Please note: Limited seats available. Please register early.


August 15, 2023
9:00am-4:00pm


Member Fee: $475
Non-Member Fee: $675

This is a beginner’s course that focuses on how to edit and maintain the administrative database of the LaserPro software. The course is taught at a beginner’s level, but current LaserPro administrators may also benefit from the course. The course is divided into two sections. The first section of this course focuses on the setup and functionality of General System Setup. The second section of this course focuses on the setup and functionality of LaserPro Loan Processing Setup.

Main Objectives:
• Understand the different administrative sections of the LaserPro software
• Learn and understand how the administrative sections affect the user side of the software
• Learn to efficiently maintain and edit the administrative database

Agenda:
• Review General System Setup with a focus on: Institution Information & User Information
• Review LaserPro Loan Processing Setup with a focus on: Rates, Policies, Forms, Libraries, and Templates

Prerequisites:

To fully benefit from this workshop, participants should possess the following skills:

• Basic computer skills
• Basic window-based program skills
• Basic knowledge of their bank’s lending policies and practices

Please Note: This is not a compliance seminar. The trainer cannot render compliance advice or legal counsel advice. This is a hands-on course designed to teach someone how to navigate and complete the workflow of the LaserPro software. Each participant will be completing hands on computer training during the class

       
Newly appointed administrators being introduced to the administrative sections of the software
                                                                                                                                      

Teresa Uptain is a Software Training Advisor for Finastra. Prior to joining Finastra, she has an extensive 15 year background working in the banking industry in which she holds many accomplishments. Teresa joined Finastra, the world’s 3rd largest Fintech company, in 2016. She joined the company as a LaserPro Trainer. She has since evolved in her position and currently trains many of the company’s software’s. She remains a Subject Matter Expert with the LaserPro software. 


Due to commitments we must make to secure a class, we need your help. Cancellations must be received 30 business days prior to the class. Cancellations received less than 30 business days prior to the class will be charged a $150 cancellation fee.