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What's New in WMS from R502 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.
What Will I Learn in SAM/WMS?
» How to use the new Participation functionality
» Use the new Rules screen
» Apply payments to the end of a curtailment schedule
» Create prepaid items from equity accounts
» Use the new Document Tracking reports in SAM
» Adjust a loan fee before it is billed
» Understand the expanded equity interest truncation functionality
» Use the new Edit Payment Schedule options window when editing
or transferring a loan
» Use the new Waive Curtailment amount feature
» Add new loans and fund to the dealer’s equity account
» Adjust the default effective date based on the funding method
of a new loan
» Use the Query Builder
» Understand the Megadealer Interest Rebate feature
» Use the Megadealer/Dealer search screen
» Generate electronic banking return file
» Process DAS equity requests
» Understand the changes to the Curtail Payment Editor window
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 Master user changes
» Customize DAS menus
How Long Will It Last?
This is a two-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?
$500.00 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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