Verify wire instructions inside a SoftPro file using the CertifID integration in SoftPro 360
domain: softprocorp.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗
Steps
Access CertifID from the SoftPro 360 vendor portal under Settlement Services (included free with SoftPro).
Request the Trading Partner agreement with CertifID so CertifID can reach out to complete onboarding for your integration.
Use the integration to securely share your escrow wiring information with buyers, or to collect/confirm seller wiring information, without leaving the SoftPro file.
Let CertifID's verification results flow back into your SoftPro file automatically rather than re-keying data.
Confirm the verification status in SoftPro before releasing any wire based on the instructions.
Known gotchas
Onboarding requires a Trading Partner agreement handled by CertifID, not just enabling a toggle — expect a setup step before it's live.
The integration is specific to SoftPro 360; other title production systems have separate (and not identical) CertifID integrations.
Automatic data sync back into SoftPro reduces re-keying but doesn't remove the need to manually confirm you're releasing funds only after verification completes.
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