Our Training Seminars are a great option for both new and experienced users looking for hands-on training directly from an experienced SoftPro trainer

At the end of the seminar, you will have a strong understanding of all ProForm (title and escrow production) and ProTrust* (trust accounting) functionalities within the software.

*ProTrust is being offered only in Standard and Enterprise seminars.

Please see the Training Seminar Schedule for Raleigh, NC.

Pricing: $395 per Session

Early Bird Discounts: Save $50 when you book two-weeks or more in advance!

Training Seminars

ProForm and ProTrust Essentials for Standard and Enterprise

9 am-5 pm*

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. Finally, you'll review the steps of 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 ProForm knowledge.

  • • 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**
  • • Reconciliation**
  • • Producing the 3-way Reconciliation reports**


  • Please note that this session will be taught on SoftPro Enterprise. Receipting and Disbursing is done directly in ProForm for Enterprise, but in Standard it's done in ProTrust.

    **Topics will be covered in the second half of the day.

  • ProForm for Select

    9 am-5 pm*

    In this seminar, you will be provided an introduction to ProForm and overview of order, template and document creation, as well as producing commitments and policies. You'll complete the necessary steps to produce a Closing Disclosure Form. Finally, you'll review the steps of 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 ProForm knowledge.

  • • Navigate the ProForm workspace and recognize template basics
  • • Search and create orders
  • • Demonstrate lookup tables
  • • Preview, edit, print, publish and email documents
  • • Prepare Commitments and Policies
  • • Utilize 360 for CPLs and Policy Jackets
  • • Prepare the Closing Disclosure Forms
  • • Prepare the ALTA Settlement Statements
  • • Balance, receipt and disburse a ProForm order
  • • Add and edit group deposits
  • • Produce ProForm reports
  • * Posted course durations are approximate.

    Training Seminar Schedule

    Standard Seminars

    RegisterRaleigh, NC - 5/3/18
    RegisterRaleigh, NC - 7/16/18
    RegisterRaleigh, NC - 10/4/18

    Select Seminars

    RegisterRaleigh, NC - 7/18/18
    RegisterRaleigh, NC - 10/16/18