RQUG


Following is an overview of the conference program and session descriptions for the 2020 Annual Users Conference. Please note, we have included some designations at the end of some of our session descriptions that are designed to assist you in selecting the appropriate session. The designations will help you determine if the session is specific to RamQuest One or Complete Closing users, or if it is more general in nature and suitable for any attendee.


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Monday, March 2

Conference Registration/Continental Breakfast (8:00am 9:00am)

General Session: Welcome/Keynote Address (9:00am 10:30am)
Join us for this year's keynote address by Scott Burrows! His unforgettable story of turning a paralyzing setback into a powerful comeback by formulating a crystal clear vision, maintaining an unstoppable mindset and pushing through with tremendous grit is sure to inspire you both personally and professionally. (General)

Break with Exhibitors (10:30am 11:00am)

Concurrent Sessions - Group 1 (11:00am 12:15pm)

Maximizing Efficiency with Templates
Creating templates is an easy way to boost efficiency and reduce errors throughout your file. Join us as we look at areas where templates are available (HINT: there are several!) and discuss how to set up and deploy to maximize benefits. (CCE)
 
Enable Your Operation with RamQuest's Barcoding
Would you like to use barcoding technology in your operation instead of manually scanning documents? Are you ready to understand how this process works and what you need to do to get started? Join us for this in-depth look at RamQuest’s barcoding technology. Learn how you can reduce time spent on inefficient processes with this tool and hear first-hand how one RamQuest title company has integrated barcoding into their daily operation. (General)
 
CCE Reports 101
Join us for this informative session where we will go step by step through creating basic reports in CC Reports. Here are just a few of the specifics that we will cover: what information to include, how to pull in the data that you need and how to add custom branding elements. (CCE)
 
Make Yourself Remarkable: Marketing for Growth
Trying to differentiate your title company can be very difficult but is critical to your operation’s long-term success. Join this panel of your peers to learn why "remarkable" matters today in business and why it is one of the most powerful concepts that every title company should embrace.  Our panel will also share personal experiences of how "remarkable" plays out in the closing process of their companies. (General)
 
RamQuest One Reports Overview
You know that there are a lot of reports in your RamQuest One solution…but do you know what they do? Join us for an overview of all of the reports you’ll find in RamQuest One. We’ll look at what they are, what they return and when to use each one. (RQ One)
 

Lunch (12:15pm 1:45pm)

Concurrent Sessions - Group 2 (1:45pm 3:00pm)

eClosing, eNotary and My Good Friend RON
Join us for a look at advancements in the industry regarding e-Closings and e-Notarization and RON (Remote Online Notarization). We’ll discuss ways to prepare if you have not yet incorporated e-functions into your operation, best practices when using them, and what's on the horizon for these services. (General)

Everything You’ve Always Wanted to Know about Commitments and Policies

Join us as we walk through the process for completing commitments and policies within CCE. In this session, we'll look at all the bells and whistles as well as navigate the various tabs and icons, discuss how to use templates to create efficiency, review how to create or modify Standard Language, use of hyperlinks, color coding and much more. (CCE) 

Send in the Cloud...
Join us for this overview of cloud computing and data security. (General)

Building Deeper Relationships with RamQuest Integrated CRM
If you've ever wanted to develop best practices to provide your organization a consolidated view into all the parties and operational details they need to uncover, understand and build stronger relationships, then this session is for you. Learn how to streamline communication between your business development and operations teams, cultivate referral sources by harnessing the power of RamQuest data, automate workflows (including the delivery of reports and dashboards) and access RamQuest data from anywhere, even without an Internet connection. (General)

RamQuest One SSRS Reporting
This class is a follow up to the RamQuest One Reports Overview session. Now that you understand our report offerings, join us for this session where we will show you how to get the most of those reports. Learn the ins and outs of taking an existing report and modifying it to add additional data and meet your specific business needs. (RQ One) 

Break with Exhibitors (3:00pm 3:30pm)

General Session: (3:30 pm – 5:00 pm)

CCE New Release Deep Dive 
Join us for this in-depth overview as our product managers walk you through all the new features in the latest versions of your Complete Closing production solution.(CCE) 

RamQuest One JAD Session
Many of the new features or improvements to existing features that you see in the newest version of RamQuest One come from ideas generated in this interactive design session. This JAD (Joint Application Design) session is your opportunity to participate in the design phase and give us insight into how to make new features and enhancements in your RamQuest One solution better for the entire user community. Don't let the idea of this session keep you from participating - come and see how we make designing software fun! (RQ One)

