Web-Based Training instruction is private, between your company and a SoftPro trainer. Because you can include more than one person from your office in the training, this option is ideal for companies that have few people who need training. To get started, simply select your desired session below or you can create your own package from the list of available sessions.

SoftPro® Select ($175 per session)
Getting Started in ProForm
Duration:
Approximately 120 Minutes
Intended Audience:
All Users
Description:
This session will provide an introduction to ProForm. We’ll review order entry, template basics, documents and the order summary to provide a good foundation for working in ProForm.
  • Navigate the ProForm Workspace
  • Search for existing orders
  • Create new orders
  • Navigate, enter and maintain orders from the express order entry screen
  • Discuss the General Screen Layout and how it applies to other ProForm screens
  • Recognize template basics
  • Demonstrate lookup table basics
  • Identify hotspot functionality on Documents
  • Perform steps to view, edit, print publish and email documents
  • Review the order summary document


Producing the Title Commitment & Policy
Duration:
Approximately 60 Minutes
Intended Audience:
Title Assistants & Officers, Abstractors or Examiners, Policy Department
Description:
This session will review the legal description, completing Schedule A and B, as well as using 360 where necessary for Closing Protection Letters and Policy Jackets.
  • Enter/edit legal descriptions
  • Select the types of policies to be issued
  • Enter requirements and exceptions
  • Complete Schedule A (buyer, lender, property, policies to be issued)
  • Complete Schedule B (requirements & exceptions)
  • Complete Schedule D (if in Texas)
  • Recognize steps to view and print documents, (view and understand what they see on the commitment and policy)
  • Prepare Invoice
  • Demonstrate the use of 360 to pull a Closing Protection Letter and Policy Jacket (if applicable)


Producing the HUD-1 Settlement Statement (Non RESPA regulated transactions)
Duration:
Approximately 90 Minutes
Intended Audience:
Escrow Officers and Assistants and Accounting and Funding Department
Description:
This session will review the steps to produce a HUD-1 and Settlement Statement for a non RESPA regulated transaction. We will review where the data is entered, where it displays, how to balance and where to generate the form from.
  • Work with Property Taxes & Assessments
  • Enter HOA payments/prorations
  • Work with Real Estate Commissions
  • Work with Lender Fees
  • Work with Reserves/Escrows/Impound
  • Receipt and Disburse
  • Work with Recording Fees & Transfer Taxes
  • Work with Additional Disbursements
  • Work with title charges
  • Balance your HUD-1 and/or Settlement Statement
  • Generate Closing Documents


Producing a Closing Disclosure Form & ALTA Settlement Statement
Duration:
Approximately 90 Minutes
Intended Audience:
Escrow Officers and Assistants, Accounting and Funding Department
Description:
This session will review the steps to enter data into ProForm to enable you to produce a Closing Disclosure Form, balancing and generating a CDF.
  • Work with Taxes & Assessments
  • Prorate and pay taxes
  • Enter HOA payments/prorations
  • Work with Real Estate Commissions
  • Split commissions between brokers
  • Split agent commissions
  • Make 3rd party payment charges
  • Work with Lender Fees
  • Enter lender fees
  • Work with Reserves/Escrows/Impound
  • Set up calculations
  • Work with Recording Fees & Transfer Taxes
  • Calculate recording fees & transfer taxes (intangible taxes, state taxes, county taxes, etc.)
  • Work with Additional Disbursements
  • Enter additional charges ie: pest inspection, survey, home warranty
  • Add misc. charges ie: survey, pest inspection
  • Calculate payoffs
  • Work with title charges
  • Enter title charges, underwriter fees ie: CPL (closing protection letter)
  • Use additional title charges screen
  • Balance your Closing Disclosure Form
  • Compare receipts and disbursements
  • Compare to lender closing instructions
  • Demonstrate Secured Receipting & Disbursing
  • Receipt funds
  • Handle shortages and/or overages
  • Refund overages
  • Post outgoing wires
  • Post ledger transfers
  • Print checks
  • Void (receipts or disbursements)
  • Generate Closing Document
  • Preview, edit and print CDF
  • Preview, edit, and print misc. closing documents
Note: This course is applicable for Accounting team members if receipt and disbursing is done by Accounting team members.


