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SOFTPRO SUPPORT
You can contact our Solutions Center via three available options: 1. Submit via SoftPro 360. 2. Email support@softprocorp.com. 3. Call 800-848-0143 ext. 3. Once you are contacted by a Support Analyst, we’ll initiate a remote connection to help resolve your question.Click
SOFTPRO ONLINE SUPPORT To use ScreenConnect, enter your code below: You will be asked to allow your Support Analyst to view or control your computer, but you will always have overriding controlCLIENT INSTALLATION
Client Installation. Before beginning, make sure you close all applications. Click the client setup.exe (from the specified location). Any necessary components that are not already on your computer will be installed before continuing to the client installation. (e.g., - Visual C++ Runtime Libraries (x86) and .NET Framework 4.0) Click Install toPROFORM USER GUIDE
ProForm User Guide SoftPro Select 4.0 | Friday, August 21, 2015 4800 Falls of Neuse Road, Suite 400 | Raleigh, NC 27609 p (800) 848-0143 | f (919) 755-8350 | www.softprocorp.comFORMULA EDITOR
Entering "TaskDueDate" Formulas. Use the pre-defined TaskDueDate in the formula editor to create calculations in the Checklist and Requested Task Screens Due Date fields. Parameters change depending on if it is a Requested Due Date, Requested Task Received Due Date, or Checklist Task Due Date.. Select TaskDueDate from the drop-down. Enter the information in the parameters. PROPOSED CHANGES TO 2021 ALTA POLICIES AND COMMITMENT FORMS Recently, the American Land Title Association (ALTA) announced proposed changes to the 2021 ALTA Commitment, Loan Policy and Owner's Policy. These proposed form changes are available to download and review and are open to public comments through December 31, 2020. MANAGING SIGNATURE SOLUTIONS ORDERS IN SOFTPRO 360 2.23.11 1 Managing Signature Solutions Orders in SoftPro 360 How to submit an order to Signature Solutions Signature Solutions, a title services vendor, can be found under the service Title Services.Double click on Signature Solutions, or highlight and click on the Submit button, to submit a transaction to this vendor. PROFORM - CONVERTING AN ORDER FROM CDF TO HUD Converting a CDF Order to a HUD Order Page 6 of 8 05/25/2018 • 4800 Falls of Neuse Road, Suite 400 • Raleigh, NC 27609 • Sales & Service: 800-848-0143 • Email: sales@softprocorp.com • Web: www.softprocorp.com Select the Payor code: and the Line number for the Earnest Money. Select Next. A prompt will indicate that the existing funds will be removed from the CDF. RE-OPENING A CDF ORDER AS A HUD-1 (V21) 5h 2shqlqj d &') 2ughu dv d +8' 3djh ri )doov ri 1hxvh 5rdg 6xlwh 5dohljk 1& 6dohv 6huylfh (pdlo vdohv#vriwsurfrus frp :he zzz vriwsurfrus frp 127( ,i \rx zrxog olnh wr xvh wkh vdph iloh qdph qxpehu dv wkh ruljlqdo &') rughu \rx pxvw REAL ESTATE CLOSING & TITLE SOFTWARE The most trusted provider of real estate closing, title and escrow software. SoftPro is the industry leader in providing real estate closing and title insurance software solutions. With more than 14,000 customer sites and over 60,000 users nationwide, our software has been recognized by the American Business Awards every year since 2007 forSOFTPRO SUPPORT
You can contact our Solutions Center via three available options: 1. Submit via SoftPro 360. 2. Email support@softprocorp.com. 3. Call 800-848-0143 ext. 3. Once you are contacted by a Support Analyst, we’ll initiate a remote connection to help resolve your question.Click
SOFTPRO ONLINE SUPPORT To use ScreenConnect, enter your code below: You will be asked to allow your Support Analyst to view or control your computer, but you will always have overriding controlCLIENT INSTALLATION
Client Installation. Before beginning, make sure you close all applications. Click the client setup.exe (from the specified location). Any necessary components that are not already on your computer will be installed before continuing to the client installation. (e.g., - Visual C++ Runtime Libraries (x86) and .NET Framework 4.0) Click Install toPROFORM USER GUIDE
ProForm User Guide SoftPro Select 4.0 | Friday, August 21, 2015 4800 Falls of Neuse Road, Suite 400 | Raleigh, NC 27609 p (800) 848-0143 | f (919) 755-8350 | www.softprocorp.comFORMULA EDITOR
Entering "TaskDueDate" Formulas. Use the pre-defined TaskDueDate in the formula editor to create calculations in the Checklist and Requested Task Screens Due Date fields. Parameters change depending on if it is a Requested Due Date, Requested Task Received Due Date, or Checklist Task Due Date.. Select TaskDueDate from the drop-down. Enter the information in the parameters. PROPOSED CHANGES TO 2021 ALTA POLICIES AND COMMITMENT FORMS Recently, the American Land Title Association (ALTA) announced proposed changes to the 2021 ALTA Commitment, Loan Policy and Owner's Policy. These proposed form changes are available to download and review and are open to public comments through December 31, 2020. MANAGING SIGNATURE SOLUTIONS ORDERS IN SOFTPRO 360 2.23.11 1 Managing Signature Solutions Orders in SoftPro 360 How to submit an order to Signature Solutions Signature Solutions, a title services vendor, can be found under the service Title Services.Double click on Signature Solutions, or highlight and click on the Submit button, to submit a transaction to this vendor. PROFORM - CONVERTING AN ORDER FROM CDF TO HUD Converting a CDF Order to a HUD Order Page 6 of 8 05/25/2018 • 4800 Falls of Neuse Road, Suite 400 • Raleigh, NC 27609 • Sales & Service: 800-848-0143 • Email: sales@softprocorp.com • Web: www.softprocorp.com Select the Payor code: and the Line number for the Earnest Money. Select Next. A prompt will indicate that the existing funds will be removed from the CDF. RE-OPENING A CDF ORDER AS A HUD-1 (V21) 5h 2shqlqj d &') 2ughu dv d +8' 3djh ri )doov ri 1hxvh 5rdg 6xlwh 5dohljk 1& 6dohv 6huylfh (pdlo vdohv#vriwsurfrus frp :he zzz vriwsurfrus frp 127( ,i \rx zrxog olnh wr xvh wkh vdph iloh qdph qxpehu dv wkh ruljlqdo &') rughu \rx pxvwSOFTPRO SELECT
SoftPro Select is fully customizable and configurable for your specific needs. Whether your office does only residential, commercial or both types of closings, SoftPro Select can provide you maximum flexibility and efficiency you’ve never seen before! Fully automatedprogram
REAL ESTATE SOFTWARE SOLUTIONS Our closing, title and escrow software solutions are designed with you in mind. Data is entered just once and carried throughout the entire SoftPro application. You can build a product suite that’s best for you with a variety of modules for your specific needs. Closing, Title and Escrow Production. Store data and generate forms for every CONTACT US | SOFTPRO USPS – Regular Mail SoftPro, LLC P.O. Box 745768 Atlanta, GA30374-5768
GENERATING REPORTS
Generating Reports Page 2 of 4 11/21/2016 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800 -848 0143 Email: sales@softprocorp.com Web: www.softprocorp.com By selecting the push-pin icon, you can pin the reports list in an open position and prevent the list from PROFORM PREPARING A COMMITMENT ProForm – Preparing a Commitment Page 5 of 8 11/21/2016 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800-848 0143 Email: sales@softprocorp.com Web: www.softprocorp.com Commitment – Schedule B1, B2 Add items by highlighting either the Requirements or Exceptions folder, select the + button, enter the code or select the Code hyperlink to access the PROFORM - SELLER PROCEEDS SPLIT AND 1099 - SOFTPRO Seller Proceeds Split and 1099-S Page 1 of 2 03/15/2018/ • 4800 Falls of Neuse Road, Suite 400 • Raleigh, NC 27609 • Sales & Service: 800-848-0143 • Email: sales@softprocorp.com • Web: www.softprocorp.com Seller Proceeds Split and 1099-S screen PROFORM - CREATING DOCUMENT HYPERLINKS Creating Document Hyperlinks via Rich-Text Dialogs Page 2 of 3 03/15/2018 • 4800 Falls of Neuse Road, Suite 400 • Raleigh, NC 27609 • Sales & Service: 800-848-0143 • Email: sales@softprocorp.com • Web: www.softprocorp.comCHANGING MY SCREENS
