The following is an overview of the conference program and session descriptions for the 2024 Annual Users Conference. Please note, we have included designations at the end of our session descriptions designed to assist you in selecting the appropriate session. The designations will help you determine if the session is specific to a particular group of users or if it is more general in nature and suitable for any attendee.

  

Monday, March 4

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

General Session: Welcome/Keynote Address (9:00am – 10:30am)
Alex Weber is the only person to ever host and compete on the hit TV show "American Ninja Warrior." Alex shows top professionals how to bring their very best every day, and to the most high-stakes situations that can make or break success. It's his sincere understanding of peak performance and peak challenges, mixed with inspiring stories and actionable strategies that makes Alex unforgettable. You won't want to miss his contagious energy and passion as Alex shares his game-changing secrets to record-breaking success! (General)

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

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

Horizon Conversion: Transition to Transformation 

Part 1: Data Conversion - In the first part of this session, we’ll explore how RamQuest’s data conversion solution works. We’ll talk about strategies and best practices for migrating your valuable data to Horizon including what to move, when to move it, etc. and you’ll get to see RamQuest’s new conversion tool in action.

Part 2: Change Management - In the second part of this session, our panel of Horizon customers will share insights and lessons learned from their conversions. Gain first-hand knowledge about transition timelines, key preparation steps, and practical advice for a successful migration. (Horizon)

Today's Innovation: AI in Your Title Operation 

Ready to have some fun? Join us to see how you can use AI to 'create a title company.' Yes, you read that right! Don't need to create a title company? You still don't want to miss this session where you'll learn easy, creative ways to use today's AI and technology in your title business. From helping you craft an elevator pitch for your sales team or a sales letter to realtors to outlining a 52-week marketing plan or content strategy to building a company website and much, much more, we'll share practical ways you can integrate technologies like Chat GPT, Canva, and Wix (just to name a few) into your title and settlement operation for real results. (General)

Cybercrime Insights from the Frontline 

Join us to hear firsthand from RamQuest customers who have encountered fraud and how they've dealt with it. Discover best practices, internal measures and RamQuest tools that can help prevent cybersecurity threats. Gain valuable insights, hear real-world stories, and learn actionable tips from those who've navigated these challenges. Don’t miss this important conversation to help safeguard your business against cyberthreats. (General)

CCE Reports: Elevate Your Data Insights (Reports 201) 

Ready to take your reporting skills to the next level? Join us for this advanced reports session that will empower you to harness the full potential of data analysis and reporting in CCE. In this session, we'll explore advanced features that go beyond the basics. Bring your laptop so you can work through real-world examples and hands-on exercises and leave with the knowledge and skills to tackle even the most challenging CCE reporting tasks. (CCE)

Horizon Lab -1This is your opportunity for hands-on time with Horizon, RamQuest’s newly released SaaS title production solution. Spend this session in our computer lab with our Horizon experts. If you have not had a chance for hands on time with Horizon, try opening a new order, see how file information is arranged, take a look at Receipts and Disbursements and see how our built-in contextual help works. Or try your hand at some of our newly integrated features like ready2close, Commercial and Automation. (General)

Lunch (12:15pm – 1:45pm)

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

Mastering WYSIWYG on the Settlement Statement 

During this session, learn how to unlock the full potential of your Settlement Statements in Horizon with an array of possibilities that make input and updates quicker and easier than ever before. Discover the practicality of the "What you see is what you get" (WYSIWYG) input method, a game-changer in preparing your Settlement Statements. We'll show you how to harness the Settlement Statement Dashboard view and leverage its features to effortlessly generate the exact Statement you need for your transaction. This is a not-to-be-missed opportunity to enhance your user experience with intuitive and rapid data entry, ensuring your Statements are finalized with ease and efficiency. (Horizon)

What's New in Closing Market

Join us for this session showcasing the newest integrations in Closing Market. Our team will share live demonstrations of our newest integrations like TitleIQ, OR Remit, and Action Title and show you how they can transform your closing experience, help you save time, reduce errors, and boost productivity. We’ll also give you a sneak peek at what’s coming soon on Closing Market. (General)

