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.
Submitting the 1099 Submission File (Select Customers)
It's now time to file your 1099 records with the IRS. Please join us as we preview the records, walk through the steps to create the submission file, and submit the file to the IRS Fire website.
March 18, 2025 12:00 PM - 1:00 PM ET
March 19, 2025 2:00 PM - 3:00 PM ET
March 20, 2025 4:00 PM - 5:00 PM ET
SoftPro Remittance Report
SoftPro helps companies achieve best practice by offering users the ability to produce policies, remittance reports, and calculate underwriter splits for each order. Join us in this webinar to review how SoftPro Select’s Policy/Register Liability Report aids your organization in tracking the remittance of your premiums.
March 18, 2025 4:00 PM - 4:45 PM ET
March 19, 2025 12:00 PM - 12:45 PM ET
March 20, 2025 2:00 PM - 2:45 PM ET
Split Closings Series — Part 2: Seller Side Only (SoftPro Select Customers)
Do you get tripped up on the single sided transactions? Together, we will walk through a typical setup to show you the easiest way to balance your Seller Side Only order with the other settlement agent in your order and only see the transactions in your register that you are actually funding.
March 18, 2025 2:00 PM - 2:45 PM ET
March 19, 2025 4:00 PM - 4:45 PM ET
March 20, 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.
Submitting the 1099 Submission File (Standard & Enterprise Customers)
It's now time to file your 1099 records with the IRS. Please join us as we preview the records, walk through the steps to create the submission file, and submit the file to the IRS Fire website.
Explore the Benefits of Using Ledger Transfers
Do you currently write a large number of checks to the same vendor each month from several different ProForm files? Are you aware that there is a very easy way for you to be able to transfer the disbursements from each ProForm order into a ProTrust ledger and then issue a single check to that payee? Join us for a free 30-minute webinar to learn how you can save time, checks, and money by utilizing this funds transfer feature.
Understanding Document Attachments
Have you ever wondered if there was a way to quickly e-mail the CDF to the Lender for review right from ProForm? Is your office trying to go paperless and you need one secure location to save all important transaction documents? Join us for a free demonstration of ProForm Attachments – your virtual file folder!
March 18, 2025 12:00 PM - 12:30 PM ET