Opening Reception with Exhibitors (5:00 pm – 6:00 pm)



Tuesday, March 3

Continental Breakfast (8:30am 9:00am)

Concurrent Sessions - Group 3 (9:00am 10:15am)

Complete Closing Supervisor: A Deep Dive
Join us for an in-depth look at the various settings and options within CC Supervisor. We will take a deep dive into items from recent CCE releases, spend time reviewing areas that might need a little more explanation and take a look at options that you may not be using today. (CCE)

Dashboard…A Day in the Life
Join us for this session where we’ll introduce you to the ins and outs of your CCE Dashboard. What are the benefits of using Dashboard? How can you get started if you haven’t yet put this to work in your office? Learn the setup behind tracking task assignments, due dates and dependencies and how your users can customize this tool to help them manage workflow and timelines so that it is relevant to what they do each day. (CCE)

Wire Fraud
Business Email Compromise (BEC) is a sophisticated fraud scheme targeting businesses working with the other parties that regularly perform wire transfer payments. The scam is carried out by compromising legitimate business or personal email accounts through social engineering, malware, or computer intrusion techniques. Once compromised, criminal actors will surveil email communications, create spoofed email accounts to emulate a real estate agent or title officer and introduce alternative wire instructions telling the victim to wire funds to a fraudulent account. Join us for this insightful discussion on this fraud scheme and learn how to recognize it and protect your company and customers from being a victim. (General)

Support Frequently Asked Questions
While there are always isolated incidents when it comes to troubleshooting and support needs, many issues are more common and encountered by multiple users. In this session, we will look at resolutions to the most common questions and topics frequently posed to RamQuest's support team. (General)

RamQuest One: Advanced Documents
Are you a RamQuest One user and already comfortable with the document engine in RamQuest One? Then this class is for you! Learn how to step up your game to create advanced RamQuest One documents. (RQ One)  

Break with Exhibitors (10:15am 10:45am)

Concurrent Sessions - Group 4 (10:45am 12:00pm)

Escrow Accounting and the Closing Team: Work Together for Success
Do your Accounting and Closing Teams speak the same language? Speaking numbers doesn’t have to be a foreign language to others within your company. In this session you will learn how to work as a team for success. Topics covered will include why the accounting process is so important to everyone, how recons can be done with less effort, usage of RQ features such as check lumping, net deposits, net funding, held checks and much more! Don't miss this chance for some insider tips and tricks for accounting success! (CCE)

Documents 201
This intermediate level course is designed for people who already have experience creating CCE documents but want to take their documents to the next level. We will introduce concepts such as complex dropdowns, nested "if" statements, common header/footer problems, insert docs, etc.(CCE)

Training Panel Discussion
How do you develop a training program to on-board new employees and to keep current employees in the know? Our panel of experienced trainers will discuss the various methods, technologies, and underwriter resources that can make this task easier. We will have representatives of organizations of various sizes to help find solutions that will work for you! (General)

Let’s Talk Talent
Finding talented staff is difficult; keeping talented staff is even harder. During this session, we will discuss ways to think outside the box to find the right people, how to develop or enhance your training program and retain happy employees. (General)

PaperlessCloser and Closing Market Settings Overview
Closing Market and PaperlessCloser are powerful tools that will help you increase efficiency and enhance your business. But, before you can take advantage of the bells and whistles that they offer, you need a thorough understanding of how to set up both applications. Join us as we take a deep dive into all of the options, permissions and configuration process to get Closing Market and PaperlessCloser off the ground and running for your operation. (CCE and RQ One)

Lunch/Lunch and Learn Sessions (12:00pm 1:30pm)

Lunch and Learn Session: ClosingLock
Join us for this Lunch and Learn session to see how ClosingLock secures and simplifies your process of sharing wire instructions. ClosingLock provides a secure portal for you to share wire instructions, documents and eSignatures with your clients (buyers, sellers, lenders, agents). In this session, ClosingLock will focus on its unique approach to preventing wire fraud, and present a live demo showing how to use the ClosingLock system from both the company and the client perspective. The demo will cover how ClosingLock locks wire instructions and implements MFA while requiring no registration or password from your clients. In addition, the demo will highlight ClosingLock’s multipoint education system, which helps to prevent phishing losses. All of this will be demonstrated using ClosingLock’s integration with RamQuest.

