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11/2/26, 8:52 AM

SoftPro Free Training Webinars - November

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.

Basic Worklist Creation

Ready to put worklists to work for you? Whether you’re looking to keep track of your own tasks or help manage your team’s workload, worklists can be a powerful tool for organizing and finding the information you need. Join us as we walk through the basics of creating a worklist in SoftPro Select. We’ll show you how to set your criteria, choose the columns you want to see, sort your results, and export your worklist to Excel. You’ll leave with the building blocks you need to start creating worklists that fit your everyday workflow.

November 17, 2026 11:30 AM - 12:15 AM ET

November 18, 2026 12:00 PM - 12:45 PM ET

November 19, 2026 3:30 PM - 4:15 PM ET


SoftPro 360 Series - Part 3: Managing the Queue

In this final session of the SoftPro 360 series, discover how to customize your queue to fit the way you work. Learn how to create and edit custom views, set up favorites for quick access, and more. Whether you're looking to save time, stay organized, or streamline your daily tasks, this course will give you the tools to transform your queue into a personalized productivity powerhouse. 

November 17, 2026 1:30 PM - 2:15 PM ET

November 18, 2026 2:00 PM - 2:45 PM ET

November 19, 2026 11:30 AM - 12:15 PM ET


Getting Ready for 1099 Filing Season for Select Customers

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 required information has been entered properly so you’re ready to file on time. Plus, we’ll give you a sneak peek at IRIS, the new IRS submission portal, and introduce you to what’s coming next for the 1099 submission process.

November 17, 2026 3:30 PM - 4:30 PM ET

November 18, 2026 10:00 AM - 11:00 AM ET

November 19, 2026 1:30 PM - 2:30 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.

Construction Loan Balancing

Construction loans don’t have to be complicated! Join us as we walk through the basics of setting up a construction loan and review key considerations for keeping your order balanced throughout the process. Whether construction loans are new to you or you could simply use a refresher, this webinar will help you better understand the basic workflow from setup through balancing.


Split Closing Series - Part 1: Buyer Side Only

Do single-sided transactions leave you second-guessing your setup? You’re not alone! In this first session of our Split Closings series, we’ll focus exclusively on the buyer side only scenario. Join us for a practical walkthrough of a typical setup, where you’ll learn the easiest way to balance your buyer side order—even when working with another settlement agent. This session is perfect for anyone looking to simplify their workflow and gain confidence in handling split closings. 


Getting Ready for 1099 Filing Season for Standard and Enterprise Customers

Are you utilizing the additional title charges screen to populate your fees? Do you have a lookup table that users can easily access to pull in descriptions and charges? See how easy it is to set up your frequently charged fees in the template or lookup table and watch how easy it is to move your title charges from one CD section to another with just a click of a button.

November 17, 2026 11:30 AM - 12:15 PM ET

November 18, 2026 2:00 PM - 2:45 PM ET

November 19, 2026 3:30 PM - 4:15 PM ET

 

Topics: Training Webinars

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Not sure which SoftPro edition you use?

Open your SoftPro software. If you see a circular house icon in the top left window as pictured below, you are using SoftPro Select and should register for a Select webinar.

Select Top Left Screenshot-1-1

If you see a house icon with a red roof, you are using SoftPro Standard or Enterprise and should register for a Standard/Enterprise webinar.

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