RQUG




 

Following is an overview of the conference program and session descriptions for the 2017 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.


**Click here to go directly to the conference registration!**


*************************************************************************************************

Monday, March 6

Conference Registration (8:00am - 9:00am)

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

General Session: Welcome/Keynote Address (9:00am - 10:45am)
Keynote Address: A member of the Speaker Hall of Fame, Steve Gilliland is recognized as a master storyteller and brilliant comedian. You may recognize him from his daily work with SiriusXM Radio on Laugh USA and Blue Collar Radio. Steve speaks frequently on topics including achieving success and fulfillment, making a difference, leadership, attitude and change. 

Break with Exhibitors (10:45am - 11:15am)

Concurrent Sessions - Group 1 (11:15am - 12:30pm)

Reports 101
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)

Closing Insight: Daily Application
Since the implementation of TRID, Closing Insight has been a necessity when working with many lenders. If you still feel like you're not sure exactly what you're doing, you're not alone. Let us help you understand what the common workflow codes mean, how to use duplicate order checking, and all the basics you need to integrate Closing Insight into your day-to-day work. (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. (CCE - General)

Don't Be a Victim: Fraud and Prevention Tips
If it seems like you're hearing more and more stories about title companies being targeted by cyber criminals, it's because you are. We will share some real-life examples and common scenarios that have impacted title companies, as well as discuss ways to reduce risk and offer practical tips to avoid cyber-crime losses while staying compliant with industry and audit standards. (General)

Data Breach and Disaster Recovery: How to Plan for the Worst-Case Scenario and Be Prepared if it Happens
Data breaches are on the rise. Fraudsters have identified the title and settlement industry as "NPI and Mortgage Disbursement Fund-rich" targets. Federal, state and title insurance industry regulators are raising their compliance bar and lenders are under increasing pressure to evidence that their vendors (service providers) are capable of compliance. Lenders are no longer satisfied with assurances, but more and more are requiring independent validation of compliance. It's imperative that you do everything you can to: (1) avoid a business-threatening breach; (2) be prepared if one occurs; and (3) have systems and policies in place to deal with a disaster. (General)

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

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

Documents 101  
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. Due to time constraints, this session will not address initial configuration for items such as the Word Docs folder or settings within Word. A guide detailing these topics will be available to be downloaded from the conference app.
(CCE - Foundation)

TRID Troubleshooting
Join RamQuest's resident regulatory guru, Mary Schuster, for a look at the state of TRID in our industry today. Where are we in the process of the reopening of the rule and what does that mean for your company? What trends are we seeing as a result of the TRID implementation? Join Mary to get answers to these questions and more!  (General)

Anatomy of a Successful Title Agency                                                 
If everything in our industry has changed, shouldn't our sales model? Dramatic change has come to the title industry and more transformations are on the way. What does the agent who makes it through this period of change have to do to be more successful in the future? Our panel of experts will explore and diagram the components on a title agency that is making it work -- and making money -- in the future. Concepts include changing sales and market strategies; workflow and operations (including technology and use of systems) and leadership. (General)  

Training Tactics                                                                                       
What is the best way to train new employees? Or roll out a new feature company-wide? What tools does the RamQuest website offer to help train your staff? We will discuss training methods that have proven effective and ways to implement them in your organization. (General)

Efficiency Tools                                                                                      
There are many ways RamQuest can make your company the most efficient in town. We'll discuss topics such as streamlining processes with check lumping, use the agent vendor clean up tool to manage your vendor list, and other shortcuts and features to improve your everyday usage. (CCE - Experienced)

Break with Exhibitors (2:45pm - 3:15pm)

Round Table and Vendor Demo Sessions (3:15pm - 4:00pm)

General Session: Title/Policy Production JAD Session (4:00pm - 5:00pm)
Many of the new features or improvements to existing features that you see in the newest version of your RamQuest software come from ideas generated in this interactive design session in years past. 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 specific to Title/Policy Production 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 - General)

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


***********************************************************************************

Tuesday, March 7th

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

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

Advanced  Reports 
Designed for those who already have experience creating reports, this session will offer an advanced look at reporting in Complete Closing Enterprise. We will discuss auditing your existing reports for CDF information, using CC Report Writer, RQ Query, SQL Views and Stored Procedures. Please note: this session will not cover the basics of formatting or layout of reports. (CCE - Experienced)
Closing Market for Dummies

Maybe you set up Closing Market just enough to integrate with Real EC. Or maybe you've figured out how to make a shipping label but not much else. No matter your level of tech savviness, don't let Closing Market make you feel like a dummy. Join us as we break down this application in plain English. We'll cover basic configurations, routing rules, and other features to help you make the most of this valuable tool. (General)

   

RamQuest In The Fast Lane
Move into the fast lane while we help you explore different ways to boost productivity of your RamQuest solution. Spend time learning real-world productivity & process improvements that can be applied to your RamQuest environment. These applications are simple for your users and provide immediate time savings. Attendees will receive a free, downloadable application for joining this session. (CCE - General)