Lunch and Learn Session: CloseSimple
Uber, Netflix, UPS & Dominos Pizza have changed the way today’s customers expect to be communicated with during a transaction. See how CloseSimple can help you communicate better & stand out during the closing process with Automated Text Messages, Beautiful Email & the Pizza Tracker for Title™... all helping you to deliver the type of communication today’s customers demand. 

Lunch and Learn Session: ShortTrack
Save time & money with EasyOrders. Join ShortTrack as they demonstrate live order creation and document updates directly from realtor software dotloop, DocuSign Rooms, and zipForms. Next, get to know ShortTrack’s DocuSign e-signature integration with RamQuest. Then, eliminate rekey and NPI exposure by turning your intake docs into customized webforms where the collected data populates in RamQuest and the e-signed docs simply show up in FileScan. Finally, we may have a surprise or two as well. 

Lunch and Learn Session: W-Systems
RamQuest Data at Your Fingertips...Learn best practices on how to provide your organization a consolidated view into all the parties and operational details they need to uncover, understand and build stronger relationships. 

General Session – RamQuest: What's on the Horizon? (1:30 pm – 2:30 pm)

Concurrent Sessions - Group 5 (2:30pm 3:45pm)

Automating Your Complete Closing Solution
Join us for this look at the electronic life cycle of a file and the various points throughout the life cycle of an order where functions can be automated in your Complete Closing production solution. Not sure which automated notifications are in Closing Market and when you should turn them on? Come to this session and let us show you! (CCE)

Documents Workshop
In this session, you will have an opportunity to work hands-on with highly experienced CCE document creators to assist with coding or formatting issues you may be having. Seating will be limited to allow for individual attention to your documents. Please bring your laptop or a printed version of your document. You are also encouraged to submit your document ahead of time to our presenters so they can review it and have a solution in place. (CCE)
**Enrollment in this session will be limited to 20 people.**

The Science Behind Servers
Join the RamQuest team for this session that will review tips, tricks and best practices for setting up a new server or performing an entire server migration. We will cover items like load balancing, network configuration and more! (General)

Mitigate Service Disruptions with Better Reporting
Entrinsik's Informer delivers a total reporting and data analysis solution enabling your agency to collect, blend and visualize key information from RamQuest One and CCE to share throughout the organization. With easy-to-use business analytics and interactive dashboards readily available for processors, team leads, executives and other key stakeholders, Informer offers true self-service business intelligence to improve financial visibility and mitigate service disruptions. Want to learn more? Join us for this session!
(General)

Automating Your RamQuest One Solution
Join us for this look at the electronic life cycle of a file and the various points throughout the life cycle of an order where functions can be automated in your RamQuest One production solution. Wondering how FileScan can mark workflow complete? Or, are you not sure which automated notifications are in Closing Market and when you should turn them on? Come to this session and let us show you! (RQ One)  

Grand Prize Drawing/Break with Exhibitors (3:45pm 4:00pm)

General Session: (4:00-5:00)

CCE JAD Session
Many of the new features or improvements to existing features that you see in the newest version of Complete Closing come from ideas generated in this interactive design session. This JAD (Joint Application Design) session is your opportunity to participate in the design phase and give us insight into how to make new features and enhancements in your Complete Closing solution better for the entire user community. Don't let the idea of this session keep you from participating - come and see how we make designing software fun! (CCE)

RamQuest One New Release Deep Dive 
Join us for an in-depth overview as our product managers walk you through all the new features in the latest versions of your RamQuest One production solutions. 
(One)

Optional, After-Hours Event (7:00pm)
Join us as we unwind at the end of day two with a memorable night filled with great food, drinks, lively conversation and historic views of Bourbon Street from a balcony overlooking it all. Don't miss this authentic New Orleans experience with fellow conference attendees, RamQuest associates and our vendors!


Wednesday, March 4

Closing Breakfast (9:00 am – 10:30 am)

General Session: What’s on Your Wish List? (10:30 am – Noon)
Do you ever wish that your RamQuest solution could do "this" or have you always wanted to have "that" included in order entry (or somewhere else)? Bring all the thoughts like this that you have running around in your head and share them with your RQUG Enhancement Committee and fellow users during this session! (CCE and RQ One)

Conference Concludes (Noon)



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