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Folder: Solutions

Folder: EFX Training

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Confluent Strategies/Equifax Training Portal

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Chapter 1: Credit Reporting Industry

5 Lessons

Lesson 1: Credit Reporting Agencies

Lesson 2: Sales Agents

Lesson 3: Credit’s Role in the US/Global Economy

Lesson 4: Industries/Customers/Utilization

Lesson 5: Adverse Action

Chapter 2: ACRO Training (Automated Credit Reporting Online)

11 Lessons

Lesson 1: Data Collection/Reporting

Lesson 2: PII (Personal Identifiable Information)

Lesson 3: Public Records

Lesson 4: Tradeline Data

Lesson 5: EFX Credentials

Lesson 6: Inquires

Lesson 7: File Formats

Lesson 8: Online vs Offline

Lesson 9: Technology Resources

Lesson 10: How to read an EFX Credit Report

Lesson 11: Equifax Cloud Transformation

Chapter 3: Alternative Credit Reports

1 Lesson

Lesson 1: Persona

Chapter 4: Credit File Ancillaries, etc.

6 Lessons

Lesson 1: FraudIQ Identity Alerts/Scan

Lesson 2: Military Lending Act

Lesson 3: Office of Foreign Asset Control (OFAC)

Lesson 4: Risk-Based Pricing

Lesson 5: Dual Report

Chapter 5: Credit Scoring

4 Lessons

Lesson 1: History of Credit Scoring

Lesson 2: Methodologies for building a credit score

Lesson 3: Credit Scores

Lesson 4: Equifax Model Numbers

Chapter 6: New Customer Set Up & Billing

2 Lessons

Lesson 1: Client Implementation Team

Lesson 2: iReceivables

Chapter 7: Customer Pricing

5 Lessons

Lesson 1: AO Docs

Lesson 2: Pricing Proposals

Lesson 3: Pricing Evaluations

Lesson 4: Statement of Work (SOW)

Lesson 5: Pricing Addendums

Chapter 8: Contracts

4 Lessons

Lesson 1: Master Service Agreement (MSA)

Lesson 2: Enterprise Master Service Agreement (EMSA)

Lesson 3: Vermont FCRA Certification

Lesson 4: Ask Equifax

Chapter 9: Recredentialing

1 Lesson

Lesson 1: Recredentialing

Chapter 10: Credit Industry Rules & Regulations

1 Lesson

Lesson 1: Credit Industry Rules & Regulations

Chapter 11: Industry Associations

6 Lessons

Lesson 1: Consumer Data Industry Association (CDIA)

Lesson 2: League of Credit Unions

Lesson 3: Bankers Associations

Lesson 4: Consumer Finance Associations

Lesson 5: Mortgage Bankers Associations (MBAs)

Lesson 6: Independent Community Bankers of America (ICBA)

Chapter 12: Data Access Methods

7 Lessons

Lesson 1: Internet System-to-System (ISTS)

Lesson 2: ePort Cloud

Lesson 3: Application Programming Interface (API)

Lesson 4: Amazon Web Services (AWS)

Lesson 5: Snowflake Data Cloud

Lesson 6: SFTP Site

Lesson 7: Google Cloud Platform (GCP)

Chapter 13: Decision Platforms & Technology

4 Lessons

Lesson 1: Decision Engines

Lesson 2: InterConnect

Lesson 3: Connectors

Lesson 4: Prequalification of One

Chapter 14: Data & Analytics

8 Lessons

Lesson 1: Validations

Lesson 2: Custom Score Models

Lesson 3: Risk Model

Lesson 4: Attrition Model

Lesson 5: Reponse Model

Lesson 6: Ignite Marketplace

Lesson 7: Consumer Credit Trends

Lesson 8: Portfolio Insights (Pre-Sales)

Chapter 15: Data-driven Marketing (DDM) CMS

7 Lessons

Lesson 1: MarketReveal

Lesson 2: Consumer Income View

Lesson 3: Custom Prescreen

Lesson 4: Custom Portfolio Review

Lesson 5: Digital Marketing

Lesson 6: Email Services (Enhanced Email Append)

Lesson 7: Triggers

Chapter 16: DDM-IXI

8 Lessons

Lesson 1: Overview

Lesson 2: CreditStyles Pro

Lesson 3: Economic Cohorts

Lesson 4: Financial Cohorts

Lesson 5: Financial Durability Index

Lesson 6: Graduate Outcomes

Lesson 7: MarketMix Premier

Lesson 8: WealthComplete Premier

Chapter 17: Property Data & Analytics

4 Lessons

Lesson 1: AVM Insights

Lesson 2: Public Record Lien Data

Lesson 3: Property Condition Report

Lesson 4: Lost Sales Analysis

Chapter 18: DataX

2 Lessons

Lesson 1: ProspectX Score

Lesson 2: DataX Report

Chapter 19: Identity/Fraud (EFX Digital Solutions)

6 Lessons

Lesson 1: FraudIQ Authenticate

Lesson 2: Digital Identity Trust (DIT)

Lesson 3: FraudIQ Identity Score

Lesson 6: FraudIQ Manager

Lesson 7: FraudIQ Synthetic ID Alerts

Lesson 8: InstaTouch ID

Chapter 20: Equifax Workforce Solutions (EWS) Non-Mortgage

1 Lesson

Lesson 1: VOI/VOE

Chapter 21: Commercial Services

7 Lessons

Lesson 1: Commercial Reports

Lesson 2: Commercial Scores

Lesson 3: Commercial Databases

Lesson 4: Commercial Marketing

Lesson 5: Commercial Risk

Lesson 6: Competition

Lesson 7: BusinessConnect

Chapter 22: Mortgage

10 Lessons

Lesson 1: Tri-merge Report

Lesson 2: CreditXpert

Lesson 3: Undisclosed Debt Monitoring (UDM)

Lesson 4: Mortgage Pre-Qual Report

Lesson 5: Mortgage Acquisition Triggers

Lesson 6: Retention Triggers

Lesson 7: Supplements

Lesson 8: Reissues

Lesson 9: Mortgage Onboarding

Lesson 10: EWS Mortgage

Chapter 23: Sales Account Planning

2 Lessons

Lesson 1: Prospecting

Lesson 2: Call Cadence

Chapter 24: CS Internal Resources

4 Lessons

Lesson 1: PowerBI

Lesson 2: Dynamics365 (CS CRM)

Lesson 3: Salesforce (EFX CRM)

Lesson 4: Tableau

Chapter 25: Equifax/Industry Acronyms

4 Lessons

Lesson 1: EFX & Industry Terms and Acronyms

Lesson 2: EFX Solutions (Products)

Lesson 3: EFX Structure

Lesson 4: EFX Onboarding Resources

Chapter 26: Personal Solutions

5 Lessons

Lesson 1: Score Variations

Lesson 2: FreeCreditReport.com

Lesson 3: Credit Karma

Lesson 4: AnnualCreditReport.com

Lesson 5: Array

Chapter 27: EFX Alliances

1 Lesson

Lesson 1: Equifax Partners

Chapter 28: MyDecisionNow

1 Lesson

Lesson 1: MyDecisionNow

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Chapter 23: Sales Account Planning

Lesson 1: Prospecting

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IN THIS LESSON

Prospecting Resources

2023 Prospecting Roadmap
Prospect Research Template
Richardson Training: Strategic Prospecting

Confluent Strategies

1661 Aaron Brenner Drive, Suite 201

Memphis, TN 38120

901-321-6700

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Questions

Courtney Shove or 901-321-6777