Free SoftPro Training Webinars

Free SoftPro Training Webinars - October

Written by SoftPro | 10/2/25 12:36 PM

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

SoftPro Select Edition (For Users of SoftPro Select Edition Only)

The webinars in this section are available for registration by customers using the SoftPro Select edition only. If you are using SoftPro Standard or Enterprise, please scroll to the bottom of the page to view your available webinars. If you're not sure what edition you use, please reference the guide on the right of the screen.

Efficient Title Policy Processing: From Pro Forma to Final Policy

Whether you are new to title processing or looking to sharpen your workflow, this class is your starting point!  Learn how to create pro forma policies, merge policy jackets, and mark orders complete - all with accuracy and confidence.  Gain practical skills that streamline your process and ensure compliance every step of the way.  Join us and take the guesswork out of title policy production!

October 21, 2025 11:30 AM - 12:15 PM ET

October 22, 2025 2:00 PM - 2:45 PM ET

October 23, 2025 3:30 PM - 4:15 PM ET

 

Choosing the Right Order Action: Overlay or Template?

Did you know that you can take data from one Select order and add it to another? Unlike templates, the overlay feature allows you to pick and choose from a set list of data points to copy into your order. Join us as we walk thru the differences between copying data from an order using the "Overlay" and "Use as Template" options in SoftPro Select.

October 21, 2025 1:30 PM - 2:15 PM ET

October 22, 2025 4:00 PM - 4:45 PM ET

October 23, 2025 11:30 AM - 12:15 PM ET

Additional Title/Escrow Charges Screen - Unlock the Power

Are you using the Additional Title Charges screen to its full potential?  Discover how to streamline your fee entry process with lookup tables that auto-populate descriptions, charges, bill codes, splits and more.  Join us to learn how to set up frequently charged fees in templates or lookup tables – and see how simple it is to move title charges between CD sections with a click of a button.

October 21, 2025 3:30 PM - 4:15 PM ET

October 22, 2025 12:00 PM - 12:45 PM ET

October 23, 2025 1:30 PM - 2:15 PM ET

 

Standard & Enterprise Edition (For Users of SoftPro Standard & Enterprise Editions Only)

The webinars in this section are available for registration by customers using the SoftPro Standard or Enterprise editions only. If you are using SoftPro Select, please scroll to the top of the page to view your available webinars. If you're not sure what edition you use, please reference the guide on the right of the screen.

Preparing for a 1031 Exchange? We've Got You Covered

Navigating a 1031 Exchange doesn’t have to be complicated. Our streamlined process helps you get everything in place quickly and accurately. Learn how to automate divert seller proceeds, ensure accurate 1099 reporting, and customize your CDF and ALTA Settlement Statement with ease.  Let us help make your exchange smooth, compliant, and stress-free.

Split Closings Series - Part 1: Buyer Side Only

Do you get tripped up on single-sided transactions? Together, we will walk through a typical setup to show you the easiest way to balance your Buyer Side Only order with the other settlement agent in your order and only see the transactions in your register that you are actually funding.

Mastering HUD & CDF Conversions: Troubleshooting for Accuracy and Efficiency

In this session, we will learn how to accurately and efficiently convert escrow orders between HUD and CDF formats.  Whether you are transitioning from a HUD to a CDF or vice versa, this session will cover step-by-step procedures, common pitfalls, and troubleshooting techniques to ensure smooth data population with minimal manual effort.

October 21, 2025 3:30 PM - 4:00 PM ET

October 22, 2025 12:00 PM - 12:30 PM ET

October 23, 2025 1:30 PM - 2:00 PM ET