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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

Raleigh, NC

Raleigh, NC

Raleigh, NC

Raleigh, NC

Raleigh, NC

Raleigh, NC

Raleigh, NC

4/11/14

5/09/14

6/06/14

8/08/14

9/12/14

10/10/14

11/07/14

12/12/14

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