RQUG

 

2015 RQUG Conference Program and Session Overview

Following is an overview of the conference program and session descriptions for the 2015 Annual Users Conference. If a particular session is specific to Complete Closing (CCE) or RamQuest One, we have included that information at the end of the session description. If you do not see a specific product designated, users of both are encouraged to attend. Additionally, we have included some designations at the end of each session description that are designed to assist you in selecting the appropriate session. The designations are as follows:

Foundation: These classes will be "nuts and bolts" classes and are suitable for new users of the software or more experienced users who may be new to using certain areas of CCE or RamQuest One.

General: These classes are suitable for all attendees.

Experienced: These classes are designed for users who are ready to move beyond basics. Classes may be job-specific or more technical in nature.

You should note, when making your travel plans that this year’s schedule is very different from what we have had in year's past. With a full load of concurrent sessions every day, including 13 on Friday, we recommend you plan to arrive on Wednesday before 2pm and book your departing flight after 4pm on Friday. Also, if you register to attend the Pre-Conference Workshop on Wednesday, you should plan to arrive before noon.

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Wednesday, March 4

 

Pre-Conference Workshop (12:00pm - 2:00pm) - 

This session has reached capacity and is now closed.

Join us for a very special pre-conference roundtable discussion on Wednesday March 4th from 12:00pm to 2:00pm where invited representatives from key national lenders including Bank of America, Wells Fargo and Chase will discuss their changing relationships with title and settlement agents in 2015, the year of TILA-RESPA implementation. To attend, you MUST indicate that you will attend this session when you complete your 2015 RQUG Conference Registration. For complete workshop details, click here

 

Conference Registration (2:00pm-6:30pm)

Concurrent Sessions - Group 1 (2:30pm-3 :30pm)

RamQuest One: How is it Different from CCE?
Join the RamQuest team as we compare specific features in RamQuest One to those same (or similar) features in CCE. Do you want to see how the new feature of Paperless Closer Routing Rules, multiple HUDs or Settlement Statements on a file, the ease of Custom Data or the Order Audit Log? Or what about the new Recording Information Screen, Standard Language Clauses as document templates or the ability to rename some fields on the Title Production screen? Then come to this session and get those questions and more answered! (Foundation - CCE and One)  

RamQuest's BASE Team, op2 and You
Security is all about the environment in which your data lives. You don't have to be a technical geek to understand data security as it relates to the requirements of ALTA's Best Practices. Whether your company chooses to outsource your IT infrastructure to op2 or keep it in the house, there are fundamental considerations to weigh and processes to employ. Let RamQuest's experience help you. Join Mike Murphy, leader of our new Building a Safer Enterprise (BASE) team, as he shares key pointers for success and basic environmental questions to ask so you can insure your company is doing all it can to protect and manage the sensitive data you're responsible for. (General)

New Mortgage Disclosure Forms: Will You Bury Your Head in the Sand or Take Action Now? 
In this session, we will review how the new CFPB requirements are shaping to date and their potential impact on your future strategy as the new lender responsibilities and borrower requirements are going to require additional time, workflow and tracking capabilities. We will assess the existing alternatives from manual process to electronic collaboration networks to fully automated solutions and each alternative's pros and cons so you can choose which one will serve your business needs best. We will also discuss the role of having access to data in terms of implementing a truly effective collaboration system in conjunction with evaluation of available technologies. (General)

Let's Talk Texas 
Its often been said that Texas is like a "whole 'nother country". When it comes to escrow and title services, that statement certainly applies. Join us as we discuss legislative and other requirements unique to the Lone Star State, as well as how they impact your use of RamQuest. (General)

General Session: Welcome/Keynote Address (3:30pm-5:00pm)

Welcome and First Look at RamQuest's Closing Dislosure Form: Welcome Attendees, give an update on RamQuest and take a quick, first hand look at RamQuest's new Closing Disclosure Form (CDF) solution.

Keynote Address: Commander Kirk Lippold, USN (Ret.), and author of Front Burner: The Attack on the USS Cole knows what it takes to create the foundation for successful leadership that prepares teams to rise to any challenge they may face. In 2000, when the USS Cole was attacked by the Al-Qaeda terrorists in the port of Aden, Yemen, Lippold and his crew distinguished themselves by saving the American warship from sinking in the face of one of the most brazen acts of terrorism prior to September 11, 2001. During our keynote address, Lippold shows how the difference between team success and failure lies in the instinctive principles that are ingrained through training and guide people to action. Based on the leadership standards he instilled in his crew leading up to that historic day, Lippold has developed and will share his insight on the "Five Pillars of Leadership" that construct a framework for getting the most from your team: integrity, vision, personal responsibility and accountability, trust, and professional competence. 

