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Regional Seminars

Web-based Training

SoftPro's Regional Training Seminars are an effective and inexpensive option for both new and experienced users to get the high-quality, hands-on training that only a SoftPro Trainer can deliver! Our Regional Training Seminars are delivered in two information-packed courses -- ProForm Essentials and ProTrust & Reconciliation. These courses can be taken individually or as a pair. Regional Training Seminar course outlines:

Getting Started in ProForm      Getting Started in ProTrust Getting to know the ProForm Workspace Creating new orders Searching for existing orders Basic data entry using the ProForm General tab Lookup Table basics Utilizing the Express Order Entry screen Overview of viewing & printing documents Introduction to Order Tracking Getting to know the ProTrust Workspace Searching for Ledgers and Transactions Working with Ledgers and Transactions Transferring Funds between Ledgers Working with Grouped Deposits Printing Checks out of ProTrust Overview of basic ProTrust reports      Producing the Title Commitment & Policy      Reconciling a Trust Account in ProTrust Getting to know the ProForm Title Insurance tab Data entry using the ProForm Title Insurace tab Preparing the Title Commitment Calculating title insurance premiums Working with exceptions and requirements Issuing a final Long Form Policy Issuing a final Short Form Policy Working with endorsements Creating an invoice Title document generation      Producing the HUD-1 Settlement Statement Getting to know the ProForm HUD-1 & Closing tab Data entry using the ProForm HUD-1 & Closing tab Taxes and Assessments Real Estate Commissions Lender Fees Reserves/Escrows Recording Fees & Transfer Taxes Additional Disbursements Balancing your HUD-1 Settlement Statement Closing document generation Preparing and printing checks Exporting to ProTrust Understanding the ProTrust Reconcilation feature Step-by-step explanation of trust account reconciliation process Understanding the 3-Way Reconciliation process Overview of Reconciliation reports Using ProClear for automatic transaction clearing Using PositivePay to avoid fraudulent checks      Advanced ProTrust Topics Correcting common "out-of-balance" situations Working with Sweep and IOLTA accounts Working with Fee Ledgers    Regional Seminar Pricing Information $395 for 1 day Early Bird Registration Discounts Register Two Weeks in Advance and Save! $  50 OFF for Early Bird Registrations