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.
Getting Ready for 1099 Filing Season
1099 filing season is just around the corner and it's time to start getting your records ready so you can meet the filing deadlines. Please join us as we walk through the step-by-step process of making sure all the required information has been entered properly so you are ready to file on time.
November 19, 2024 12:00 PM - 1:00 PM ET
November 20, 2024 3:30 PM - 4:30 PM ET
November 21, 2024 2:00 PM - 3:00 PM ET
The Documents Portal and Installing Document Bundles
Do you know how to tell if your documents are current? Did you know that you can use our Documents Portal to download any updated underwriter documents and set yourself up for automatic notifications? Join us as we walk through this process and learn how to use the documents portal to access updated land title and state packages as well.
November 19, 2024 2:00 PM - 2:45 PM ET
November 20, 2024 11:30 AM - 12:15 PM ET
November 21, 2024 4:00 PM - 4:45 PM ET
Disbursing from Ledgers in ProTrust
Are you taking advantage of Ledger Transfers to populate frequently issued disbursements, like your Revenue, Underwriter Premiums, or Recording Fees? Are you disbursing these ledgers in such a way that you then have all the reporting needs to itemize all orders and amounts contained within these disbursements? Join us in this short tutorial on how to best use the Disbursed Transfer Funds function in ProTrust to support your ProTrust Ledger Disbursement needs and also save money from using up all your check stock.
November 19, 2024 2:00 PM - 2:45 PM ET
November 20, 2024 1:30 PM - 2:15 PM ET
November 21, 2024 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.
Troubleshooting HUD to CDF/CDF to HUD Conversions
Learn the proper way to convert your escrow order from a CDF to a HUD or a HUD to a CDF with the least amount of effort and have all your data populate correctly.
November 19, 2024 12:00 PM - 12:30 PM ET
November 20, 2024 3:30 PM - 4:00 PM ET
November 21, 2024 11:30 AM - 12:00 PM ET
Getting Ready for 1099 Filing Season
1099 filing season is just around the corner and it's time to start getting your records ready so you can meet the filing deadlines. Please join us as we walk through the step-by-step process of making sure all the required information has been entered properly so you are ready to file on time.
November 19, 2024 2:00 PM - 2:45 PM ET
November 20, 2024 11:30 AM - 12:15 PM ET
November 21, 2024 9:30 AM - 10:15 AM ET
Lookup Tables Series - Part 1: Creating and Modifying Lookup Tables
Have you ever wanted to have a lookup table to house your frequently used Subdivisions or Additional Title Charges? Are your existing lookup tables a mess? Learn how to create a lookup table in any field to store the information you are repeatedly typing into your orders for easy retrieval, how to add to your existing lookup tables, and how to clean up those tables that have grown a bit out of hand.
November 19, 2024 4:00 PM - 4:30 PM ET
