Target Audience: IM Servicers; Prerequisites: None; Expected Duration: 5 min Invoice Management PM Integration This activity will help the learner to become familiar with how Invoice Management 7

8 integrates with Process Management. Target Audience: ALL IM Users; Prerequisites: None; Expected Duration: Self paced Invoice Management Instructor Led Training (ILT) Core Curriculum IM Servicer Core Curriculum users who need a refresher. This course will familiarize users with the benefits and overall functionality of Invoice Management. Learners will have hands on experience while covering the following topics: processing invoices; routing invoices; and communicating within Invoice Management via emessages, Reminders and P Notes. Users are strongly encouraged to view the Web Based Training (WBT) and Asynchronous Learning activity (ALA) prior to the session to have the full training experience. Target Audience: New & Existing IM Servicers; Prerequisites: WBT: Invoice Management Servicer Overview and ALA: Exploring the Invoice Detail Screen; Expected Duration: 5 hours, 30 min. IM Servicer Administration This course will familiarize admin users of Invoice Management with how to create new users as well as how to manage any existing users. Other topics in this course include how to maintain a user s permissions, add a loan to a user s profile, configure company wide approval levels and exceptions, lock and unlock an invoice, manage invoice lock reasons, manage Seller Servicer IDs, send a broadcast message, and identify commonly used Servicer Admin reports. Users are strongly encouraged to view the Web Based Training (WBT) prior to the session to have the full training experience. Target Audience: New & Existing IM Servicers; Prerequisites: WBT: Invoice Management Servicer Overview; Expected Duration: 2 hours, 45 min. IM Servicer Claims Restricted Access This course is designed for Servicers using the Restricted Access Claims functionality within the Invoice Management application. This course will familiarize the user with the claims process, how to create and submit a new claim to the Investor, edit an existing claim, and use claims related reports. Target Audience: New & Existing IM Servicer Claims Restricted Access users who only process claims; Prerequisites: None; Expected Duration: 2 hours 8

9 IM Servicer Claims Restricted Access Admin This course is for Administrators who manage Servicer Claims Restricted Access users who use the Invoice Management application. This course will familiarize admin users of Invoice Management with how to create new users as well as how to manage any existing users. Other topics in this course include how to maintain a user s permissions, manage Investor Claims departments, manage Seller Servicer IDs, and identify commonly used Servicer Admin Reports. Target Audience: New & Existing IM Administrators who set up Servicer Claims Restricted Access users; Prerequisites: None; Expected Duration: 2 hours IM REO/ Vendor Outsourcing Flip users who need a refresher. This course familiarizes users with how an REO Vendor/ Outsourcer uses Invoice Management to process Broker invoices and flip them to the Servicer for reimbursement. Users are strongly encouraged to view the Web Based Trainings (WBT) prior to the session to have the full training experience. Target Audience: New & Existing IM Servicers; Prerequisites: WBT: Invoice Management Servicer Overview; Expected Duration: 2 hours users who need a refresher. This course will familiarize users with how to perform an REO Broker search and maintain an REO Broker s payee code. Target Audience: New & Existing IM Servicers; Prerequisites: ILT: IM Servicer Core Curriculum; Expected Duration: 45 min. IM Servicer Final Bill Deadlines users who need a refresher. This course will familiarize users with Final Bill Deadlines as well as how to create, edit and delete Final Bill Deadlines and Servicer released final bill deadlines. Target Audience: New & Existing IM Servicers; Prerequisites: ILT: IM Servicer Core Curriculum; Expected Duration: 1 hour IM Servicer Orders users who need a refresher. This course will familiarize users with how to create, edit and delete orders. Target Audience: New & Existing IM Servicers; Prerequisites: ILT: IM Servicer Core Curriculum; Expected Duration: 45 min. Learning Bites IM Servicer Milestone Billing users who want a refresher. This course will familiarize users with how to identify milestone billing indicators and view the milestone events matrix. Target Audience: New & Existing IM Servicers; Prerequisites: ILT: IM Servicer Core Curriculum; Expected Duration: 45 min. IM Servicer REO Broker Search and Maintenance 9

