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5 Ways to Maximize Training Opportunities

For the past six years, we’ve been training others to use the Loan Vision system and we’ve learned that the best way to help customers get the most out of it is to continually educate them. This education helps keep the customers informed of updates and changes, as well as keeps the communication chain open for them to address issues, concerns, and topics that may have otherwise ended in a support ticket. However, one of the biggest reasons to continuously educate our customers is the depth of the system’s functionalities. Regardless of the reason, there are certain things you should remember when it comes to educating yourself and your team on any system that you use. 


1)    Don’t expect to learn everything immediately.

The Loan Vision system is so extensive, it would be impossible for any user to know everything when they go live. For the 90-day implementation, the main goal of a new user should be to know the system just enough to do your job and to achieve this, it takes practice outside of your regular training. Explore the system on your own, come to each training with questions and engage with the consultant. Take notes and review them after the training. Just as in school, you are more likely to remember something if you review it right after you learn it. But don’t put stress on yourself if you don’t understand something immediately after it's taught.  

2)    Utilize the education that is available to you

Another important aspect of learning is your engagement. Education that is offered will only help you if you utilize it. Signing up for a webinar but doing other work while you have it on isn’t going to help you learn. There is a significant amount of research that indicates that multi-tasking negatively affects memorization and doesn’t improve the efficiency of learning.1 It’s necessary to have a thirst for knowledge if you plan to find the intricacies and efficiencies in an advanced system. Also, just showing up won’t do the job. Just as with the initial trainings, you have to ask questions and engage with the presenter. Take what you’ve learned and practice it in the system; explore the system to find things that you weren’t taught. You might discover something that will bring more efficiency to your department.

3)    Stay eager for knowledge.

You should want to continuously learn, because as you do, the material grows and becomes more complex. It’s the same as in primary school, you learn how to add and subtract so by the time you graduate high school, you are using addition and subtraction in much more complex equations and theories. You start by learning the basics of how to do your job, how to perform the same tasks in the new system that you did in the old system. Once you understand that, you can begin learning how to use the system more efficiently, increasing your investment along the way. 

In addition to your eagerness to ingest what education is already available, you should never stop asking for more. Once you stop asking, your vendor will most likely stop supplying education. You also can’t always assume that your vendor knows what you know and what you want to know, so be sure to tell them. Our user conference sessions this past month were driven by customers telling us that some need more advanced topics while others were still in a beginner’s area. If we hadn’t had that feedback, the conference would've gone in a much different direction.

4)    Engage with your peers

Every year, we offer a few opportunities for customers to engage with each other. Between the annual User Conference and the few Super User Trainings we hold each year, the customers who attend always say the same thing - they learned just as much from each other as they did from us. While we know the system very well, your peers are using the system every day and have probably faced the same problems you have but have a different way of looking at it. 

5)    Invest in your team.

Did you know that approximately 74% of workers felt that they weren't achieving their full potential at work.2 By making sure that your employees know of the opportunities available to them, they can achieve that potential. Also, encourage them to learn by giving them the time to take advantage of those opportunities. An average of 7 out of 10 people say that training and development opportunities influence in their decision to stay with a company.3 Therefore, giving them the time to expand their knowledge not only makes them valuable to your company but helps them know they are valued. 

Understanding the difference in training opportunities is equally as important. For example, in addition to free monthly webinars, we offer a few Super User Trainings every year, which invites 8-12 customers to our offices to learn the system in depth from our consultants. Many customers will send one or two people to become a Super User, who  acts almost as a liaison between the rest of their staff and our support team. Because of this, we have seen a number of support issues go down from those companies. Now, rather than four people from their AP department asking the same question on different support tickets, those questions are channeled to one person on the team who most likely knows how to answer their questions. Your investment in one person can cause your support costs down and your team to feel more confident in their knowledge. 

Keeping these five things in mind will help you and your team not only get the most out of the learning opportunities available to you but also get the most out of the system you’ve invested in. 

 For more information on Loan Vision’s educational opportunities, contact Jordan Pavelka at (724) 216-5266 ext 221 or









About the Author

Martin Kerr

As the Co-Founder and President of Bestborn Business Solutions, the creators of the Mortgage Accounting Solution Loan Vision, Martin Kerr has overseen the rapid growth of the organization into the fastest growing accounting software vendor to the independent mortgage industry. 

Having founded Bestborn in 2006, after a number of years on the customer side of the relationship, Martin's leadership of Bestborn has seen the company transition from a generic Value-Added Reseller to a verticalized industry specialist, seeing multiple years of double-digit growth. 

Originally from Scotland, Martin was educated at the University of Edinburgh, before working in several senior position at a major plastics manufacturer where he headed up a global role out of NAVISION 5.0. Over a 15-year career with the Microsoft Dynamics NAV solution Martin has participated and led multiple complex implementations, as well as trained thousands of users of the systems functionality. 

Martin's expertise has been recognized by two of the largest global software organizations in Microsoft and SAP Concur, having been asked to sit on the partner advisory councils of both organizations on several occasions. 

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