ACES Quality Management Get Started
Certified ACES Administrator

Courses

The CAA program includes 3 courses which will take you through your certification journey. The full CAA program guide is available in the ACES Knowledge Center

(must be logged into ACES to view).

View Guide

Getting Started with ACES (optional)

This course is an introduction to using ACES and the standard day-to-day ACES workflows. The course covers topics in ACES menu:
1. Loans
2. Audits
3. Loan Review
4. Communication
5. Reports
8. ACES Support

Topics include:

  • Logging Into and Navigating ACES
  • Standard ACES User Roles
  • Viewing Loans
  • Viewing and Editing Audits
  • Loan Review Process
  • Exception Communication and ACES Connect
  • Business Objects and In-App Reporting
  • ACES Knowledge Center

Setup & Configuration Introduction (optional)

This course is designed for ACES Administrators who will be responsible for managing the Setup and Configuration settings within their ACES environment. The course will cover topics in ACES menu 7. Setup as well as best practices for using the ACES Knowledge Center and Chatbot.

Topics include:

  • General Security Setup
  • Roles, Users, and User Roles
  • Data Categories
  • Loan Custom Data and Loan Page Layout
  • Borrower Custom Data and Borrower Page Layout
  • Audit UDFs and Audit Loan UDFs
  • Significances and Exceptions
  • Document Templates
  • Loan Review Settings
  • Questionnaires and Categories
  • Advanced Audit Setup and Using Control Questions
  • Update from Vendor
  • ACES Connect User Accounts and Addresses
  • Exception Communication
  • Action Plan Communication and Action Plan Custom Data
  • Business Calendar
  • ACES Knowledge Center and Chatbot

Advanced Setup & Configuration (required)

This course is designed for ACES Administrators who will be responsible for managing the Setup and Configuration settings within their ACES environment.

This course will cover topics in ACES menus 6. Utilities and 7. Setup and walk you through advanced configuration settings and ACES Administrator Best Practices. This is a required course in the Certified ACES Administrators (CA) program and must be completed in its entirety before you can take the final ACES Administrator Certification Exam.

Topics include:

  • Purging Data
  • Import/Export for Setup
  • Import/Export for Loans
  • Statistical Calculator
  • Allowed Remote IPs
  • PGP Keys Setup
  • Transaction Custom Data
  • Schema for Import
  • Exception Defaults
  • Loan Ratings
  • Document Responses
  • Review Substitutes
  • Auto Response
  • AMO Alias Setup
  • AMO Overrides
  • Business Objects Report Setup
  • Loan Exceptions Import Setup
  • Questionnaire Import Setup
  • Loan Review Export/Import
  • Custom Data Export Setup
  • Manage Databases
  • Lookup Types
  • ACES Administrator Best Practices