Display event - Laser Pro Advanced Administration (In-Person Only)

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Laser Pro Advanced Administration (In-Person Only)

September 25, 2024
9am-4pm

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

This is an advanced level course that focuses on Policies and Templates. The course is taught at an advanced level with the expectation that participants already have experience with the admin functionality of the LaserPro software. This is a hands-on course designed to teach someone how to create and maintain policies and templates. 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 advice.

Main Objectives:

Understand the functionality and role of policies
Understand the functionality and role of 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
Create a template from scratch discussing all the details of the template workflow

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

Basic window-based computer skills
Basic knowledge of working through LaserPro Admin
Basic knowledge of their bank’s lending policies and practices

Experienced LaserPro Administrators

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.