Education & Events

9:00 a.m. - 4:00 p.m. - Each program is limited to 12 registrants.
(select your preference when registering)

Tuesday, May 7 - Advanced Commercial Document Preparation*
This course focuses on using LaserPro’s workflow for complex commercial loan transactions with the expectation that participants already have experience with the basic workflow and navigation of the commercial module.

Main Objectives

• Learn to create nested entity borrowers on the Customer Summary Window *Nested entities are when a company is a signer for another company
• Learn to document complex payment structures and multiple collateral in a transaction 
• Learn to override LaserPro’s generic language and add your additional language in the documents with Additional Provisions, Exhibits, and LawyerPro

Agenda

• Complete the workflow to generate and review a commercial closing package for a UCC and Real Estate secured loan
• Create an Additional Provision and Exhibit
• Use LawyerPro to override LaserPro’s language in the documents

Prerequisites

• Basic knowledge of working through commercial loans in LaserPro with at least 1-year experience with the commercial module
• Basic knowledge of the bank’s lending policies and practices relating to Commercial loans

Wednesday, May 8 - Advanced Consumer Real Estate*
This course focuses on documenting fee changes and tolerance cures for loans subject to the TRID Regulation. This functionality will be demonstrated while documenting a construction loan. The course is taught with the expectation that participants already have experience with the basic workflow and navigation of a TRID loan.

Main Objectives

• Learn how to document fee changes and tolerance cures on TRID loans
• Learn how to document construction loans in LaserPro

Agenda

• Complete the processing workflow to generate and review a Loan Estimate and early disclosure package for a construction loan
• Properly document fee changes, tolerance cures, and redisclosure of Loan Estimate
• Complete the Doc Prep workflow to generate and review a Closing Disclosure and closing document package for a construction loan

Prerequisites

• Basic knowledge of LaserPro workflow for a consumer real estate loan subject to the TRID regulation, with at least one year of experience documenting consumer real estate loans
• Basic knowledge of the bank’s lending policies and practices relating to Consumer Real Estate Loans subject to the TRID Regulation

Thursday, May 9 - Advanced Administration*
This course is designed to teach attendees how to create policies and templates at an advanced level with the expectation that participants already have experience with the admin functionality of the LaserPro software.

Main Objectives

• Understand the functionality and role of Policies and Templates
• Learn to create and maintain Policies and Templates

Agenda

• Discussion/overview of policies and the role they play in transactions
• Create a policy from scratch, discussing all the details of each policy component
• Discussion/overview of templates and the role they play in transactions and create a template from scratch

Prerequisites

• Basic knowledge of LaserPro Admin with at least 1-year experience with LaserPro admin
• Basic knowledge of your bank’s lending policies and practices

*NOTE: Each participant will complete hands-on work on a computer during the class. This is not a compliance seminar. The trainer cannot render compliance advice or legal counsel advice.

Per Person/Per Program Fee Each program is limited to 12 registrants.
Members $455
Nonmembers $605