RQUG


 

Following is an overview of the conference program and session descriptions for the 2016 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.

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Monday, February 22

Conference Registration (8:30am-6:00pm)

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

General Session: Welcome/Keynote Address (9:00am-10:30am)

Keynote Address: Drawing from 37 years of military experience, Gen. Russel L. Honoré (Ret.) brings his bold, no-nonsense leadership approach to businesses and organizations to help them better identify and prepare for the challenges of the future. Gen. Honoré saved the city of New Orleans, taking charge of military relief efforts in the wake of Hurricane Katrina. In his keynote address, he will emphasize the importance of innovation, risk assessment and social entrepreneurship, and provide valuable insight and strategies to solve a broad array of issues. He will also reveal leadership tactics that optimize efficiency and effectiveness of operations and outline the importance of developing the next generation of problem-solvers. With meticulous perspective and quotable delivery, Gen. Honoré will provide you with bold strategies and insight on preparedness, the “New Normal,” and how the world has changed in the 10 years since Hurricane Katrina.

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

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

Going Paperless: A Title Company's Story
Do you ever wonder if you are getting the most from your RamQuest system? Do you ever think it would be helpful to know how someone else is doing it?  Join us to hear first-hand from Guarantee Title about their quest to get the most from their RamQuest solution including how they got PaperlessCloser up and going and how it is now working for their organization! (General-CCE)  

Your RamQuest's System: Fraud Recognition and 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, manage the influx of important underwriter communications, and keep a close eye out for potentially risky scams and situations?  Come to hear real scenarios and learn about prevention tools to protect you and your customers from becoming a headline. (Foundation) 

Learn To Create Docs 
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 Document “Clauses”, Merge Fields, Stored Procedures, Prompts, If/Then Statements, Document Security, Document Categories and Document Packages.  If you already have document writing experience and have specific questions, please consider the Advanced Documents session instead of this one as this is designed for beginners.   Please note, you will need to be able to bring your laptop and connect remotely to your own system for this session. Internet service will be provided in the classroom.(Foundation-CCE)

RamQuest's CDF in RamQuest One
This session will offer a complete overview of the new CDF in RamQuest One. We will highlight key features and functionality, including the ALTA Settlement Statement and how the CDF interacts with check writing, and provide a basic step-by-step overview of how to properly complete the form.  We will also go over any related setup items to ensure that you have a complete understanding of the form when you leave this session. (Foundation- One) 

Information Security Compliance: From Awareness Implementation to Completion
Recognized industry experts and ALTA Elite Providers will provide valuable insights into the need for Information & Escrow Fund Security Compliance, the critical controls that agents need to implement to achieve ALTA Best Practice Pillar 2 & 3 compliance and help you understand how to prepare for a Pillar 2 and 3 security assessment that can lead to Certification. (General)
 

Lunch (12:15pm - 1:15pm)

General Session - RamQuest Update  (1:15pm-2:15pm)

This session will be a high level overview of what is going on at RamQuest including a brief regulatory update, a look at the product roadmap and a peek at what is coming next for RamQuest!

Round Table Session I (2:15pm-3:00pm)

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

Concurrent Sessions - Group 2 (3:30pm-4:45pm)

Closing Insight:Practical Tips for Admins  
Join us for this overview of the administrative side of RamQuest’s Closing Insight integration. During this session we will look at the ins and outs of setting up duplicate order matching, routing rules, a new branch/user, obtaining a new PID, testing, and Common Workflow.  We will also include troubleshooting and Best Practice tips to help your operation maximize the opportunities presented by Closing Insight. (Experienced - CCE and RamQuest One)

Rynoh Settlement...Protect and Follow the Money  
Join us to see how this module that will allow RynohLive to warrantee the disbursement of settlement funds by establishing tight controls around validation of transaction and disbursement of funds to the intended recipients in accordance with the approved settlement statement. During this session we will show you how RynohSettlement validates and controls the issuance of CPLs, and ties them to a settlement file in RynohLive® so that Settlement funds can be monitored and “controlled” so that the disbursement can only be made to the intended recipients.  (General)

Reports: The Basics                                                                                        
Join us for this hands-on class where you will review the existing reports in the system and learn how to create your own 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. (Foundation- CCE)  

Regulatory Q&A                                                                                          
Bring your regulatory questions to this informal Q&A session with RamQuest’s Chief Product Officer and resident regulatory guru, Mary Schuster. (General)  

RamQuest's CDF in CCE                                                                                       
This session will offer a complete overview of the new CDF in Complete Closing. We will highlight key features and functionality, including the ALTA Settlement Statement and how the CDF interacts with check writing, and provide a basic step-by-step overview of how to properly complete the form.  We will also go over related CC Supervisor setup to ensure that you have a complete understanding of the form when you leave this session. (Foundation-CCE)

Opening Reception with Exhibitors (4:45-6:00)

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Tuesday, February 23

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

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

Post-TRID Lender Collaboration in CCE and RamQuest One
Do you know how to securely collaborate with lenders that are not using Closing Insight? RamQuest offers you the flexibility to collaborate with all of your lenders, even if they are not Closing Insight enabled. During this session we will discuss how PaperlessCloser allows you to act as a portal for your lenders that are authorized to access the CDF and how you can use RamQuest’s MISMO import/export functionality for seamless lender collaboration.(Foundation - CCE and RamQuest One)
Escrow Accounting 101

