The SoftPro Banking platform in SoftPro Select allows users to securely send and receive wire transfers from a network of integrated banks in the U.S.

What are the benefits of SoftPro Banking?

SoftPro Banking allows users to seamlessly receipt incoming wires to the appropriate ledger. The platform also allows for the initiation of wire transactions directly from SoftPro Select and, upon appropriate internal approvals, have those requests securely sent to the participating banks for processing. With SoftPro Banking, a user can search incoming wires by numerous fields including the trust account, received date, amount, status, federal reference number, ledger ID, and originating bank. Users can search outgoing wires by trust account, last modified date, ledger ID, amount, and status, where they can then perform actions such as approving or rejecting the transaction. SoftPro Banking's sophisticated security permissions allow for the designation of specific users as "approvers" for outgoing wires in addition to approval limits for those designated approvers. 

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SoftPro Banking Integrated Banks

SoftPro Banking is currently integrated with numerous national banks, including:

  • First American Trust
  • City National Bank
  • Fifth Third Bank (coming soon)
  • & many more!
Don't see your bank? Contact us to request that we add it!

SoftPro Banking Demo Video

SoftPro Banking Pricing

Three service package options for SoftPro Banking are available based on order volume. You may select the service package that best fits your business needs. Each service package includes a fixed number of orders for a minimum monthly fee. A per order fee will apply for any orders in excess of the package's included order quantity during a given billing cycle. An "order" means a ProForm order in which you use the SoftPro Banking app to receipt incoming payments and/or initiate disbursement instructions. 

Setup and configuration fee for all service packages: $1,995

Service Package — Option 1:

    • $200 minimum monthly fee
    • Includes up to 50 orders per month
    • Orders over 50 during a given month will be charged at a rate of $4.00 per order.

Service Package — Option 2:

    • $1,500 minimum monthly fee
    • Includes up to 500 orders per month
    • Orders over 500 during a given month will be charged at a rate of $3.00 per order.

Service Package — Option 3:

    • $2,000 minimum monthly fee
    • Includes up to 1000 orders per month
    • Orders over 1000 during a given month will be charged at a rate of $2.00 per order.

 

Are you interested in learning more about SoftPro Banking? Contact us for more information or to get started!

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