Progress Confluent Strategies/Equifax Training Portal Complete & Continue Next Lesson Learn More 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 Lesson 6: DTEC 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 Confluent Strategies/Equifax Training Portal Complete & Continue Next Lesson Learn More Chapter 23: Sales Account Planning Lesson 2: Call Cadence
