Free Weekly Courses
Sphere offers these free, live training courses from industry leading professionals. These Professionals may either be part of the Sphere team or outside instructors who may also be part of our user base. They will share best-practices, hands-on advice as well as how they utilize the system to close more deals. Come and join us!
201. Processsing in ComplyIO
This course is designed for loan processors to maximize the use of ComplyIO's leading cloud-based compliance engine. In this course, we will highlight the processing aspects of the process and discuss the use of the following features:
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Notifiaction by either status change messages or by task assignment
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Getting the file ready to submit to third-parties.
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Document management
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Schedule closing
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Compliance - issue disclosures, closing packages, file turn downs etc.
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Best practices to efficiently manage processing tasks in various ways, pulling reports for managing pipelines and a variety of topics.
301. What's New in ComplyIO
Held every quarter for a look back of the updates we did since the last time this course was held. This course focuses on technical new features we added for the origination and administration side of the system. Both beginners and advanced users are welcome.
401. System Admin Updates & System Configurations
This class is designed for system administrators in configuring the system to perform its best. We advise all clients to review their system configurations and settings quarterly. In-depth discussion on workflow, role management, new admin feature updates, best-practices in the market from hosting thousands of users and what’s ahead of industry changes.
Held by one of ComplyIO's managing directors or by leading consulting firms, we go over best practices in the industry we see currently and how ComplyIO helps our clients to be more efficient and profitable in managing compliance needs. A great system is not a replacement for a good process. Through this course, we will also look into how to design a process to supplement Sphere to avoid gaps in your loan manufacturing process. Advanced users / system administrators only.
501. Onboarding / Initial Setup
This session is designed for system administrators to set up ComplyIO for its first-time use. Please be prepared with your team's contact information, third-party vendors' contacts/credentials, user permissions, security settings and workflows. It is highly recommended that you watch one of our past sessions to prepare for the live setup session.