> ## Documentation Index > Fetch the complete documentation index at: https://docs.camo.ag/llms.txt > Use this file to discover all available pages before exploring further. # Ag Lending > Training path and guides for loan officers, relationship managers, and credit staff at ag lending institutions. > [!TIP] > > New to CamoAg? Start with [Terms to Know](https://docs.camo.ag/docs/getting-started/terms-to-know.md), then [personalize your account](https://docs.camo.ag/docs/getting-started/personalize.md) and review [Reports, Data Sources, and Update Frequency](https://docs.camo.ag/training/use-cases/reports-data-sources-overview.md). For loan officers, relationship managers, and credit staff at banks, Farm Credit associations, and other ag lenders. This page follows the CamoAg Financial Officer training: work through it in order to go from first login to using CamoAg for prospecting, competitive intelligence, and cross-selling. *\*Some modules require an Enterprise subscription with an additional data integration.* ## What You'll Be Able to Do * Set up your account and navigate the map and its layers * Find a prospective borrower, save the operation, and generate a Deep Research report * Build a farm from owned parcels, connect it to a contact, and add it to a shared Portfolio * Read mortgage data on the map and in reports to spot refinance and renewal opportunities * Run a CMA with at least 5 comparable sales ## Part 1: Getting Oriented ### • Who/What is CamoAg? CamoAg brings together land, ownership, operations, sales, and financial records in one place. For lenders, that means finding borrowers, sizing up collateral, and watching the competition. | Guide | What it's for | | :- | :- | | [Terms to Know](https://docs.camo.ag/docs/getting-started/terms-to-know.md) | Definitions for terms used throughout CamoAg | | [Reports, Data Sources, and Update Frequency](https://docs.camo.ag/training/use-cases/reports-data-sources-overview.md) | Where CamoAg's data comes from and how often it updates | ### • Account Settings Set a default location (your primary lending territory), and add a profile photo and phone number. Colleagues see these when you share Portfolios and farms. | Guide | What it's for | | :- | :- | | [Personalize Your Account](https://docs.camo.ag/docs/getting-started/personalize.md) | Set your default location, photo, and contact details | ### • Map Layers Overview A quick tour of the base layer, additional layers, land boundaries, company layers, Operations, and Financial. Operations, Financial, and Farm Sales get deeper coverage below. | Guide | What it's for | | :- | :- | | [Map Overview](https://docs.camo.ag/docs/map/overview.md) | Navigate the map and turn layers on and off | > [!TIP] > > Try it: turn on **Land Boundaries** and **Financial** in your own territory. ### • Search What you can search, how to narrow results, and how to find a landowner or parcel in your county. | Guide | What it's for | | :- | :- | | [Search Overview](https://docs.camo.ag/docs/search/overview.md) | What can be searched and how results work | | [Using the Search Feature](https://docs.camo.ag/search/using-the-search-feature.md) | Video walkthrough of search settings and filters | > [!TIP] > > Try it: run one search of your own and find the parcel on the map. ## Part 2: Operations and Farms ### • Deep Dive: Operations Layer The Operations layer shows who is farming the ground, not just who owns it. Click through an operation, save it to edit (accounts without a CRM integration), walk through the Operator panel, and run Deep Research before a first call. From **Highlight on Map**, select a contact or prospect to create a farm from all owned parcels, connect a contact, and create a Portfolio. | Guide | What it's for | | :- | :- | | [CamoAg Operator Map Layer](https://docs.camo.ag/operations/camoag-operator-map-layer)\* | See operators on the map by acreage bucket, and filter the layer | | [Operations](https://docs.camo.ag/docs/operations/overview.md) | Everything CamoAg holds on an operation in one view | | [Navigating the Operation Profile](https://docs.camo.ag/operations/navigating-the-operation-profile.md) | Video walkthrough of each section of the Operator panel | | [Deep Research](https://docs.camo.ag/docs/operations/deep-research.md) | AI-generated report on holdings, operation size, affiliates, and associated individuals | | [Locate All Parcels Owned by an Entity](https://docs.camo.ag/training/workflows/locate-all-parcels-owned-by-an-entity.md) | See an entity's entire ownership footprint on the map, and save it as a farm. Includes a video. | | [Acreage Overview by Owner](https://docs.camo.ag/reports/acreage-overview-by-owner) | Summarize a landowner's holdings across all of their entities | | [Merging Operations](https://docs.camo.ag/operations/merging-operations.md) | Combine entities into one operation so the full footprint shows