RQUG



Following is an overview of the conference program and session descriptions for the 2018 Annual Users Conference. If a particular session is specific to Complete Closing (CCE) or RamQuest One, we have included that information as part of the session title/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 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.


**Click the button below to go directly to the conference registration!
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Monday, March 5

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

General Session: Welcome/Keynote Address (9:00am - 10:45am)
Join us for this year's keynote address by Jim Morris. You'll recognize Jim as the inspiration behind the 1999 feel-good story portrayed in the move The Rookie. Join us as Jim shares his story about the power of hope and its ability to inspire and transform your life. This keynote is sure to encourage you to pursue your dreams and never give up!

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

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

Be a Magnet for the Millennial Generation
As the people in our industry get older there is a recognition of a need to be able to draw the younger generation into the title industry. This mother and son duo consist of a Title industry veteran and a millennial social media marketer whose goals are to highlight the strengths and qualities of each generation and how to provide for a better future by working together. 
This session will help you understand what a millennial “really” looks like, how to attract millennials to your company, and how to retain millennials as a valuable part of your team. (General)

Closing Market Administration
Do you have questions about Closing Market configuration? Are you interested in learning more about queues? Would you like to have tips and tricks for troubleshooting? Then this session is for you! Specific Closing Market tech topics covered during this session will be routing rules, status rules, order notification rules, managing associates, order queue and document queue.
 (General)

How to Implement a CCE Workflow
How can you track task assignments, due dates and dependencies while getting better visibility into progress and results? It’s simple with RamQuest’s workflow. Come let us show you how implementing a workflow into your operation will help ensure that none of the details get missed and bring consistency to your entire process. And, as part of this session, we’ll introduce you to the ins and outs of the Dashboard, RamQuest’s innovative tool for managing workflow.
 (CCE)

What's New in RamQuest One?
Calling all RamQuest One users! Are you interested in seeing the latest and greatest now available in RamQuest One? Join us for this overview of everything new in RamQuest One, including a look the recently released Recording and Transfer Tax Calculator and the ability to define preferred vendors. (One)

In the Trenches: Processing Commercial
Do you find it challenging when handling a commercial transaction in Complete Closing? Join us for this session to find out the tips and tricks behind commercial transactions in CCE. We will cover topics like: using a commitment and policy differently, proforma policies, complicated premium codes and ways to remit them, dated down endorsements and how to remit those, and more!  (CCE)

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

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

Paperless...It's Not a Pipe Dream
Paperless is a great concept but not always easy to achieve. Join us for this interactive session where you will hear from fellow RamQuest users about how they made this concept a reality in their title operations. This discussion will include tips and tricks for the most effective ways to go paperless, how to use your entire RamQuest solution to support your paperless effort, how to integrate eSignatures, eClosings and eNotary into your processes and more! Bring your challenges and hurdles and let us help you work through them. (CCE/One)

The Endless Possibilities with CCE Templates
Are you using templates today? If you’re not, you should be! Join us for this overview of templates and how they can be used. Templates are an incredibly versatile tool and there are many potential uses for them. We will show you just how easy they are to create! We’ll also walk through scenarios so that you understand when to -- and when not to -- use them!  (CCE)

Teach Me: CCE Reports
Join us for this informative session where we will go step by step through creating basic reports within 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)

RamQuest One: Workflow Made Easy
How can you track task assignments, due dates and dependencies, all while getting better visibility into progress and results? It’s simple with a workflow. Join us for this session where we will show you how to use RamQuest One’s Workflow to help ensure that none of the details gets missed and bring consistency to your process. Specifics covered during this session will include: order workflow, dashboard and workflow reporting. (One)

Your Data: Now You See It, Now You Don't
The data you store is one of the two most important assets of your business, second only to your staff.  We take it for granted that it will always be there until it isn’t. The result is you and your staff staring at each other asking “What do we do now?” Join us for this invaluable discussion about system health and disaster recovery as we share some cautionary tales. We will have you completely reassessing your operating environment and disaster recovery plan to help ensure that you are fully prepared and setting your company up for future success. (General)

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

Concurrent Sessions - Group 3 (3:15pm - 4:30pm)

Current & Emerging Cyber Threats & Fraudster Tactics

With reports of cyber threats becoming more and more common, how can you protect yourself and your title operation?  During this session, we will take a good long look at cyber threats that are impacting the title industry. Our discussion will include an overview of laws, rules & regulations regarding privacy, data security & data breach notifications. We will also discuss how BEC Attacks, Wire fraud, Ransomware and Social Engineering Attacks work and how to put controls in place to help mitigate risk from cyber threats. (General)

Teach Me: CCE Documents
Join us for this session where you will 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. (CCE) 
**Please note that, 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 for download from the conference app.**

