Registration for FactorSoft Training Seminars

Seminar Overview

ProfitStars® Lending Solutions Education Department offers training on the CLMS/FactorSoft® application at both the basics and administrative levels. Please review the details, cost, and dates of each training seminar and then submit your registration.

FactorSoft Administration Seminar

FactorSoft Administration is a day and a half classroom event for FactorSoft administrators. Participants will develop the skills needed to effectively administer the application for your organization's needs. You are not required to complete the FactorSoft Basics for AEs to attend this seminar. Cost is $500 per attendee.

The curriculum includes:

  • System preferences
  • Data entry behavior
  • Debtor rules/defaults
  • Fields/screen behavior
  • Operational rules
  • Report scheduling
  • Users and security
  • Configure tables
  • Define client terms/fee structures
  • System maintenance
  • Engine administration
  • ClientWeb setup

FactorSoft Administration Itinerary

Day One

Day Two

9:00 a.m.   -  Seminar Begins
12:00 p.m. -  Lunch (provided)
4:00 p.m.   -  Day One Ends

9:00 a.m.   -  Day Two Begins
12:00 p.m.   -  Seminar Ends

 

FactorSoft Basics for Account Executives Seminar

FactorSoft Basics for Account Executives is a one-day classroom event that allows new FactorSoft users to learn the basic functionality of the application. Please note, this is a basic operations training seminar and does not cover complex customization of your specific software. Cost is $250 per attendee.

Participants will develop the skills needed to effectively operate the FactorSoft application through instruction, discussion, and hands-on experience. The curriculum includes:

  • Basic navigation
  • Managing client and debtor information
  • Managing, approving, and purchasing invoices
  • Invoice imaging
  • Creating checks and wires
  • Creating credit requests
  • Posting payments
  • Payment imaging
  • Adjustment batches for recourse
  • Reserve disbursements
  • Working the collections queue
  • Reporting

FactorSoft Basics for AEs Itinerary

Day One

9:00 a.m.   -  Seminar Begins
12:00 p.m. -  Lunch (provided)
4:00 p.m.   -  Day One Ends

Seminar Details

  • Location – FactorSoft seminars are held at the ProfitStars office and training center at 8 Cadillac Drive, Brentwood, TN, in the heart of the Maryland Farms office park, which has nearby hotels.
  • Dress - Casual. You are welcome to wear jeans or shorts.
  • Meals - A complimentary lunch is provided on the first day of each seminar.
  • Agenda - Please refer to this agenda to plan your travel.

 


 

Seminar Dates

Date                              Seminar                               Cost
December 3-4, 2019     FactorSoft Administration    $500
February 25, 2020        FactorSoft Basics for AEs    $250
February 26-27, 2020   FactorSoft Administration    $500
April 27, 2020               FactorSoft Basics for AEs    $250
April 28-29, 2020          FactorSoft Administration    $500
August 25, 2020           FactorSoft Basics for AEs    $250
August 26-27, 2020      FactorSoft Administration    $500
December 1, 2020        FactorSoft Basics for AEs    $250
December 2-3, 2020     FactorSoft Administration    $500

*Attendees are responsible for travel and hotel costs. 

Registration Form