Thank you so much to everyone who attended Episode 36 of our Saved You a Seat webinar series: Introducing SoftPro Banking. We hope that you found the demo of SoftPro Banking, our new platform for securely sending and receiving wire transfers from within SoftPro Select, to be insightful.
In this episode, SoftPro's Development Manager, Elliott Potts, and Sr. Technical Sales Manager, David Proctor, showed a demo of SoftPro Banking. They covered key benefits of the platform, including:
- Seamlessly and securely receipt incoming wires to the appropriate ledger
- Initiate wire transactions directly from SoftPro Select and, upon appropriate internal approvals, have those requests securely sent to the participating banks for processing
- Search incoming wires by numerous fields including the trust account, received date, amount, status, federal reference number, ledger ID, and originating bank
- Sophisticated security permissions that allow for the designation of specific users as "approvers" for outgoing wires as well as approval limits for those designated approvers
Not able to join us for the live webinar? We've made a recording of Episode 36 available for you to watch.
View the user guide, pricing, and more information about SoftPro Banking:
Stay tuned for more details on Saved You a Seat Episode 37, coming soon!
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