On-Site Training

Byte Software offers on-site training customized to your company's specific needs. Most classes are a full day and may include the following topics:

  • Fundamentals: setting up defaults, user permissions, closing costs, print sets, alerts and templates.
  • Good Faith Estimates: preparing multiple GFEs, 1st and 2nd loans (piggybacks), and interest only ARMS.
  • Sales Tools: generating prequalifications, loan comparison worksheets, open house flyers and debt consolidation worksheets.
  • Reports: creating customized reports for leads, ARM adjustments, prepayment loans and high interest rate loans. Also covers creating pipeline reports, tracking reports, charts and graphs.
  • Letters: creating mailing campaigns, flyers, labels and birthday cards.

Training is conducted by Don Peterson, whose background includes several years as a loan originator and over 15 years with Byte Software.

Schedule Training

To schedule a training class, please use our online registration form, or contact us at:

Byte Software Training
Toll Free: 800.695.1008
Email: training@bytesoftware.com