Our trainers are highly skilled in using our products and they have extensive mortgage
and compliance experience to ensure a high level of customer satisfaction.
Who should attend the training?
Selecting the correct people to receive training is key to your successfully implementing our products and getting the most out of the software. We recommend the following guidelines:
- At least two individuals should attend all of the training recommended for new product installations.
- Trainees should be employees who understand the institution's policies and procedures fully and are currently involved
in compliance or HMDA/CRA report preparation.
- Ideally, trainees should be the individuals who will take responsibility to train the other product users in their organization.
What to Expect During Training
QuestSoft prides itself on having the easiest-to-use software in the industry. From purchase to installation, our customers are typically up and running in hours not days!
In addition to our excellent Help screens and multimedia training within the software, our web-based training sessions will teach you all of the fundamentals you need. We will cover how to set up the software, how to import records for analysis and how to run reports to help you stay in compliance. Training can be accomplished in a number of different ways based on your individual needs:
- Instructor-Led Observation -- Watch as our veteran trainers walk you through every screen in our software, explaining fields and answering your questions.
- Self-Paced Instruction (Custom Training) -- Using our software installed on your own computer, our trainers will walk you through every step of the way. If you learn best by doing, this is your chance to run the software through its paces while being guided by our training staff.
Watch on one screen and process on another. If you have access to two computers (one with our software already loaded), you can follow along with your trainer as you learn the ins and outs of HMDA and/or CRA RELIEF.
Custom Training Available
Custom Training from QuestSoft allows you and your staff to be trained at your own pace according to your own unique needs. It includes a pre-training consultation with one of our professional trainers.
During this consultation you will discuss the objective of the course and specific requests in regards to implementing Compliance RELIEF, HMDA RELIEF or CRA RELIEF (separate sessions) as well as Instant Geocoder.
The training is conducted via the Internet and can accommodate up to 20 people from your staff. Ample time will be allowed for Q&A, and the training can last up to 90 minutes (additional time will be billed at half-hour intervals at a predetermined rate). Custom Training is available for as little as $250 per session. Training will be billed upon completion.
To schedule your pre-training consultation, please call 800-575-4632 ext. 214.