The Evolving Legal Landscape for E-Signatures and Remote Online Notarization

Over the years since the ESIGN Act was passed in 2000, companies, individuals, and courts have grown increasingly comfortable with electronically signing and, more recently, notarizing documents and transactions. However, breaches of identity databases, enhanced fraud techniques, and other factors have added risks that are being addressed by changes in laws, regulations, standards, and technology. The benefits of online transactions remain compelling, but remaining vigilant, up-to-date, and compliant is critical. (General)

Streamline Workflow with File Status & Dashboard

Discover the simplicity of incorporating FileStatus and Dashboard into your office operations in this informative session. If you're looking to implement these powerful tools but aren't sure where to begin, join us for practical insights. We'll guide you through the essential setup steps needed to ensure that FileStatus and Dashboard work seamlessly together. We’ll also share tips to help gain employee adoption and to efficiently clean up a backlog of incomplete tasks from closed files, so you can start fresh with a clean Dashboard. (CCE)

Horizon Lab - 2

This is your opportunity for hands-on time with Horizon, RamQuest’s newly released SaaS title production solution. Spend this session in our computer lab with our Horizon experts. If you have not had a chance for hands on time with Horizon, try opening a new order, see how file information is arranged, take a look at Receipts and Disbursements and see how our built-in contextual help works. Or try your hand at some of our newly integrated features like ready2close, Commercial and Automation.  (General)

Break with Exhibitors (2:30pm – 3:00pm)

General Session: Release Overview (3:00pm – 4:30pm)
Join us as our team of experts walks through all the new features in the latest versions of our Horizon, CCE and RamQuest One production solutions. (CCE, Horizon, RamQuest One)

Opening Reception with Exhibitors (4:30pm - 5:30pm)

Tuesday, March 5

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

General Session (9:00am – 10:15am)
Get ready to see the latest innovations in Horizon, RamQuest's cutting-edge SaaS title and settlement production solution. Join us for this immersive journey into all the advancements that have been integrated into Horizon over the past 12 months. In this session, we'll highlight new features associated with file creation, reporting, dashboard, and a range of other cool additions. Don't miss this engaging session and take your Horizon experience to new heights. (General)

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

Concurrent Sessions - Group 3 (10:45am – 11:30am)

Horizon Accounting Excellence

Don’t miss this opportunity to elevate your accounting expertise. In this comprehensive session, you'll not only learn the ins and outs of Horizon Accounting but also gain valuable insights into industry best practices and expert tips. We’ll leave no stone unturned as we discuss everything from check writing to accounting to reconciliation. Join us to ensure your financial operations are not just efficient but also aligned with the latest standards. (Horizon)

Seller Impersonation: Everyone's Biggest Threat

Did you know 73% of real estate firms have seen an increase in seller impersonation fraud attempts since the start of 2023? The traditional methods of verifying someone’s identity are being thwarted by cybercriminals. In this session, together with our underwriter and agent partners, FNF and Security Title Insurance Agency, we’ll break down the real-life impact of this fraud and ways to protect yourself.(General)

ready2close Deep Dive 

Grab your laptop and join us for this in-depth exploration of the latest features, advanced setup options, and hands-on learning opportunities of ready2close. During this session, we'll take a close look at the powerful capabilities of ready2close, RamQuest’s secure way for your company to communicate with all parties on the transaction, including eSign and branding, so you can harness its full potential. We want to make this session interactive and informative, so please come prepared with your questions. Consider this session as an invitation to "take another look" at ready2close and uncover hidden gems of this powerful tool. (General) 

1099 Reporting 

Who is responsible for 1099-S reporting in your company? Do you have a clear understanding of federal laws so that you are in compliance with the obligation to report sales proceeds to the IRS? What happens if you don't get exactly what is needed from the customer? In this session, we will discuss the answer to these questions. Also what information is needed in RamQuest, how to input it, when to generate, and when, how, and how often to pull RamQuest reports for review. Join us! (CCE)

Horizon Lab - 3
This is your opportunity for hands-on time with Horizon, RamQuest’s newly released SaaS title production solution. Spend this session in our computer lab with our Horizon experts. If you have not had a chance for hands on time with Horizon, try opening a new order, see how file information is arranged, take a look at Receipts and Disbursements and see how our built-in contextual help works. Or try your hand at some of our newly integrated features like ready2close, Commercial and Automation.  (General)

