AutoMail automatically captures emails from across your organization via your Microsoft Office 365 account. Inbound and outbound emails with an order number in the subject line will be automatically pulled into the corresponding SoftPro Select order along with any attachments in that email. AutoMail tracks emails originating from Outlook 365 and from within SoftPro Select and saves them to the Order Attachments, so you can easily reference all of the emails regarding a particular file in one place. Plus, you can designate which employees’ emails and attachments are captured. Contact us to learn more.

The Power BI Dashboard provides an assortment of real-time reporting information to permissible users in both a data analysis and graphical view.  The Dashboard is accessible from a webpage outside of the SoftPro Select application, for the benefit of those employees not required to work within Select.  With Dashboard, you get a summary dashboard view as well as opened/closed/in progress orders, underwriter, scheduled closings, and revenue and forecasting pages. The Dashboard can also be customized to meet all your company’s needs.

The Task Notification Tool (TNT) for SoftPro Select allows you to send templated emails automatically when specific tasks have met certain criteria. This email can include attachments, information about the order and task descriptions: who completed the task, when it was completed, etc.

Create a file containing a list of checks to be authorized for payment. You can compile all checks that fall within your specified date range into a file which can be sent to your bank. The checks can then be authorized for payment by the bank, thus helping to prevent illicit check writing.

Directly import your bank’s information file, detailing cleared transactions into the ProTrust accounting module, for even quicker reconciliation. ProTrust can also generate a report that identifies duplicate transactions and other errors.

Integrate your calendar.

Ability to schedule closing dates and reserve conference rooms with an integrated calendar.

Receive new orders directly from your website - anytime, day or night.

Order collaboration made simple. Send and receive orders securely through ClosingsLIVE at anytime. As an optional add-on, you can receive and accept new orders securely and directly from your Secure Transaction Communication Portal called ClosingsLIVE – anytime, day or night. There’s no need to re-key any information, so you’ll minimize errors and maximize efficiency. Web Order Entry is free with ClosingsLIVE after a one-time setup fee.

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Provide all your customers secure online access to the status of their files anywhere - 24 hours a day, seven days a week from their desktop or mobile devices.

ClosingsLIVE, the secure transaction communication portal allows you to upload contact information, documents and the status of order tasks to the portal quickly and easily, directly from the order without the need to re-key data. Your customers will be able to securely exchange messages and stay up to date with automatic e-mail notifications.

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The commercial functionality in SoftPro Select allows you to:

• Choose “commercial” as the order type, no longer tied to regulated HUD or CDF forms
• Print a Master Settlement Statement for all buyers, sellers, and properties
• Print individual settlement statement types for buyers, sellers, and properties
• Customize the header, sections, signatures, and footer of each settlement statement – not just for each office, but for each order
• Specify who is responsible for each charge and associate one or more properties to a charge

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Automate processes that are repetitive and time consuming

By automating tasks in SoftPro software, you can:

• Automatically track an order from start to finish
• Set up each step of the order
• Assign it to specific roles within your organization
• Manage the amount of time spent on each task in each department
• Improve performance and accountability, while preventing bottlenecks and ensuring that no orders fall through the cracks.

 
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