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.
Understanding Order Contact Codes and File Balancing
Contact codes are an essential part of how the register auto-balances in Select. When data on your document (CD/HUD/CSS) changes after funds have been receipted and/or disbursed, there is a possibility for balance issues. Join this webinar to learn how to troubleshoot register balance issues by understanding how contact codes effect funding.
May 20, 2025 11:30 AM - 12:15 PM ET
May 21, 2025 2:00 PM - 2:45 PM ET
May 22, 2025 3:30 PM - 4:15 PM ET
Do you at times need to add title endorsements to different title products? Does the premium amount sometimes need to be adjusted or added? Does the lender ever ask for the endorsement charges to be grouped as a single charge on the CD/HUD or Settlement Statement, or maybe they want to see them itemized? Join us as we walk through the endorsements screen, look at CD/HUD options, and render the endorsement documents.
May 20, 2025 1:30 PM - 2:15 PM ET
May 21, 2025 10:00 AM - 10:45 AM ET
May 22, 2025 1:30 PM - 2:15 PM ET
Do your escrow holdbacks get lost in the hustle and bustle of your daily, non-stop closings? Did you know that Select can help you keep track of those escrow holdbacks? Join our session on utilizing the Reminders Report to help you track when those funds need to be released.
May 20, 2025 3:30 PM - 4:15 PM ET
May 21, 2025 12:00 PM - 12:45 PM ET
May 22, 2025 11:30 AM - 12:15 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.
Learn how to expand your list of buyers and sellers beyond the nine placeholders that ProForm allows for in the Buyer and Seller screens for those more complex transactions.
Are you re-typing information into your commitments that has already been typed in your order? Wouldn’t it be great if your exception could ask you for specific information or pull in information you have already entered elsewhere? Come join us and see how easy it is to create custom requirements and exceptions by embedding field codes in them to automatically pull information from elsewhere in your order to save you typing time and reduce the number of prompts to fill in.
Impounds and Escrows – Remitting to Lender When Net Funding
We all know the struggle is real. The lender says they are sending you one amount, forgets to tell you that they want a check back for the escrows, then sometimes sends you a different amount. How do you balance your order quickly and easily? Watch as we illustrate how easily this can be accomplished with a few simple changes in your order.
May 20, 2025 3:30 PM - 4:00 PM ET
May 21, 2025 12:00 PM - 12:30 PM ET
May 22, 2025 11:30 AM - 12:00 PM ET