8/23/19 9:12 AM

Free SoftPro Training Webinars - September 2019

Read more below for a list of free training webinars offered to SoftPro Select, Standard & Enterprise users.

Free Select Training Webinars

Utilizing the Group Deposit Feature

Is your accounting department struggling with balancing your daily deposits? Are they utilizing the Group Deposit feature in SoftPro Select? Let's take a look together at how utilizing this feature to mimic your transactions at your financial institution can ease this burden of daily reconciliation for your financial department. 

September 24, 2019 3:00 PM - 3:45 PM EDT

September 25, 2019 12:00 PM - 12:45 PM EDT

September 26, 1:00 PM - 1:45 PM EDT


Reconciling Your Recording Fees

Have you been reconciling your recording fees? This webinar will walk you through the new functionality on the recording fee reconciliation process if you e-file, mail your recorded documents in to the recording office or walk them through the recorders door. Learn how to run and interpret the Recording Fee Reconciliation report and indicate in your orders that you have addressed any recording fee discrepancies. This process is done in ProForm not ProTrust, so it's available to everyone with ProForm access.

September 25, 2019 4:00 PM - 4:45 PM EDT

September 26, 2019 11:30 AM - 12:15 PM EDT


Introduction to SoftPro LIVE

SoftPro LIVE is a customizable transaction management tool that allows you to provide all authorized parties secure access to the status, documents and communication of your files. Information can be accessed through the internet 24 hours a day, seven days a week. Watch this quick demo to see if this is something that might be useful to your organization.

September 24, 2019 11:30 AM - 12:15 PM EDT

September 25, 2019 2:00 PM - 2:45 PM EDT

September 26, 2019 3:00 PM - 3:45 PM EDT 


Free Standard & Enterprise Training Webinars

Changing Trust Account Codes

Oh no, I chose the wrong trust account! Does this sound familiar to you? What do you do now? Join us in this informative session where we will walk you through what you may encounter when choosing the incorrect trust account and how you resolve it.

September 24, 2019 3:00 PM - 3:45 PM EDT

September 25, 2019 12:00 PM - 12:45 PM EDT

September 26, 2019 1:00 PM - 1:45 PM EDT


Toolbar and Keyboard Shortcuts Review

Do you know all your shortcuts to help save you time and keystrokes? Did you know that pressing Ctrl + D inserts today's Date, or that Ctrl + Z expands a flow of text field so you can see more information. Have you noticed the new icon that looks like a scanner next to the 360 circle? It allows you to quickly attach documents directly to your order! Come join us on this walk-through of the toolbar and exploring all of the keyboard shortcuts that can change the way you work in your system.

September 24, 2019 1:00 PM - 1:45 PM EDT

September 25, 2019 4:00 PM - 4:45 PM EDT 

September 26, 2019 11:30 AM - 12:15 PM EDT


ProDesign Overview

Are you currently in charge of creating or updating documents for use in Enterprise or Standard? Join us in this demonstration of how ProDesign can assist with best practices and streamline the development, maintenance and testing of your in-house created documents. Please note: this is not a document development training class, this is a ProDesign class to streamline any document development you may do or may wish you could do. Note: ProDesign is an additional module for purchase, should you wish to design new documents or change the design of existing documents. 

September 24, 2019 11:30 AM - 12:15 PM EDT

September 25, 2019 2:00 PM - 2:45 PM EDT

September 26, 2019 3:00 PM - 3:45 PM EDT 

Topics: Training

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Not sure which SoftPro edition you use?

Open your SoftPro software. If you see a circular house icon in the top left window as pictured below, you are using SoftPro Select and should register for a Select webinar.

Select Top Left Screenshot-1-1

If you do not see the circular house icon above, you are running either SoftPro Standard or Enterprise and should register for a Standard/Enterprise webinar.