The FINPACK team helps users with questions every day, and this week’s FINPACK News post highlights a few of the more common questions we get, and the answers we provide. If you ever have any question about anything related to FINPACK, please don’t hesitate to reach out. We’re waiting to hear from you!
“I believe FINPACK online training is included in our license. How do we access that feature?”
Online training is included in all system-wide FINPACK licenses. The training is based around 40+ hours of short videos focusing on very specific aspects of FINPACK for Ag or Commercial loans. The training uses a granular approach, with the training segmented into short, easily-digested videos categorized by area.
Accessing the training is very straightforward. FINPACK+ users can access the online training from right inside their dashboard. Log in, select the online training option from the dropdown menu and it opens right up in a new tab. All other FINPACK users, simply navigate to the FINPACK online training page. If you haven’t registered before, simply hit ‘Register’, redeem token, add your name and email, then enter your FINPACK serial number, You can find this number under the Help menu right inside FINPACK.
“I have an analysis question. Where can I go to get assistance?”
We are always happy to help with any questions you might have. Your first step should be to reach out to User Support. Email support@FINPACK.com or call (800) 234-1111. In most cases, they’ll be able to answer your question, but if not, they will connect you with the appropriate person on the FINPACK team. And of course, you can always refer to online training, the FINPACK Knowledge Base, or the HELP function built into both FINPACK+ and FINPACK installed.
“I’m having an issue with a FINPACK file. Can I send it to FINPACK?”
Absolutely. If an error is occurring in a file, the file can be securely sent to User Support. In FINPACK credit analysis (in either FINPACK+ or FINPACK Installed) choose ‘Tools’, then ‘Send File to FINPACK Tech Support…’ from the menu. If you haven’t already chatted with support about the issue you’re having, please include comments outlining the issue you’re having.
“How often is FINPACK updated, and how will I know I need to apply an update?”
FINPACK has one major update each year, usually in November, and multiple incremental updates throughout the year. If you are using FINPACK+, updates are applied automatically, and you do not need to do anything. If you are using FINPACK Installed, you will need to open FINPACK, choose ‘HELP’, then ‘Software Updates’. The annual update is required, and you will receive an email letting you know when that needs to be done. Until you complete the update, you will also receive a popup message reminding you. Any other significant updates are also announced via email. For incremental updates, we recommend checking on a regular basis, again by selecting ‘HELP’ and ‘Software Updates’.
“How can I find out when FINPACK events are scheduled?”
The easiest way to keep on top of training news is to subscribe to FINPACK news. You’ll receive a monthly FINPACK News Digest with updates on FINPACK and training news as well as news on the annual FINPACK Lenders Conference. You can also connect on Facebook, Twitter, Instagram, and LinkedIn. And of course, you can always contact us directly.
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David Maguire helps Ag and Commercial lenders across the country understand the value of using FINPACK for credit analysis and loan management. David has worked in the marketing, training and education fields in Minnesota, Ireland and Germany.