Lunch/Lunch and Learn Sessions (11:30am – 1:00pm)

Lunch and Learn: Modernize Communication Between Title Agents and Their Customers - ShortTrack 

Email is at the root of over 90% of all cybercrime, especially business email compromise and wire fraud, and a key focus of ALTA Best Practices Pillar 3. Additionally, ad hoc use of email, portals, and other communication tools increases the cost for every party in a transaction. As the key communicator in the mortgage transaction, the title agent is uniquely positioned to lower costs and improve the experience of every other participant. We'll discuss how title agents can with their lender partners to dramatically improve communication. (General)

Lunch and Learn: 5 Questions Your Data Should be Answering For You - Informer

In the fast-paced world of the title insurance industry, data holds the key to success. We will delve into the crucial role of data analytics and its impact on the industry. Learn how to leverage data effectively to gain insights, make informed decisions, mitigate risks, streamline processes, and enhance customer experiences. Uncover the five essential questions your data should be answering to unlock the full potential of your title insurance business in today's data-driven landscape. (General)

Lunch and Learn: Closing Package Automation - Areal
Learn how to extend your Areal feature set to include the new Closing Package Automation product. Once the title package is worked on in RamQuest, the Closing Package Automation takes over. Closing Package Automation is a sophisticated digital solution designed to streamline the post-closing review process. This innovative tool is poised to significantly reduce the duration of post-closing reviews by furnishing users with a concise package summary and a comprehensive breakdown of any absent components. This software performs an extensive 360-degree examination for the absence of critical documents, essential pages, required signatures, and vital data. (General)

Lunch and Learn: Simplify Your Closing Process with New CloseSimple Features - CloseSimple

This lunch and learn will showcase the newest additions to CloseSimple including the collaborative portal, e-sign anything document signing, wiring instruction delivery, mobile friendly forms and other things that can help your title company simplify your closing process for buyers, sellers, real estate agents and lenders. (General)

Horizon Lab - 3.5
This is your opportunity for hands-on time with Horizon, RamQuest’s newly released SaaS title production solution. Spend this session in our computer lab with our Horizon experts. If you have not had a chance for hands on time with Horizon, try opening a new order, see how file information is arranged, take a look at Receipts and Disbursements and see how our built-in contextual help works. Or try your hand at some of our newly integrated features like ready2close, Commercial and Automation. (General)

 

Concurrent Sessions - Group 4 (1:00pm – 2:15pm)

Horizon Admin Essentials 

Join us for this session focused on optimizing your business processes and enhancing operational efficiency. In this session, we’ll share options for defining and establishing consistency and standards in your current workflow. Learn how to configure user and group settings, fine-tune system settings, and set up workflow processes tailored to different order types and regional requirements. We'll also introduce you to simple decision-making tools that are crucial for your day-to-day operations. Don't miss this opportunity to streamline your processes and make the most of your Horizon platform. (Horizon) 

Workflow Automation: Elevate Efficiency on all Fronts

Join us for this session that revolutionizes workflow automation within CCE and Horizon. In this session, we'll cover automation strategies spanning all areas of these production solutions and take a comprehensive look at efficiency. From Dashboard to Closing Market related automation including CloseSimple, ePN, RealEC, and more, we'll explore how automation can enhance your processes, reduce manual tasks, and streamline your operations, ultimately boosting productivity. Whether you're a seasoned user or just getting started with either of these solutions, this session offers a valuable opportunity to revamp your approach to workflow automation and unlock its full potential.  (CCE/Horizon)

Closing Market: Navigating Vendor Relationships, Routing Rules, and Other Setup Specifics 

Join us to delve into the intricacies of Closing Market from the administrative and setup perspective. We’ll guide you through the entire lifecycle of your relationship with a vendor, starting with the essential TPR (Trading Partner Relationship), so you understand what it means, how to determine if you've been accepted, and what steps to take next in this new partnership. Additionally, we'll explore routing rules and their nuances in one of our most widely used integrations. Whether you're a seasoned user or new to Closing Market, you won’t want to miss this opportunity to improve your Closing Market skills and optimize your vendor relationships and workflow. (General)

Mastering CCE Docs (201) 

