Case Study: Surety Title Agency, Inc. achieves streamlined trust accounting and seamless QuickBooks reconciliation with SoftPro

Surety Title Agency maximizes the power of SoftPro with custom QuickBooks integration

Surety Title Agency, Inc. faced a need to replace its legacy software to meet the American Land Title Association's Best Practices for trust accounting and reporting. In 2015 the company selected SoftPro for closing and title automation, implementing SoftPro’s ProTrust accounting module to address trust accounting, reconciliation, and compliance requirements.

SoftPro delivered ProTrust plus the Positive Pay add-on and a custom QuickBooks integration, along with tailored documents and reports (daily revenue, settlement statements, custom checks/invoices). As a result, Surety Title Agency, Inc. achieved ongoing Best Practices compliance, automated 3‑way reconciliations, prevented illicit check writing via Positive Pay, and gained seamless ledger export to QuickBooks for faster trust reconciliation and better business visibility.

Surety Title Agency, Inc.

Rose Ann Pascucci

Secretary and Treasurer