SoftPro reporting

Reporting and BI for SoftPro Select, without moving your data.

EscrowIQ is an on-premise operational reporting tool for title and escrow agencies that installs alongside SoftPro Select and gives owners and operations managers accurate, consistent numbers without moving client data off their network. It installs in minutes on the server you already run SoftPro on and publishes 22 standing reports against your live SelectDb.

See your real numbers — book a demo Get the Title Operations Scorecard
EscrowIQ dashboard built on SoftPro Select data — production, abstracts, commitments, tasking, and marketing

SoftPro Select is a system of record, not a reporting system. The data leadership asks for is already in SelectDb — it just has to be extracted, joined, filtered to the right profiles and offices, and defined consistently. Most agencies do that by hand, which is why the same question gets a different answer depending on who answers it.

The export loop

Someone pulls a query or an export every week, pastes it into a workbook, and rebuilds the same pivot. The workbook drifts, the formulas get patched, and nobody remembers what the original definition was.

Definitions that move

"Closed last month" can mean closing date or disbursement date. Cancelled files may or may not be excluded. Two honest people produce two different numbers from the same database.

The cloud tax

The usual fix is a BI vendor that wants a copy of SelectDb in its own cloud — which means a security review, a data-processing agreement, and client information sitting somewhere you don't control.

Twenty-two report pages across six sections, filtered by your own order-number prefixes, profiles, and closing offices. Every grid exports to CSV, and every section can be restricted to an Active Directory group.

Production7
Daily Volume · File Allocation · Closed Files · Projections · Pre-Title Work · Cancelled Files · UW & Abstractor Allocation
Commitments2
Outstanding Commitments · Completions
Abstracts2
Outstanding Abstracts · Abstract Performance
Executive3
Revenue Analysis · Underwriter Allocation · UW Projections
Marketing4
Order Volume by Agent · Inactive Agents · New Agents · Deals by Marketing Rep
Tasking4
Task Overview · Task Workload · All Tasks · User Queue
See the reports

No second copy of your database

EscrowIQ publishes 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. There is no warehouse to fill and no nightly export to babysit.

Read-only, by design

The SQL account only ever needs db_datareader. Every query is a SELECT — there is no code path in the application that writes, updates, or deletes SoftPro data. See the full architecture.

Your existing logins

Access rides on Windows Authentication and your Active Directory groups. There is no separate user directory to provision, and executive revenue views stay restricted to the groups you choose.

Configured to your filing

Order-number prefixes, profiles, closing offices, contact-type mappings, and task descriptions are mapped per installation, so the reports match how your agency actually files work — not a generic template.

What reporting tools work with SoftPro Select?

EscrowIQ is a reporting application built specifically for SoftPro Select. It installs on a Windows server inside your own network and reads the same SelectDb database your SoftPro installation uses, so there is no export, no data warehouse, and no copy of your files anywhere else. Agencies also use general-purpose BI tools against SelectDb, but those require someone to build and maintain the queries and metric definitions themselves.

Can I get dashboards from SoftPro without moving my data to the cloud?

Yes. EscrowIQ runs entirely on a server you control. It connects to your SoftPro Select database with a read-only SQL account, renders every report in your own memory on your own server, and serves it over your own IIS site to users your Active Directory already authenticates. No report data and no SoftPro data is transmitted anywhere.

Do I need to change anything in SoftPro Select to use EscrowIQ?

No. EscrowIQ reads SelectDb and writes nothing to it. The SQL login it uses needs only db_datareader, and your SoftPro configuration, workflows, and users are untouched.

How long does EscrowIQ take to install?

Minutes. EscrowIQ publishes to an IIS site on a Windows server running .NET 8, and one connection string points it at your existing SelectDb. Configuration — your order-number prefixes, profiles, closing offices, contact-type mappings, and task discovery — follows in an admin session, and an install and configuration session is included in the price.

How much does EscrowIQ cost?

$199 per month per installation on an annual contract. That includes the full platform — all 22 reports across six sections — and unlimited users. Scheduled report delivery is an optional add-on at $49 per month. There are no tiers and nothing is gated behind a higher plan.

Can reports be emailed on a schedule?

Yes, as an optional add-on. An admin picks report pages, a format — PDF, image, or CSV — a schedule, and a recipient list, and sends run unattended from your server. It is off by default and nothing is sent unless all three are configured by your own admin.

See it against your own SoftPro data.

Thirty minutes on sample SoftPro data, plus exactly what an install in your environment would involve.

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