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5-Part Webinar Series: Key Aspects of Reporting & Automation Tools


Make plans to attend these exclusive training opportunities to further enhance your overdraft program results. This webinar series covers important features and functions of the software. Each online session will conclude with time for Q&A, so you will be able to immediately put the information you’ve learned to use. Best of all, you will be more proficient and gain efficiencies in the tasks you do each day.

Who should attend these sessions?
Whether you are a new user or need refresher training, make plans to attend by registering today.


Part 1: Get to Know the All-New JMFA Advantage
Learn how to leverage JMFA’s all-inclusive platform with all of the applications and tools needed to effectively manage your overdraft strategy. With everything in one convenient location, you’ll have everything you need to manage your overdraft program:

  • automate overdraft limit-setting and overdraft status codes
  • leverage in-depth data for peer comparisons and other industry stats to improve performance
  • review and evaluate performance tracking, reporting
  • access to on-demand training and Privilege Manager CRM®

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Part 2: Letters, Emails and using Limit Manager
Learn the basics of generating letters, how to review pending letters, how to use the Letters on Demand feature, advanced letter scheduling options, and Cloud-based email functions. Scheduling and set up options are easy to have more targeted and meaningful communication. Plus, learn about the all-new Limit Manager which automates overdraft limit-setting and overdraft status codes in the core processor.

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Part 3: Calls
Uncover the latest updates of new call functionalities including advanced filtering to unlock greater efficiencies. Learn about setting up call result codes, creating additional call types, scheduling and documenting impromptu calls and more. Learn how to use the Quick Letter function to generate an email when you can’t reach the person your calling. Communicating with your account holders is easier than ever before!

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Part 4: Charge-Offs & Recoveries
Find out how to improve tracking charge-offs and recoveries. This session provides an overview of how to charge off accounts correctly, including step-by-step instructions for updating data across the core and your GL. Plus, you will discover the essential reports to assist with effectively managing charge-offs and recoveries for greater success.

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Part 5: Reporting
Uncover everything you need to know about the various key management reports available including how to run reports, use filters and more. You’ll get a comprehensive overview of the reporting designed to assist with effectively managing your overdraft program.

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