Changing MyScreens Page 1 of 1 07/11/2019 4800 Falls of Neuse Road, Suite 600 Raleigh, NC 27609 Sales & Service: 800 -848 0143 Email: sales@softprocorp.com Web: www.softprocorp.com Changing My Screens My Screens are located in the Order ribbon in SoftPro RECEIPTING IN THE DUE DILIGENCE FEE AND DISBURSING IT TO ProForm - Receipting in the Earnest Money and Due Diligence Fee and disbursing the Due Diligence Fee to the Seller. Page 1 of 6 06/15/2018 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800 -848 0143 Email: sales@softprocorp.com Web: www.softprocorp.com CREATING A MERGE DOCUMENT &uhdwlqj d 0hujh 'rfxphqw 3djh ri )doov ri 1hxvh 5rdg 6xlwh 5dohljk 1& 6dohv 6huylfh (pdlo vdohv#vriwsurfrus frp :he zzz vriwsurfrus frp 0(5*( '2&80(176 2yhuylhz $ phujh grfxphqw lv fuhdwhg xvlqj :rug3huihfw ru 0lfurvriw :rug mxvw olnh \rx zrxog fuhdwh dq\ rwkhu REAL ESTATE CLOSING & TITLE SOFTWARE The most trusted provider of real estate closing, title and escrow software. SoftPro is the industry leader in providing real estate closing and title insurance software solutions. With more than 14,000 customer sites and over 60,000 users nationwide, our software has been recognized by the American Business Awards every year since 2007 forSOFTPRO SUPPORT
You can contact our Solutions Center via three available options: 1. Submit via SoftPro 360. 2. Email support@softprocorp.com. 3. Call 800-848-0143 ext. 3. Once you are contacted by a Support Analyst, we’ll initiate a remote connection to help resolve your question.Click
SOFTPRO ONLINE SUPPORT To use ScreenConnect, enter your code below: You will be asked to allow your Support Analyst to view or control your computer, but you will always have overriding controlCLIENT INSTALLATION
Client Installation. Before beginning, make sure you close all applications. Click the client setup.exe (from the specified location). Any necessary components that are not already on your computer will be installed before continuing to the client installation. (e.g., - Visual C++ Runtime Libraries (x86) and .NET Framework 4.0) Click Install toFORMULA EDITOR
Entering "TaskDueDate" Formulas. Use the pre-defined TaskDueDate in the formula editor to create calculations in the Checklist and Requested Task Screens Due Date fields. Parameters change depending on if it is a Requested Due Date, Requested Task Received Due Date, or Checklist Task Due Date.. Select TaskDueDate from the drop-down. Enter the information in the parameters.PROFORM USER GUIDE
ProForm User Guide SoftPro Select 4.0 | Friday, August 21, 2015 4800 Falls of Neuse Road, Suite 400 | Raleigh, NC 27609 p (800) 848-0143 | f (919) 755-8350 | www.softprocorp.com PROPOSED CHANGES TO 2021 ALTA POLICIES AND COMMITMENT FORMS Recently, the American Land Title Association (ALTA) announced proposed changes to the 2021 ALTA Commitment, Loan Policy and Owner's Policy. These proposed form changes are available to download and review and are open to public comments through December 31, 2020. MANAGING SIGNATURE SOLUTIONS ORDERS IN SOFTPRO 360 2.23.11 1 Managing Signature Solutions Orders in SoftPro 360 How to submit an order to Signature Solutions Signature Solutions, a title services vendor, can be found under the service Title Services.Double click on Signature Solutions, or highlight and click on the Submit button, to submit a transaction to this vendor. PROFORM - CONVERTING AN ORDER FROM CDF TO HUD Converting a CDF Order to a HUD Order Page 6 of 8 05/25/2018 • 4800 Falls of Neuse Road, Suite 400 • Raleigh, NC 27609 • Sales & Service: 800-848-0143 • Email: sales@softprocorp.com • Web: www.softprocorp.com Select the Payor code: and the Line number for the Earnest Money. Select Next. A prompt will indicate that the existing funds will be removed from the CDF. RE-OPENING A CDF ORDER AS A HUD-1 (V21) 5h 2shqlqj d &') 2ughu dv d +8' 3djh ri )doov ri 1hxvh 5rdg 6xlwh 5dohljk 1& 6dohv 6huylfh (pdlo vdohv#vriwsurfrus frp :he zzz vriwsurfrus frp 127( ,i \rx zrxog olnh wr xvh wkh vdph iloh qdph qxpehu dv wkh ruljlqdo &') rughu \rx pxvw REAL ESTATE CLOSING & TITLE SOFTWARE The most trusted provider of real estate closing, title and escrow software. SoftPro is the industry leader in providing real estate closing and title insurance software solutions. With more than 14,000 customer sites and over 60,000 users nationwide, our software has been recognized by the American Business Awards every year since 2007 forSOFTPRO SUPPORT
You can contact our Solutions Center via three available options: 1. Submit via SoftPro 360. 2. Email support@softprocorp.com. 3. Call 800-848-0143 ext. 3. Once you are contacted by a Support Analyst, we’ll initiate a remote connection to help resolve your question.Click
SOFTPRO ONLINE SUPPORT To use ScreenConnect, enter your code below: You will be asked to allow your Support Analyst to view or control your computer, but you will always have overriding controlCLIENT INSTALLATION
Client Installation. Before beginning, make sure you close all applications. Click the client setup.exe (from the specified location). Any necessary components that are not already on your computer will be installed before continuing to the client installation. (e.g., - Visual C++ Runtime Libraries (x86) and .NET Framework 4.0) Click Install toFORMULA EDITOR
Entering "TaskDueDate" Formulas. Use the pre-defined TaskDueDate in the formula editor to create calculations in the Checklist and Requested Task Screens Due Date fields. Parameters change depending on if it is a Requested Due Date, Requested Task Received Due Date, or Checklist Task Due Date.. Select TaskDueDate from the drop-down. Enter the information in the parameters.PROFORM USER GUIDE
ProForm User Guide SoftPro Select 4.0 | Friday, August 21, 2015 4800 Falls of Neuse Road, Suite 400 | Raleigh, NC 27609 p (800) 848-0143 | f (919) 755-8350 | www.softprocorp.com PROPOSED CHANGES TO 2021 ALTA POLICIES AND COMMITMENT FORMS Recently, the American Land Title Association (ALTA) announced proposed changes to the 2021 ALTA Commitment, Loan Policy and Owner's Policy. These proposed form changes are available to download and review and are open to public comments through December 31, 2020. MANAGING SIGNATURE SOLUTIONS ORDERS IN SOFTPRO 360 2.23.11 1 Managing Signature Solutions Orders in SoftPro 360 How to submit an order to Signature Solutions Signature Solutions, a title services vendor, can be found under the service Title Services.Double click on Signature Solutions, or highlight and click on the Submit button, to submit a transaction to this vendor. PROFORM - CONVERTING AN ORDER FROM CDF TO HUD Converting a CDF Order to a HUD Order Page 6 of 8 05/25/2018 • 4800 Falls of Neuse Road, Suite 400 • Raleigh, NC 27609 • Sales & Service: 800-848-0143 • Email: sales@softprocorp.com • Web: www.softprocorp.com Select the Payor code: and the Line number for the Earnest Money. Select Next. A prompt will indicate that the existing funds will be removed from the CDF. RE-OPENING A CDF ORDER AS A HUD-1 (V21) 5h 2shqlqj d &') 2ughu dv d +8' 3djh ri )doov ri 1hxvh 5rdg 6xlwh 5dohljk 1& 6dohv 6huylfh (pdlo vdohv#vriwsurfrus frp :he zzz vriwsurfrus frp 127( ,i \rx zrxog olnh wr xvh wkh vdph iloh qdph qxpehu dv wkh ruljlqdo &') rughu \rx pxvwSOFTPRO SELECT
