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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