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RMEx Management Training

Training Topic YouTube link Updated
I-load KB with PDF and Video
Entering Bankruptcy  https://youtu.be/yr2Ke9j-HZ8
Setting up FTP Module https://youtu.be/P4ijMWaY6SA
Running Month End Reset https://youtu.be/9zIJT2fNVgc
Printer https://youtu.be/WCASH7vlOZU
Letters Setup Email (secure email) https://youtu.be/cR-miGopp2w
Data Extract https://youtu.be/uSvhrUrE1xI
Posting Mail payment and return Checks https://youtu.be/kpVPUk8tk8Q
Posting direct Payments and reversals  https://youtu.be/um7SwNsqzq4
Posting Client Payments https://youtu.be/RY2BY6wOBQ0
Processing and posting CC https://youtu.be/1cd1CG1F-kg
Processing and posting Checks https://youtu.be/26JQUpNvLu0
I-bot System Controls
Basic Letter https://youtu.be/CYVnW80AXwg
New Business/Client Master https://youtu.be/bBJdQ_pWeyg
Unified Communication Strategy  https://youtu.be/ut1VBPPG2NY Apr-24
Understanding the Contact Series https://youtu.be/bQ2JC2-vj2Y
VoApps https://youtu.be/hF5yEIh5WgU Mar-24
Credit Reporting  https://youtu.be/Z99foTeTeeA Mar-24
Payment I-load https://youtu.be/MeX57HZc-u8
Scandocs https://youtu.be/_yK67hauBDU
Letter Editor and MSWord https://youtu.be/8tgeMSXzC4U
Account Crawler https://youtu.be/H9yyDvDdyA8
Return Mail https://youtu.be/9DUsMvtO01A
Creating Texting Templates  https://youtu.be/6Vxy2iDunQI 24-Apr
Free Form Texting  https://youtu.be/KHbMrpHWPhE 6-May
Requesting a Credit Report with DMS https://youtu.be/mtfUFgw4QXo 6-May
Restricting emails to personal and work domains
24-Apr


Collector Training
RMEx Login and Account Processing Overview https://youtu.be/xPuuYINs92Q
Account Inquiry Overview https://youtu.be/HDytorCqgjs
Account Detail Overview https://youtu.be/7QdwKQ4ms_U
Documenting Accounts using Events  https://youtu.be/16kj48RFV4w
Working Linked Accounts in RMEx https://youtu.be/ndk44rMVvaU
RMEx Secondary Screens https://youtu.be/QBUaYyOQzww
Tab Q Overview  https://youtu.be/JZADr3xMq4I
Payment Interface Overview  https://youtu.be/s2RG1LKbyIM
Accepting Payments Through the Payment Interface https://youtu.be/9yvmWqkmC5k
Single Priority Payment https://youtu.be/_hiUseOm40w
Multiple Priority Payments https://youtu.be/vsp47EKLXL0
Accepting a Downpayment in RMEx  https://youtu.be/nVKm5J7E_PQ
System Setup - Management
Setting up a company (Delight) https://www.youtube.com/watch?v=spL97670bfU
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