SoftPro Select is fully customizable and configurable for your specific needs. Whether your office does only residential, commercial or both types of closings, SoftPro Select can provide you maximum flexibility and efficiency you’ve never seen before! Fully automatedprogram
REAL ESTATE SOFTWARE SOLUTIONS Our closing, title and escrow software solutions are designed with you in mind. Data is entered just once and carried throughout the entire SoftPro application. You can build a product suite that’s best for you with a variety of modules for your specific needs. Closing, Title and Escrow Production. Store data and generate forms for every CONTACT US | SOFTPRO USPS – Regular Mail SoftPro, LLC P.O. Box 745768 Atlanta, GA30374-5768
FREE SOFTPRO TRAINING WEBINARS Free SoftPro Training Webinars - March. Read more below for a list of free training webinars offered to SoftPro Select, Standard & Enterprise users. Stay up-to-date on our free training webinars. PROPOSED CHANGES TO 2021 ALTA POLICIES AND COMMITMENT FORMS Recently, the American Land Title Association (ALTA) announced proposed changes to the 2021 ALTA Commitment, Loan Policy and Owner's Policy. These proposed form changes are available to download and review and are open to public comments through December 31, 2020.GENERATING REPORTS
Generating Reports Page 2 of 4 11/21/2016 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800 -848 0143 Email: sales@softprocorp.com Web: www.softprocorp.com By selecting the push-pin icon, you can pin the reports list in an open position and prevent the list from PROFORM PREPARING A COMMITMENT ProForm – Preparing a Commitment Page 5 of 8 11/21/2016 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800-848 0143 Email: sales@softprocorp.com Web: www.softprocorp.com Commitment – Schedule B1, B2 Add items by highlighting either the Requirements or Exceptions folder, select the + button, enter the code or select the Code hyperlink to access the PROFORM - SELLER PROCEEDS SPLIT AND 1099 - SOFTPRO Seller Proceeds Split and 1099-S Page 1 of 2 03/15/2018/ • 4800 Falls of Neuse Road, Suite 400 • Raleigh, NC 27609 • Sales & Service: 800-848-0143 • Email: sales@softprocorp.com • Web: www.softprocorp.com Seller Proceeds Split and 1099-S screen RECEIPTING IN THE DUE DILIGENCE FEE AND DISBURSING IT TO ProForm - Receipting in the Earnest Money and Due Diligence Fee and disbursing the Due Diligence Fee to the Seller. Page 1 of 6 06/15/2018 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800 -848 0143 Email: sales@softprocorp.com Web: www.softprocorp.comCHANGING MY SCREENS
Changing MyScreens Page 1 of 1 07/11/2019 4800 Falls of Neuse Road, Suite 600 Raleigh, NC 27609 Sales & Service: 800 -848 0143 Email: sales@softprocorp.com Web: www.softprocorp.com Changing My Screens My Screens are located in the Order ribbon in SoftPro REAL ESTATE CLOSING & TITLE SOFTWARE The most trusted provider of real estate closing, title and escrow software. SoftPro is the industry leader in providing real estate closing and title insurance software solutions. With more than 14,000 customer sites and over 60,000 users nationwide, our software has been recognized by the American Business Awards every year since 2007 forSOFTPRO SELECT
SoftPro Select is fully customizable and configurable for your specific needs. Whether your office does only residential, commercial or both types of closings, SoftPro Select can provide you maximum flexibility and efficiency you’ve never seen before! Fully automatedprogram
SOFTPRO ONLINE SUPPORT To use ScreenConnect, enter your code below: You will be asked to allow your Support Analyst to view or control your computer, but you will always have overriding control SOFTPRO DOCUMENTS PORTAL! SoftPro is the industry leader in providing real estate closing and title insurance software solutions. With more than 14,000 customer sites and over 60,000 users nationwide, our software has been recognized by the American Business Awards every year since 2007 for winning awards in Superior Customer Service, Support and ProductDevelopment.
FREE SOFTPRO TRAINING WEBINARS Free SoftPro Training Webinars - March. Read more below for a list of free training webinars offered to SoftPro Select, Standard & Enterprise users. Stay up-to-date on our free training webinars.CLIENT INSTALLATION
Client Installation. Before beginning, make sure you close all applications. Click the client setup.exe (from the specified location). Any necessary components that are not already on your computer will be installed before continuing to the client installation. (e.g., - Visual C++ Runtime Libraries (x86) and .NET Framework 4.0) Click Install toPROFORM USER GUIDE
ProForm User Guide SoftPro Select 4.0 | Friday, August 21, 2015 4800 Falls of Neuse Road, Suite 400 | Raleigh, NC 27609 p (800) 848-0143 | f (919) 755-8350 | www.softprocorp.comFORMULA EDITOR
Entering "TaskDueDate" Formulas. Use the pre-defined TaskDueDate in the formula editor to create calculations in the Checklist and Requested Task Screens Due Date fields. Parameters change depending on if it is a Requested Due Date, Requested Task Received Due Date, or Checklist Task Due Date.. Select TaskDueDate from the drop-down. Enter the information in the parameters. PROPOSED CHANGES TO 2021 ALTA POLICIES AND COMMITMENT FORMS Recently, the American Land Title Association (ALTA) announced proposed changes to the 2021 ALTA Commitment, Loan Policy and Owner's Policy. These proposed form changes are available to download and review and are open to public comments through December 31, 2020. 1031 EXCHANGE SETUP FOR A HUD-1 SETTLEMENT STATEMENT 1031 Exchange Setup for a HUD-1 Settlement Type Page 2 of 3 8/13/2018 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800 -848 0143 Email: sales@softprocorp.com Web: www.softprocorp.com Drawing Documents FIRST: Draw all appropriate documents that require ONLY the Buyer/Seller’s signature (i.e. deeds) SECOND: When you are ready to draw all other documents that REAL ESTATE CLOSING & TITLE SOFTWARE The most trusted provider of real estate closing, title and escrow software. SoftPro is the industry leader in providing real estate closing and title insurance software solutions. With more than 14,000 customer sites and over 60,000 users nationwide, our software has been recognized by the American Business Awards every year since 2007 forSOFTPRO SELECT
SoftPro Select is fully customizable and configurable for your specific needs. Whether your office does only residential, commercial or both types of closings, SoftPro Select can provide you maximum flexibility and efficiency you’ve never seen before! Fully automatedprogram
SOFTPRO ONLINE SUPPORT To use ScreenConnect, enter your code below: You will be asked to allow your Support Analyst to view or control your computer, but you will always have overriding control SOFTPRO DOCUMENTS PORTAL! SoftPro is the industry leader in providing real estate closing and title insurance software solutions. With more than 14,000 customer sites and over 60,000 users nationwide, our software has been recognized by the American Business Awards every year since 2007 for winning awards in Superior Customer Service, Support and ProductDevelopment.