Helpful Tips for Escrow Accounting
Join us for this overview of Complete Closing’s Escrow Accounting functionality as we take a detailed look at all the features available. We will cover topics such as reconciliation, deposit slips and troubleshooting. And, we will share helpful tips from CCE users to make Escrow Accounting easy. (CCE)

RamQuest One JAD Session
Calling all RamQuest One users! You won’t want to miss this JAD (Joint Application Design) session where you will have the opportunity to participate in the design phase and give us insight into how to make new features and enhancements for RamQuest One better for the entire user community. (One)

PaperlessCloser: Best Practices for Your Webserver
Join RamQuest’s tech experts for a review of best practices for configuring and securing your PaperlessCloser webserver. Some specific topics we’ll cover during this session include securing your webserver in a DMZ environment, configuration, implementation methods, SSL, WebTemp, robots.txt and branding. (General)

General Session: Complete Closing JAD Session (4:30pm - 5:30pm)
Many of the new features or improvements to existing features 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 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 (5:30pm - 6:30pm)


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Tuesday, March 6

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

Concurrent Sessions - Group 4 (9:00am-10:15am)

Top Closing Market Integrations
We’ve selected a number of Closing Market integrations we think are really cool and offer big benefits, and we want to share them with you! Join us for an introduction to these Closing Market partners to learn how their services can benefit your operation. We’ll show you just how easy the integrations are to use and we’ll have technical resources on hand to help with TPR setup and technical questions. (General)

Take it to the Next Level: CCE Advanced Documents
If you're a seasoned document creator ready to move beyond the basics, this is the class for you! Join us for a look at advanced document options such as merge loops and "If" statements. Or, if you have a specific function in a document that's giving you fits, bring your laptop and let's have a look at it together. (CCE)

1099 Reporting Made Easy
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. (CCE)

RamQuest One: Your Commercial Solution
RamQuest One was designed with commercial transactions in mind.  Join us for this session that will showcase all the commercial specific functionality that was built into RamQuest One to make commercial transactions a breeze. Some of the highlights of this session will include: subfiles, groups of files, handling more than one file at a time and Settlement statements/multiple statements on one file. (One)

Exec Forum - Part 1
While the day-to-day operation of your business is important, we know that taking the conversation to the next level is critical. Join us for this exclusive, one-day Executive Breakout Program where we will focus on topics that are important to you. Don’t miss this opportunity to network and share ideas with other title company execs and participate in this high-level conversation focusing on security, emerging trends and more! Participants are required to attend the ENTIRE one-day program. (Title Company Executives)

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

Concurrent Sessions - Group 5 (10:45am - 12:00pm)

EZ ALTA: The Secret Sauce
Join us for an in-depth overview of this new functionality in your RamQuest solution. Whether you’re a CCE or RamQuest One user, don’t miss this informative session where we will show you just how EZ this new tool makes it for you to get data into your system and generate your CD or ALTA Settlement Statement! (CCE and One) 

SQL Server Best Practices and Optimization
How do you know if you are optimizing the configuration of your SQL server for optimal performance? Join us to find out just how to take a good look at your SQL server to determine if it is in good shape or if it is running slow, and for some “how to's” to help you tune up your SQL server. As part of this session we will also cover default settings to change and common mistakes and we will introduce you to utilities and tools that will help identify issues and recommend changes for your SQL server. (General)

The Hidden Gems in CCE Supervisor
Supervisor is the nerve center for your RamQuest operations. But what happens when you click this button? Choose that setting? Give a new permission to your users? During this session, you will learn about “hidden gems” and key features in Supervisor. In addition, we will look at rates, premiums, user permissions, available settings and security options. This class is a must for system administrators who want to better understand how to manage what happens within the Complete Closing modules. (CCE)

RamQuest One: Premium Screens and Rate Rules
This session will cover the ins and outs of setting up more complex rates in RamQuest One. Specific topics will include figuring a percent of base, min/max amounts and various override and breakout options. (One)

Exec Forum - Part 2
While the day-to-day operation of your business is important, we know that taking the conversation to the next level is critical. Join us for this exclusive, one-day Executive Breakout Program where we will focus on topics that are important to you. Don’t miss this opportunity to network and share ideas with other title company execs and participate in this high-level conversation focusing on security, emerging trends and more! Participants are required to attend the ENTIRE one-day program. (Title Company Executives)

Lunch/Lunch and Learn Vendor Demo Sessions (12:00pm - 1:00pm)

Vendor Demo Session: Simplifile
Join us for this Lunch and Learn session to find out about the newest services from Simpilfile that will streamline your lender communication. Learn how to securely collaborate with lenders on documents and fees in real-time, significantly reducing re-keying of transaction data throughout the process. See how to send documents to counties for e-recording and automate lender delivery. Learn how to then automatically deliver final documents and fees back to lenders. Discover the peace of mind that comes with having all your communication, fee and data sharing, and workflow in one place with one simple, secure login. And learn about the future of e-transactions and where you fit into those transactions using Simplifile.

