Display event - Laser Pro Advanced Consumer Real Estate (In-Person Only)

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Laser Pro Advanced Consumer Real Estate (In-Person Only)

September 27, 2024
9am-4pm

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

This is an advanced level course that focuses on how to document 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 at an advanced level with the expectation that participants already have experience with the basic workflow and navigation of a TRID loan. This is a hands-on course. Each participant will be completing hands on work on a computer. Please Note: This is not a compliance seminar. The trainer cannot render compliance advice or legal advice.

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

Basic window-based computer skills
Basic knowledge of LaserPro workflow for a consumer real estate loan subject to the TRID regulation
Basic knowledge of the bank’s lending policies and practices relating to Consumer Real Estate Loans subject to the TRID Regulation

Anyone that is responsible for creating Consumer Real Estate Loan Documentation that is already experienced in doing so.

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.