FREE SOFTPRO TRAINING WEBINARS Free SoftPro Training Webinars - March. Read more below for a list of free training webinars offered to SoftPro Select, Standard & Enterprise users. Stay up-to-date on our free training webinars.CLIENT INSTALLATION
Client Installation. Before beginning, make sure you close all applications. Click the client setup.exe (from the specified location). Any necessary components that are not already on your computer will be installed before continuing to the client installation. (e.g., - Visual C++ Runtime Libraries (x86) and .NET Framework 4.0) Click Install toPROFORM USER GUIDE
ProForm User Guide SoftPro Select 4.0 | Friday, August 21, 2015 4800 Falls of Neuse Road, Suite 400 | Raleigh, NC 27609 p (800) 848-0143 | f (919) 755-8350 | www.softprocorp.comFORMULA EDITOR
Entering "TaskDueDate" Formulas. Use the pre-defined TaskDueDate in the formula editor to create calculations in the Checklist and Requested Task Screens Due Date fields. Parameters change depending on if it is a Requested Due Date, Requested Task Received Due Date, or Checklist Task Due Date.. Select TaskDueDate from the drop-down. Enter the information in the parameters. PROPOSED CHANGES TO 2021 ALTA POLICIES AND COMMITMENT FORMS Recently, the American Land Title Association (ALTA) announced proposed changes to the 2021 ALTA Commitment, Loan Policy and Owner's Policy. These proposed form changes are available to download and review and are open to public comments through December 31, 2020. 1031 EXCHANGE SETUP FOR A HUD-1 SETTLEMENT STATEMENT 1031 Exchange Setup for a HUD-1 Settlement Type Page 2 of 3 8/13/2018 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800 -848 0143 Email: sales@softprocorp.com Web: www.softprocorp.com Drawing Documents FIRST: Draw all appropriate documents that require ONLY the Buyer/Seller’s signature (i.e. deeds) SECOND: When you are ready to draw all other documents that CONTACT US | SOFTPRO USPS – Regular Mail SoftPro, LLC P.O. Box 745768 Atlanta, GA30374-5768
SOFTPRO TRAINING
Have a SoftPro Trainer come to your office with a customized training program built for you and your staff. SoftPro Consulting can be purchased in two ways - hourly remote web sessions for targeted requests or onsite for a more in-depth approach. Hourly consultations are typically used when there is a specific topic request. SOFTPRO HOSTED SOFTWARE SoftPro Hosted. Fully customizable and configurable for your specific needs. SoftPro Hosted software is a robust solution without the need for IT. SoftPro Hosted gives you all the same features and functionality of SoftPro Select, without the IT costs. Let SoftPro PROPOSED CHANGES TO 2021 ALTA POLICIES AND COMMITMENT FORMS Recently, the American Land Title Association (ALTA) announced proposed changes to the 2021 ALTA Commitment, Loan Policy and Owner's Policy. These proposed form changes are available to download and review and are open to public comments through December 31, 2020.PROTRUST USER GUIDE
ProTrust User Guide SoftPro Select 4.0 | Friday, August 21, 2015 4800 Falls of Neuse Road, Suite 400 | Raleigh, NC 27609 p (800) 848-0143 | f (919) 755-8350 | www.softprocorp.com SOFTPRO ADMINISTRATOR USER GUIDE SOFTPRO SELECT 4.0 –SOFTPRO ADMINISTRATOR USER GUIDE 7/31/2015 6 SPAdmin Use SPAdmin to control SoftPro Select security and other global settings. What you can do with SPAdmin: Define users and groups. Define organizational profiles. Define roles. Assign permissions. Create and edit Lookup tables. Set up an order numbering system. Add and edit Trust Account Codes. SOFTPRO DOCUMENTS PORTAL The portal serves as an online library of all state, underwriter, land title, and national documents and reports that are available for you to download at any time. With the new portal, you'll always have the most up-to-date forms and documents available to help 2021 HOUSING MARKET PREDICTIONS 2021 Housing Market Predictions In the face of 2020 and all its challenges, an economic bright spot emerged: The real estate market. We all needed a silver lining in a crazy year and the housing market delivered - booming and busier than ever. Now that we're into the start of 2021 and after months of homes flying off the market PROFORM - CONVERTING AN ORDER FROM CDF TO HUD Converting a CDF Order to a HUD Order Page 6 of 8 05/25/2018 • 4800 Falls of Neuse Road, Suite 400 • Raleigh, NC 27609 • Sales & Service: 800-848-0143 • Email: sales@softprocorp.com • Web: www.softprocorp.com Select the Payor code: and the Line number for the Earnest Money. Select Next. A prompt will indicate that the existing funds will be removed from the CDF. MANAGING SIGNATURE SOLUTIONS ORDERS IN SOFTPRO 360 2.23.11 1 Managing Signature Solutions Orders in SoftPro 360 How to submit an order to Signature Solutions Signature Solutions, a title services vendor, can be found under the service Title Services.Double click on Signature Solutions, or highlight and click on the Submit button, to submit a transaction to this vendor. REAL ESTATE CLOSING & TITLE SOFTWARE The most trusted provider of real estate closing, title and escrow software. SoftPro is the industry leader in providing real estate closing and title insurance software solutions. With more than 14,000 customer sites and over 60,000 users nationwide, our software has been recognized by the American Business Awards every year since 2007 forSOFTPRO SUPPORT
You can contact our Solutions Center via three available options: 1. Submit via SoftPro 360. 2. Email support@softprocorp.com. 3. Call 800-848-0143 ext. 3. Once you are contacted by a Support Analyst, we’ll initiate a remote connection to help resolve your question.Click
SOFTPRO SELECT
SoftPro Select is fully customizable and configurable for your specific needs. Whether your office does only residential, commercial or both types of closings, SoftPro Select can provide you maximum flexibility and efficiency you’ve never seen before! Fully automatedprogram
SOFTPRO ONLINE SUPPORT To use ScreenConnect, enter your code below: You will be asked to allow your Support Analyst to view or control your computer, but you will always have overriding control SOFTPRO DOCUMENTS PORTAL! SoftPro is the industry leader in providing real estate closing and title insurance software solutions. With more than 14,000 customer sites and over 60,000 users nationwide, our software has been recognized by the American Business Awards every year since 2007 for winning awards in Superior Customer Service, Support and ProductDevelopment.
