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Need training, but prefer to have us come to you? We offer a number of programs that you can offer at your office or city. On-Site training saves your organization time and travel costs, allows you to customize the needed training, and is typically less expensive if you are training ten or more people. So, either call us at 770-410-0553 or fill out and submit the form below to get started!


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Feature Items
Call Reports: RC-C Loan Coding and Related RC-R Reporting
Call Reports: RC-C Loan Coding and Related RC-R Reporting
Marketing & Advertising Compliance, including UDAAP Expectations
Marketing &Advertising Compliance, including UDAAP Expectations
Get Global! Understanding Global Cash Flow Analysis
Get Global! Understanding Global Cash Flow Analysis
Opening Fiduciary Accounts: Trusts, POAs, Estates, Guardianships and More
Opening Fiduciary Accounts: Trusts, POAs, Estates, Guardianships and More
Opening Trust Accounts:  10 Hot Spots
Opening Trust Accounts: 10 Hot Spots
Certified Regulatory Vendor Program Manager
Certified Regulatory Vendor Program Manager
Fair Credit Reporting Act Compliance  Ten Critical Issues
Fair Credit Reporting Act Compliance – Ten Critical Issues
Legal Liabilities When Check Fraud Occurs
Legal Liabilities When Check Fraud Occurs
Underwriting Construction Loans
Underwriting Construction Loans
Writing New Accounts Procedures
Writing New Accounts Procedures
IRAs: The Basics - Plan Types and Forms
IRAs: The Basics - Plan Types and Forms
IRAs: Beyond the Basics - Rollovers and Transfers
IRAs: Beyond the Basics - Rollovers and Transfers
Qualified Financial Advisor (QFA)
Qualified Financial Advisor (QFA)
Loan Officer Boot Camp
Loan Officer Boot Camp
Loan Processing 101: The Basics
Loan Processing 101: The Basics
Tax Return Analysis Workshop For Mortgage Professionals
Tax Return Analysis Workshop For Mortgage Professionals
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