We are in the process of converting from Compliance One Mortgage to LaserPro. One of the concerns I have with LP is that any state required disclosures do not pull in automatically. This is quite disappointing as our current system, Compliance One Mortgage, pulls those in automatically.

My question is: do you have built templates for each type of TX loan transaction requiring certain state disclosure? Such as a template for "refi TX Home Equity loan" "TX Home Equity loan", "TX Construction loan", etc...

I am just trying to get an understanding of how other banks handle the templates in LP.

Many thanks in advance for your comments!

Our state disclosures pull in without issue. I wasn't here when we built/setup the program though. I've just tweaked it down over the last 13 years to be as dummy proof as it can be. Of course, we only make loans to borrowers in Texas, not elsewhere so if you interstate lend, I can't speak to that.