Works alongside SoftPro
Track closing deadlines from SoftPro
Keep SoftPro for production. Closing Desk reads the open orders report you already run, so your team sees every file’s closing, lock, payoff and contingency dates on one screen. There’s no direct connection: you export a report to Excel and upload it.
Getting an open orders report out of SoftPro Select
1. Pick the report your office uses
SoftPro Select comes with a large library of standard reports, listed in its report tree, and you can build your own. Use the open orders or pipeline report your office already runs. If none of them shows closing dates, your SoftPro administrator or SoftPro support can point you to one or set one up.
2. Ask for Excel formatting
Many Select reports have an Excel option in their criteria, such as a “Format for Excel export” check box or an “Excel Export” format type. Pick it when you see it. The export comes out as clean columns instead of a printed page layout.
3. Export as an Excel document
SoftPro’s published job aids show this from the report view: click the SoftPro icon, then choose Export, then “Export as Excel document”, and save. Your version or setup may look different. If you can’t find it, ask your administrator.
4. Save it as .xlsx
The job aids show the export saved as Microsoft Excel (*.xls). Open that file in Excel and save it as an Excel Workbook (.xlsx) before you upload it.
On SoftPro Standard? We couldn’t find public instructions for exporting its reports. Run the open orders report your office uses and look for an option to save it as Excel or a text file. If you’re not sure where it is, your SoftPro administrator or SoftPro support can point you to it.
Running it on a schedule
SoftPro says Select can automate running reports, including running reports at scheduled times and saving them to a file location. We haven’t found public documentation of Select emailing a scheduled report on its own. Ask your SoftPro administrator or support what your setup can do.
If your office can send that saved report by email each morning, send it to your private import address as an Excel or CSV attachment, and Closing Desk updates itself. If not, upload the saved file each morning instead.
Columns to include
Include as many of these as your report has. The property address is required. File number and closing date matter most after that, and the rest makes the deadlines more useful.
File number
Your order or file number. This is how a later report updates the same file instead of adding a copy.
Property address
Street, city, state and ZIP, in one column or several.
Closing date
The scheduled or estimated closing date. Closing Disclosure and rescission deadlines are worked out from it.
Transaction type
Purchase, cash purchase, refinance or commercial, so the right deadlines apply.
Buyer, seller and lender
Names only, so anyone on your team can find the file.
Rate lock expiration
If your report has it, you get a warning before a lock expires ahead of closing.
Payoff good-through
If your report has it, you get a warning when a payoff statement runs out before funding.
Contingency dates
Inspection, appraisal and financing contingency dates, if your report includes them.
Bringing it into Closing Desk
1. Upload it as it is
In Closing Desk, open the import page and drop in the file. Column names are matched for you, report titles and totals rows are skipped, and you see a preview before anything is saved.
2. Check the preview
The preview lists which columns were used and which were skipped. If one you need was skipped, rename its heading in Excel and upload again, or email the file to us.
3. Keep it current
Upload a fresh report whenever you like, or email it to your private import address. New files are added and changed dates are updated. Blank cells never erase anything.
This works through SoftPro’s report export, not a direct connection: changes reach Closing Desk when a report is uploaded or emailed in. If your report won’t import cleanly, email it to support@closingdeskapp.com and we’ll set it up for you. Don’t include Social Security numbers, bank account numbers or wiring instructions.
Try it with your own SoftPro export first
Drop your Excel export into the demo and see every file’s deadlines. Nothing is uploaded or saved; it runs in your browser.
Using other software too? See how Closing Desk works alongside title production software.
SoftPro, SoftPro Select and SoftPro Standard are trademarks of their respective owners. Closing Desk is not affiliated with or endorsed by them; the names are used only to describe which exports can be uploaded.