Medici Commercial Lending Documentation System — Introductory Training | Services & Support | Wolters Kluwer Financial Services
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  • Medici Commercial Lending Documentation System Introductory Training

    This introductory class is designed for new Medici users. The workshop focuses on the fundamental skills needed to use Medici effectively to produce commercial loan documentation.

    Introduction to the Medici Commercial Lending Documentation System — New Implemenation

    Our approach to software training is instructor-led and participant-centered. Skills learned in the workshop are applied and reinforced in hands-on exercises. Practice time is incorporated into the course to apply and augment skills by using the software and processing different types of transactions.
    Introductory training is required for first-time implementations of Medici.

    Course Content:

    You will learn how to configure Medici for the needs of your financial institution and how to process commercial loans using the software. This includes:

    • Navigating and using the main modules (Create Documents, Relationship Module, Transaction Module, Basic Admin)
    • Setting up your financial institution's lender information, users, policy profiles, and rate plans
    • Processing application-related documents
    • Step-by-step documentation to create a commercial mortgage, working capital line of credit, equipment line of credit, construction loan, or a 3rd party mortgage
    • Creating and using customizable products specific to your institution to make loan processing more efficient, accurate, and consistent
    • Saving and recalling transactions then updating and regenerating specific documents
    • Maintaining Medici by deleting documents, identifying key activities to complete after training as you begin implementation of Medici at your financial institution

    Prerequisites:

    • The software must be installed at least one week prior to the training.
    • Participants should have a basic understanding of your organization's commercial loan policies, processes and products.
    • Participants should feel comfortable using a mouse and with the basic features of Microsoft® Windows® applications.

    Training Options:

    • On-site - consists of a two-day training at the client's location for up to eight participants per session.

    A confirmation e-mail will be provided once your registration is confirmed.

    Cost and Availability:

    For fees and training dates, please contact our Training Coordination Staff at (800) 274-2711, Ext. 1124002 or e-mail us at sues@wolterskluwer.com.
     

    Medici Commercial Lending Training for New Users

    We recognize that turnover is a fact of life for all businesses, including financial institutions. This training provides a basic introduction to the loan processing activities using the Medici Commercial Lending Documentation System.
    This training is available to financial institutions that already have Medici Commercial Lending installed and set up within their organization, but have people who are new to using the Medici Commercial Lending Documentation System to process transactions.

    Course Content:

    • Navigating and using the main modules (Create Documents, Relationship Module, Transaction Module, Basic Admin)
    • Maintaining your financial institution's lender information, users, policy profiles, and rate plans
    • Processing application-related documents
    • Step-by-step documentation to create a commercial mortgage, working capital line of credit, equipment line of credit, construction loan, or a 3rd party mortgage
    • Creating and using customizable products specific to your institution to make loan processing more efficient, accurate, and consistent
    • Saving and recalling transactions then updating and regenerating specific documents
    • Maintaining Medici by deleting documents, identifying key activities to complete after training

    Prerequisites:

    • Your financial institution must already be using the Medici Commercial Lending Documentation System within your organization.
    • Participants should feel comfortable using a mouse and with the basic features of Microsoft® Windows® applications.
    • At least one participant should have a thorough understanding of your organization's commercial lending policies, processes and products.
    • At least one participant should be familiar with your state and federal regulations.

    Training Options:

    • On-site - consists of a one to two day training at the client's location for up to eight participants per session.
    • Interactive Web Training - consists of a live tailored training with focus on specific topics. The number of hours vary and are determined based on topics to be covered.

    A confirmation e-mail will be provided once your registration is confirmed.

    Cost and Availability:

    For fees and training dates, please contact our Training Coordination Staff at (800) 274-2711, Ext. 1124002 or e-mail us at sues@wolterskluwer.com.