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Introduction
00:11
Introduction by Wynn Richardson
00:53
What is the Presentation Manager?
02:03
Template vs. Presentation
Data Entry
00:08
Introduction to Sample Loan Review
01:02
Creating a Presentation
01:07
Sections & Selecting Data
04:40
Editing a Presentation
02:28
Word Processing Features
02:53
Optional Attachments
00:58
PDF Output
Case Farm
03:24
Introduction by Dave Nordquist
05:18
Wrap-up of Input
02:15
Wrap-up of Output
Presentation Manager Template Design
00:34
Introduction by Dave Nordquist
02:16
Intro to Template Design
01:58
Copying a Template
08:34
Sample Template: Narrative Section
07:29
Sample Template: Other Sections
03:53
New Template (pt 1)
06:51
New Template (pt 2)
10:58
Loan Request Table
05:02
Collateral Analysis Table
07:11
Ratio Table
05:39
Using the New Template
9
Introduction
56
Detailed Balance Sheets
5
Summary Balance Sheets
9
Tax Forms / Income Statement
4
Balance Sheet Trend Reports
1
Balance Sheet Trend Graphs
12
Schedule F Cash to Accrual
8
Global Cash Flow Analysis
11
Earned Net Worth Analysis
47
Financial Analysis (FINAN)
33
Financial Analysis (FINAN) Enterprise Analysis
10
Financial Analysis Trend Reports & Graphs
29
Budgets
44
Cash Flow Projections - Annual
69
Cash Flow Projections - Monthly
75
Cash Flow Projections - Monthly with Budgets
43
Long Range Planning (FINLRB)
13
Collateral Analysis
4
Credit Decision Scorecards
7
Risk Reports
24
Presentations
7
FSA Guarantee, Interest Assistance Forms
10
Quicken
10
QuickBooks
9
Ratios & Measures
2
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