RMEx Training for Management using Videos and PDF's

This section covers big picture training items, and many of the basics that will be needed in setting up a company. Quantrax will use this in conjunction with their Training Programs. Note to Management: Agents and Clerical do not need a login for the Knowledge Base, the video links and PDFs can be given to them individually.

• RMEx Terms and Setting Up a New Company

  Terms and Setup Company (document attached):  To better understand RMEx it will help to understand RMEx terminology as well as a basic understanding of setting up a new company.  See the attached docu...

• Part 1 Account Detail Screen: Training your Collectors.

  Collector Training:  This section will review the basics of logging into RMEx, and accessing and working accounts.  RMEx Login and Account Processing Overview: https://youtu.be/xPuuYINs92Q Account Inq...

• Part 2 Account Processing and Identifying Multiple Account for Consumer

  What is Account Processing?  Account processing contains the system accounts that are eligible to be worked that day. During nightly processing, the system will look at each account to determine if th...

• Part 3 Setting up Clients - Handling New Business - and Contacting the Consumer

  RPC - Contact series - Dialer - Contact Series Managing Phone Numbers In RMEx Understanding How RMEx Creates Queues Simplifying Account Management Contacting The Right Consumers At The Right Time with...

• Part 4 Setting up the Client for New Business

  New Business Client Setup: https://youtu.be/bBJdQ_pWeyg  Loading New Business (document attached) Generating Mail Related Docs (document Attached) In this section you will be reviewing:  Loading New B...

• Part 5 Handling Disputes Objections

  Handling Disputes Objections The attached document will cover: Understanding how to flag accounts in RMEx for various types of disputes or objections Warning users that an account is being disputed or...

• Part 6 Creating and Understanding Smart Codes

  Smart Code Training: Document attached.  Smart Codes are a fundamental component of RMEx. Smart Codes are numeric codes which can be applied to accounts producing results which can be compared to deci...

• Part 7 RMEx GUI Events, Payment Processing and Mail return.

  In this section these videos and documents will take a look at: How to enter payments  How consumers payments are processed, and setting up rules, commissions, and actions for when a payment is taken....

• Part 8 FTP Job Processing And Printers, Spool Files and Seeing Reports

  Setting up FTP Module:  https://youtu.be/P4ijMWaY6SA Printers, Spool Files and Seeing Reports:  https://youtu.be/WCASH7vlOZU...

• Part 9 Clerical Videos, Payment and return checks, Direct payments and Reversals, Client Payments, Processing Credit Cards and Posting Checks

  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 Processin...