Vendor Demo Session: Entrinsik
With Entrinsik Informer you can help make ad-hoc reporting from your RamQuest data a reality. With Informer, you no longer need to spend hours wrestling with Excel or Crystal data in order to provide users, processors, team leads and executives the ability to analyze and visualize department-specific data. Learn how to mine, organize and distribute your data using a drag and drop interface to create interactive reports and visualizations and scheduled delivery of output. See how Informer helps RamQuest users make data-driven business decisions with confidence. Attendees will come away from this session with the ability to (1) build and distribute reports from any data field in RamQuest; (2) create simple calculations from your data; and (3) build a dashboard from your Informer report.

Vendor Demo Session: CSC
CSC® provides a web-based document recording (eRecording) solution that allows document submitters, including title companies, banks, and law firms, to electronically record real estate documents with county offices throughout the U.S. The CSC system bridges the gap between submitters and county offices, and enables easier document creation on the submitter side and faster recordation, indexing, and acknowledgment on the recorder side. RamQuest users can submit documents directly to county recording office’s through the CSC eRecording integration from RamQuest’s Closing Market. Users of this integration report significant cost, time, and training savings. How does this work and why is CSC ePrepare a natural extension of the RamQuest platform? During this session we will demonstrate the integration and the ePrepare platform and discuss: (1) How to submit land records and property documents directly through Closing Market; (2) Tips for reducing rejections and (3) Return recording information, fees, and images to lenders, buyers, etc. Additionally, questions from real RamQuest users will be answered during this Lunch and Learn session.

Vendor Demo Session: PropLogix
Join PropLogix as they demonstrate how their service integration with RamQuest can help make your lives easier and workflow more efficient. During this session, attendees will also gain some insightful tips and statistics about hidden property issues, and explain how our closing services solutions can help. From innovative software with easy ordering options to our guaranteed accuracy, we'll show you how, by using PropLogix, all your closings will be a breeze.

General Session (1:00pm - 2:15pm)
Join RamQuest’s regulatory guru, Mary Schuster, for this high level regulatory outlook that includes an overview of the current state of HUD, TRID and CDF and a glimpse at what’s coming next and what you can do now to be sure you’re ready.

Round Table Discussions (2:15pm - 3:00pm)

Grand Prize Drawing/Break with Exhibitors (3:00pm - 3:15pm)

Concurrent Sessions - Group 6 (3:15pm - 4:30pm)

Getting the Most Out of the Closing Disclosure
By now, you've got a good deal of experience with the Closing Disclosure form under your belt… but are you getting the most out of it? Join us as we look at the bells and whistles of RamQuest’s CDF. This session will include an overview of brand new features and tips and tricks for making CDF creation a breeze! (CCE and One)

PaperlessCloser: Connecting the Dots
Do you only have PaperlessCloser set up as a "pass through" for Closing Market? Are you not using PaperlessCloser because you can't figure out why or how? Join us for this session where we will connect the dots and look at the many ways that PaperlessCloser can benefit your organization, streamline your processes and aid in interaction with clients. In addition, we will look at the basics of set up for this valuable tool so that you can put it to work for your operation. (General)

Take it to the Next Level: CCE Advanced Report
This class is designed for those who have experience creating reports. Join us for this session where we will take 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.  (CCE)

**Please note: this session will not cover the basics of formatting or layout of reports.**

RamQuest One Templates
Would you like to better understand templates and learn how to put this incredibly versatile tool to work for your title company? Join us for this overview of templates in RamQuest One. We will show you just how easy they are to create and we’ll walk through scenarios so that you understand when to (and when not to) use them! (One)

Exec Forum - Part 3
While the day-to-day operation of your business is important, we know that taking the conversation to the next level is critical. Join us for this exclusive, one-day Executive Breakout Program where we will focus on topics that are important to you. Don’t miss this opportunity to network and share ideas with other title company execs and participate in this high-level conversation focusing on security, emerging trends and more! Participants are required to attend the ENTIRE one-day program. (Title Company Executives)

General Session: Third Party TRID Integrations (4:30pm - 5:30pm)
With the onset of TRID, using third party vendor integrations for secure communication and collaboration with lenders has become increasingly important. But understanding the ins and outs of these integrations is not always easy. Join us for this session where we will dig into some common questions like: 1) How to process a new RealEC order using PCloser Alarms and the Closing Market order queue? 2) How the billing process for RealEC orders work? and 3) How to use RamQuest’s Dashboard to monitor incoming RealEC events? Additionally, we’ll look at several of the newest Closing Market third party TRID integrations...Simplifile and Ellie Mae’s Encompass. (General)


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Wednesday, March 7

Closing Breakfast (9:00am - 10:30am) 

General Session: Enhancement Wish List (10:30am - Noon)
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!), this is the session for you. Join the RQUG Enhancements committee and fellow RamQuest users in an 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!  (CCE and One)

Conference Concludes (Noon)


 

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