SoftPro Reviews & Pricing

Key Features

• Closing, Title and Escrow Production: Monitor and manage the entire cycle — from order entry to drafting the final title policy. Leverage a robust library of documents, including HUD-1 settlement statements, ALTA settlement statements, CDF, disbursements summary, title commitments, policies and more. Print documents and auto-populate data in appropriate locations. A few supplemental offerings include: 
  • Automation: Automate repetitive tasks to improve performance and accountability while preventing bottlenecks and missing tasks. Available with the Select and Hosted plans. 
  • Settlement Statements: Generate master or individual settlement reports for buyers, sellers and properties. Customize statements for each order and office, and associate one or more properties with a charge. Available with the Select and the Hosted plans. 
  • Multi-User: Have multiple people access and work on an order simultaneously. Communicate with others via a chat tool. Available with the Select plan. 
  • Add-Ons: Build a suitable solution by adding an integrated calendar, BI-equipped dashboard and task notification tools. Add SoftPro Live to communicate current order statuses with customers. 
• Accounting: Automatically record every deposit, pending or voided check and other miscellaneous transactions. Maintain ledgers and print reports for quick reconciliation and auditing procedures. Manage interest bearing accounts and track disbursement of construction draws. A few add-ons include: 
  • ProTrust Accounting: Import the bank’s information file and approved transactions for faster reconciliations. Generate reports to identify duplicate transactions and other errors. 
  • Positive Pay: Prevent illicit check writing by compiling all cleared checks within a specific date range into a file, which can be sent to banks for authorization. 
  • 1099 Tax Forms: Automate generation of 1099-S records for IRS submission. Get notified of discrepancies and erroneous information in the report while closing procedures. Automatically collect 1099 data throughout the year and auto-export data from the escrow module for electronic submission at the IRS site. This optional module is available with the Select and Hosted plans. 
• Document Management: Track, store and edit unlimited documents and images from a centralized library. Declutter physical cabinet files by scanning and digitizing documents using the barcode scanner. With the Select and Hosted plans, annotate and quickly markup PDF documents and specify permissions for secure documents and folders. 
• Document Creation: Create custom documents using third-party software or use ProDesign, a paid add-on, to insert graphics, text, field names, IF-statements and more. Link documents automatically to data from the closing file. Store and generate unlimited documents. 
• Reporting: Leverage more than 100 built-in report templates or build custom reports and drill down on critical areas. Create ad-hoc reports or automate recurring reports. Export reports to MS Excel for quick sharing. 
• Integrations: Use SoftPro 360 to leverage integrations for underwriting, lien release, tracking and reporting, notary services and more. Build a full-stack solution for all closing, title insurance and escrow needs. Available for free with all versions; pay only for the services and not the platform. 

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