RamQuest One: What's New, What's Coming?
Are you wondering what the newest enhancements are in RamQuest One? Join us for this informative session where we will walk you through recent updates and enhancements to this production solution and also discuss what is next on the product roadmap for RamQuest's newest title and settlement production solution. (RamQuest One - General)

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. 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)

Let's Talk Texas
Everything is bigger in Texas, including the regulations impacting the title industry. Join us as we discuss specific issues, legislative changes, and various other topics that affect the way we do business in the Lone Star State. (General) 

CDF: Tips, Tricks and Troubleshooting
By now, you've got some experience with the CDF under your belt, but are you getting the most out of it? Join us as we look at the bells and whistles that can help make CDF creation a breeze. (General)

Securing the Transaction: Protect Your Company from Others' NPI Errors
You've worked to ensure your company won't expose non-public personal information but what about your vendors and customers? Their NPI errors on your closings hurt your reputation and your bottom line. Learn how to prevent it with tools already in your office. (General)

RamQuest One: Translation Guide
Are you wondering how RamQuest One compares to CCE? Join us for this overview that will include a feature comparison as we answer the frequently asked question, "How do you do this/that in RamQuest One?" (General)

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. Participants are required to attend the ENTIRE one-day program. (Title Company Executives)

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

General Session (1:00pm - 2:00pm)

This session will focus on the challenges we have seen with getting Lender/Agent collaboration moving forward. We will take a specific look at initiatives lenders will be focusing on in the future like e-closing, post-closing, etc. with our panel of experts (representatives from DocMagic, Nexsys Data Solutions and Simplifile) that work closely with lenders in a number of different capacities. Join us for this interactive session and see how our panelists answer questions posed by our attendees.

Round Table Sessions (2:00pm - 2:45pm)

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

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

Effective Escrow Accounting
Few things are as delicate in our business as that proper handling of funds and maintenance of escrow accounts. In this session, we will look at Escrow Accounting and the tools available for account reconciliation, reporting, and troubleshooting. (CCE - General) 

Closing Insight: The Next Level
Take a more technical look at Closing Insight. We will look in-depth at the different configurations, features, and troubleshooting within RamQuest's Closing Insight integration. Please note that this session will be aimed at system admin and IT users. For everyday tips and tricks we would invite you to attend our session Closing Insight: User Friendly Application on Monday at 11:15 am. (Experienced)
Navigating Supervisor
Supervisor is the nerve center for your RamQuest operations. But will something blow up if you click this button? Or give that permission to your users? Learn the key features you need in place, what settings and security options are available and other ways system administrators can manage what happens within all the RamQuest modules. (CCE - Experienced)
RamQuest One: Navigating Configuration
RamQuest One users join us for this overview of configuration that will include a review on settings and processes as well as a look at how to create custom screens to gather and manage information specific to your organization and how to that make that data available for use in documents, reports and other areas of your RamQuest One solution. (RamQuest One - General)

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. Participants are required to attend the ENTIRE one-day program. (Title Company Executives)

General Session: Escrow/Disbursements JAD Session (4:15pm - 5:15pm)
Many of the new features or improvements to existing features that you see in the newest version of your RamQuest software come from ideas generated in this interactive design session in years past. 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 specific to Escrow and Disbursements 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 - General)

************************************************************************

Wednesday, March 8

Closing Breakfast (9:00am - 10:30am) 

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

Enhancement Wish List
We want to hear from you!! If you wish your RamQuest solution Could do "this" or you have always wanted to see "that" included in order entry (or anywhere else!), then this is the session for you! Join the RQUG Enhancements committee and fellow RamQuest users in this interactive brainstorming session where attendees will share suggestions for enhancements and introduce brand new ideas. You'll also have an opportunity to vote on which enhancements would be most beneficial for your company!  (General)

PaperlessCloser: Benefits and Basics
Do you currently only have PaperlessCloser set up as a "pass through" for Closing Market? Or not set up at all because you can't figure out why or how? We'll use this time to look at the ways PaperlessCloser can benefit your organization, streamline processes, and aid in interaction with clients. In addition, we will look at the basic things you'll need to know to set up this module and put it to work for you. (General)

RamQuest 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)

The ABC's of Commitment and Policy
Walk with us through the process for completing commitments and policies within CCE. In this session, we will look at all the bells and whistles within this area of the software. We'll navigate the various tabs and icons, discuss how to use templates to create efficiency, and how to create or modify Standard Language. (CCE - General)

Advanced Documents
If you're a seasoned document creator ready to move beyond the basics, this is the class for you. We will look at advanced options such as merge loops and "If" statements. And if you have a specific function in a document that's giving you fits, bring your laptop and let's have a look! (CCE - Experienced)


Conference Concludes (11:45am)


 

Copyright © 2016 RQUG & RamQuest User Group Corp.

Powered by Wild Apricot Membership Software