CLIENT INSTALLATION
Client Installation. Before beginning, make sure you close all applications. Click the client setup.exe (from the specified location). Any necessary components that are not already on your computer will be installed before continuing to the client installation. (e.g., - Visual C++ Runtime Libraries (x86) and .NET Framework 4.0) Click Install toPROFORM USER GUIDE
ProForm User Guide SoftPro Select 4.0 | Friday, August 21, 2015 4800 Falls of Neuse Road, Suite 400 | Raleigh, NC 27609 p (800) 848-0143 | f (919) 755-8350 | www.softprocorp.com PROPOSED CHANGES TO 2021 ALTA POLICIES AND COMMITMENT FORMS Recently, the American Land Title Association (ALTA) announced proposed changes to the 2021 ALTA Commitment, Loan Policy and Owner's Policy. These proposed form changes are available to download and review and are open to public comments through December 31, 2020.PROTRUST USER GUIDE
ProTrust User Guide SoftPro Select 4.0 | Friday, August 21, 2015 4800 Falls of Neuse Road, Suite 400 | Raleigh, NC 27609 p (800) 848-0143 | f (919) 755-8350 | www.softprocorp.com 1031 EXCHANGE SETUP FOR A HUD-1 SETTLEMENT STATEMENT 1031 Exchange Setup for a HUD-1 Settlement Type Page 2 of 3 8/13/2018 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800 -848 0143 Email: sales@softprocorp.com Web: www.softprocorp.com Drawing Documents FIRST: Draw all appropriate documents that require ONLY the Buyer/Seller’s signature (i.e. deeds) SECOND: When you are ready to draw all other documents that REAL ESTATE CLOSING & TITLE SOFTWARE The most trusted provider of real estate closing, title and escrow software. SoftPro is the industry leader in providing real estate closing and title insurance software solutions. With more than 14,000 customer sites and over 60,000 users nationwide, our software has been recognized by the American Business Awards every year since 2007 forSOFTPRO SUPPORT
You can contact our Solutions Center via three available options: 1. Submit via SoftPro 360. 2. Email support@softprocorp.com. 3. Call 800-848-0143 ext. 3. Once you are contacted by a Support Analyst, we’ll initiate a remote connection to help resolve your question.Click
SOFTPRO SELECT
SoftPro Select is fully customizable and configurable for your specific needs. Whether your office does only residential, commercial or both types of closings, SoftPro Select can provide you maximum flexibility and efficiency you’ve never seen before! Fully automatedprogram
SOFTPRO ONLINE SUPPORT To use ScreenConnect, enter your code below: You will be asked to allow your Support Analyst to view or control your computer, but you will always have overriding control SOFTPRO DOCUMENTS PORTAL! SoftPro is the industry leader in providing real estate closing and title insurance software solutions. With more than 14,000 customer sites and over 60,000 users nationwide, our software has been recognized by the American Business Awards every year since 2007 for winning awards in Superior Customer Service, Support and ProductDevelopment.
CLIENT INSTALLATION
Client Installation. Before beginning, make sure you close all applications. Click the client setup.exe (from the specified location). Any necessary components that are not already on your computer will be installed before continuing to the client installation. (e.g., - Visual C++ Runtime Libraries (x86) and .NET Framework 4.0) Click Install toPROFORM USER GUIDE
ProForm User Guide SoftPro Select 4.0 | Friday, August 21, 2015 4800 Falls of Neuse Road, Suite 400 | Raleigh, NC 27609 p (800) 848-0143 | f (919) 755-8350 | www.softprocorp.com PROPOSED CHANGES TO 2021 ALTA POLICIES AND COMMITMENT FORMS Recently, the American Land Title Association (ALTA) announced proposed changes to the 2021 ALTA Commitment, Loan Policy and Owner's Policy. These proposed form changes are available to download and review and are open to public comments through December 31, 2020.PROTRUST USER GUIDE
ProTrust User Guide SoftPro Select 4.0 | Friday, August 21, 2015 4800 Falls of Neuse Road, Suite 400 | Raleigh, NC 27609 p (800) 848-0143 | f (919) 755-8350 | www.softprocorp.com 1031 EXCHANGE SETUP FOR A HUD-1 SETTLEMENT STATEMENT 1031 Exchange Setup for a HUD-1 Settlement Type Page 2 of 3 8/13/2018 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800 -848 0143 Email: sales@softprocorp.com Web: www.softprocorp.com Drawing Documents FIRST: Draw all appropriate documents that require ONLY the Buyer/Seller’s signature (i.e. deeds) SECOND: When you are ready to draw all other documents thatSOFTPRO TRAINING
Have a SoftPro Trainer come to your office with a customized training program built for you and your staff. SoftPro Consulting can be purchased in two ways - hourly remote web sessions for targeted requests or onsite for a more in-depth approach. Hourly consultations are typically used when there is a specific topic request. REAL ESTATE TRANSACTION STATUS With SoftPro LIVE, a customizable transaction management tool in your SoftPro software, you are able to provide all authorized parties with secure access to documents and order updates, thereby increasing efficiency and saving you and all authorized parties valuable time.You can access transaction data online anywhere, anytime – 24 hours a day, seven days a week! GET STARTED WITH SOFTPRO 360 SoftPro 360 is the free vendor portal that connects you with the closing, title and escrow service providers you need. Order products and services such as e-Recording, lien releases, CPLs and jackets, remote online notarizations, eClosings, and more directly from yourSoftPro software.
PROTRUST USER GUIDE
ProTrust User Guide SoftPro Select 4.0 | Friday, August 21, 2015 4800 Falls of Neuse Road, Suite 400 | Raleigh, NC 27609 p (800) 848-0143 | f (919) 755-8350 | www.softprocorp.com SOFTPRO DOCUMENTS PORTAL The portal serves as an online library of all state, underwriter, land title, and national documents and reports that are available for you to download at any time. With the new portal, you'll always have the most up-to-date forms and documents available to help SOFTPRO ADMINISTRATOR USER GUIDE SOFTPRO SELECT 4.0 –SOFTPRO ADMINISTRATOR USER GUIDE 7/31/2015 6 SPAdmin Use SPAdmin to control SoftPro Select security and other global settings. What you can do with SPAdmin: Define users and groups. Define organizational profiles. Define roles. Assign permissions. Create and edit Lookup tables. Set up an order numbering system. Add and edit Trust Account Codes. 2021 HOUSING MARKET PREDICTIONS 2021 Housing Market Predictions In the face of 2020 and all its challenges, an economic bright spot emerged: The real estate market. We all needed a silver lining in a crazy year and the housing market delivered - booming and busier than ever. Now that we're into the start of 2021 and after months of homes flying off the market PROFORM - CONVERTING AN ORDER FROM CDF TO HUD Converting a CDF Order to a HUD Order Page 6 of 8 05/25/2018 • 4800 Falls of Neuse Road, Suite 400 • Raleigh, NC 27609 • Sales & Service: 800-848-0143 • Email: sales@softprocorp.com • Web: www.softprocorp.com Select the Payor code: and the Line number for the Earnest Money. Select Next. A prompt will indicate that the existing funds will be removed from the CDF. RECEIPTING IN THE DUE DILIGENCE FEE AND DISBURSING IT TO ProForm - Receipting in the Earnest Money and Due Diligence Fee and disbursing the Due Diligence Fee to the Seller. Page 1 of 6 06/15/2018 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800 -848 0143 Email: sales@softprocorp.com Web: www.softprocorp.com RE-OPENING A CDF ORDER AS A HUD-1 (V21) 5h 2shqlqj d &') 2ughu dv d +8' 3djh ri )doov ri 1hxvh 5rdg 6xlwh 5dohljk 1& 6dohv 6huylfh (pdlo vdohv#vriwsurfrus frp :he zzz vriwsurfrus frp 127( ,i \rx zrxog olnh wr xvh wkh vdph iloh qdph qxpehu dv wkh ruljlqdo &') rughu \rx pxvw REAL ESTATE CLOSING & TITLE SOFTWARE The most trusted provider of real estate closing, title and escrow software. SoftPro is the industry leader in providing real estate closing and title insurance software solutions. With more than 14,000 customer sites and over 60,000 users nationwide, our software has been recognized by the American Business Awards every year since 2007 forSOFTPRO SUPPORT
