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.
Optimizing Templates
Templates provide a basis for creating orders with frequently used information pre-filled, saving you lots of time on data entry. Whether you haven’t used templates yet or you’re not sure you’re using them optimally, this class is for you. In this class, we’ll review some best practices around how and when to use multiple templates, and how to manage them. We’ll also discuss how to automatically apply the appropriate templates for your order using automation.
June 17, 2025 10:00 AM - 10:45 AM ET
June 18, 2025 1:30 PM - 2:15 PM ET
June 19, 2025 2:00 PM - 2:45 PM ET
Understanding Fee Ledgers
Do you pay the same payees on a lot of your closing files? Would you like a way to cut down on the number of checks you have to cut to those payees? Join this session to learn how to set up fee ledgers to a common payee, transfer fees from various closing ledgers, disburse those ledgers, and run reports that reference back to your closing files. Think of all the time you will save cutting fewer checks!
June 17, 2025 12:00 PM - 12:45 PM ET
June 18, 2025 3:30 PM - 4:15 PM ET
June 19, 2025 10:00 AM - 10:45 AM ET
Managing Settlement Statement Rules
Do you have transactions with multiple buyers/sellers and need to calculate their costs separately? Join our free webinar to learn how to split costs between buyers and sellers, apply settlement statement rules, and keep track of money going in and out.
June 17, 2025 2:00 PM - 2:45 PM ET
June 18, 2025 11:30 AM - 12:15 PM ET
June 19, 2025 12:00 PM - 12:45 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.
CDF Settings Options
Are you aware that you have the ability to pre-set some of the options for your Closing Disclosure Form? Join us for a session on what the settings mean in the CDF option screen and how you can save time by defaulting some of these settings in your templates.
Template Creation and Management
Do you find yourself always changing or adding common information in your ProForm files? Learn how to create and update your templates to save yourself precious typing time and streamline your closing process.
Construction Loan Balancing
Do you struggle with balancing those pesky construction loans? Walk with us through the basic process to setting up a construction loan and keeping your order balanced at all times.
June 17, 2025 2:00 PM - 2:30 PM ET
