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Click on the links below to view and download Compass training materials.
Model Overview
Best Practices Checklist
Report Menu
Plan Review
Model Review Options
Full Compass Session Guide
Budget Compass Session Guide
Forecasting/Budgeting/Planning
Pricing Model Examples
Assumption Documentation Guide
Assumption Recap
Security Prepayment Converter for PSAs & CPRs
Interest Rate Risk
IRR Policy Tracking Form
Monthly Processing
Monthly Update Workbook - Single
Monthly Update Workbook - SBU
Monthly Update Workbook - Multi-Tier
Monthly Update Workbook - Consolidation
Advanced Features
Liquidity Ratios and Cash Flow Model Template Overview