You can contact our Solutions Center via three available options: 1. Submit via SoftPro 360. 2. Email support@softprocorp.com. 3. Call 800-848-0143 ext. 3. Once you are contacted by a Support Analyst, we’ll initiate a remote connection to help resolve your question.Click
SOFTPRO ONLINE SUPPORT To use ScreenConnect, enter your code below: You will be asked to allow your Support Analyst to view or control your computer, but you will always have overriding control PROPOSED CHANGES TO 2021 ALTA POLICIES AND COMMITMENT FORMS Recently, the American Land Title Association (ALTA) announced proposed changes to the 2021 ALTA Commitment, Loan Policy and Owner's Policy. These proposed form changes are available to download and review and are open to public comments through December 31, 2020. FREE SOFTPRO TRAINING WEBINARS Free SoftPro Training Webinars - March. Read more below for a list of free training webinars offered to SoftPro Select, Standard & Enterprise users. Stay up-to-date on our free training webinars. MANAGING SIGNATURE SOLUTIONS ORDERS IN SOFTPRO 360 2.23.11 1 Managing Signature Solutions Orders in SoftPro 360 How to submit an order to Signature Solutions Signature Solutions, a title services vendor, can be found under the service Title Services.Double click on Signature Solutions, or highlight and click on the Submit button, to submit a transaction to this vendor. 1031 EXCHANGE SETUP FOR A HUD-1 SETTLEMENT STATEMENT 1031 Exchange Setup for a HUD-1 Settlement Type Page 2 of 3 8/13/2018 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800 -848 0143 Email: sales@softprocorp.com Web: www.softprocorp.com Drawing Documents FIRST: Draw all appropriate documents that require ONLY the Buyer/Seller’s signature (i.e. deeds) SECOND: When you are ready to draw all other documents that PROFORM - CONVERTING AN ORDER FROM CDF TO HUD Converting a CDF Order to a HUD Order Page 6 of 8 05/25/2018 • 4800 Falls of Neuse Road, Suite 400 • Raleigh, NC 27609 • Sales & Service: 800-848-0143 • Email: sales@softprocorp.com • Web: www.softprocorp.com Select the Payor code: and the Line number for the Earnest Money. Select Next. A prompt will indicate that the existing funds will be removed from the CDF. PROFORM - CREATING DOCUMENT HYPERLINKS - SOFTPRO Creating Document Hyperlinks via Rich-Text Dialogs Page 2 of 3 03/15/2018 • 4800 Falls of Neuse Road, Suite 400 • Raleigh, NC 27609 • Sales & Service: 800-848-0143 • Email: sales@softprocorp.com • Web: www.softprocorp.com RE-OPENING A CDF ORDER AS A HUD-1 (V21) 5h 2shqlqj d &') 2ughu dv d +8' 3djh ri )doov ri 1hxvh 5rdg 6xlwh 5dohljk 1& 6dohv 6huylfh (pdlo vdohv#vriwsurfrus frp :he zzz vriwsurfrus frp 127( ,i \rx zrxog olnh wr xvh wkh vdph iloh qdph qxpehu dv wkh ruljlqdo &') rughu \rx pxvw REAL ESTATE CLOSING & TITLE SOFTWARE The most trusted provider of real estate closing, title and escrow software. SoftPro is the industry leader in providing real estate closing and title insurance software solutions. With more than 14,000 customer sites and over 60,000 users nationwide, our software has been recognized by the American Business Awards every year since 2007 forSOFTPRO SUPPORT
You can contact our Solutions Center via three available options: 1. Submit via SoftPro 360. 2. Email support@softprocorp.com. 3. Call 800-848-0143 ext. 3. Once you are contacted by a Support Analyst, we’ll initiate a remote connection to help resolve your question.Click
SOFTPRO ONLINE SUPPORT To use ScreenConnect, enter your code below: You will be asked to allow your Support Analyst to view or control your computer, but you will always have overriding control PROPOSED CHANGES TO 2021 ALTA POLICIES AND COMMITMENT FORMS Recently, the American Land Title Association (ALTA) announced proposed changes to the 2021 ALTA Commitment, Loan Policy and Owner's Policy. These proposed form changes are available to download and review and are open to public comments through December 31, 2020. FREE SOFTPRO TRAINING WEBINARS Free SoftPro Training Webinars - March. Read more below for a list of free training webinars offered to SoftPro Select, Standard & Enterprise users. Stay up-to-date on our free training webinars. MANAGING SIGNATURE SOLUTIONS ORDERS IN SOFTPRO 360 2.23.11 1 Managing Signature Solutions Orders in SoftPro 360 How to submit an order to Signature Solutions Signature Solutions, a title services vendor, can be found under the service Title Services.Double click on Signature Solutions, or highlight and click on the Submit button, to submit a transaction to this vendor. 1031 EXCHANGE SETUP FOR A HUD-1 SETTLEMENT STATEMENT 1031 Exchange Setup for a HUD-1 Settlement Type Page 2 of 3 8/13/2018 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800 -848 0143 Email: sales@softprocorp.com Web: www.softprocorp.com Drawing Documents FIRST: Draw all appropriate documents that require ONLY the Buyer/Seller’s signature (i.e. deeds) SECOND: When you are ready to draw all other documents that PROFORM - CONVERTING AN ORDER FROM CDF TO HUD Converting a CDF Order to a HUD Order Page 6 of 8 05/25/2018 • 4800 Falls of Neuse Road, Suite 400 • Raleigh, NC 27609 • Sales & Service: 800-848-0143 • Email: sales@softprocorp.com • Web: www.softprocorp.com Select the Payor code: and the Line number for the Earnest Money. Select Next. A prompt will indicate that the existing funds will be removed from the CDF. PROFORM - CREATING DOCUMENT HYPERLINKS - SOFTPRO Creating Document Hyperlinks via Rich-Text Dialogs Page 2 of 3 03/15/2018 • 4800 Falls of Neuse Road, Suite 400 • Raleigh, NC 27609 • Sales & Service: 800-848-0143 • Email: sales@softprocorp.com • Web: www.softprocorp.com RE-OPENING A CDF ORDER AS A HUD-1 (V21) 5h 2shqlqj d &') 2ughu dv d +8' 3djh ri )doov ri 1hxvh 5rdg 6xlwh 5dohljk 1& 6dohv 6huylfh (pdlo vdohv#vriwsurfrus frp :he zzz vriwsurfrus frp 127( ,i \rx zrxog olnh wr xvh wkh vdph iloh qdph qxpehu dv wkh ruljlqdo &') rughu \rx pxvwSOFTPRO SELECT
SoftPro Select is fully customizable and configurable for your specific needs. Whether your office does only residential, commercial or both types of closings, SoftPro Select can provide you maximum flexibility and efficiency you’ve never seen before! Fully automatedprogram
CONTACT US | SOFTPRO USPS – Regular Mail SoftPro, LLC P.O. Box 745768 Atlanta, GA30374-5768
REAL ESTATE TRANSACTION STATUS With SoftPro LIVE, a customizable transaction management tool in your SoftPro software, you are able to provide all authorized parties with secure access to documents and order updates, thereby increasing efficiency and saving you and all authorized parties valuable time.You can access transaction data online anywhere, anytime – 24 hours a day, seven days a week!PROFORM USER GUIDE
