- 1031 Exchanges - Preparing the CDF/Closing Documents and 1099 Reporting
- 1031 Exchanges - Preparing the HUD-1/Closing Documents and 1099 Reporting
- 1099 - Guide to Entering Data in SoftPro
- 1099 - Processing Annually
- 1099 - Reporting for a Different Seller than Proceeds
- 1099 - Reporting on CDF/HUD Orders with Multiple Properties
- Accounting Forms - Guide to Auto-Published Accounting Forms
- Anticipated Wires - Entering-Editing
- Broker Credit - Real Estate - Entering a Credit to the Buyer on the CDF
- Broker Credit - Real Estate - Entering a Credit to the Buyer on the HUD-1
- Broker Paid Fees - Real Estate - Entering on the CDF
- Broker Paid Fees - Real Estate - Entering on the HUD-1
- Buyer/Seller Statement-Individual - Preparing
- Check Stock - Loading into Printer Tray
- Closing - Disbursing and Closing an Order and Exporting 1099
- Commissions - Entering on the CDF
- Commissions - Entering a Referral Fee on the HUD-1
- Commissions - Entering Buyer-Paid on the HUD-1
- Contacts - Adding Buyer-Seller Vesting
- Daily Banking - Generating Reports
- Daily Trust Accounting Checklist
- Delivery & Tracking - Using the Delivery & Tracking Screen
- Deposits - Showing Multiple Buyer Deposits on One CDF Line
- Deposits - Showing Multiple Buyer Deposits on One HUD-1 Line
- Earnest Money - Releasing to the Seller Prior to Closing
- Earnest Money Refund - Refunding Buyer and/or Seller Funds
- Endorsements - Showing $0 (Zero) Endorsement on the Statement
- Endorsements - Showing $0 (Zero) Endorsement on a HUD-1/Statement
- Escheatment - Preparing the Disbursement in SoftPro Select
- Escrow Instructions - Preparing
- FTNI - Accepting Start inHere Mobile Deposit Checks
- FTNI - NFCU Checks - Correcting the Duplicate MICR Error
- FTNI - Printing Reports and Check Images
- FTNI - Scanning Physical Checks
- Funding Corrections - Moving Funds Posted to Incorrect CDF/HUD with a Register-Only Transfer
- Funding Corrections - Splitting One Wire Across Multiple CDF/HUDs with a Register-Only Transfer
- Funds - File-to-File Transfer FORM
- Funds - Third-Party Gift Funds on the CDF
- Funds Transfer - CDF to CDF Using CDF Transfer Option (within the same order)
- Group Deposits - Preparing and Creating
- Grouping Disbursements - When Listing/Selling Agents are the Same
- Held Disbursements - Holding and Releasing
- HUD-1 - Certifying Electronically
- IBA - Requesting a New Account or Adding to an Existing Account
- Incoming Funds - Disclosing Payor When Wire Sent from a Different Name
- Invoices - Entering Zero Amounts and Credits
- Lender - Entering a Lender Credit on a Gross Funded Loan Using the CDF
- Lender - Entering Lender-Provided Impounds and Escrows on the CDF
- Lender - Entering Same for New Loan and Payoff on a Refinance Using the CDF
- Lender - Entering Same for New Loan and Payoff Using the HUD-1
- Lender Overfunded - Refunding
- Lender - Remitting Impounds and Escrows Back to the Lender Using the CDF
- Lender - Remitting Impounds and Escrows Back to the Lender Using the HUD-1
- Loans - Preparing One HUD-1 for Multiple Loans- Same Lender - Escrow
- Mortgage Broker Compensation - Creating a Disbursement on the CDF
- Mortgage Broker Compensation - Creating a Disbursement on the HUD-1
- Multiple Loans - Manually Adding a Second Loan on a CDF Order
- Owners Policy Premium - Showing on the 2010 HUD
- Payoff By Outside Title Company - Preparing and Disbursing a CDF Order
- Payoff By Outside Title Company - Preparing and Disbursing a HUD-1 Order
- POC Charges - Entering a POC and Lender Credit on Same CDF Line
- POC Charges - Entering a POC and Lender Credit on Same HUD-1 Line
- POC Charges - Entering and Splitting on the CDF
- POC Charges - Entering and Splitting on the HUD-1
- Policies - Co-Insurance Endorsements - Preparing and Issuing
- Policy Instructions - Preparing
- Policy Types - Changing from Owners Only (Cash) to Simultaneous (Loan)
- Policy Types - Changing from Simultaneous (Loan) to Owners Only (Cash)
- Premiums - Avoiding Disclosure Errors when the Loan Amount is NOT Known
- Premiums - Disclosing Seller-Paid Owner's Policy Premium on the HUD-1
- Premiums - Disclosing a Split
- Premiums - Editing Title Premiums Using the Disclosure Window
- Premiums - Entering Lender-Paid Premiums on a Refinance CDF
- Premiums - Entering Lender-Paid Premiums on the CDF
- Prorations - Using CDF Screens to Calculate
- Prorations - Using HUD-1 Screens to Calculate
- Prorations - Using Previous Billing Cycle on a CDF Order
- Prorations - Using Previous Billing Cycle on a HUD-1 Order
- Returned Wires - Processing a Payoff Shortage and Updating the CDF
- Returned Wires - Processing a Returned Wire Without Updating the Statement
- Reverse Mortgage - Entering
- Seller Financing - Entering a Seller Carry Back Using a CDF (only available after upgrade to v4.3.73.3.1)
- Seller Financing - Entering as a 2nd Loan Using a 2nd CDF
- Signature Lines - Adding and Editing Organizations
- Signature Lines - Editing Buyer and Seller
- WMA - Bank Reference Guide
- WMA - Matching an Inbound Wire
- WMA - Outbound Wire Preparation Guide
- WMA - Pre-Approving an Outbound Wire
- WMA - Promoting a Wire to Auto Match
- WMA - Viewing-Filtering Inbound Wires
