# ProForm Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is ProForm the right Real Estate Transaction Management solution for you? Explore 20 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/164376/ProForm/reviews

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ProForm

4 (20)

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Last updated August 24th, 2025

# Reviews of ProForm

Ease of use

4.1

Customer Service

4.2

## Showing most helpful reviews

Showing 1-20 of 20 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
Title Operations  
Real Estate  
Used the software for: 2+ years

### "SoftPro Great Title and Escrow SoftWare"

May 17, 2020

4.0

We are solving preparing commitments, policies, CD's. Benefits have been allowing our people to do more in less time. Helping us keep things uniform my putting in custom rules. Our people are super happy with the Software.

Pros

I like that you can set up rules that will make sure the user has to abide by the business rules that we set up. Another great feature is you can put in automation that will allow the program to perfrom tasks once something is done in the system. This way it frees up your employess in order to do more important things.

Cons

I think they take awhile to add things that other similar software has. The biggest one is wire intergration, been waiting over a year for this feature. Another software has had it for three years at least.

Review Source

CT

Cara T.  
closing coordinator  
Real Estate  
Used the software for: 2+ years

### "Tried others, this wins"

June 7, 2022

5.0

Pros

The ease of use. We have tried to use other programs, but this one remains our only trusted one.

Cons

I would like the scheduler to be included in the software purchase.

Review Source

JC

Joan C.  
Title Insurance Producer  
Financial Services  
Used the software for: 2+ years

### "Perform like a Pro"

March 14, 2022

3.0

It is the lifeline for the work we do. Can't imagine working without ProForm!

Pros

The support team is excellent and help promptly when called upon. Many of the features are helpful in the Title Industry. Documents make us look like a Pro!

Cons

The updates are not forthcoming on time. Perhaps because the software is fine tuned to the Underwriters.

Review Source

KM

Kristina M.  
Paralegal  
Law Practice  
Used the software for: 2+ years

### "Great software and easy to use"

August 4, 2022

5.0

Pros

I love the way it is set up and flows. It make it easy to see key information and hot spot items in different windows.

Cons

The font is very small so I had to enlarge the font on my computer to see it better but that makes me have to scroll certain sections to see all the way down or across.

Review Source

SG

Sheila G.  
Legal Assistant  
Law Practice  
Used the software for: 2+ years

### "ProForm is great!"

August 6, 2021

5.0

Pros

ProForm is easy to navigate and easy to learn. Having the ability to enter all your information in once and have that information fill on various forms is perfect for saving time.

Cons

I have not had any issues using this software in the 6 years that I have used it.

Review Source

DG

Diane G.  
Senior Escrow Officer  
Real Estate  
Used the software for: 2+ years

### "Could be better"

March 30, 2022

3.0

A mediocre escrow/title platform that could use much improvement.

Pros

ProForm is relatively easy to use, but that's about all I can say for the pros regarding this software.

Cons

Not customizable enough. Basic functions lacking. Help section is not often helpful. Suggestions fall on deaf ears.

Alternatives considered

[Qualia](https://www.capterra.com/p/159101/Qualia/)

Reason for choosing ProForm

We ended up switching to Qualia.

Review Source

CC

Casey C.  
front desk admin  
Legal Services  
Used the software for: 1-2 years

### "AMAZING PRODUCT"

February 20, 2020

5.0

It is a great product, organized and easy for the company.

Pros

This is so much easier to use that something we used in the past!! It is well organized and you can add info by typing a series of short letters that way you do not have to fill in redundant information.

Cons

IT IS SO SMALL!! Even if you change the zoom on your desktop, it doesnt effect the app. It is so tiny and hard to read!

Review Source

RB

Rebecca B.  
Office Manager  
Law Practice  
Used the software for: 1-2 years

### "Love softpro! "

February 20, 2020

5.0

Very well! We used it before and swapped to eclosings because it was web-based but did not have a good experience. I was so glad to come back to softpro!

Pros

The fast customer service! If we have any issues, we have help fixing it within a very short time frame. They are always very helpful. The program is also very user friendly. We used eclsoings for a short time and hated it! Softpro is much easier and more efficient!

Cons

The small screens. I feel like the writing is very small compared to other products and sometimes can be hard to read.

Review Source

VR

Verified Reviewer  
Associate Attorney  
Real Estate  
Used the software for: 6-12 months

### "Steep learning curve at first, but great functionality "

January 14, 2019

5.0

Pros

It simplifies the process of creating settlement statements and balancing with lenders.

Cons

There is a steep learning curve up front. It's not particularly intuitive, so you just have to get in there and start working with the system to get comfortable with it.