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 and we will have some helpful tips from users to help you make Escrow Accounting easy. (Foundation - CCE)

IT Coffee Group
Let’s talk IT! If you are an IT geek, join us for this extended Round Table type discussion where we will talk IT best practices, infrastructure, environmental challenges and long range IT planning.  This is your session so bring your topics and questions and our experienced moderators will help guide insightful discussions on the topics of interest to you! (Experienced-CCE)

RamQuest One: Best Practices for Creating Docs
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 will the skills needed to create a new document in RamQuest One. (Foundation-One)  

Breakout Executive Program
As a busy title company executive, 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 focus on topics that are important to you including Best Practice implementation, lender collaboration in the post-TRID world, an open forum session and roundtable discussion for all participants. Participants are required to attend the ENTIRE one-day program. (Title Company Executives)

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

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

Closing Market: What's New
Want to know what is new and what has changed on Closing Market? Are you looking for more information on advanced routing rules and configuration settings for more advanced integrations?  Then this session is for you. Join us to see the ins and outs and of the newest Closing Market integrations and the latest enhancements to existing integrations. (General)    

The Ins and Outs of Dashboard
What are the benefits of utilizing RamQuest’s 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. (Foundation- CCE) 

CC Supervisor Tips
Join us for an in-depth look at all the various settings and options within CC Supervisor.  We will pay special attention to items that might be a little risky if not used properly and some options that you may not be using today.  This will include features in user security and we will review CDF related supervisor settings. (Experienced - CCE)

RamQuest One: Reporting & 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 -RamQuest One)

Breakout Executive Program
As a busy title company executive, 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 focus on topics that are important to you including Best Practice implementation, lender collaboration in the post-TRID world, an open forum session and roundtable discussion for all participants. Participants are required to attend the ENTIRE one-day program. (Title Company Executives)

 

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

General Session - CFPB TRID Implementation: Where are we now? (1:00pm-2:00pm)

The CFPB’s TRID Implementation deadline has come and gone, you’re collaborating with your lenders on the CDF and Closing Insight is live. So now what?  What is working? What is not?  What regulatory changes should you expect in the coming months? Join us for this candid discussion where we will look at the common questions from the last few months of post-TRID implementation and explore what is coming next.  And be sure to bring your questions for our panel of experts!

Roundtable Session II (2:00pm-2:45pm)

Grand Prize Drawing/Break with Exhibitors (2:45pm-3:00pm)

Concurrent Sessions - Group 5 (3:00pm-4:15pm)

The Basics of Closing Insight-User Level
Join us for this overview of RamQuest’s Closing Insight integration designed for end users. In this session we will look at duplicate order matching, Common Workflow, how to see and respond to events and more – everything that you need to know to efficiently be able to process Closing Insight orders for your title operation. (General - CCE and RamQuest One)
Advanced Closing Market
This will cover impacting your workflow with Closing Market using status rules, routing rules, reports (billing and transaction), CM automation and a review of setting up a TRP. (Experienced - CCE and RamQuest One)

Advanced Documents
Do you have an "If" statement that is driving you crazy…or a Mergefield that just won't merge? Bring your questions and/or specific examples of problems and let's work on them together.  Please email questions or examples ahead of the conference to lsleet@thomsonaffinity.com, so we can have answers ready for YOUR document issues!  We encourage you to bring your questions and your laptop (along with the ability to connect remotely to your own system) to this Advanced Documents session as we take a look at document challenges.  Internet service will be provided in the classroom. Please note, this session is for users who are already familiar with document creation in CCE. (Experienced-CCE)   

RamQuest One: Prepare for your Conversion
Now that you have had a chance to see RamQuest One and you love it…what’s next?  Join the RamQuest team for this informative session where we will take a look at steps that will help you to prepare your operation for a conversion to RamQuest One. (Foundation-CCE)
Breakout Executive Program
As a busy title company executive, 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 focus on topics that are important to you including Best Practice implementation, lender collaboration in the post-TRID world, an open forum session and roundtable discussion for all participants. Participants are required to attend the ENTIRE one-day program. (Title Company Executives) 

General Session - JAD Workgroup (4:15pm-5:15pm)

Many of the new features or tweaks to existing features that you see in the newest version of your RamQuest software come from ideas generated in this interactive session in years past. This is your opportunity to take the ideas floating around in your head about how to improve your RamQuest solution and share them with your peers, the RQUG Enhancements Committee and the RamQuest team. (General)

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Wednesday, February 24

Closing Breakfast (9:00am-10:30am) 

Concurrent Sessions - Group 6 (10:30am-11:45am)

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 when our team walks 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) 

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 eBank reconciliation and other 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. (Foundation - CCE)

Advanced CC Reporting
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 this is an advanced class for IT Administrators and session will not cover the basics of formatting or layout of reports). (Experienced-CCE)

RamQuest's One: Learning to use Rate Engine 
With 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. (General-RamQuest One)

Lessons in 1099 Reporting
The 1099 reporting process can seem daunting, but knowing what the IRS looks for in a submission can make a world of difference. Join us for this session and learn how to set up Order Entry  to comply with IRS name controls, how to identify common red flags that may result in penalties, and how to submit electronically with RamQuest’s CCE. (Foundation-CCE)

 

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

 

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