Training

Role-Focused Paths for CapGrowth OS Teams

Training is part of implementation — not a separate product pitch. Paths below match the RBAC roles CapGrowth OS supports: owner, loan officer, collections, accountant, and viewer (plus manager workflows covered with owners/officers).

Paths

Train by Role, Not by Slide Deck Alone

Each path focuses on daily work inside the live platform.

Owner / Manager

Company setup, users and roles, multi-company switching, capital overview, and go-live decisions.

  • Company settings and branding
  • RBAC and user invitations
  • Capital and portfolio visibility
  • Approvals and audit awareness

Loan Officer

Origination and servicing workflows across products, portfolio views, loan details, and rollovers.

  • Loan products and portfolio
  • Loan details and status
  • Monthly rollovers
  • Borrower profile context

Collections Officer

Payment ledger, overdue views, collection actions, and write-off pathways with an operational trail.

  • Payment engine basics
  • Collections pipeline
  • Collection actions
  • Write-off workflow awareness

Accountant

Operational accounting views, statements, and Excel/PDF export habits from live data.

  • Chart of accounts context
  • Journals / GL / statements
  • Reporting exports
  • Month-end cadence with ops

Viewer

Read-focused access for stakeholders who need visibility without mutating the book.

  • Dashboard and portfolio views
  • Report / export consumption
  • Portal awareness (as permitted)
  • What not to change
How Training Is Delivered

Tied to Implementation

Video libraries are not claimed as a complete self-serve catalog today. Live walkthroughs and role sessions are the primary path.

During Implementation

Role training is scheduled as part of configuration, UAT, and go-live — see the Implementation journey.

Implementation →

Support After Go-Live

Questions after launch go through the Support Center — FAQ, troubleshooting guidance, and contact paths.

Support Center →

Live Demo / Walkthrough

Evaluating before purchase? Book a demo tailored to your roles and portfolio size.

Request Demo →

Plan Training With Your Team Structure

Tell us which roles will operate CapGrowth OS first — we will outline a realistic training sequence during discovery.

Request Demo Implementation