Commercial (applicable to all states)

• 1031 Exchanges - Preparing the CSS/Documents and 1099 Reporting
• Assumption Loans - Entering on the Statement
• Best Practices: Opening/Closing/Cancelling Your Order in SoftPro Select
• Broker Credit - Real Estate - Entering a Credit to the Buyer on the CSS
• Contacts - Overlaying Contacts from One Order to Another
• Documents - Exporting from SoftPro
• Endorsements - Down Date - Collecting and Disbursing After COE
• Endorsements - Down Date - Collecting Prior to and Disbursing After COE
• Endorsements - Grouping with each Policy
• Endorsements - Showing $0 (Zero) Endorsement on the Statement
• Fees - Entering Third-Party Paid Fees
• Funds - File-to-File Transfer - CSS to CSS Order
• IBA - Requesting a New Account or Adding to an Existing Account
• Incoming Funds - Disclosing Payor When Wire Sent from a Different Name
• Incoming Funds - Receipting Funds when NOT Using Individual Buyer Codes Option
• Incoming Funds - Receipting Funds when Using Individual Buyer Codes Option
• Incoming Funds - Receipting in Third Party Funds
• Lender - Entering Same for New Loan and Payoff on a Refinance Using a CSS
• Loans - Removing the Loan Amount from the Statement
• Multiple Properties - 1099 Reporting when the Sales Prices is NOT Allocated
• Multiple Properties - Allocating Sales Price and Charges across Multiple Properties
• Open Order Checklist - Disbursing when a Settlement Statement is NOT Needed
• Overview of Net vs. Gross Funding and Incoming Fund vs. Reduce Funds
• Prorations - Entering Rent Prorations on a CSS
• Prorations - Entering Tax Prorations on a CSS
• Receipting Overview - Receipting Earnest Money in a CSS Order
• Receipting Overview - Receipting Funds to Close in a CSS Order
• Register - Guide to the Apply Towards Grid in a Commercial Order
• Releasing Funds - Releasing Earnest Money to the Seller
• Sales Price - Allocating Different Amounts for Multiple Sellers in a CSS Order
• Searching for Order by Escrow Officer Name
• Settlement Statements - Customizing the Settlement Statement
• Third Party Wires - Creating an Anticipated Wire for Funds to Close
• Wires - Preparing Four Common Types of Outgoing Wires
• WMA - Outbound Wire Preparation Guide