ProForm User Guide SoftPro Select 4.0 | Friday, August 21, 2015 4800 Falls of Neuse Road, Suite 400 | Raleigh, NC 27609 p (800) 848-0143 | f (919) 755-8350 | www.softprocorp.com PROFORM PREPARING A COMMITMENT ProForm – Preparing a Commitment Page 5 of 8 11/21/2016 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800-848 0143 Email: sales@softprocorp.com Web: www.softprocorp.com Commitment – Schedule B1, B2 Add items by highlighting either the Requirements or Exceptions folder, select the + button, enter the code or select the Code hyperlink to access theGENERATING REPORTS
Generating Reports Page 2 of 4 11/21/2016 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800 -848 0143 Email: sales@softprocorp.com Web: www.softprocorp.com By selecting the push-pin icon, you can pin the reports list in an open position and prevent the list from USER GUIDE - HELP.SOFTPROCORP.COM SPLive - Customizable Web Order Entry Page 2 of 34 History Date Document Version Details 08/2018 1.0 Initial User Guide for 3.0Release
CREATING A MERGE DOCUMENT &uhdwlqj d 0hujh 'rfxphqw 3djh ri )doov ri 1hxvh 5rdg 6xlwh 5dohljk 1& 6dohv 6huylfh (pdlo vdohv#vriwsurfrus frp :he zzz vriwsurfrus frp 0(5*( '2&80(176 2yhuylhz $ phujh grfxphqw lv fuhdwhg xvlqj :rug3huihfw ru 0lfurvriw :rug mxvw olnh \rx zrxog fuhdwh dq\ rwkhu RECEIPTING IN THE DUE DILIGENCE FEE AND DISBURSING IT TO ProForm - Receipting in the Earnest Money and Due Diligence Fee and disbursing the Due Diligence Fee to the Seller. Page 1 of 6 06/15/2018 4800 Falls of Neuse Road, Suite 400 Raleigh, NC 27609 Sales & Service: 800 -848 0143 Email: sales@softprocorp.com Web: www.softprocorp.comCHANGING MY SCREENS
Changing MyScreens Page 1 of 1 07/11/2019 4800 Falls of Neuse Road, Suite 600 Raleigh, NC 27609 Sales & Service: 800 -848 0143 Email: sales@softprocorp.com Web: www.softprocorp.com Changing My Screens My Screens are located in the Order ribbon in SoftPro REAL ESTATE CLOSING & TITLE SOFTWARE The most trusted provider of real estate closing, title and escrow software. SoftPro is the industry leader in providing real estate closing and title insurance software solutions.SOFTPRO SUPPORT
You can contact our Solutions Center via three available options: 1. Submit via SoftPro 360 2. Email support@softprocorp.com 3. Call 800-848-0143 ext. 3 Once you are contacted by a Support Analyst, we’ll initiate a remote connection to help resolve your question. SOFTPRO ONLINE SUPPORT Take advantage of our SoftPro Online Support, using ScreenConnect.SOFTPRO SELECT
SoftPro Select is fully customizable and configurable for your specific needs. Whether your office does only residential, commercial or both types of closings, SoftPro Select can provide you maximum flexibility and efficiency you’ve never seen before! REAL ESTATE SOFTWARE SOLUTIONS Industry leading closing, title and escrow software solutions. Whether you are a large company with hundreds of users or a small business with one or two employees, our flexible and customizable solutions allow you to choose exactly what you need and add onPROFORM USER GUIDE
ProForm User Guide SoftPro Select 4.0 | Friday, August 21, 2015 4800 Falls of Neuse Road, Suite 400 | Raleigh, NC 27609 p (800) 848-0143 | f (919) 755-8350 | www.softprocorp.com FREE SOFTPRO TRAINING WEBINARSSOFTPRO SELECT DOWNLOADSOFTPRO SELECT MANUALSOFTPRO SELECT TRAINING VIDEOSSOFTPRO SUPPORT SoftPro Select, Standard & Enterprise free monthly training webinars. MANAGING SIGNATURE SOLUTIONS ORDERS IN SOFTPRO 360 2.23.11 1 Managing Signature Solutions Orders in SoftPro 360 How to submit an order to Signature Solutions Signature Solutions, a title services vendor, can be found under the service Title Services.Double click on Signature Solutions, or highlight and click on the Submit button, to submit a transaction to this vendor. PROFORM - CREATING DOCUMENT HYPERLINKS - SOFTPRO Creating Document Hyperlinks via Rich-Text Dialogs Page 2 of 3 03/15/2018 • 4800 Falls of Neuse Road, Suite 400 • Raleigh, NC 27609 • Sales & Service: 800-848-0143 • Email: sales@softprocorp.com • Web: www.softprocorp.com RE-OPENING A CDF ORDER AS A HUD-1 (V21) 5h 2shqlqj d &') 2ughu dv d +8' 3djh ri )doov ri 1hxvh 5rdg 6xlwh 5dohljk 1& 6dohv 6huylfh (pdlo vdohv#vriwsurfrus frp :he zzz vriwsurfrus frp 127( ,i \rx zrxog olnh wr xvh wkh vdph iloh qdph qxpehu dv wkh ruljlqdo &') rughu \rx pxvw REAL ESTATE CLOSING & TITLE SOFTWARE The most trusted provider of real estate closing, title and escrow software. SoftPro is the industry leader in providing real estate closing and title insurance software solutions.SOFTPRO SUPPORT
You can contact our Solutions Center via three available options: 1. Submit via SoftPro 360 2. Email support@softprocorp.com 3. Call 800-848-0143 ext. 3 Once you are contacted by a Support Analyst, we’ll initiate a remote connection to help resolve your question. SOFTPRO ONLINE SUPPORT Take advantage of our SoftPro Online Support, using ScreenConnect.SOFTPRO SELECT
SoftPro Select is fully customizable and configurable for your specific needs. Whether your office does only residential, commercial or both types of closings, SoftPro Select can provide you maximum flexibility and efficiency you’ve never seen before! REAL ESTATE SOFTWARE SOLUTIONS Industry leading closing, title and escrow software solutions. Whether you are a large company with hundreds of users or a small business with one or two employees, our flexible and customizable solutions allow you to choose exactly what you need and add onPROFORM USER GUIDE
ProForm User Guide SoftPro Select 4.0 | Friday, August 21, 2015 4800 Falls of Neuse Road, Suite 400 | Raleigh, NC 27609 p (800) 848-0143 | f (919) 755-8350 | www.softprocorp.com FREE SOFTPRO TRAINING WEBINARSSOFTPRO SELECT DOWNLOADSOFTPRO SELECT MANUALSOFTPRO SELECT TRAINING VIDEOSSOFTPRO SUPPORT SoftPro Select, Standard & Enterprise free monthly training webinars. MANAGING SIGNATURE SOLUTIONS ORDERS IN SOFTPRO 360 2.23.11 1 Managing Signature Solutions Orders in SoftPro 360 How to submit an order to Signature Solutions Signature Solutions, a title services vendor, can be found under the service Title Services.Double click on Signature Solutions, or highlight and click on the Submit button, to submit a transaction to this vendor. PROFORM - CREATING DOCUMENT HYPERLINKS - SOFTPRO Creating Document Hyperlinks via Rich-Text Dialogs Page 2 of 3 03/15/2018 • 4800 Falls of Neuse Road, Suite 400 • Raleigh, NC 27609 • Sales & Service: 800-848-0143 • Email: sales@softprocorp.com • Web: www.softprocorp.com RE-OPENING A CDF ORDER AS A HUD-1 (V21) 5h 2shqlqj d &') 2ughu dv d +8' 3djh ri )doov ri 1hxvh 5rdg 6xlwh 5dohljk 1& 6dohv 6huylfh (pdlo vdohv#vriwsurfrus frp :he zzz vriwsurfrus frp 127( ,i \rx zrxog olnh wr xvh wkh vdph iloh qdph qxpehu dv wkh ruljlqdo &') rughu \rx pxvw CONTACT US | SOFTPRO USPS – Regular Mail SoftPro, LLC P.O. Box 745768 Atlanta, GA30374-5768
REAL ESTATE SOFTWARE SOLUTIONS Industry leading closing, title and escrow software solutions. Whether you are a large company with hundreds of users or a small business with one or two employees, our flexible and customizable solutions allow you to choose exactly what you need and add onSOFTPRO TRAINING
Web-based Training. If your busy schedule won’t allow you to devote an entire day to training, SoftPro’s Web-Based Training Program isyour solution.