Opening Reception with Vendors (5:00pm–6:30pm)  

 

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Thursday, March 5

Continental Breakfast (Thursday 8:00am-8:30am)

General Session - The CFPB Changes from a Lender's Perspective (8:30am-9:30am)

With regard to your lender customers, what are the critical questions that you are asking yourself right now? What will lenders need from title companies under the new CFPB rule? What does this new world workflow look like? Join us for this panel discussion where you will get these answers and hear, first hand, from a lender and an LOS provider as they discuss requirements and offer suggestions to help you navigate these new business rules. (General) 

 

Concurrent Sessions - Group 2 (9:30-10:45)

Your RamQuest System and Fraud Prevention
Your escrow accounts move millions of dollars of other peoples' money...making you and them a target for criminals. As recent headlines confirm, fraudsters continually evolve in their sophistication and tactics. How can you use your RamQuest system and bolster your office practices to secure e-mails and communications, and keep a close eye out for potentially risky scams and situations? Come to hear recent scenarios and learn prevention tools to protect you and your customers from becoming a headline. (Foundation)
Learn to Create Documents
Bring your laptop for this hands-on session and learn the basic skills needed to create a document in CCE to fit your operation's needs. Specific topics that will be covered include Merge Fields, Stored Procedures, Prompts, If/Then Statements, Document Security, Document Categories and Document Packages. (Foundation - CCE)

Improving Your eRecording Workflow
Did you know you can use the RamQuest “workflow/status” feature to improve your erecording process?  You can setup a workflow process to handle rejected documents based on event or status messages that ePN returns.  ePN has also created a way for you to view your “collected” recording fees and taxes as a part of the erecording process and then provide you a report that compares the “collected fees” to the “actual fees” at the document level.  Join us for this session to get a firsthand look at how these enhancements can help you comply with ALTA’s Best Practice Pillar #4. (Foundation - CCE)

Basics of the CDF in RamQuest (please note, this session is being offered 2 times) 
Whether you are using CCE or RamQuest One, this session will give you an overview the new CDF. We will highlight key features and functionality; look at our approach to developing this solution; discuss the differences from the way that you are working today and address how the new CDF will work with your existing integrations, with PaperlessCloser, etc. (Foundation - CCE & One)

Breakout Executive Program
As executives you have to focus on a lot more than just the day-to-day operation of your business. This special, one-day Executive Program will include a look at Best Practice implementation and where your business should be on this path, how the new CFPB ruling will impact your business alone with insight into lender requirements as a result of this ruling and an open forum, roundtable discussion for all participants. Participants are required to attend the entire one-day program, which will take place during Thursday's breakout sessions. (Title Company Executives-General)

 

Concurrent Sessions - Group 3 (11:15am-12:30pm)

Workstation Setup
Join us for this exploration of the best approach for workstation setup in your operation. Learn the specifics, the pros and the cons of Local installation versus LAN shortcuts versus Remote Access (via RDP/Citrix/VDI, etc). Additionally, RamQuest experts will walk you through other variables that need to be considered in any workstation setup such as need for MICR fonts, printers, other supportive environmental needs like Adobe and MS Office. (Foundation - CCE 7 One)  

Advanced CC Documents and Updating Docs for 2015
Are you having trouble getting a data field to populate on a report? Are you having trouble lining your document columns up? Do you know how to integrate Closing Disclosure form information into your existing documents and audit your documents to ensure new Closing Disclosure form information is picked up and formatting is correct? We encourage you to bring your questions to this Advanced Reports session as we take a look at these documents issues and challenges. (Experienced - CCE)

Line By Line: The CDF in RamQuest One 
Join RamQuest as we roll up our sleeves and give the new CDF in RamQuest One a thorough exercise. This will be your opportunity to review the current functionality and ask questions. This in-depth, line by line look at the new CDF will be your best opportunity to understand how the CDF will work with your RamQuest One solution. (Foundation - One)

Line By Line: The CDF in CCE (please note, this session is being offered 2 times)
Join RamQuest as we roll up our sleeves and give the new CCE a thorough exercise. This will be your opportunity to review the current functionality and ask questions. This in-depth, line by line look at the new CDF will be your best opportunity to understand how the CDF will work with your Complete Closing solution. (Foundation - CCE)


Breakout Executive Program
As executives you have to focus on a lot more than just the day-to-day operation of your business. This special, one-day Executive Program will include a look at Best Practice implementation and where your business should be on this path, how the new CFPB ruling will impact your business along with insight into lender requirements as a result of this ruling and an open forum, roundtable discussion for all participants. Participants are required to attend the entire one-day program, which will take place during Thursday's breakout sessions. (Title Company Executives)

