Our Training Seminars are a great option for both new and experienced users looking for hands-on training directly from an experienced SoftPro trainer. ProForm Essentials, covers our flagship product, ProForm. At the end of the seminar, users should have a strong understanding of all functions within the software. To find out when a seminar is coming to your area, see the Training Seminar Schedule below.

ProForm Essentials For Select (9 am – 5 pm)*

In this seminar, you'll gain all the essentials to navigate the ProForm workspace and place orders. In addition, you'll review the steps to preview and print documents as well as produce commitments and policies. You'll complete the necessary steps to produce a closing disclosure form as well as a HUD-1 Settlement Statement. Finally, you'll review the steps on how to balance your file, as well as receipting and disbursing files from ProForm. This seminar has all you need to build a solid foundation of knowledge with ProForm.

  • Navigate the ProForm Workspace
  • Search and Create Orders
  • Preview and Print Documents
  • Prepare Commitments and Policies
  • Prepare the Closing Disclosure Forms
  • Prepare the ALTA Settlement Statements
  • Balance, Receipt and Disburse a ProForm File
* Posted course durations are approximate

ProForm and ProTrust Essentials for Standard & Enterprise (9 am – 5 pm)*

In this seminar, you’ll gain all the essentials to navigate the ProForm workspace and place orders. In addition, you'll review the steps to preview and print ReadyDocs and word merge documents, as well as produce commitments and policies. You'll complete the necessary steps to produce a closing disclosure form. Finally, you'll review the steps on how to balance your file, as well as receipting and disbursing from ProForm. This seminar has all you need to build a solid foundation of knowledge with ProForm.

  • Navigate the ProForm workspace
  • Search & Create Orders
  • Preview and Print Documents
  • Prepare Commitments & Policies
  • Prepare the Closing Disclosure Forms
  • Prepare the ALTA Settlement Statements
  • Balance, Receipt and Disburse a ProForm File
  • Navigate the ProTrust Workspace
  • Search for Ledgers and Transactions
  • Post, Edit and Void Transactions in the Ledgers
  • Transfer Funds between Ledgers
  • Add and Edit Group Deposits
  • Printing Checks from ProTrust
  • Produce ProTrust Reports
  • Reconcile
  • Producing the 3-way Reconciliation Reports
* Posted course durations are approximate

Note: The session will be taught on Enterprise. Receipting and Disbursing is done directly in ProForm for ENT but in Standard it's done in ProTrust.

Select Seminars Date Standard & Enterprise Seminars Date

Chicago, IL - Register

Lansing, MI - Register

Santa Ana, CA - Register

Kansas City, KS - Register

6/6/17

8/8/17

10/10/17

12/5/17

Columbia, SC - Register

Cincinnati, OH - Register

Charleston, SC - Register

7/11/17

9/12/17

11/6/17