Pro Forma Policies Labeling the Pro Forma Policyhelp.softprocorp.com/articles/select/Preparing a Pro...

Preparing a Pro Forma Policy Page 1 of 17

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4800 Falls of Neuse Road, Suite 400

Raleigh, NC 27609

Sales & Service: 800-848-0143

Email: sales@softprocorp.com

Web: www.softprocorp.com

Pro Forma Policies

Labeling the Pro Forma Policy:

Enter Pro Forma in the Policy number field on Policy Schedule A

The Policy will show the verbiage as the “Policy No.: Pro Forma”

Watermarks can be added using the Stamp feature in the Document Distribution screen.

Click the dropdown arrow under Stamp and select the verbiage to be used as a watermark.

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Note: Watermark will not be visible when previewing the document

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Watermarks are created in SPAdmin (Permission based)

They can be found in the drop down lists and are named ReadyDoc Stamp

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Date and Time to be Recorded:

Annotate Feature

1. Publish the Document to Attachments Screen

2. Right click the Document

3. Select Annotate

There are multiple ways to edit the Policy to include the verbiage

Date and Time to be Recorded

1. Annotate Feature in Attachments Screen

2. Edit Feature in Preview Screen

3. Export Document into WORD format

All of the options require permissions to be granted in SPAdmin

Please see pages 10-17 for SPAdmin permissions

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4. Use Text Tool

5. Left Click and drag your curser where you want the Text to appear

6. Replace Insert text here. with Date and Time to be Recorded

Edit the Document in Preview screen

When previewing the document – select the Edit icon to allow editing of the document

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A document is in Edit mode when the word “Edit” appears

Important Notes when editing a document:

1. The document can be reverted to the Original form by selecting the Revert button

2. The Document will remain in Edit mode until Reverted – The document will no

longer update to any changes made in the Order

3. When document is reverted – all edits will be lost and document will be restored

to the default version

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Export Document into WORD format:

1. Click Start menu

2. Choose Export

3. Choose the file type

4. Choose the location to save it

Document must be on Preview

screen to export

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Endorsements

When adding Endorsements – check the Pro Forma checkbox

The policy number in the header of the endorsement will contain the word PRO FORMA

Pro Forma language will appear in the footer

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Issuance of the Final Title Policy:

Enter Recording information

When using an E-Recording vendor integrated with 360 – the Recording information will

populate when the transaction is accepted via the 360 Queue.

If manually entering the Recording information:

Recording of the Deed - Deed Screen:

Recording of the Security Instrument – Security Instrument Screen

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Important Note:

Policy number:

When using SoftPro 360 to generate the Policy jacket, the Policy number given by

the Underwriter will automatically populate the Policy No. field on the Policy

Schedule A Screen, when accepted into the Order via the 360 queue

Effective Date:

A formula can be put in place to automatically pull in the Recording information.

Owner’s Policy will show the date of the Recorded Deed

Loan Policy will pull the date of the Recorded Mortgage

See F1 help for more information on Formulas

Contact SoftPro Support if further assistance is needed

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SPAdmin Settings:

Annotate Feature

1. Navigate to SPAdmin

2. Select Configuration

3. Select Permissions

4. Enter Annotate in the Search bar

5. Double Click Annotate Attachments

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A dialogue box will appear and give a description of what the permission will grant the user

6. Select the Rights tab

7. Click the plus button

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8. Select the appropriate group(s)

Note: Multiple groups can be added by holding CTRL and clicking additional groups

9. Check the Execute box

10. Select OK

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11. Select Apply

12. Select Ok

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Permissions for editing the document in the Preview Screen:

1. Navigate to SPAdmin

2. Select Configuration

3. Select Documents and Reports folder

4. Double click ReadyDocs

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5. Use the Search bar to find the desired document

6. Double click the document

Edit Option: Unrestricted will allow the users the ability to edit the document

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Export the document into an editable format (WORD)

Check the box Allow save to editable file types

When making changes in SPAdmin:

1. Always select Apply and then OK

2. Users will need to exit the system completely for the changes to take affect

Pro Forma Policies Labeling the Pro Forma Policyhelp.softprocorp.com/articles/select/Preparing a Pro...

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