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 Users Conference 2014


The 2014 SoftPro Users Conference has come and gone. It was an exciting event with SoftPro Select and the combination of 360 with SoftPro Live taking the main stage. The Select feature set is growing with superb elements, global rules, unheard of automations, and a soon to be a 100% coverage API allowing developers to fully integrate with Select. It is faster, cleaner and more secure. The current API is robust covering over 90% of the system

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How much does SoftPro Live cost to run

With the emphasis in protecting NPI (Non-Public Personal Information). I've been hearing a lot about secure document and information delivery. So naturally SoftPro Live has been a focus of conversation. The initial price isn't too bad (Call SP). Determining ongoing costs became the most questioned item. So what started in Excel, visited Google docs, then finally ended up a webpage on SoftProAgent to calculate the ongoing costs of using SoftPro Live in your agency. Check it out, let me know if you find it useful.

How to overlay data into a ProForm file for Prompts Dialog items

Sometimes we get new documents which require the same default information to be put in the Prompts Dialog of ProForm Classic. (Standard or Enterprise)  The Default template can be used to fill out those new items on new files, but what do you do with the files in the pipeline.  After proper priming, SoftPro defined Prompts can be filled out from a .PXT overlay file.

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Closing Counter Web based Report

image  Does your Closing Counter look like this?

Here is a screen shot of a Closing Counter report for SoftPro ProForm viewed through a web browser. Normal reports use a Crystal Reports engine and are old time stuff compared to a web page that runs on a local IIS server. 

This report tallies Purchases, Refinances and Equity deals over different time frames.  The previous Month, the previous week, yesterday, today, tomorrow, the rest of this week and what's coming up next week are the time frames this report uses.  Click on the image to see a larger size.  Once your site is in place, this report is a few hours time.  If you'd like to start saving money by running web based reports, let me know, I'd be happy to help.

Data Collector Mass Update

Today I needed to add 25 fields to Data Collector.  Where as it's totally doable using the correct application, it is the slow way. And since we work on development servers, the same changes need made on the production servers, so the time is duplicated.  There is a quick and safe (mostly safe) way to update ProForm Data Collector, from SQL Server Management Studio

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