SoftPro Documents Portal - Online Library of Land Title Documents
The SoftPro Documents Portal is an online library offering access to a wide range of Land Title, Underwriter, State, and National documents and reports. Easily manage packages, create personalized watchlists, set up notifications for updates, and streamline your document retrieval process. With a user-friendly interface, downloading and installing bundles into your system is simple and efficient. Stay informed with release notes and instructions, reducing the need for support calls. Access the portal through the designated website, log in with existing mySoftPro credentials, or create a new login as needed. Get started by selecting the right edition of SoftPro software, choosing relevant states and underwriters, and fine-tuning your watchlist preferences. Additionally, ensure document storage compliance by addressing key questions about data retention, storage locations, backups, record destruction, and seeking guidance on data storage requirements in your area.
Download Presentation
Please find below an Image/Link to download the presentation.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author.If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.
You are allowed to download the files provided on this website for personal or commercial use, subject to the condition that they are used lawfully. All files are the property of their respective owners.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author.
E N D
Presentation Transcript
What is the SoftPro Documents Portal? Online library of Land Title, Underwriter, State and National documents and reports
Benefits of the Documents Portal Allows you to manage all packages in one place Create Watchlist personalized to your state and underwriter preferences Setup email notifications to be notified when an updated package is available View release notes and instructions for each download Easily download and install bundles into your environment One less call to Support since you will now receive notifications for updated packages
How to Access the Documents Portal? Documents Portal website: https://docs.softprocorp.com SoftPro website
Logging into the Portal Already have mySoftPro credentials? Same login used for Documents Portal Need to create a login, use Sign up button on login page
Lets Get Started! Choose the correct edition of SoftPro software you are currently using
Lets Get Started! Choose your State(s) Choose all states that your office does business in
Lets Get Started! Choose your Underwriters(s) Choose all Underwriters that you work with
Lets Get Started! Finish up your watchlist Remove any packages from your Watchlist that you do not need
Document Storage: Questions to Ask! What data should be retained? Should we just save everything? Where should data be stored? Are backups needed for data storage? When can I destroy records? How should I destroy records? Who can I contact to find out data storage requirements in my state/area?