Are you ready to take your CCE Docs skills to the next level? Join us for a dynamic, hands-on session where we dive into the intricacies of CCE Docs. In this advanced workshop, we'll explore if/then statements, prompts, and even delve into merge loops and do some troubleshooting, providing you with a comprehensive understanding of these powerful tools. We strongly recommend that attendees bring their laptops to get the most out of this class as you work alongside our expert instructor. Please note that this session is not for brand-new users who have no experience working with the tool. (CCE)

Horizon Lab - 4
This is your opportunity for hands-on time with Horizon, RamQuest’s newly released SaaS title production solution. Spend this session in our computer lab with our Horizon experts. If you have not had a chance for hands on time with Horizon, try opening a new order, see how file information is arranged, take a look at Receipts and Disbursements and see how our built-in contextual help works. Or try your hand at some of our newly integrated features like ready2close, Commercial and Automation. (General)

Grand Prize Drawing/Break with Exhibitors (2:15pm – 2:45pm)

Concurrent Sessions Group 5 (2:45pm - 4:00pm)

Horizon Commercial: Powering Flexibility and Productivity 

Join us for a deep dive into the versatile capabilities that cater to the unique demands of your commercial transactions. Discover how Horizon can significantly boost your productivity and efficiency when we unveil the power of portfolio management. Additionally, we’ll show you debit and credit charges organized with section headers for a clear and structured layout and how to manage multiple loans. This session will empower you with the knowledge and insights needed to supercharge your commercial transactions. (Horizon)  

Horizon Docs 101 

Attention Horizon Customers! It’s time to talk documents in this session dedicated to empowering you with the latest tools and techniques! Join us as we dive into the world of document templates in Horizon including the step-by-step process of creating customized documents to meet your unique needs. Plus, learn the ins and outs of our new process for deploying doc templates from ARC and discover all the benefits this new tool has to offer! (Horizon)

From Screens to Sales: A Winning Formula for Modern Marketing 

Uncover the formula for success in modern marketing as we reveal how to seamlessly transition from captivating screens to driving sales.  This presentation will equip you with the strategies and tools you need to win in today's digital landscape. (General)

Navigating CCE Accounting

Join us for a look at accounting in Complete Closing. We'll delve into different accounting topics, including the intricacies of 3-way reconciliation, how to add efficiency with eBank Recon, and the added security of Positive Pay. But that's not all! We'll also discuss the noteworthy changes to ALTA best practices Pillar 2 that were introduced this year, ensuring you're up to date with the latest industry standards. Join us to enrich your CCE accounting knowledge and stay ahead of the curve. (CCE)

Horizon Lab - 5
This is your opportunity for hands-on time with Horizon, RamQuest’s newly released SaaS title production solution. Spend this session in our computer lab with our Horizon experts. If you have not had a chance for hands on time with Horizon, try opening a new order, see how file information is arranged, take a look at Receipts and Disbursements and see how our built-in contextual help works. Or try your hand at some of our newly integrated features like ready2close, Commercial and Automation.  (General)

Pop a Top Table Talks (4:00pm - 4:45pm)
Pop a top (on an adult beverage that is) and join us for our table talks, formerly known as round tables. This is a “talking” session. Pick a topic (when you register), grab a drink, take a seat and you and your table mates will drive the discussion! Not an extrovert or not sure about driving the conversation? Join us anyway...pop a top, join your table mates and sit back and listen. (General)

Optional After Hours Event (7:00pm - 10:00pm) 
Click here for details. 

Wednesday, March 6

Closing Breakfast (9:00am – 10:30am)
You’ve spent the last two days taking in a lot of new information about the here and the now -- new technologies, the latest releases, how-to sessions to increase efficiency and effectiveness, and more! Now it's time for an insider's look into what’s coming next for RamQuest. Join us for a full buffet breakfast and this session full of information that you don’t want to miss. (General)

General Session: Ideas Session (10:30am – 12:00pm)
Calling all users…. come to this session armed with your ideas. We are not going to talk code…instead we’re going to talk about real-world situations. What should a title and settlement production solution do today? What do you need that we haven’t built yet? What problems are you experiencing in your office that we can help solve? Bring all the thoughts like this that you have running around in your head and share them during this session! (CCE, Horizon, RamQuest One)

Conference Concludes (12:00pm)