Intro to Laser Pro Commercial Doc Prep (Virtual via WebEx)

*Please note: This class was originally scheduled for May 26 but rescheduled to June 30 because of an unforeseen scheduling conflict for the speaker. 

This program will be a virtual program through WebEx. Registered participants will use their own computer with their own bank’s LaserPro for the training. Some pre-work is required by bank LaserPro Administrator for registered participants. Limited seats available. Please register early.


Member Fee
:  $399
Non-Member Fee:  $599



This is a beginner’s course that focuses on how to use LaserPro to produce Commercial loan documentation. The course is taught at a beginner’s level, but current LaserPro processors may also benefit. 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 work on a computer during the class.

Please Note
: This is not a compliance seminar. The trainer cannot render compliance advice or legal counsel advice.

Main Objectives

  • Learn to navigate and produce Commercial loan documentation in the LaserPro Software
  • Understand the workflow of the Commercial Doc Prep Module of LaserPro

Agenda

  • Complete the workflow to generate and review a Commercial closing package for a UCC secured loan
  • Complete the workflow to generate and review a Commercial closing package for a Real Estate secured loan

Prerequisites
To participate in this session, Participants will need access to the following basic items:

  • A Computer with a stable internet connection
  • Access to join a WebEx Session (invitation to join the session will be provided)
  • Audio capability with access to mute feature (could consist of dialing a from a phone OR utilizing functioning speakers and microphone on the computer
  • Access to your financial institution’s LaserPro software with access to the Commercial Module
  • Basic knowledge of their bank’s lending policies and practices relating to Commercial loans

To ensure each participant has a successful hands-on training session, the LaserPro Administrator of each financial institution will be required to complete the following admin work PRIOR to the training session:

  • Ensure that the person participating in the training is setup as a user in General System Setup (GSS) and that they know their login credentials for LaserPro
  • Ensure that the participant has access to the Commercial Module with access to Document Prep (Closing) and access to Add Commercial Transactions
  • Create a new Commercial template for use during the training (specific information relating to details of how this template needs to be setup will be communicated after registration, prior to the training date)

 

Although experienced processors may benefit from this class, processors that are new to preparing Commercial loan documentation in LaserPro will benefit the most.


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.



When
6/30/2022 9:00 AM - 4:00 PM
 

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