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 will be required by bank LaserPro Administrator for registered participants. Limited seats available. Please register early.


May 1, 2025
9am-4pm


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


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 from the course.

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 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 relating to commercial loans
• A Computer with a stable internet connection. Note: It is best to use Chrome or Edge browsers to connect to a WebEx session.
• Two computer monitors (one for displaying the Webex and one for displaying your LaserPro software). This highly recommended but not required to participate.
• Access to join a WebEx Session (invitation to join the session will be provided)
• Must have the ability to talk to the instructor with access to mute feature (could consist of dialing in from a phone OR utilizing functioning speakers and microphone on the computer)
• Access to your financial institution’s LaserPro software

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. 

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.