Join Us For Upcoming Webinars, Trainings, & Conferences

Our monthly webinars will introduce features and functionality you may be less familiar with. This may include new Loan Vision features and enhancements or features Microsoft may have added to Business Central.

Our monthly webinars will introduce features and functionality you may be less familiar with. This may include new Loan Vision features and enhancements or features Microsoft may have added to Business Central.

Advanced Training is designed for existing users who are ready to take their system utilization to the next level. Our team will help you explore existing functionality you may be able to leverage further, introduce you to any recent system enhancements, and review other Microsoft tools you could use in conjunction with Loan Vision. Advanced Training will build upon content presented in Essentials Training and introduce some new topics.

Welcome to Cosmos - The first and only reporting, analytics, and data management solution that was born in the cloud and designed to work seamlessly with Loan Vision. With Cosmos, reports are easy to create, lightning fast, and the burden of on-premise system upkeep is non-existent. Cosmos was created by industry veterans with more than 45-years of experience in helping business users get the data they need, when they need it, so they can make data-driven decisions. Cosmos reports run 48x faster than other Excel-based reporting tools and don’t occupy your Excel instance while the data refreshes. This means that you can spend more time analyzing information and less time waiting for reports to update. Cosmos also offers a 2-way integration with Microsoft Power BI. This provides users with the means to effortlessly create Power BI dashboards and reports without the hassle of trying to wrangle data together with SQL or DAX code. Whether you’re a current Loan Vision customer or you’re considering the switch, this is a session you won’t want to miss.

Leadership in financial services means owning risk, not just tracking it. But today’s risk isn’t limited to compliance checklists or economic headwinds anymore. It now must be embedded in decision-making, in the bank and credit union's culture, and in plain sight. Banks and credit union leaders face pressure to act fast, lead smart, and deliver results—without losing sight of mission or member trust, while managing key risks. This webinar is a grounded, executive-level conversation about enterprise risk and more - what’s changing, what’s not, and what might be missing. We’ll explore risk, from financial, cyber, governance to regulatory change. Expect insights you can act on, frameworks that stick, and a space to think out loud with peers who’ve been there.

By attending and earning Super User status, attendees will leave with the knowledge to maximize system utilization, as well as support and cross train team members.

The Loan Vision Innovation Conference (LVIC) is the premier event for mortgage banking professionals looking to drive innovation, growth, and efficiency in their organizations. Designed exclusively for IMBs, banks, consultants, and industry influencers, LVIC delivers an unparalleled experience packed with insightful sessions, expert-led discussions, and high-impact networking opportunities.