together | | [Connecting Operations](https://docs.camo.ag/operations/connecting-operations.md) | Record relationships between operations that stay separate | | [USDA Subsidy Payments Pro: Use Cases](https://docs.camo.ag/training/use-cases/usda-subsidy-payments-pro-overview-use-cases.md) | See what USDA program payments an operation receives | ### • Creating a Farm and Building a Comparative Market Analysis (CMA) Add a farm to your account, generate reports on it, build a CMA, and use the Farm Sales layer to check collateral value against recent sales. | Guide | What it's for | | :- | :- | | [Adding a Property Using Farm Builder](https://docs.camo.ag/farms/adding-a-property-to-your-account-using-farm-builder) | Build a farm from one or more parcels so you can track it as collateral. Includes videos. | | [Generate Farm Report](https://docs.camo.ag/docs/farms/generate-report.md) | Create a report for a farm | | [Comparative Market Analysis](https://docs.camo.ag/docs/farms/cmas.md) | How CMAs work | | [Creating a CMA](https://docs.camo.ag/comp-tool/how-to-create-a-cma.md) | Value a farm against comparable sales, step by step. Includes a video. | | [Using the Farm Sales Map Layer](https://docs.camo.ag/farm-sales/using-the-farm-sales-map-layer) | Find sold farms and upcoming auctions in an area | | [View Sales within a Distance of Parcel](https://docs.camo.ag/training/workflows/view-sales-within-a-specified-distance-of-a-parcel-w-o-creating-a-cma.md) | Video walkthrough of seeing nearby sales without building a CMA | | [Portfolio Use Cases](https://docs.camo.ag/training/use-cases/portfolio-use-cases-and-faqs.md) | Organize farms and share them across your team | ## Activity 1: Operators Layer Prospecting Take one prospect from the map to a shared Portfolio on your own, repeating modules 5 and 6. **1. Find a prospect** Use the Operators layer to identify a prospective customer. **2. Save the operation** Save the operation and request contact information. > [!NOTE] > > If your organization's CRM is integrated with CamoAg, skip to step 3. **3. Research it** Generate a Deep Research report. Note what you would bring up on a first call. **4. Build the farm** Locate all owned parcels and create a farm from one or more of them. Connect the farm to the contact you created. **5. Share it** Add the farm(s) to a Portfolio, then add at least one other user and give them Portfolio access. ## Part 3: Financial Data ### • Financial Layer View mortgages on the map and click into one for details. The map shows one mortgage at a time; the reports in Part 4 let you filter thousands of them by lender and date. | Guide | What it's for | | :- | :- | | [Using the Mortgages Data Layer](https://docs.camo.ag/mortgages/using-the-mortgages-data-layer)\* | See mortgages on the map, color-coded by lender. Includes a video. | ## Part 4: Reporting Use Cases | Use case | Report | What to do | Guides | | :- | :- | :- | :- | | **Mortgage Refinance Opportunities** | Mortgages or UCC Blanket Liens | Filter by a competitor bank to uncover a potential refinance opportunity, or by a competitor and a mortgage taken out 5 years ago that is up for renewal | | | **Identify Opportunities Using Blanket Liens** | UCC Blanket Liens | Use the Collateral filter for types such as "livestock", "poultry", "bailor", or "bailee" | | | **Prospecting and new business** | CamoAg Operators | Find prospects in a target county; filter by acreage, crop type, livestock, or tags to isolate non-customers | | | **Cross-selling and expansion** | Contacts | Find a customer with an operating line of credit but no insurance (or the reverse) and suggest a cross-sell | | | **Auction research and planning** | Owners | Find an upcoming auction and add it to your calendar; identify investor owners and share the auction with them | | | **Land investor prospecting** | Largest Farmland Buyers & Sellers | Filter to buyers in your counties over the last few years to find investors and expanding operations who may need land financing | | | **Comparable Market Analysis** | CMA | Pick a subject property and build a CMA with at least 5 comparable sales | | ## Activity 2: Use Cases Pick two use cases from Part 4 and complete them in CamoAg. For each one, note: * Why you chose it * The filters and steps you used * The opportunity you found and the next action you'd take with it ## Mobile App Review | Guide | What it's for | | :- | :- | | [Getting Started with the iOS App](https://docs.camo.ag/ios/getting-started.md) | Install the app and find your way around. Includes a video. | | [Search on iOS](https://docs.camo.ag/ios/search.md) | Search for parcels, owners, and operations in the field | | [Notes](https://docs.camo.ag/ios/notes.md) | Log notes on operations and contacts from your phone. Includes a video. | ## Next Steps Pick one workflow from this page to use in the next week. For help, contact CamoAg support.