10 IM Servicer Reports users who need a refresher. This course familiarizes the user with some of the commonly used Invoice Management Servicer Reports. Target Audience: New & Existing IM Servicers; Prerequisites: ILT: IM Servicer Core Curriculum; Expected Duration: 45 min. IM Servicer Claims users who need a refresher. This course will familiarize the user with the claims process, how to create and submit a new claim to the Investor, edit an existing claim, and use claims related reports. Users are strongly encouraged to view the Web Based Training (WBT) prior to the session to have the full training experience. Target Audience: New & Existing IM Servicers; Prerequisites: WBT: Invoice Management Servicer Overview; Expected Duration: 2 hours IM Servicer General Services Invoices users who need a refresher. This course will familiarize Servicers with how to create, edit and void General Services Invoices that they create on behalf of Vendors who are not Invoice Management users (i.e. Electric Companies, Home Owners Associations). Users are strongly encouraged to view the Web Based Trainings (WBTs) prior to the session to have the full training experience. Target Audience: New & Existing IM Servicers; Prerequisites: WBT: Invoice Management Servicer Overview; Expected Duration: 1 hour IM Servicer Receipt Payments users who need a refresher. This course will familiarize the user with how to add, edit and research receipt payments (refunds) due to the Servicer from a Vendor. Users are strongly encouraged to view the Web Based Trainings (WBTs) prior to the session to have the full training experience. Target Audience: New & Existing IM Servicers; Prerequisites: WBT: Invoice Management Servicer Overview; Expected Duration: 1 hour IM Servicer Reconciliation users who need a refresher. This course will familiarize the user with how to reconcile invoices in the Invoice Management application; use various reports to identify invoices that did not get paid; and reset invoices that are included on the daily payment file. Users are strongly encouraged to view the Web Based Trainings (WBTs) prior to the session to have the full training experience. Target Audience: New & Existing IM Servicers; Prerequisites: WBT: Invoice Management Servicer Overview; Expected Duration: 1 hour, 30 min. 10

11 Enhancement Course IM Enhancement Release This course will familiarize existing users of Invoice Management with the release enhancements to provide additional clarification of the Release Notes. Target Audience: Existing IM Servicers; Prerequisites: None; Expected Duration: 2 hours 11

12 Process Management LPS Desktop Process Management Ensure that you are operating at maximum efficiency with LPS Desktop s workflow and process management solutions (formerly known as NewTrak ). Process workflow is configurable from the user level using rule based functionality. Optimize your business by directing and delivering relevant information, images and services, all from one secure, real time platform. Reconciliation of third party information is streamlined utilizing a single, Webbased access point to connect third party contacts with LPS Desktop. This means quicker processing and cost savings, while virtually eliminating the risk of error. Integrated with other LPS products: Process Management LPS Desktop Document Management LPS ECM Invoice Management LPS Desktop 12

13 Process Management Web Based Training Material WBTs (Web Based Training) LPS Desktop Basics This course will familiarize LPS Desktop users with how to access LPS Desktop; navigate within LPS Desktop; customize the interface by creating shortcuts to available tools; and use the online User Guide to research additional features. Target Audience: All LPS Desktop Users; Prerequisites: None; Expected Duration: 25 min. Process Management Read Only Access This course will familiarize Process Management read only access users with how to navigate both LPS Desktop and the Process Management; search for loans; use queue filters; and customize the interface by creating shortcuts to available tools. Target Audience: All PM Users; Prerequisites: None; Expected Duration: 25 min. Process Management Overview This course will familiarize Process Management users with how to navigate within Process Management; search for loans; and customize the interface by creating shortcuts to available tools. Target Audience: All PM Users; Prerequisites: LPS Desktop Basics; Expected Duration: 25 min. Process Management Intercoms This course will familiarize Process Management users with how to create and view secure messages for Servicer Attorney communication. Target Audience: All PM Users; Prerequisites: Process Management Overview; Expected Duration: 15 min. Process Management Work Groups This course will familiarize Process Management users with how to access their daily workflow and complete assigned events (or Steps). Target Audience: All PM Users; Prerequisites: Process Management Overview; Expected Duration: 15 min. Process Management Issues This course will familiarize Process Management users with how to flag a loan due to an issue that does not stop the processing of the file. Target Audience: All Users of PM Issues; Prerequisites: Process Management Overview; Expected Duration: 20 min. PM Issues with Approval/ Denial This course will familiarize Process Management users with how to flag a loan due to an issue that does not stop the processing of the file, as well as how to acknowledge Issues submitted by attorneys. Target Audience: All PM Users with Approval/Denial Authority; Prerequisites: Process Management Overview; Expected Duration: 20 min. Process Management Holds This course will familiarize Process Management users with how to place a hold on a process to stop the legal action on the file. Target Audience: All PM Holds Users; Prerequisites: Process Management Overview; Expected Duration: 20 min. PM Holds with Approval/Denial This course will familiarize Process Management users with how to place a hold on a process to stop the legal action on the file, as well as how to acknowledge Holds submitted by attorneys. Target Audience: All Users of PM Holds with Approve/Deny Authority; Prerequisites: Process Management Overview; Expected Duration: 25 min. 13

