SoftPro's On the Road Seminars offer hands-on training in an information-packed course taught by an experienced SoftPro Trainer. Breakfast and an afternoon snack will be provided.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 and ALTA Settlement Statements. 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
Thursday, November 10, 2016 9:00 AM - 5:00 PMEastern Time
Courtyard Shadyside5308 Liberty Ave.Pittsburgh, Pennsylvania 15224412-683-3113
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