Saved You a Seat Episode 5: SoftPro Select Secrets to Success Q&A

We received several questions from our webinar on SoftPro Select. Check out our list of questions and responses below.

Blacklist Question: 

  1. How do we get Blacklist, and how do you set up the Blacklist property and people?
    • Answer: Please contact SoftPro Support or your Sales representative to get more information about pricing and installation for Blacklist. 

Toggle Questions:

  1. Our system does not have the Toggle icon. Is that a new upgrade?
    • Answer: Toggle is available to all customers. Please contact SoftPro Support for assistance and they will send you the installation file with instructions. 

  2. Will that work from a commercial to a CDF as well? 
    • Answer: Toggle does work when going from a commercial file to a CDF file.  

  3. Will you get a new order number for each one? 
    • Answer: No, the order number for the toggled order will be the same number. The old order will get a suffix at the end of the number as to what settlement type it was. I.e. if the order number before toggling was 20-01234 and the original file was a CDF settlement type, then after the toggle it will be 20-01234-CDF and the new order will be 20-01234. 

  4. Is this something else that gets done on a per user per computer basis? 
    • Answer: Yes, Toggle is a per user/computer feature. 

  5. Is this something that Admin can opt NOT to give users access to?
    • Answer: Yes, the Toggle feature per user needs to be installed on each computer separately. 

  6. When Toggling a file, does the earnest money information toggle as well? 
    • Answer: No, the earnest money will not toggle to the new file. 

  7. Regarding the Toggle tool, if we use the order number prefix, is that retained in the prefix field in the database when the toggled order is created? 
    • Answer: Yes, it does NOT change the order number for the NEW toggled order. 

  8. How will it change the template that was used for the original order?
    • Answer: It does not change the original order. Nothing changes in the original order, except that it removes the settlement date and cancels the Escrow Status, and the Order Status gets changed to Duplicate. 

  9. When the file has money deposited, it doesn't transfer to the new ledger. How do we handle that?
    • Answer: We have a guide for Toggle that will show you how to handle the earnest money. Please contact SoftPro Support to obtain the guide. 

Annotation Question: 

  1. Will annotation print out? Including the highlighting?
    • Answer: In general, the annotations will print if you want them to. You can print with or without any markups. The highlighted sections may print in gray if you are not printing in color. You may need to change the settings on your printer to get them to print. You can contact SoftPro Support if you are having issues with it. 

Dashboard Question: 

  1. Where is the Dashboard?
    • Answer: Dashboard is in BETA Testing and for on-premise customers only, and will require Microsoft Power BI. 

Miscellaneous Questions:

  1. How do I make SoftPro larger on my screen?
    • Answer: You can change the screen resolution, but it will affect the fields within the order. 

  2. Can you just skip any naming until the utility opens? 
    • Answer: The attachment utility is an add-on product. The user can skip the Attachment Utility when it opens by clicking on the cancel button. 

  3. Is the attachment utility included, or is that something we would need to add separately? 
    • Answer: This is an add-on and may have a cost. Please contact SoftPro Sales for more information. 

  4. Is there a way to add an image for the property description?
    • Answer: It is not recommended to paste an image for the legal description. If copied from an outside source, go to notepad and paste into notepad before pasting into Select. 

  5. How do we access the Closing Calendar? 
    • Answer: Closing Calendar is another add-on product. Please contact SoftPro Sales for pricing information.