14 Process Management Fees & Costs This course will familiarize Process Management users with how to request a Fees and Costs quote from the assigned attorney, as well as how to complete a Fees and Costs quote. Target Audience: All Servicer Users of PM Fees & Costs; Prerequisites: Process Management Overview; Expected Duration: 15 min. PM Reprojections with Approval and Denial This course will familiarize Process Management users with how to change the due date of an event (Step) when more time is needed, as well as how to acknowledge date changes (Reprojections) submitted by attorneys. Target Audience: All Servicer Users of PM Fees & Costs; Prerequisites: Process Management Overview; Expected Duration: 15 min ALAs (Asynchronous Learning Activity) Process Management Pull In Steps This activity will familiarize Process Management users with how to add additional events (or Steps) to a timeline for one off situations. Target Audience: All PM Users; Prerequisites: None; Expected Duration: 5 min. Process Management Read Only Intercoms This activity will familiarize Process Management users with how to view communication (or Intercoms) as a user with Intercom Read Only Access. Target Audience: All PM Users; Prerequisites: Process Management Overview; Expected Duration: 5 min. Process Management Tasks This activity will familiarize Process Management users with setting task reminders. Target Audience: All PM Users; Prerequisites: Process Management Overview; Expected Duration: 5 min. Process Management Add Prior Hold This activity will familiarize Process Management users with how to carve out time via a Hold after the time period has elapsed. Target Audience: All PM Users; Prerequisites: Process Management Overview; Expected Duration: 5 min. Process Management Viewing IM from PM This activity will familiarize Process Management users with how to view invoices via Process Management if they are also Invoice Management users. Target Audience: All PM Users Who Are Also IM Users; Prerequisites: Process Management Overview or Process Management Read Only Access; Expected Duration: 5 min. Process Management My Work Group This activity will familiarize Process Management users with how to access daily workflow via My Work Group. Target Audience: All PM Users; Prerequisites: Process Management Overview; Expected Duration: 5 min. 14

15 Process Management Tips & Tricks ebrief This ebrief will show Process Management users tips & tricks on how to use the system more efficiently. Target Audience: All PM Users; Prerequisites: Process Management Overview or Process management Read Only Access; Expected Duration: 10 min. Process Management Instructor Led Training (ILT) Learning Bites PM Foundation and Workflow Management This course is designed for new users to Process Management or existing users who need a refresher. Learners will have handson experience while covering the following subjects: accessing daily work and completing events (Steps); adding additional processes to a file; and sending secure messages. The session focuses on efficiency and the benefits of Process Management. Users are strongly encouraged to view the Web Based Trainings (WBTs) prior to the session to have the full training experience. Target Audience: New & Existing PM Servicers; Prerequisites: WBT: LPS Desktop Basics and Process Management Overview; Expected Duration: 2 hours, 30 min. PM Actions This course is designed for new users to Process Management or existing users who need a refresher. Learners will have handson experience while covering the following subjects: changing the due date of an event (Step) when more time is needed, as well as how to acknowledge date changes (Reprojections) submitted by attorneys; placing a hold on a process to stop the legal action on the file, as well as how to acknowledge Holds submitted by attorneys; and flagging a loan due to an issue that does not stop the processing of the file. The session focuses on efficiency and the benefits of Process Management. Users are strongly encouraged to view the Web Based Trainings (WBTs) prior to the session to have the full training experience.. Target Audience: New & Existing PM Servicers; Prerequisites: WBT: LPS Desktop Basics and Process Man 15

