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New in SoftPro Select
SoftPro Banking
Register for one of our free webinars to learn more about SoftPro Banking!
 
SoftPro has released SoftPro Banking, a platform for securely sending and receiving wire transfers from within SoftPro Select. With SoftPro Banking, users can manage wire transfers from a network of integrated banks across the U.S., including First American Trust, City National Bank, and more! Plus, an integration with Fifth Third Bank is coming soon. Don't see your bank? Contact us to request that we add it!
SoftPro Banking in 60 Seconds:
If you have trouble viewing the video, click here.
Key Benefits:
- Seamlessly and securely receipt incoming wires to the appropriate ledger
- Initiate wire transactions directly from SoftPro Select and, upon appropriate internal approvals, have those requests securely sent to the participating banks for processing
- Search incoming wires by numerous fields including the trust account, received date, amount, status, federal reference number, ledger ID, and originating bank
- Sophisticated security permissions allow for the designation of specific users as "approvers" for outgoing wires in addition to approval limits for those designated approvers
How to Get Started:
- Fill out our contact form to hear from a SoftPro representative about how SoftPro Banking can benefit your business and learn your next steps to get started!
View the user guide, demo, pricing, and more information about SoftPro Banking:
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