Home on the web ~ Dan Van Fleet

Information on SoftPro ProForm with some general computer tips and techniques, with a bit of me.

Home on the web ~ Dan Van Fleet - Information on SoftPro ProForm with some general computer tips and techniques, with a bit of me.

SoftPro Calendar options

There are a few options for the SoftPro ProForm user to use a calendar.  SoftPro has 2 methods of which the 360 send to Exchange method looks like the best.  As far as I can tell it nicely sends closing information to a shared Exchange calendar for wide consumption.  There is also a different calendaring package built into the program.  Both of these solutions required too many clicks for my clients so ProCal was born.  ProCal has been replaced with the Calendar Robot an even better tool which sends updates to Exchange.

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ProCal picks up it's information from the ProForm report database, as soon as you run it, closings appear.  Change the date and time in ProForm and ProCal will refresh with the new settings.  Add signings or other scheduled items with ease. Look at a day or two, a week or even an entire month, ProCal will adjust itself to fit.

Appointment colors are super charged.  They change based on  Order Info Tabinformation in key fields which you setup. You can highlight an Agent, or Lender so everyone knows to watch out for this  deal.  Add a graphic for Lenders or Closers and the calendar starts to become the place to look.  Double click a scheduled item to open it in ProForm.  You can even send boilerplate e-mail to file contacts if you'd likeOrder Tracking Tab

Display only files with a particular Status, or with a group of Status's. Incomplete Tracking items are a quick click away. Visit SoftProCalendar.com for more information

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