 

Lunch (12:30pm-1:30pm)

 

Concurrent Sessions - Group 4 (1:30pm-2:45pm)

RamQuest One: Reporting and Check Templates Made Easy
The ability to design check templates and reports to meet your operation's needs and communicate information internally and externally is critical and both have never been easier in your RamQuest system. Join RamQuest One experts as we walk you through some SQL basics and the ins and outs of using the reporting engine and creating check templates in RamQuest One. (Foundation - One)

Workflow
Join us as we look at Using File Tracking, File Status, and Dashboard to create an effective workflow. We will discuss best practices on how to develop departments in File Tracking, and how to use File Status to move files through the tracking departments. (Experienced - CCE)

Technology for the post-closing process
Efficient, compliant post-closing procedures might mean the difference between being a CFPB compliant settlement agent or being left off of a lender's approved settlement agent list. This session will offer some important technologies and workflow improvement ideas to support fast, efficient, and compliant post-closing strategies. Tomorrow's settlement agent needs to take advantage of leading-industry technologies to improve consistency and to provide audit and control transparency to lenders, customers and underwriters. (General)

The CDF: Complete Closing and Beyond
By now you are well-versed in the upcoming CFPB changes and in RamQuest's CDF solution and you understand that many aspects of your Complete Closing solution will need to be updated. But where do you start? This class will look at the CDF in Complete Closing and how it impacts ancillary items including Documents, Reports, Funding, PaperlessCloser and Closing Market and outline steps to take for updates and change necessary to make sure that your company is ready in August! (CCE - Experienced)

Breakout Executive Program
As executives you have to focus on a lot more than just the day-to-day operation of your business. This special, one-day Executive Program will include a look at Best Practice implementation and where your business should be on this path, how the new CFPB ruling will impact your business along with insight into lender requirements as a result of this ruling and an open forum, roundtable discussion for all participants. Participants are required to attend the entire one-day program, which will take place during Thursday's breakout sessions. (Title Company Executives)

Round Table Discussions (2:45pm-3:30pm)

 

Grand Prize Drawing and Break with Exhibitors (3:30pm-3:45pm)

 

Concurrent Session - Group 5 (3:45pm-5:00pm)

Paperless Closer: Beyond the Basics
Delivering secure documents externally has never been more important that it will be in the post-CFPB world. You think you know Paperless Closer, but are there new uses for it with regard to delivering the CDF to lenders or buyers? This is real-time publishing tool can ease your CDF collaboration work with lenders and allow visibility into the CDF for buyers, realtors, attorneys and everyone else who need up-to-the-second, on demand information about the closing process. Come and learn how your old friend, PaperlessCloser, has new uses in 2015. (CCE - Experienced)  

Top 10 Support Calls
One of the key benefits of attending the RQUG conference is learning from your peers. Join us for this session and learn what key topics are trending in the RamQuest support arena. Save your company a phone call or potential hours of frustration. Our support staff will walk you through common questions and issues, sharing solutions to current hot topics, so you can spot and cure them before they arrive in your system. (General)
 

Best Practices Case Study: Lessons Learned From an Early Adopter
ALTA's Best Practices set a high bar for compliance within the title and settlement community. RamQuest customer and early adopter Jamie Kosofsky, Managing Partner at Brady and Kosofsky, will walk you through his company's evolution from good practices to Best Practices, including unexpected lessons learned along the way. If your company is on the path to Best Practices, or if you know you need to be, come learn tips and tricks from someone who has gone before you and understands where the obstacles on the path lie and can help you overcome them. (General)

The CDF: RamQuest One and Beyond
By now you are well-versed in the upcoming CFPB changes and in the RamQuest's CDF solution and you understand that many aspects of your RamQuest One solution will need to be updated. But where do you start? This class will look at the CDF in RamQuest One and how it impacts ancillary items including Documents, Reports, Funding, PaperlessCloser and Closing Market and outline steps to take for updates and change necessary to make sure that your company is ready in August! (CCE - Experienced)  

Social Media
If you think tweets are for the birds, a profile is the side view of your face and a post helps support the fence in your backyard then this class is for you! Join us to learn the ins and outs of Facebook, Twitter and LinkedIn. We will introduce you to each of these powerful social networking tools and give you tips on how to use them to help you build your business. (General)

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Friday, March 6

Closing Breakfast (8:00am-9:30am) 

Concurrent Sessions - Group 6 (9:30am-10:45am)