Introduction to Pro1099
Duration:
Approximately 90 Minutes
Intended Audience:
Accounting, Management
Description:
This session will provide an overview of Pro1099, from Navigating the Pro1099 Workspace to import or exporting, to accessing the IRS FIRE Website.
  • Navigate the Pro1099 Workspace
  • Discuss what a 1099-S Form is used for
  • Import or Export to Pro1099
  • Print Records and Reports
  • Set up Transmitter/Payee Information
  • Produce the IRS Submission File
  • Demonstrate how to access the IRS FIRE Website


Workflow
Duration:
Approximately 90 Minutes
Intended Audience:
Administrators, Management and Power Users
Description:
This session will provide an overview of tasks and workflow. We’ll discuss steps to set up and use workflow as well as run reports.
  • Set up Checklists Tasks
  • Set up Requested Tasks
  • Use Tasks in Templates
  • Create Workflow Processes
  • Explain the Queues and how to use them
  • Run and Interpret Reports


ProTrust and Reconciliation
Duration:
Approximately 90 Minutes
Intended Audience:
Accounting
Description:
This session will review the ProTrust Workspace. We'll work with ledgers and transactions, print checks from ProTrust and review the reconciliation process.
  • Navigate the ProTrust Workspace
  • Search for Ledgers and Transactions
  • Post, Edit and Void Transactions in the Ledgers and Transactions
  • Transfer Funds between Ledgers
  • Add and Edit Group Deposits
  • Print Checks out of ProTrust (does not include closing checks)
  • Produce Basic ProTrust Reports
  • Reconcile an Escrow Account
  • Demonstrate the 3-Way Reconciliation Process
  • Review Reconciliation Reports
  • Review ProClear for automatic transaction clearing
  • Review PositivePay to avoid fraudulent checks


Advanced Tasks & Workflow
Duration:
Approximately 90 Minutes
Intended Audience:
Management, Administrators
Description:
This class will cover reviewing your current business process and will assist with defining or helping to redefine your workflow of the different types of transactions your organization handles. This class will also cover exploring ideas for assisting with automating your tasks and workflow as well as how to make them dependent on other events happening.
  • Review relationship between Tasks and Workflow
  • Determine when to use Tasks independently and when to use in conjunction with Workflow
  • Create Workflow Processes
  • Create Workflow Steps
  • Create Workflow Tasks
  • Create Workflow Roles
  • Create Task Templates (for tasks to be used independently of Workflow)
  • Create Formulas to Assign Tasks and populate Due Dates
  • Render Task and Workflow Reports


SoftPro Administrator
Duration:
Approximately 90 Minutes
Intended Audience:
Administrators, Management and Power Users
Description:
This session is designed for the administrator in your organization to setup user specific preferences. We'll review the SPAdmin workspace, discuss permissions, Profiles, Templates and configuration Managers. SoftPro Administrator is a great session to provide the behind the scenes information for managing your SoftPro application.
  • Navigate the SPAdmin workspace
  • Create/Edit Profiles
  • Add users from Active Directory
  • Edit User preferences/Memberships
  • Add/Copy/Edit Groups
  • Discuss File Numbering Manager
  • Review Recording Fees and Transfer Taxes
  • Discuss Default template maintenance and clean-up
  • Review ReadyDoc Tree Organization
  • Maintain Look-up tables
  • Maintain Dropdown lists
  • Embed field codes into Templates and Look-up tables
  • Create/Edit Rubber Stamps


SoftPro 360
Duration:
Approximately 60 Minutes
Intended Audience:
All Users
Description:
  • Explain SoftPro 360
  • Review SoftPro Administration
  • Register within ProForm
  • Review Available Services
  • Work within your 360 queue
  • Create personalized Queue Views


Closing Insight
Duration:
Approximately 90 Minutes

3/20/2017 at 1:00pm - 2:30pm EST - Sign Up
3/23/2017 at 1:00pm - 2:30pm EST - Sign Up
4/5/2017 at 1:00pm - 2:30pm EST - Sign Up
4/10/2017 at 10:30pm - 12:00pm EST - Sign Up
4/18/2017 at 10:00pm - 11:30am EST - Sign Up
4/25/2017 at 1:00pm - 2:30pm EST - Sign Up

