FCP Training Modules

Quick Overview

10 Modular Lessons

0. FCP – Learning Instructions

Learning Instructions

1. FCP – Introduction

Introducing FCP

2. FCP – Onboarding to Vitesse

Understand onboarding to Vitesse

3. FCP – New placement or Renewal of a binder

New placement or Renewal of a binder including co-lead binders

4. FCP – Transfer of active binders

Transfer of an active binder(s)

5. FCP – Payments to beneficiaries

Payments to beneficiaries

6. FCP – Replenishment

Replenishment

7. FCP – Reconcile BDX to Vitesse cash payments

Reconcile BDX to Vitesse cash payments

8. FCP – Submit BDX to ECF

Submit BDX to ECF

9. FCP – Reconcile MA signings to Vitesse funding activity

Reconcile MA signings to Vitesse funding activity

10. FCP – Refunds and Recoveries

Refunds and Recoveries



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