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.
Our New-User Training 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.
New-User Training
A half-day (approximately 4 hours) program
included with new purchases of Standard Conveyancer.
It is also available separately for new employees of current
clients. The training includes instruction and hands-on
time. Optional features (Event Tracking and Checkwriting)
may take extra time.
Topics covered 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)
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.
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 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: 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 Accounting: 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.
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