It runs in your environment, against your system of record.
There is no data warehouse to fill and no nightly export to babysit. EscrowIQ is installed on a server you control, authenticated with the accounts your staff already use, and pointed at the SoftPro Select database your agency runs on.
Install
EscrowIQ is published to an IIS site on a Windows server inside your network, running on .NET 8. One connection string points it at the same SelectDb your SoftPro Select installation uses.
Configure
An admin session sets your order-number prefixes, profiles, closing offices, and contact-type mappings, then runs task discovery to map the task descriptions your workflows actually use.
Set permissions
Map your Active Directory security groups to report sections and individual pages, so each group only sees what it's provisioned for — executive revenue views stay with leadership, tasking queues stay with operations.
Report
Twenty-two report pages come online across six sections. Filters follow your own profiles and offices, and any grid exports to CSV.
Subscribe
Pick report pages, a format — PDF, image, or CSV — a schedule, and a recipient list. Sends run unattended from the server.
Light or dark, per user
Every report page and the admin console render in either theme. Each user picks their own — the choice is saved per account, not forced site-wide.
Requirements
Reporting data is read from your database and never leaves your network. The only outbound call is the license check-in.