2014 RQUG Conference Program and Session Overview

Following is an overview of the conference program and session descriptions for the 2014 Annual Users Conference. If a particular session is specific to Complete Closing (CCE) or RamQuest One, we have included that information in the session description. If you do not see a specific product designated, users of both are encouraged to attend. Additionally, we have included at the end of each session description - these are designed to assist you in selecting the appropriate concurrent session. The levels 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.


Monday, March 3

8:30 – 9:00  Registration

9:00 – 9:30  Registration/Breakfast

9:30 – 9:45  Welcome/Introductions

9:45 – 10:30  General Session/Keynote Address

Me, We, and Glee: How to have a great attitude, work as a team and keep your sense of humor. 
Join our keynote speaker Nick Arnette as he helps us launch the 2014 RQUG User Conference with this message that will transform and energize with motivation and humor! He will show us all how to maintain a positive outlook during these changing times, defining teamwork and enhancing humor both at work and at home. 

10:30 – 11:00  Break with Exhibitors 

11:00 – 12:15  Breakout Sessions (Group 1)

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

The Closing is Over…but Don’t Forget the Post-Closing
Have you wondered what efficiencies can be applied to the post closing process improving efficiency and image within your organization? If so, join us for a presentation that will focus on the important post-closing steps and the benefits of having clear guidelines for completing these steps. You can take this information and provide specific improvements to your organization. Attendees will leave this session with the knowledge and steps important in assuring standardized, yet efficient, post-closing processes in their organizations. General  

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. If you are wondering how the HUD in RamQuest One functions without the hovering pop ups in each section, or you would like to see how RamQuest One’s interactive Dashboard allows you to complete tasks and assign files  in comparison to the Dashboard in CCE, or the streamlined look and feel of Check Writing in RamQuest One, then come to this session and get those questions, and more, answered! General  

Under the Covers with Advanced Documents 
Join us for this high level look at documents in Complete Closing where we will dig into the engine syntax that generates the documents to return the desired output. Specific topics that will be covered include MergeFields, InsertDoc, DocumentQuery, Prompts, IF/Else, Removeline and Basic SQL. (Please note, this course will NOT cover formatting or layout.) Experienced 

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 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. General

12:15 – 1:00  Lunch

1:00 – 2:00  General Session:

Enhancements Wish List Forum
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 past years. This is your opportunity to tell the Enhancements Committee what you need out of your software so that we can pass those ideas on to RamQuest!

2:00 – 2:30  Break with Exhibitors 

2:30 – 3:15  Roundtable Session I

3:15 – 4:30  Breakout Sessions (Group 2)

New Users: A Blueprint For Success  
Whether you’ve been using Complete Closing Enterprise for a week, a year, or even longer, there are no doubt areas where you’ve said “I wonder if I could have done this differently,” or “if I had it to do over again, I might…”.  Join us for this session where our panel will bring their experience and insight and share their successes, their challenges and their words of wisdom for new (or not so new!) users.  Foundation / General

Closing Market: Everything you Need to Know 
What is Closing Market really about and how can it impact your business? Join us as we show you the specific benefits that Closing Market can offer for your operation, from enabling you to market your services to loan originators and generate more revenue for your operation to helping you fulfill orders by using our service provider network. See why this cutting edge technology is quickly gaining momentum and learn how you can get started to make sure that you are not left behind at a competitive disadvantage! General 

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.   General / Experienced

Let’s Talk Texas  
It’s 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  

Legislative Update: The RESPA-TILA Rule
The CFPB has issued its final RESPA-TILA rule but what does it really mean and how will this new legislation impact your business? Join us for the answers to these questions and more. General

4:30 – 5:30  Opening Reception/Happy Hour


Tuesday, March 4

9:30 – 10:45  Breakfast

9:30 – 10:45  Concurrent Sessions (Group 3)

Reports: Putting Your Data to Work 
RamQuest is brimming with useful data, but sometimes compiling it can be a challenge. From Super Search to CCReports and beyond, we’ll look at various ways to extract information from CCE and use it to help your office run more efficiently. Note: This is not a report design class.   Foundation / General

Dashboard Management Tools
CCE’s Workflow Dashboard has been available for a while now and many users are familiar with how to set it up, but then what? Join us as we take a deep dive into the different ways you can use Dashboard to manage and evaluate your processes, track turnaround time for orders, track ownership of orders, manage employee workloads and create a workflow representative of, and specific to, your organization's unique needs. General

Small Company Forum 
Does it ever seem like the concepts you hear from other RQUG members are great… if only you had the staff to operate that way? Join us as we discuss ways RamQuest’s CCE can be used more efficiently for smaller companies where everyone wears multiple hats. General

Best Practices in IT Planning 
Let’s talk system requirements and infrastructure! Do you know the vital best practices, from an IT perspective, for using RamQuest’s solutions?  Do you know what hardware and software you need to have in place for your conversion to RamQuest One or in order to add other new RamQuest offerings? What is your IT/Infrastructure plan for the next 12 months, 2 years and, yes, even the next 5 years? Do you have a test environment? If not, how do you get there? Join us for this informative IT session that will help you with your long range IT planning and ensure that you are poised and ready to take advantage of all of the new things coming your way!  Experienced

Breakout Executive Program 
We know as executives you have to focus on a lot more than just the day-to-day operation of your business. This special, 3-part Executive Program will include a look at how the new CFPB ruling will impact and effect your business, new ideas for revenue generation and up-sell opportunities, insight into lender perspectives and more. Participants are required to attend the entire 3-session program, which will take place during Tuesday’s breakout sessions. Title Company Executives 

10:45 – 11:15  Break with Exhibitors 

11:15 – 12:30  Concurrent Sessions (Group 4)

