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With the custom reports and docs services, you never have to leave our application in order to produce a document for your transaction or retype your data

Every transaction tells a story. But sometimes, the default reports and documents don’t quite capture all the details you need. That’s where our Custom Reports and Documents services come in.

Imagine you’re looking for a report that will provide you with specific data points across multiple transactions. Or maybe you have a client with specific document needs that don’t fit neatly into any pre-existing categories. Or perhaps you’d like to track and report revenue your way.

These are the moments when our Custom Reports and Documents services shine. We make it possible for you to stay within our application, producing exactly the documents and reports you need for your transactions without having to retype data, manage spreadsheets, or juggle multiple software programs.

Here’s how it works:

  • You send us a sample of your MS Excel file, Word doc, or a brief description of your reporting needs.
  • Our team reviews your request and reaches out with any questions to fully understand your requirements.
  • We provide you with a quote for creating your custom report or document.
  • Once approved, we integrate the new report or document into your SoftPro software.

The result? You get the exact information you need, in the format you want, without ever leaving the SoftPro application. No more data re-entry and no more piecing together information from multiple sources. Just clean, accurate, custom-tailored reports and documents at your fingertips.

Whether you need a unique closing statement, a specialized title report, or a custom financial summary, we’ve got you covered. Our goal is to make your work easier and more efficient, one custom document or report at a time.

Are you looking for information on our state, underwriter, land title, and national documents/reports?

Are you looking for information on our state, underwriter, land title, and national documents/reports?

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