Navigating a 1031 Exchange doesn’t have to be complicated. Our streamlined process helps you get everything in place quickly and accurately. From creating your qualified intermediary (QI) contact and updating signature details to editing the settlement statement and assigning the 1099-S designation, we guide you every step of the way. Plus, with automatic adjustments for diverted proceeds, you can rest easy knowing your transaction is set up for success. Let us help make your exchange smooth, compliant, and stress-free.

Join us for a walkthrough on how to properly disclose itemized closing fees when they’re paid by third parties—such as lenders, mortgage brokers, or realtors—rather than the buyer or borrower. We’ll show you how to enter these charges in the “Paid by Others” column on Page 2 of the Closing Disclosure Form (CDF), using Section B as our example. You’ll learn the steps that apply across all sections, helping ensure transparency, compliance, and smooth closings every time.

Have you ever wished you could customize your lookup tables to better fit your needs? Wondered if you could add new columns, tailor tables to specific profiles, or create entirely new ones for certain fields? Join us as we show you how to unlock the full potential of lookup tables in SPAdmin. Whether you're looking to enhance existing tables or explore new possibilities, this session will give you the tools and tips to make your lookup tables truly work for you.

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

Are you tracking open and closed orders, etc. manually? Were you aware that we offer a module to do all this manual work for you?  Join us to learn how to use order tracking in ProForm to monitor tasks, run reports, and get reminders—so nothing slips through the cracks.

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

September 24, 2025 10:00 AM - 10:30 AM ET

September 25, 2025 3:30 PM - 4:00 PM ET

Do you at times need to add title endorsements or adjust premiums? Ever wonder how to show endorsement charges on the CD, HUD, or Settlement Statement—grouped or itemized? Join us for a walkthrough of the endorsements screen. See how to add endorsements, adjust premiums, display charges on CD/HUD, and render endorsement documents. This session will help you handle endorsements with ease and accuracy.

September 23, 2025 11:30 AM - 12:00 PM ET

September 24, 2025 2:00 PM - 2:30 PM ET

September 25, 2025 1;30 PM - 2:00 PM ET

Join us for an engaging session where we’ll explore the essentials of SPAdmin. This webinar will provide a practical overview of permissions and groups, helping you understand best practices for setting appropriate access levels. We’ll also dive into preferences and share helpful behind-the-scenes tips to make your SPAdmin experience more efficient and effective. Whether you're new to SPAdmin or looking to sharpen your skills, this session is for you!