Phoebus Software is designed to be clear and easy-to-use, so training requirements are always kept to an absolute minimum.

All training is provided by our in-house trainers, whose extensive experience with Phoebus’s software and client base, enables them to deliver expert, customised training tailored to suit your needs.

Clients are always trained on an exact copy of their system, before implementation and close to the ‘go live’ date. A customised online user guide and exercise books with relevant business scenarios are delivered as part of the training package.

From basic to advanced training and covering the whole range of Phoebus modules, you can be sure to receive the guidance essential to getting the most out of your software.

Training Courses

NEW SYSTEM TRAINING - AN INTRODUCTION TO PHOEBUS

2 Day Course

This introductory course is designed to teach participants the Phoebus Origination, Servicing and Finance Modules. This customised course forms part of your Phoebus Implementation Package.

Who should attend: No previous knowledge of Phoebus is required.

Supporting documents: Customised Online User Guide and Exercise Book.

PHOEBUS TRAIN THE TRAINER COURSE

1 Day Course

This customised course has been designed for participants who are trainers or will act as trainers within your business. This course will firstly teach participants the Phoebus Origination, Servicing and Finance modules and secondly provide training material and guidance on how to train the Phoebus application.

Who should attend: Participants that are Trainers. No previous knowledge of Phoebus is required.

Manual details: Customised Online User Guide, Proposed Course Agenda, Exercise Books and Leaders Guides are provided so that they can be reused for your training sessions.

Supporting documents: After course support is provided and mentoring sessions can be arranged.

PHOEBUS ORIGINATIONS TRAINING

1 Day Course

This introductory course is designed to teach participants the Phoebus Origination Module. Each course is customised for your business stream. Participants will learn how to create and complete a loan application, and obtain skills to interrogate a loan. You will create and modify property security details, loan underwriting and loan disbursements information. You will also be introduced to letters, reports and statements.

Who should attend: No previous knowledge of Phoebus is required.

Supporting documents: Customised Online User Guide and Exercise Book.

PHOEBUS SERVICING TRAINING

1 Day Course

This introductory course is designed to teach participants the Phoebus Servicing Module. Each course is customised for your business stream. Participants will learn how to manage loans from completion to redemption. This includes customer services tasks including rate changes, create and redeem full and partial redemptions and retentions, create deeds records and fees and updating customer records. Collections, provisions, arrangements, litigation, property sale breakdown and workflow are also covered.

Who should attend: No previous knowledge of Phoebus is required.

Supporting documents: Customised Online User Guide and Exercise Book.

PHOEBUS FINANCE TRAINING

1 Day Course

This introductory course is designed to teach participants the Phoebus Finance Module. Each course is customised for your business stream. Participants will learn how to process payments, create sub account transfers and recall and cancel payments. You will also be introduced to journals, purchases ledgers, fixed assets and the bank reconciliation function.

Who should attend: No previous knowledge of Phoebus is required.

Supporting documents: Customised Online User Guide and Exercise Book.

PHOEBUS ASSET FINANCE TRAINING

1 Day Course

This introductory course is designed to teach participants the Phoebus Asset Finance Module. Each course is customised for your business stream. Participants will learn how to set up and interrogate the loan accounts and carry out origination and customer service functions.

Who should attend: No previous knowledge of Phoebus is required.

Supporting documents: Customised Online User Guide and Exercise Book.

PHOEBUS PRODUCT SETUP TRAINING

2 Day Course

This course is designed for participants who will be adding and maintaining products on Phoebus.

You will be shown how to interrogate, maintain and create new products and loan plans and also maintain related data for interest rates, due diligence records and loan to value tables. You will be introduced how to interrogate existing loan plans and how to create, edit, and delete a new product and loan plan.

Who should attend: Participants who have basic/intermediate knowledge of Phoebus.

Supporting documents: Customised Online User Guide and Exercise Book.

PHOEBUS WORKFLOW TRAINING

2 Day Course

This course is designed for participants who wish to design and create Workflows within Phoebus.

Participants will learn advanced Workflow functions including designing and creating Workflows, manual workqueue decision point routing, management reporting and task re-allocation. You will also be taught how to test and view your workflows and how to promote functionality from test systems into production environments. Day two is spent developing client workflows and working through exercises with the experienced trainer.

Who should attend: Participants who have basic/intermediate knowledge of Phoebus. Basic SQL skills are advantageous to allow understanding of the logical decisions being made by the system.

Supporting documents: Workflow Exercise Book.

PHOEBUS P4 PROGRAMMING TRAINING

3 – 4 Day Course

P4 is the programming language which the Phoebus application has been developed in. This course has been designed for non P4 programmers who are interested in learning P4, so they can develop their Phoebus application further.

Participants will learn intermediate to advanced functions in P4 such as the P4 coding style, field types and flow control. You will also be taught about the logic behind the buttons and how to validate fields and access data. You will be introduced to memory indexes, tables, clipboard and system variables. Day 2 is spent running and testing the code you have created, followed by advice on efficiency tips direct from our Phoebus developers.

Who should attend: Participants who have basic/intermediate knowledge of Phoebus and have a good knowledge of general programming.

Supporting documents: Exercise Book.

PHOEBUS LETTER TRAINING

2 Day Course

This course is designed for participants who will be creating their own letters within Phoebus. Participants will learn where the Phoebus letters are stored and how to print and release them. You will be taught how PDF works with XML and XSL. The parts of a Phoebus letter are explained such as database fields and special characters. You will be taught the methods used to debug letters followed by exercises to create your own customer and third party letters.

Who should attend: Participants who have basic/intermediate knowledge of Phoebus.

Supporting documents: Exercise Book.

PHOEBUS SYSTEM ADMINISTRATION TRAINING

1 Day Course

This course is designed for participants who will be administering Phoebus on a day to day basis. Participants will learn advanced user administration functions such as daytime and overnight processing, network sharing, batch and configuration files, printing, web interface and user permissions.

Who should attend: No previous knowledge of Phoebus required.

Supporting Documents: Customised Online User Guide.

FIND OUT FURTHER INFORMATION OR BOOK A COURSE:

To enquire or book one of the above Phoebus courses please contact our Training Department on 0845 618 7055 or email on Training@Phoebussoftware.com