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What's New from R102 to R203?
This course will provide you with the information needed to utilize the new features
effectively for your organization. It will be a hands-on training course, with no more
than two people per workstation that will allow you to work with the new features in
a test environment.
This course is intended for experienced users of WMS. This is not a course for new
users so you must have operational knowledge of the basic features and functionality
of WMS such as setting up dealers, setting up dealer collateral types, and processing
loans and payments. The course will be conducted at DataScan’s Training Facilities
in Alpharetta, Georgia.
What Will I Learn in SAM/WMS?
» How to use the Best Rate functionality
» How to set up and maintain Participations
» How to work with Operating Lines of Credit
» How to set up and use Equity Sweep
» What changes have been made to the Megadealer functionality
and how they affect SAM, WMS, DAS, and CMS
» Understand the Megadealer Interest Rebate feature
» Use the Megadealer/Dealer search screen
» Understand the expanded equity interest truncation functionality
» Use the new Rules screen
» Create prepaid items from equity accounts
» Use the new Edit Payment Schedule options window when editing
or transferring a loan
» Add new loans and fund the dealer’s equity account
» Use the Query Builder
» Generate electronic banking return file
» Process DAS equity requests
» Understand the changes to the Curtail Payment Editor window
» Many other new functions that can enhance your use of the software
What Will I Learn in DAS?
» Provide Megadealer access to DAS
» Fund new loans to equity accounts
» Make payments using equity accounts
» Use the multiple loan payment grid
» Request equity transfers
» Add and refund equity funds
» Create prepaid items from equity accounts
» Use the CMS reports added to DAS
» Understand and utilize the DAS Master user
» Customize DAS menus
How Long Will It Last?
This is a three-day course. The class will meet on Day 1 from
9:00 a.m. – 4:00 p.m. and on Day 2 from 8:00 a.m. – 2:30 p.m.
What Does It Cost?
$750.00 per person. Lunch is provided.
Where Will This Course Be Held?
At DataScan's training facilities in Alpharetta, Georgia.
Additional Course Information | Hotel Information
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