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.
Invoicing and Aged Accounts Receivable
Are you looking for a better way to track invoiced services that are still awaiting payment? This session will introduce you to the aged accounts receivable report—a powerful tool for monitoring outstanding balances. Learn how to navigate your orders, explore key settings, and use this report to effectively manage and track your receivables.
August 19, 2025 10:00 AM - 10:45 AM ET
August 20, 2025 1:30 PM - 2:15 PM ET
August 21, 2025 12:00 PM - 12:45 PM ET
Have you been reconciling your recording fees? This webinar will walk you through the new functionality on the recording fee reconciliation process whether you e-file, mail your recorded documents in to the recording office, or walk them through the recorder's door. Learn how to run and interpret the recording fee reconciliation report and indicate in your orders that you have addressed any recording fee discrepancies. This process is done in ProForm, not ProTrust, so it is available to everyone with ProForm access.
August 19, 2025 12:00 PM - 12:45 PM ET
August 20, 2025 3:30 PM - 4:15 PM ET
August 21, 2025 10:00 AM - 10:45 AM ET
Need to correct a payment error or cancel a check that was issued by mistake? This session will walk you through the step-by-step process of voiding a check properly within the system. Learn when and why to void a check, how it affects your records, and best practices to ensure accuracy and compliance.
August 19, 2025 2:00 PM - 2:45 PM ET
August 20, 2025 11:30 AM - 12:15 PM ET
August 21, 2025 2:00 PM - 2:45 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.
Tired of retyping the same subdivisions or additional title charges into your orders? Or maybe your existing lookup tables have become cluttered and hard to manage? In this training, you'll learn how to create custom lookup tables in any field to store frequently used information for quick and easy access. We’ll also cover how to update existing tables and clean up those that have gotten a bit out of hand.
Have you encountered loan scenarios where the full amount isn’t disbursed? In this training, we’ll explore how to set up orders for partially funded loans and “closing cost only” closings—where no loan funds are disbursed. Learn the tools and options available in ProForm to handle these unique situations with confidence and accuracy.
Word Merge Basics
In this webinar, you'll gain a clear understanding of how to work with word merge documents in ProForm. We’ll walk through how to create a merge document, save it correctly, add it to the appropriate document tree, and render it from any ProForm file. Whether you're new to the process or need a refresher, this session will provide practical guidance to help you work more efficiently.
August 19, 2025 2:00 PM - 2:30 PM ET
August 20, 2025 11:30 AM - 12:00 PM ET
August 21, 2025 2:00 PM - 2:30 PM ET