Standard Conveyancer™ Training

Standard Solutions' Training team has proven to the industry that users can be proficient with our software after only a few hours! Once that is accomplished, you'll want to master the art of consistently closing quickly and effectively, every single time. Training classes are offered regularly at our corporate offices along with personalized one-on-one training offered on-site at your own office at very affordable rates.

Standard Solutions is dedicated to ensuring that you get the most out of your software systems. We offer a variety of standard and customized training courses for Standard Conveyancer, each with the goal of helping our clients get the most out of our systems for maximum efficiency, productivity and versatility. 

Different offices will require specific types of training. We have categorized training requirements for each office according to their needs as we understand them.

Basic: Basics of program use for users who have had little or no training - covers all aspects of the program necessary for processing files
Refresher/Intermediate: Analysis of current program usage/work methods and training to optimize use of program.

Advanced: Program setup/optimization, document customization, advanced reporting capabilities, and other topics as necessary
Check writing: Training on newly enhanced Check writing/Disbursement Accounting procedures for clients who previously purchased this option

Our New-User Training, included with the purchase of Standard Conveyancer, is designed to bring new clients and first-time users up to speed in a single day. For current clients, Advanced Training is designed to allow users to take advantage of the advanced features and customization capabilities of Standard Conveyancer. For clients upgrading from our DOS-based system, DOS to Windows Training covers the new features and capabilities of our Windows-based system. Custom training on specific topics is also available.

All courses are offered either at your office or at our training facility, and can be tailored to suit your needs.

Standard Conveyancer New-User Training              

New-User Training is a full day (approximately 5-6 hours) program included with new purchases of Standard Conveyancer.  It is also available separately for new employees of current clients needing training on the system.  The training includes 4-5 hours of instruction and 1-2 hours of hands-on time. Optional features (Event Tracking and Checkwriting) may take extra time.  

Topics covered in the New-User Training include: 

• Capabilities of Standard Conveyancer
• Program navigation and data entry techniques
• Opening new files and retrieving old files
• Using the data entry screens
• Printing order letters, closing packages, and title policies
• Built-in shortcuts and techniques to streamline work
• Adding and updating permanently stored information
• Office settings and user preferences
• Program customization capabilities
• Basic order and discharge tracking (if applicable)
• Basic automated checkwriting with Quicken™ (if applicable)

After the training sessions, each trainee will open a new file, enter data for a closing, and print a closing package and title policy.  We can also help you begin to customize Standard Conveyancer to the needs of your office.  

Standard Conveyancer is an extremely powerful, flexible, and highly customizable system.  Aside from getting you up to speed on producing closing and title documents, our goal for the New-User Training is to teach you how, with our support in the future, to add information and customize the system as you begin to get ideas about how you would like Standard Conveyancer to work for you. 

Standard Conveyancer Advanced Training             

Advanced Training covers the advanced features, settings and customization capabilities of Standard Conveyancer, as well as training on optional modules of the system.  Training is tailored to your needs and the goals you wish to accomplish, and is offered individually or in groups.  

Available topics for Advanced Training include: 

• Document Customization: Learn how to create and edit Standard Conveyancer documents. While Standard Solutions offers a custom document service, it can be easier and more economical to create simple documents yourself. Learn how to use copies of existing Standard Conveyancer documents to give you a head start and how to "code" your documents to pull information from your files. 
• Print Batch Customization: Learn how to tailor the output of Standard Conveyancer for your needs and convenience. You can set up your print batches to give you the documents you need for the individual requirements of your clients. Learn when and how to set up automatic Lender Document Selections, and how to remove or hide documents you never use.
• Lender Model Files: Learn how to create and customize Model Files for individual lenders and transaction types. Eliminate the need to re-enter the same information in multiple closing files. A Lender Model File contains the fees and other information needed on the HUD-1 for the individual lender, and fills in the information on the HUD-1 for each new closing file opened for the lender.  
• Report Production: Standard Conveyancer comes with dozens of reports and report formats to pull information from your closings database for scheduling, planning, or accounting purposes. Don't spend valuable time looking up and typing information that can be automatically generated and printed in seconds.  
• Event Tracking and Customization (optional feature): Learn how to use and customize the Event Tracking System and eliminate the need to manually generate lists of paperwork you are waiting for. Track requests for tax certificates, plot plans, title exams, mortgage discharges, death certificates, and anything else you need to keep track of. Learn how to make Standard Conveyancer automatically generate tracking items based upon criteria that you choose.
• Checkwriting and Customization (optional feature): Learn how to use Standard Conveyancer and Quicken™ to automate your checkwriting, reconcile closings, and generate balance sheets.  Standard Conveyancer can read your HUD-1 and automatically write checks based on your entries. Learn how to customize the system to hold checks or re-direct payments to alternative parties.
• Automation and System Optimization: Standard Conveyancer contains many settings and customizable automatic functions that you can control and modify. Learn how to automate data entry, set program options, and optimize the system to simplify and streamline your work.
• Web/Closing Experience (optional feature): This course includes instruction on using Closing Experience and how it affects file tracking and orders within Standard Conveyancer.

Standard Conveyancer -- DOS to Windows Training              

Want to switch to our Windows version but don't know what you'd be getting into? (Rest assured that just about everything you do in Standard Conveyancer for DOS will still work.)  For current clients using our DOS version and upgrading to Windows -- learn new features and enhancements offered through the Windows platform.

Training for DOS users upgrading to Windows includes:

• Navigation (using the menus, tool bars and keyboard)
• Opening, retrieving and finding files 
• File management (copying, deleting, and restoring files)
• "HUD Central" and the data entry screens
• Unlimited payoffs! — handling payoffs and related features
• Printing, print batches, and modifying print batches
• Using the Standard Model File
• Updating permanently stored information
• Program settings
• Basic customization and automation features