16 agement Overview; Expected Duration: 2 hours, 15 min. PM Fees and Costs This course is designed for new users to Process Management or existing users who need a refresher. This topic is not included in the PM Core Curriculum session. Learners will have hands on experiences while covering the following subjects: requesting a fees and costs quote from the attorney assigned to the file and acknowledging fees and costs quotes returned from the attorney assigned to the file. Users are strongly encouraged to view the Web Based Trainings (WBTs) prior to the session to have the full training experience.. Target Audience: New & Existing PM Servicers; Prerequisites: WBT: LPS Desktop Basics and Process Management Overview; Expected Duration: 1 hour PM Core Curriculum This course will familiarize new Process Management users with the benefits and overall functionality of Process Management. Learners will have hands on experience while covering the following subjects: accessing daily work and completing events (Steps); adding additional processes to a file; sending secure messages and adding comments to files; requesting due date extensions; and flagging files. Users are strongly encouraged to view the Web Based Trainings (WBTs) prior to the session to have the full training experience. Target Audience: New PM Servicers; Prerequisites: WBT: LPS Desktop Basics and Process Management Overview; Expected Duration: 4 hours, 20 min. Administrative Courses PM User Account and Work Group Administration This course will familiarize Administrative users of Process Management with how to create new users for your office, as well as how to manage any existing users. This session then demonstrates how to create Work Groups, how to maintain those Work Groups, how to view Work Group maintenance reports, as well as creating Master Work Groups. Users are strongly encouraged to first complete the PM Core Curriculum prior to attending this session. Target Audience: New PM Servicers; Prerequisites: WBT: PM Core Curriculum; Expected Duration: 1 hour, 45 min. PM User Account Administration This course will familiarize Administrative users of Process Management with how to create new users for your office, as well as how to manage any existing users. Users are strongly encouraged to first complete the PM Core Curriculum prior to attending this session. Target Audience: New PM Servicers; Prerequisites: WBT: PM Core Curriculum; Expected Duration: 45 min. PM Work Group Administration This course will familiarize Administrative users of Process Management with how to create Work Groups, how to maintain those Work Groups, how to view Work Group maintenance reports, as well as creating Master Work Groups. Users are strongly encouraged to first complete the PM Core Curriculum prior to attending this session. Target Audience: New PM Servicers; Prerequisites: WBT: PM Core Curriculum; Expected Duration: 1 hour, 15 min. 16

17 Enhancement Course PM Enhancement Release This course will familiarize existing users of Process Management with the release enhancements to provide additional clarification beyond the Release Notes. Target Audience: Existing PM Users; Prerequisites: PM Core Curriculum; Expected Duration: 1 hour. 17

18 Business Intelligence LPS Desktop Business Intelligence As an extension of Enhanced MSP, LPS Business Intelligence (BI) gives users the ability to query, analyze, format, graph and distribute information tailored to unique business needs. Users can store and schedule delivery of current and historical reports as needed, customize dashboard views to meet end users information needs, analyze summarized data and historical trends with query and graphical formatting capabilities and integrate Magnifide BI with existing desktop applications and business processes to maximize performance. 18

19 Business Intelligence Web Based Training (WBT) Introduction to Business Intelligence This brief course will provide users with an introduction to the basic functionality of Business Intelligence, including searching for, running and viewing reports. Upon completion of this module, learners will be able to: access Business Intelligence; navigate within InfoView; search for a report; manually run and view a report; and schedule a report. Target Audience: ALL BI Users; Prerequisites: None; Expected Duration: 15 minutes Business Intelligence Getting Started with Self Service Reporting This module will introduce you to the Self Service Reporting features within Business Intelligence. Upon completion of this module, learners will be able to: access selfservice reports; create reports; and perform basic reporting functions such as sorting, exporting printing and converting data to tables and charts. Target Audience: ALL BI Users; Prerequisites: None; Expected Duration: 15 minutes Business Intelligence Instructor Led Training (ILT) Business Intelligence will be offering Instructor Led Training sessions starting mid This advanced user course will provide users with a more in depth view of the capabilities of LPS Desktop s Self Service Reporting tool. 19

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