Intended Audience:
Closers / Escrow Officers
Description:
This session will review the Closing Insight process. Attendees will review receipt and acceptance of CDF data from the lender as well as send CDF data back to the lender.
  • Explain concepts related to Closing Insight
  • Locate where orders will be accessed
  • View new order and distinguish it as a Closing Insight Order
  • Accept the new order
  • Export Closing Disclosure data to the lender
  • Review the Closing Insight Portal


SoftPro® Standard & Enterprise ($175 per session)
Getting Started in ProForm
Duration:
Approximately 90 Minutes
Intended Audience:
All Users
Description:
This session will provide an introduction to ProForm. We'll review order entry, template basics, documents and the order summary to provide a good foundation for working in ProForm.
  • Navigate the ProForm Workspace
  • Search for existing orders
  • Review Template basics
  • Create new orders
  • Utilize the Express Order Entry Screen (Note: Express Order Entry is available in Standard if you've purchased Order Tracking. In Enterprise, Express Order Entry in included.)
  • Review data entry using the ProForm General tab
  • Demonstrate Lookup Table basics
  • Identify hotspot functionality on Documents
  • Perform steps to view, edit and print documents


Producing the Title Commitment & Policy
Duration:
Approximately 90 Minutes
Intended Audience:
Title Assistants & Officers, Abstractors or Examiners, Policy Department
Description:
This session will provide the details necessary for producing the Title Commitment and Policy in ProForm.
  • Navigate the ProForm Title Insurance tab
  • Review Data Entry Using the ProForm Title Insurance tab
  • Prepare the Title Commitment
  • Calculate Title Insurance Premiums
  • Work with Exceptions & Requirements
  • Work with Additional Title Charges
  • Issue Policies
  • Work with Endorsements
  • Create an Invoice


Producing the HUD-1 Settlement Statement (Non RESPA regulated transactions)
Duration:
Approximately 90 Minutes
Intended Audience:
Escrow Officers and Assistants and Accounting Funders
Description:
This session will provide a solid understanding of the steps to produce HUD-1 and Settlement Statement for a non RESPA regulated transaction. We will review where the data is entered, where it displays, how to balance and where to generate the form.
  • Work with Taxes & Assessments
  • Enter HOA payments/prorations
  • Work with Real Estate Commissions
  • Work with Reserves/Escrows
  • Work with Recording Fees & Transfer Taxes
  • Work with Additional Disbursements
  • Work with Payoffs
  • Work with Buyer/Seller credits
  • Balance your HUD-1 Settlement Statement
  • Generate Closing Document
  • Export to ProTrust (Standard)
  • Receipt and Disburse (Enterprise)


Producing a Closing Disclosure Form & ALTA Settlement Statement
Duration:
Approximately 90 Minutes
Intended Audience:
Escrow Officers and Assistants and Accounting Funders
Description:
This session will provide a solid understanding of the steps required to produce the Closing Disclosure Form in ProForm.
  • Work with Property Taxes & Assessments
  • Enter HOA payments/prorations
  • Work with Real Estate Commissions
  • Work with Reserves/Escrows
  • Work with Recording Fees & Transfer Taxes
  • Work with Additional Disbursements
  • Work with Payoffs
  • Work with Buyer/Seller credits
  • Balance your Closing Disclosure Form
  • Generate Closing Document
  • Export to ProTrust (Standard)
  • Receipt and Disburse (Enterprise)


Introduction to ProForm Order Tracking
Duration:
Approximately 90 Minutes
Intended Audience:
All Users
Description:
This session will provide an overview of the ProForm Order Tracking Tab (ProTrax).
  • Create new files/orders using Express Order Entry
  • Establish basic order information for documents and reports
  • Set up Checklist Track Items
  • Set up Requested Track Items
  • Discuss ReadyDocs that coincide with Order Tracking
  • Order Reports to manage your business more efficiently


Basic MS Word Merge Document Development
Duration:
Approximately 90 Minutes
Intended Audience:
All Users
Description:
This session provides a basic training of MS Word and WordPerfect Merge.
  • Set up MS Word Merge Macro (not needed in WordPerfect)
  • Identify Field Codes in ProForm to be used in Merge Document
  • Create a Merge Document in MS Word (WordPerfect), i.e. inserting field codes and prompts.
  • Save Merge Documents correctly
  • Test and correct Merge Document


