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.
1099 Mid-Year Checkup for SoftPro Select Customers
Do you find yourself scrambling to meet the 1099 deadlines? Do you wish you were more prepared? Please join us as we discuss the importance of keeping up with the 1099 exception report and provide you with some how-to tips to stay on top of those pesky 1099 issues throughout the year instead of waiting until the last minute.
July 21, 2026 10:00 AM - 10:45 AM ET
July 22, 2026 3:30 PM - 4:15 PM ET
July 23, 2026 10:00 AM - 10:45 AM ET
Have you ever wanted to add highlights, notes, or even add your signature to a PDF that was already published in your order? Watch how easy it is to draw attention to key aspects of your documents utilizing the annotation features of SoftPro Select.
July 21, 2026 12:00 PM - 12:45 PM ET
July 22, 2026 1:30 PM - 2:15 PM ET
July 23, 2026 12:00 PM - 12:45 PM ET
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.
July 21, 2026 2:00 PM - 2:45 PM ET
July 22, 2026 11:30 AM - 12:15 PM ET
July 23, 2026 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.
Do you find yourself scrambling to meet the 1099 deadlines? Do you wish you were more prepared? Please join us as we discuss the importance of keeping up with the 1099 exception report and provide you with some how-to tips to stay on top of those pesky 1099 issues throughout the year instead of waiting until the last minute.
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.
ProTrust Reports - Reconciliation and Accounting Essentials
Get comfortable working with ProTrust reports and take the guesswork out of escrow reconciliations. In this course, we’ll walk through the key reports used every day to check balances, track disbursements, and make sure everything lines up the way it should. We’ll break down what the reports are telling you, how to spot when something’s off, and what to do next. By the end, you’ll feel more confident reviewing your accounts, understanding the numbers, and keeping things accurate and on track.
July 21, 2026 12:00 PM - 12:30 PM ET
July 22, 2026 11:30 AM - 12:00 PM ET
July 23, 2026 10:00 AM - 10:30 AM ET