REAL ESTATE TRANSACTION STATUS With SoftPro LIVE, a customizable transaction management tool in your SoftPro software, you are able to provide all authorized parties with secure access to documents and order updates, thereby increasing efficiency and saving you and all authorized parties valuable time.You can access transaction data online anywhere, anytime – 24 hours a day, seven days a week!REAL ESTATE CAREERS
Looking for a challenging but rewarding career? SoftPro is the industry leader in developing Real Estate Closing, Title & EscrowInsurance Software.
FREE SOFTPRO TRAINING WEBINARS Read more below for a list of free training webinars offered to SoftPro Select, Standard & Enterprise users. SoftPro Select Edition (For Users of SoftPro Select Edition Only). The webinars in this section are available for registration by customers using the SoftPro Select edition only. If you are using SoftPro Standard or Enterprise, please scroll to the bottom of the page to view your SOFTPRO ADMINISTRATOR USER GUIDE SOFTPRO SELECT 4.0 –SOFTPRO ADMINISTRATOR USER GUIDE 7/31/2015 6 SPAdmin Use SPAdmin to control SoftPro Select security and other global settings. What you can do with SPAdmin: Define users and groups. Define organizational profiles. Define roles. Assign permissions. Create and edit Lookup tables. Set up an order numbering system. Add and edit Trust Account Codes. PROPOSED CHANGES TO 2021 ALTA POLICIES AND COMMITMENT FORMS Recently, the American Land Title Association (ALTA) announced proposed changes to the 2021 ALTA Commitment, Loan Policy and Owner's Policy. These proposed form changes are available to download and review and are open to public comments through December 31, 2020.PROTRUST USER GUIDE
ProTrust User Guide SoftPro Select 4.0 | Friday, August 21, 2015 4800 Falls of Neuse Road, Suite 400 | Raleigh, NC 27609 p (800) 848-0143 | f (919) 755-8350 | www.softprocorp.com SOFTPRO REMOTE SUPPORT SOFTWARE SoftPro Remote Support. Welcome to the SoftPro Remote Support portal. The following options allow you to connect to a session.x
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THE MOST TRUSTED PROVIDER OF REAL ESTATE CLOSING, TITLE AND ESCROWSOFTWARE
SoftPro is the industry leader in providing real estate closing and title insurance software solutions. With more than 14,000 customer sites and over 60,000 users nationwide, our software has been recognized by the American Business Awards every year since 2007 for winning awards in Superior Customer Service, Support and ProductDevelopment.
Contact Sales  __Watch Video Scroll down for more SOFTPRO "SAVED YOU A SEAT!" Join us for our free webinar series that covers a range of topics, including everything from industry updates, technology trends, best practices for working remotely, to tips and tricks for SoftPro software and beyond!Learn More
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All of our products have been created with you in mind: data is entered just once and carried throughout the entire SoftPro application. You can build a product suite that's best for you with a variety of modules for your specific needs.STANDARD
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All of our products have been created with you in mind: data is entered just once and carried throughout the entire SoftPro application. You can build a product suite that's best for you. * Closing, Title and Escrow * Process Automation * Scalable and Customizable * Endless Integrations * Secure Customer Communication Portal * Award-Winning Support * Residential and Commercial Closings * Robust Reporting and Analytics CLOSING, TITLE AND ESCROW CLOSING, TITLE AND ESCROW Fully integrated closing, title and escrow production system.PROCESS AUTOMATION
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Automate tasks that would normally be done manually and create automated processes for greater quality, consistency and productivity.Learn More
SCALABLE AND CUSTOMIZABLE SCALABLE AND CUSTOMIZABLE Design your own custom work area where you can pick and choose whatever screens you like. You can create closing templates, robust custom reports and dashboards for greater business insights, and even configure your own data fields! ENDLESS INTEGRATIONS ENDLESS INTEGRATIONS WITH UNDERWRITERS AND VENDORS Order closing, title and escrow products and services faster, easier and much more affordably by connecting with your underwriter and vendor partners directly from SoftPro software. SECURE CUSTOMER COMMUNICATION PORTAL SECURE CUSTOMER COMMUNICATION PORTAL Keeping your customers up to date on the status of their closing files made easy! Would your customers benefit from a secure customizable transaction management tool to securely submit new orders, check real time status of existing orders, as well as securely send and receive messages and documents? Discover SoftPro Live, when you can finally sit back and relax, while it does the work for you and your customers!Learn More
AWARD-WINNING SUPPORT AWARD-WINNING SUPPORT SoftPro provides a level of customer service and support unparalleled in the industry, recognized by the American Business Awards every year since 2006 with awards for Best Customer Service, Best Customer Support and Best Product Development. RESIDENTIAL AND COMMERCIAL CLOSINGS RESIDENTIAL AND COMMERCIAL CLOSINGS Experience flexibility and efficiency like you’ve never seen before with both residential and commercial closings. See how easy it is to close commercial deals with SoftPro Select. ROBUST REPORTING AND ANALYTICS ROBUST REPORTING AND ANALYTICS Get greater insights into your business with a vast library of revenue, order status, underwriter remittance reports, and much more! OUR AWARDS & INDUSTRY DISTINCTIONS*
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Ensure compliance with ALTA Best Practice #2 and put reconciliations in the hands of experienced, trained professionals.Learn More
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NEWS SEE ALL
Thu, 03 Jun 2021 20:38:00 GMTEvents
Joyce Weiland Joins NC TECH Virtual Panel on June 9th SoftPro's President Joyce Weiland will join the NC TECH Association's special virtual session on Wednesday, June 9th at 10am. Thu, 27 May 2021 17:47:00 GMTIntegrationsE-books
Connect with Title and Escrow Vendors in SoftPro 360 At the end of a real estate transaction comes the celebration: A buyer receives the keys to their new property. Wed, 26 May 2021 14:47:00 GMTCase Studies
Customer Success Story: Upgrade to SoftPro Select Optimizes Workflow As your title company grows, it's important to ensure that your title software evolves with you. READY TO STREAMLINE YOUR CLOSING, TITLE AND ESCROW PROCESS? Contact Sales or call us at 800.848.0143© 2021
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