RamQuest One: Best Practices for Creating Documents
Are you new to RamQuest One and want to create your own documents? Then this class is for you. This session will start with the basics and build from there. Attendees will leave this session with the skills needed to create a new document in RamQuest One. (One - Foundation)

Reports: The Basics
Join us for this hands-on class where you will learn how to create basic reports within CC Reports. We will discuss what information to include, how to pull in the data that you need and how to add custom branding elements. (CCE - Foundation)

Escrow Accounting Made Easy
Join us for this overview of Escrow Accounting as we take a look at the features available to you in Complete Closing’s Escrow Accounting area. We will cover topics such as reconciliation, deposit slips, and troubleshooting. This session will be presented from the perspective of both a larger and a smaller company. (General)

RamQuest's CDF: A JAD Session 
Now that you have a feel for RamQuest's CDF solution, join us for this Joint Application Development (JAD) session as we come together for this workshop - this will be your opportunity to ask questions about the CDF, review ideas that have come up during the conference, highlight functionality needed in your specific marketplace, brainstorm new ideas and allow everyone to have a voice and give feedback. (Both - General)

 

 Concurrent Sessions - Group 7 (10:45am-12:00pm)

RamQuest One:Learning to use Rate Engine
RamQuest One's integrated Rate Engine, your operation has control over your rates. Join us for this session where we will take an in-depth look at this powerful tool, review the necessary setup and show you how to make changes, modifications and updates to your rates in RamQuest One as needed. (One - Foundation)  

Advanced CC Reporting Leveraging SQL  
Join us for this advanced look at reporting in Complete Closing Enterprise where we will discuss auditing your existing reports for the new CDF information in addition to covering CC Report Writer, RQQuery, SQL Views and Stored Procedures. In this session we will explore each of these in depth and develop an understanding of when and how to create and use them. (Please note, this session will not cover the basics of formatting or layout of reports). (CCE - Experienced)

Positive Pay and Other Advanced Escrow Accounting Tools
Escrow Accounting can be one of the most fragile areas of any business. In this session, we will discuss the ins and outs of positive pay in Complete Closing – a fraud prevention tool now required by ALTA Best Practices. In addition, we’ll look at ways to make your reconciliation process and other escrow functions more efficient and secure. When does it make sense to take on these tasks internally and when could you benefit from outsourcing? Join us to find out. (CCE)

Basics of the CDF in RamQuest (please note, this session is being offered 2 times) 
Whether you are using CCE or RamQuest One, this session will give you an overview of the new CDF. We will highlight key features and functionality; look at our approach to developing this solution; discuss the differences from the way that you are working today and address how the new CDF will work with your existing integrations, with PaperlessCloser, etc. (CCE & One - Foundation)

RamQuest Support Portal and eLerning Environment Overview
RamQuest is committed to developing new tools that better enable our customers and two of our newest tools are our Customer Support Portal and Engage, our eLearning environment. During this session, the RamQuest team will walk you through the Salesforce Customer Support Portal-including an overview of how you can manage your support tickets and a tour of the new Support Portal download area. We will also take a look at RamQuest Engage and introduce you to the free and for purchase resources in the eLearning environment. (General)
 

 

Lunch (12:00pm-1:00pm)

 

Concurrent Sessions - Group 8 (1:00pm-2:15pm)

The Ins and Outs of Dashboard
How can you get started if you haven't yet put this feature of CCE to work in your office? How can this key tool for managing workflow and timelines become even more critical in the CFPB world? Whether you're curious about the basic workings and benefits of Dashboard, or have user adoption struggles or questions, bring them to this interactive session and maximize your operation's use of this powerful business tool. (CCE - Foundation)

Regions and Branches and Users...Oh My!
As your business and your database grow, so do your questions about how to best make changes and updates. How do you add new regions or branches? What if you want to merge or archive a region or branch? What can be done to ensure your database doesn't become too large and cause performance issues? Join RamQuest experts for this class where you will get answers to these questions and more! (CCE - Experienced)

Closing Market/PaperlessCloser Settings
Closing Market and PaperlessCloser are powerful tools to increase efficiency and enhance your business. But, before you can take advantage of all 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 detailed look at all of the options, permissions and configuration process to get Closing Market and PaperlessCloser off the ground successfully. (Experienced)

Line by Line:  The CDF in CCE (please note, this session is being offered 2 times) 
Join RamQuest as we roll up our sleeves and give the new CDF in CCE a thorough exercise. This will be your opportunity to review the current functionality and ask questions. This in-depth, line by line look at the new CDF will be your best opportunity to understand how the CDF will work with your Complete Closing solution. (Foundation - CCE)

 

Are you ready to register for the conference?  If so, click here!

 

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