Client Training Sessions

Webinars: The Heartland ECSI education and training process will familiarize new users with our systems and features, and will provide refresher training for experienced users. Our 20+ instructor-led webinars are offered once a month. Space is limited and registration is first-come, first serve.

User Guides: ECSI's User Guides are the same manuals that we use in our instructor-led training sessions. You can use them to learn all of the basic concepts needed to use a product.

Job Aids: Job Aids are one or two-page "cheat sheets" that outline a specific process.

Videos: Videos visually demonstrate how to navigate our systems and complete tasks using SAL, WebX, and Easypath.

• Registration

Your time is valuable, so ECSI offers a full range of flexible learning resources. You are able to learn about our products and services when your schedule permits and in a way that makes sense for you. Below you will find a variety of learning options. Select the one that best meets your needs. If you have a need for training that is not listed below, click here to suggest a training topic.

Training Schedule
Course listing and training enrollment links.
Training Overview
Complete training overview with course descriptions.
RecoverySelect Training Overview
TaxSelect Training Overview

• User Guides

Introduction to SAL
This 41-page manual provides an overview of SAL. It is intended for people who are new to SAL and who would like to build a basic understanding of the system.
Borrower Website Overview
This manual reviews the borrower website and the options that are available to borrowers who want to manage their accounts online.
Client Website Overview (WebX)
WebX is a powerful tool that allows clients to manage student loan accounts and perform other tasks. This manual outlines the most commonly used features within WebX.
SAL Collection Module
SAL's Collection Module is used by in-house collectors to review and monitor accounts that are in or near default. This manual outlines the features and functionality of that module.
Total and Permananent Disability
This manual provides an explanation of the Total and Permanent Disability (TPD) process including how to maintain accounts to ensure proper balance and billing.
Financial Reports

• Job Aids

• General

SAL Code Listing
This job aid provides a list of all codes used in SAL and their definitions.
Understanding Loan Types
This job aid reviews common types of loans and funds and the abbreviations that are used for them in SAL.
Using Action Tabs
The Action Tabs are the row of buttons across the top of the Primary Window in SAL. They allow you to take action on an account. This job aid describes the primary functionality of each Action Tab.
Accessing Borrower Accounts
This job aid outlines the various ways to access borrower accounts in SAL, including definitions of each of the available search options.
Generating an Exit
While most loan exits are generated automatically through system functions, it is possible to manually exit an account. This job aid describes the necessary steps.
Generating Memos
Memos are account notes. This job aid describes how to create, modify, and delete memos.
SAL Monthly Report Summary
This job aid provides a list and purposes of the most commonly used SAL reports.
Calc Quick Facts
This job aid provides general information about the process Heartland ECSI uses to generate bills, accrue interest, post fees, etc. to a borrower account. This process is often referred to as "the calc."
Changing Bank Accounts
The document outlines the process required to change the bank account information associated with your school or organization.
Clearinghouse Exits
The National Student Clearinghouse process allows Heartland ECSI to post in-school deferments and exit students. This job aid reviews the process that schools should follow once per week to reduce errors on student Clearinghouse records.
General Ledger
This job aid reviews the steps required to make a general ledger entry.
Skip Tracing
This job aid reviews the process used by Heartland ECSI to perform skip tracing activities as well as the steps schools can take to better manage accounts with invalid address and phone number data.
Stop Codes
Stop Codes can be used to prevent actions such as credit bureau reporting, the accrual of NSF fees, etc. from occurring on an account. This job aid reviews how to use both temporary and permanent stops.
SID Expansion
This job aid reviews the usage and functionality of the expanded Student ID in SAL.
Completing an Exit Interview (Student)
This job aid reviews completing the exit interview process.

• Demographic Information

Changing Demographic Data
This job aid outlines the basic steps required to update demographic data in SAL.
Maintaining References
References are imported to SAL as part of the exit process, but can be manually added if a school handles exits themselves. They can also be modified as needed. This job aid reviews the steps required to add or modify a reference in SAL.

• Payments/Cash Management

Processing Cash Payments
This job aid outlines the steps required to credit a borrower's account when a payment is received at a school.
Adjusting a Payment
The job aid provides instruction on making an adjustment to a payment that has been entered into SAL.
Processing Payments After an Account Has Been Sent to a Collection Agency
Once an account has been sent to a collection agency, the process for posting a payment changes. This job aid reviews the steps required to make sure the account is properly credited and credit bureau reporting is updated.
Computing Loan Payoff
SAL's Primary Window displays loan payoff, but if the borrower will be making the payoff in the future, additional interest may accrue. This job aid describes the steps required to calculate loan payoff at a future date.
Reversing Payments
This job aid outlines the steps required to reverse a payment. A payment may need to be reversed if it is applied to the wrong account or if an error is made when applying the payment.
Removing a Recurring ACH in SAL
This job aid outlines the steps required to remove a recurring ACH in SAL

• Account History

Reviewing Account History
This job aid provides an overview of the many options that are available in SAL for researching account history including payments, advances, memos, etc.
Viewing Billing History
This job aid provides instruction on seeing the billing history on an account.
Viewing Credit Bureau Reporting History
SAL's Primary Window displays the most recent credit bureau reporting status. The entire history of reporting can be viewed using the instructions provided in this job aid.

• Entitlements

Processing Renegotiations
This job aid provides instructions on setting up a renegotiation in SAL. Renegotiations are not appropriate for Perkins loans, but may be used for some institutional loans.
Processing Reschedules
This job aid provides instruction on setting up a reschedule in SAL. A reschedule is a temporary payment agreement.
Processing Rehabilitations
This job aid provides instruction on setting up a rehabilitation in SAL. A rehabilitation is a temporary payment agreement that provides a defaulted borrower with an opportunity to correct negative credit bureau reporting.
Processing Forbearances
This job aid provides instruction on setting up a forbearance in SAL. A forbearance provides a borrower with the opportunity to temporarily stop making payments on a loan. Interest continues to accrue.
Processing Deferments
This job aid provides instruction on setting up a deferment in SAL. A deferment provides a borrower with the opportunity to temporarily stop making payments on a loan. Interest does not accrue on a loan during a deferment.
Processing Cancellations
This job aid provides instruction on setting up a cancellation in SAL. A cancellation is "loan forgiveness" that is granted as a result of service in an approved career field.

• Tax

Managing Your 1098T's
Touchnet Client - Managing Your 1098T's

• Videos

EasyPath 2.0 Video
EasyPath 2.0 Demonstration Video
Consolidation and Assignments
E-Refund Module
Financial Reports
Introduction to SAL
Learning to Use Your Tools & Resources
Letter Creation and Support
Managing Accounts in SAL
Operational Reports
Processing Advances, Cash, and Adjustments
Processing Entitlements
Program Reports
Promissory Notes, E-Discosures & Web Exit Interviews
Researching Account History
Using Auto Agency and Processing Collection Agency Statements
Using the Client and Borrower Websites
Using the Collection Module
Fisap
1098-T Reports & Form Management
1098-T Timeline & File Transfer Process
1098-T Student Access
TouchNet Client 1098-T Training
1098-T Easypath Client Portal
Introduction To ECSI
Enhanced Government Assignments
Standard Perkins Assignments