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.

Tag Archives: Softpro

SPUG, SoftPro Users Group Conference

SoftPro Users Group 2017 logoRight around the corner the annual SoftPro Users Group conference will be held at the Naples Beach Hotel & Golf Club from April 5th to the 7th.  Book your room today, there are 319 rooms with views of the Gulf or resort.

The conference has expanded to 4 tracks this year.  Classic, Select Boot Camp, Select Optimization, and Select Engineer Forum.  The Classic track which covers both Standard and Enterprise is an excellent place to bring new managers up to speed on the platform while giving a peek into the future.

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Classic 15 Calendar Robot

imageThe concept of the Closing Calendar or the Book has fascinated me since I was first shown a real "Book" in the early 1990's.  I've created calendar tools for ProForm clients ever since. At this point, most companies have adopted some sort of electronic shared calendar, those who have experienced our fully automated solutions save money on every closing.

The ProForm Calendar Robot is an automatic tool that maintains a closing calendar by watching the ProForm database.  The ProForm user does nothing other than set the Settlement Date and Time in ProForm.  When the changes are saved, the Robot quickly notices and updates a shared calendar.

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Settlement Statement Released, Classic

imageWith over 2 weeks to go, Hot off the presses, SoftPro has released the ALTA Settlement Statement.

Download them at http://softprocorp.com/D-Documents.php  or directly with these links.

Updated 9/20/15

The links were changed, The installer was changed separating Merge, ReadyDocs and the prompts/manager files. This update includes a couple document changes in both versions ReadyDocs. 

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SoftPro Live is Cranking along, time to get on the train

imageSoftPro Live has been around for a bit of time now. Early last year I did some research to determine who I could find that was running an active SoftPro Live site, I located 37 unique sites running on the Custom platform. This is not a complete list, it is possible to hide this service from search engines, and there's no reasonable method to find people not on the customized platform, so this list is just taking a temperature. I wondered what that would look like 16 months later. Continue reading →

ProForm Classic Rate Table Testing

imageFrom time to time our Rate tables need updated, which sometimes brings a pretty high stress level. Here is a method which will allow new underwriter rates to be applied to SoftPro ProForm Classic preventing the update from deleting all the current information. SoftPro distributes a .txt file which the lkupimex.exe utility uses to apply lookup table updates. How nice it is to test the new rates before everyone is using them.

 

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