SoftPro Blog

Saved You a Seat Episode 72: Select Tips & Tricks 2026 - Part 1

Written by SoftPro | 7/15/26 2:54 PM

Thank you so much to everyone who attended Episode 72 of our Saved You a Seat webinar series: Select Tips & Tricks 2026 - Part 1. This is a two-part series for the year, so be sure to keep an eye out for Part 2 later this year. In the meantime, we hope you've learned lots of helpful new tips to apply to your workflow in SoftPro Select! 

In this episode, SoftPro Training Team Lead Rhonda Webb demonstrated helpful info to make sure you're utilizing your SoftPro Select software to the fullest. Rhonda shared numerous tips and tricks, including:

  • Multi-View Tabs
  • My Work Items
    • Moving Task List
    • Viewing Others' Orders and Tasks
    • Filtering Tasks
    • Worklist View
  • Order Contacts
    • Split/Combine Contacts
    • Current Vesting Fields
    • Buyer/Seller Organization Switching
    • Funding Anticipation Dropdown Fields
    • Outgoing Wire Fields
    • Notes
  • Order History
  • Document History
  • Automation
  • View SoftPro 360 Transactions
  • Documents
    • Legal Description
    • Attachments
    • Favorites
  • Keyboard Shortcuts

Not able to join us for the live webinar? We've made a recording of Episode 72 available for you to watch below.

Stay tuned for more details on Saved You a Seat Episode 73, coming soon!

Don't miss an episode of Saved You a Seat! Subscribe to webinar notifications now to receive an email notification whenever a new episode is available!