Free SoftPro Training Webinars

SoftPro Free Training Webinars - February

Written by SoftPro | 2/2/26 1:45 PM

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 for Select Customers 

It is 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.

February 17, 2026 10:00 AM - 11:00 AM ET

February 18, 2026 1:30 PM - 2:30 PM ET

February 19, 2026 2:00 PM - 3:00 PM ET

Construction Draw Series, Part 2 - Construction Financing: Funding After Closing

Join us for Funding Construction Draw After Closing, the next step in our Construction Draw Series! This session dives into the post-closing process, covering everything from draw requests to timely disbursements. Learn best practices to keep projects moving smoothly and ensure customer satisfaction. 

February 17, 2026 12:00 PM - 12:45 PM ET

February 18, 2026 3:30 PM - 4:15 PM ET

February 19, 2026 10:00 AM - 10:45 AM ET

Order Basics: Creating New Orders, Using Templates, and Overlaying Orders 

New to creating orders or just want a quick refresher? Join us and we’ll walk through the basics together. You’ll see how to open a new order, use templates to get started faster, and overlay an order when changes need to be made.

February 17, 2026 2:00 PM - 2:45 PM ET

February 18, 2026 11:30 AM - 12:15 PM ET

February 19, 2026 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 for Standard and Enterprise Customers 

1099 filing season is just around the corner and it is 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.

Commercial Transactions Made Simple 

Do commercial closings feel intimidating? Then this webinar is for you!  We’ll walk through a commercial settlement statement step by step, using a closing disclosure–style layout to keep things simple and logical. Along the way, we’ll talk through common charges, credits, and prorations using clear explanations and easy examples.

Grouped Disbursements and Flex Checks 

Did you know the disbursements you group together by DS code can be seen on the Grouped Disbursement screen in ProForm? Did you also know you can use Flex checks to not only edit disbursements separate from the CDF, but to edit your Group Disbursements?  Join us as we demonstrate Flex checks and what they can do to make the receipting and disbursing process a breeze!

February 17, 2026 12:00 PM - 12:30 PM ET

February 18, 2026 3:30 PM - 4:00 PM ET

February 19, 2026 10:00 AM - 10:30 AM ET