ProTrust and Reconciliation
Duration:
Approximately 90 Minutes
Intended Audience:
Accounting
Description:
This session provides an introduction to ProTrust. We’ll review steps from general navigation in ProTrust to reconciliation.
  • Navigate the ProTrust Workspace
  • Search for Ledgers and Transactions
  • Work with Ledgers and Transactions
  • Transfer Funds between Ledgers
  • Work with Group Deposits
  • Print Checks out of ProTrust (does not include closing checks in Enterprise)
  • Receipt and Disburse (Standard)
  • Review Basic ProTrust Reports
  • Understanding the ProTrust Reconciliation feature
  • Step-by-step explanation of trust account reconciliation process
  • Demonstrate the 3-Way Reconciliation process
  • Produce the Reconciliation Reports
  • Demonstrate how to use ProClear for automatic transaction clearing
  • Demonstrate PositivePay to avoid fraudulent checks


Introduction to Pro1099
Duration:
Approximately 90 Minutes
Intended Audience:
Accounting, Management
Description:
This session will provide an overview of Pro1099, from Navigating the Pro1099 Workspace to import or exporting, to accessing the IRS FIRE Website.
  • Navigate the Pro1099 Workspace
  • Discuss what a 1099-S Form is used for
  • Import or Export to Pro1099
  • Print Records and Reports
  • Set up Transmitter/Payee Information
  • Produce the IRS Submission File
  • Demonstrate how to access the IRS FIRE Website


ProForm Customization & Maintenance
Duration:
Approximately 90 Minutes
Intended Audience:
Management, Administrator, Power Users
Description:
This session will help you streamline certain aspects of ProForm to make daily task more efficient.
  • Review Default template maintenance and clean-up
  • Discuss User ReadyDoc Tree organization
  • Access and edit your Merge documents (if applicable)
  • Download your underwriter specific ReadyDocs (if applicable)
  • Record Fee and Transfer Tax Tables
  • Add and Edit Look-up tables


ProForm Administrator
Duration:
Approximately 90 Minutes
Intended Audience:
Management, Administrator, Power Users
Description:
This session is designed for the administrator in your organization to setup user specific preferences. We'll review the SPAdmin workspace, discuss permissions and profiles and templates. SoftPro Administrator is a great session to provide the behind the scenes information for managing your SoftPro application.
  • Navigate the SPAdmin workspace
  • Set up a unique file/order numbering system
  • Create a password
  • Add/Edit/Delete/Copy names for users
  • Assign Permissions and Preferences
  • Edit Permissions and Preferences
  • Discuss File Numbering Set-up


SoftPro 360
Duration:
Approximately 60 Minutes
Intended Audience:
All Users
Description:
  • Explain SoftPro 360
  • Review SoftPro Administration
  • Register within ProForm
  • Review Available Services
  • Work within your 360 queue
  • Create personalized Queue Views


Closing Insight
Duration:
Approximately 90 Minutes

3/20/2017 at 1:00pm - 2:30pm EST - Sign Up
3/23/2017 at 1:00pm - 2:30pm EST - Sign Up
4/5/2017 at 1:00pm - 2:30pm EST - Sign Up
4/10/2017 at 10:30pm - 12:00pm EST - Sign Up
4/18/2017 at 10:00pm - 11:30am EST - Sign Up
4/25/2017 at 1:00pm - 2:30pm EST - Sign Up

Intended Audience:
Closers / Escrow Officers
Description:
This session will review the Closing Insight process. Attendees will review receipt and acceptance of CDF data from the lender as well as send CDF data back to the lender.
  • Explain concepts related to Closing Insight
  • Locate where orders will be accessed
  • View new order and distinguish it as a Closing Insight Order
  • Accept the new order
  • Export Closing Disclosure data to the lender
  • Review the Closing Insight Portal


If you didn't find the class you were looking for, you can build your own. We can help you customize a web class to meet your specific needs. You can even request a Question & Answer session. All Build Your Own Web Class sessions are 90 minutes in duration.