Review Source

DC

Debbie C.  
paralegal  
Legal Services  
Used the software for: 2+ years

### "Not user friendly"

February 22, 2021

3.0

Pros

I liked the F-2 option and the automatic population for addresses.

Cons

It was difficult to navigate and didn't like that it had to be updated manually. Response time from customer support was NOT always quick. Time consuming to customize to company. Too many steps to use many of the functions.

Review Source

MS

Monica S.  
Review Specialist  
Real Estate  
Used the software for: 2+ years

### "Softpro"

November 18, 2020

3.0

It worked well while the company was smaller, as we grew we did not find it to work well with our processes.

Pros

Ease of links between the CD/HUD and location of info.

Cons

The merging of documents was complicated, along with not having all the features to help reduce file workflow time.

Review Source

AH

Andrew H.  
Paralegal  
Legal Services  
Used the software for: 2+ years

### "Best Tool for any Closing Firm"

February 26, 2020

5.0

Pros

I love how user friendly this program is. Additionally the customer service is amazing!

Cons

There are no cons it is so much better than Land Tech.

Review Source

AC

Amber C.  
processor/ title agent  
Real Estate  
Used the software for: 2+ years

### "Softpro Review"

November 17, 2020

3.0

Pros

integrations with underwriters and title ordering.

Cons

too many programs to complete the open, process, settle, and post closing tasks.

Review Source

TJ

Tim J.  
Sr. Real Estate Assistant  
Law Practice  
Used the software for: 2+ years

### "SoftPro Closing Program"

February 20, 2020

5.0

Pros

Very user friendly, ease at learning and training to others.

Cons

Merge documents can be revised for more specific uses.

Review Source

HG

Heather G.  
Paralegal  
Legal Services  
Used the software for: 2+ years

### "Soft Pro is user friendly by being easy to navigate."

January 12, 2018

3.0

Ease of use.

Pros

The software makes handling real estate closings easier to make last minute changes and calculations. The software keeps up with the ever-changing RESPA rules and regulations.

Cons

The software is very expensive to keep currently updated and also receive customer support. Since the rules and regulations relating to real estate closings seem to be constantly changing, one can spend thousands of dollars a year every year just to keep this software.

Review Source

RO

Rachel O.  
Processor  
Real Estate  
Used the software for: 6-12 months

### "SoftPro is your trusted friend"

June 21, 2019

5.0

it was good. i used it for processing at my last job, as the sole processor, and it was great.

Pros

I loved the ease of use that this software had

Cons

It is expensive, and the versions are not integratable. You cannot move from one to another without changing escrow accounts, etc.

Reason for choosing ProForm

underwriter recommended it, and as a start up business (at the time) we wanted to use a product that had a solid reputation

Review Source

HR

Hollie R.  
Real Estate Paralegal  
Real Estate  
Used the software for: 6-12 months

### "So Outdated and Not User Friendly "

October 17, 2019

1.0

I was not a satisfied user. From ease of use to customer service - the entire overall experience was not good. We no longer use this software.

Pros

I honestly did not enjoy using this software.

Cons

Almost everything. So outdated. Merging was terrible. Customer service was also not the easiest to work with.

Review Source

JG

James G.  
Lawyer/Owner  
Law Practice  
Used the software for: 2+ years

### "Functional and up to date with all real estate closing requirements. "

February 6, 2018

3.0

Excellent functionality and up to date RESPA requirements in closings.

Pros

I like how easy to use the program is with all the constant changes it seems taking place in real estate closing transactions. The software makes 1099 end of year reporting a cinch.

Cons

The software is very expensive for small firms that only do a small amount of closings each year, especially with updates every year.

Review Source

FJ

Ford J.  
Attorney  
Law Practice  
Used the software for: 2+ years

### "Closings Made Easy"

January 16, 2020

4.0

Pros

Allows our office to Streamline the Closing Process Better Software than many competitors -Ease of use in forms and documents

Cons

Not always the most user friendly interface

Review Source

HT

Hayley T.  
Legal Assistant  
  
Used the software for: Less than 6 months

### "By using this software we can preform tasks much faster, such as document automation. We love it. "

July 31, 2018

5.0

Faster document drafting, consistency in documents and faster check printing. Easy to view multiple documents for one transaction at once.

Pros

Our documents are pre drafted with places for us to fill in our own information, this then transfers over to help us cut multiple checks for large transactions.

Cons

Can get outdated quickly, you must keep up with the updates. Some things aren't as customizable as one would like.

Review Source

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## Related categories

[Real Estate Transaction Management](https://www.capterra.com/real-estate-transaction-management-software/)