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.  This is a Complete Closing course. Foundation

Leveraging Technology to Get Ahead of Market Volatility and New Regulations 
Title companies are facing the challenges posed by market volatility and the regulatory changes through ramping up their headcount or offshoring part of their operations. Although both strategies proved to be viable in the past, they are increasingly becoming more problematic. Adding new people to processing team at a fast pace not only erodes margins from new volume but also increases exposure to quality issues. On the other hand, data security concerns surrounding the offshoring practice limits the title companies' ability to offshore significantly. Surrounded by these challenges, technology adoption, particularly making the transition from being a document-driven business to a data-driven business, is a sound strategy to create scalability for the long-term and achieve no-error transactions. General

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 will the skills needed to create a new document in RamQuest One.  General to Experienced

Website IQ: Everything you Have Always Wanted to Know about RQUG.org and RamQuest.com
Did you know you can use the RQUG website for more than just registering for the conference? Or that the RamQuest website contains valuable content, from training materials to troubleshooting? In this session, you’ll learn how to navigate both sites, as well as get a tour of RamQuest’s new e-learning environment. General

Breakout Executive Program 
We know as executives you have to focus on a lot more than just the day-to-day operation of your business. This special, 3-part Executive Program will include a look at how the new CFPB ruling will impact and effect your business, new ideas for revenue generation and up-sell opportunities, insight into lender perspectives and more. Participants are required to attend the entire 3-session program, which will take place during Tuesday’s breakout sessions. Title Company Executives 

12:30 – 1:30  Lunch

1:30 – 2:30  General Session

Meeting the Demands of an Evolving Marketplace
Regulatory pressure and risk management are changing the way real estate transfers are conducted. ALTA has produced a framework to provide a standard assessment of title insurance and settlement companies for use in the marketplace. Michelle Korsmo from ALTA will talk about the regulatory environment and the lender and title industry response. 

2:30 – 2:45  Grand Prize Drawing Break with Exhibitors 

2:45 – 4:00  Concurrent Sessions (Group 5)

Advanced CC Reporting Leveraging SQL
Join us for this advanced look at reporting in Complete Closing Enterprise where we will cover CC Report Writer, RQQuery, SQL Views and Stored Procedures.  In this session we will explore each of these in detail 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.) Experienced 

Introducing Pavaso    
Pavaso is a new app marketplace developed specifically for role-based participation during real estate transactions. Pavaso consolidates the closing experience online. It connects buyers and sellers with lenders, title and settlement agents and realtors. It offers consumers educational resources and the ability to select additional services. Join us for this session where we will show you how this new tool can benefit your operation.  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 to Experienced

What's New on Closing Market 
Are you a seasoned Closing Market user but want to use it to grow your business?  Join us for this informative session where we will introduce you to all of the new integrations (including WFG, Westcor and APG) and show just you how easy it is to start using any of them in your operation today! General

Breakout Executive Program 
We know as executives you have to focus on a lot more than just the day-to-day operation of your business. This special, 3-part Executive Program will include a look at how the new CFPB ruling will impact and effect your business, new ideas for revenue generation and up-sell opportunities, insight into lender perspectives and more. Participants are required to attend the entire 3-session program, which will take place during Tuesday’s breakout sessions. Title Company Executives


Wednesday, March 5

9:00 – 10:30  Breakfast

10:30 – 11:15  Roundtable Session II

11:15 – 12:30  Concurrent Sessions (Group 6)

Tech for "Dummies”
Your IT guy wins the lottery and calls you from Bora Bora to tell you he’s not coming back to work. Now what? In this session, we will decode some common IT terms and explore some of the basic troubleshooting steps to help in an IT emergency. Learn some things to try, and some indicators that it’s time to call for help.  General

Securing Data and Disaster Recovery: Are you Really Protected? 
Privacy and business continuity planning have always been critical to our industry, but being compliant with ALTA's Best Practices highlights this need even more. Join us as we discuss some of the ways you can make sure your data is safe and how you can ensure that it can be recovered, should the unthinkable happen.   Experienced   

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

Paperless Closer 4.0   
RamQuest's version 4.0 of PaperlessCloser has a whole new look and some new features, too.  Join us for an in-depth overview of all of the enhancements in PaperlessCloser 4.0 including a look at the new Email Template Configuration Manager that will enable the configuration of content of automated emails, the new PaperlessCloser Configuration Manager, the ability to add customer links in PaperlessCloser and more!  This is a session for Complete Closing users. General 

12:30 – 1:15  Lunch

1:15 – 2:30  Concurrent Sessions (Group 7)

An In-Depth Look at the New Loan Estimate and Closing Disclosure Forms   
Join RamQuest’s Mary Schuster as she takes a deep dive into the new forms issued under the CFPB’s RESPA-TILA Rule. What exactly are these forms? Are there processes and polices that your operation will need to change to integrate these new forms? What is RamQuest doing to prepare and how will this affect you? Get answers to these questions and more at this informative session. General

Reduce Inefficient Processes with Barcoding Technology    
Would you like to use barcoding technology in your operation instead of manually scanning documents?  Do you need to know how this process works and what you need to do to get started? Join us for this session where we will introduce RamQuest’s new barcoding product and show you how you can reduce time spent on inefficient processes with this new tool. General

Positive Pay and Other 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 – 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. This will be a Complete Closing class.  General

Clean Up Tools 
When you first started using RamQuest’s CCE, you had good intentions to always properly archive agent vendors, never create duplicates and use all the other tools and tricks available to keep everything nice and clean. And then things got busy, you hired new employees and now you need to do some cleaning up. Join us for this session where we will discuss the various options available to you to clean up your database and also set some guidelines so you know when it’s best to ask the pros at RamQuest to assist.  General 

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