SoftPro Training Center

SoftPro Training | Regional Training Seminars | Web-Based Training | On-Site Training

Our Regional Training Seminars are a great option for both new and experienced users running SoftPro Standard. You'll receive hands-on training, directly from an experienced SoftPro trainer. Session 1, ProForm Essentials, covers our flagship product ProForm. Session 2, ProTrust & Reconciliation, covers how to use SoftPro to manage your trust accounts. At the end of the seminar, users should have a strong understanding of all the functions within the software. Please see the Regional Seminar Schedule below.

On the Road Seminar Location:

Date:

Raleigh, NC

5/20/13

6/7/13

7/12/13

8/12/13

9/13/13

10/18/13

11/8/13

12/6/13

Session 1: ProForm Essentials
(9am - 3pm with lunch break):

Session 2: ProTrust Essentials
(3pm - 5pm):

Getting Started in ProForm
Creating New Orders
Searching for Existing Orders
Basic Data Entry using the ProForm General Tab
Lookup Table Basics
Introduction to Documents
Overview of Viewing & Printing Documents
Producing the Title Commitment & Policy using the Title Insurance Tab
Calculating Title Insurance Premiums
Working with Requirements and Exceptions
Issuing a Final Long Form Policy
Producing the HUD-1 Settlement Statement using the HUD-1 and Closing Tab
Closing Document Generation
Preparing and Printing Checks
Exporting to ProTrust

Getting Started in ProTrust
Searching for Ledgers and Transactions
Working with Ledgers and Transactions
Transferring Funds between Ledgers
Printing Checks out of ProTrust
Overview of Basic ProTrust Reports
Reconciling a Trust Account in ProTrust
Overview of Reconciliation Reports