Loan IQ Core Business

Course title
Loan IQ Core Business
Duration
8 Half Days (Remote Delivery), 5 Full Days (Classroom Delivery)
Audience
Partners
Customers

Overview

The purpose of this course is to provide LOAN IQ users with a strong core foundation of knowledge in the product capabilities, and with an understanding of how the functionality is applied to the real-world loan business.

Upon successful completion of this course, the participants will be able to:

  • Create a customer
  • Create Bilateral and Syndicated Deals
  • Service Deals
  • Create Secondary Trades
  • Understand Portfolio Management
  • Use Collateral
  • Use Document Tracking

This course can be delivered both remotely or in classroom both at Misys site. However, from the learning effectiveness scale it is recommended to have a classroom session if the participants are new to Loan IQ and have no prior working knowledge on the product.

Pre-requisites

The participants attending this course should have fundamental knowledge on Commercial Lending.

Course Agenda

This course will cover the following topics:

  • Overview of Loan IQ
  • Setting up a Customer
  • Setting up a Simple Sole Lender Deal and Facility
  • Servicing Loans SBLCs
  • Setting up a Host Bank Agented Syndicated Deal
  • Servicing a Syndicated Deals
  • Secondary Sales
  • Amendments
  • Document Tracking
  • Collateral
  • Ad Hoc Queries
  • Ticklers

What's included

Course includes all training presentation materials, trainee workbooks and hands-on exercises. The exercises will be on live systems, through Misys Academy Labs.

Delivery dates

24th April – 4th May, 2017, delivered remotely in half day sessions