RQUG


The following is an overview of the conference program and session descriptions for the 2023 Annual Users Conference. Please note, 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 a particular group of users or if it is more general in nature and suitable for any attendee.


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Monday, March 6

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

General Session: Welcome/Keynote Address (9:00am – 10:30am)
Co-founder of Good Company Consulting and author of "Managing Millennials for Dummies," our keynote speaker Lisa Walden is dedicated to helping businesses create authentic, empowering workplaces that don't inspire the dreaded Sunday Scaries. You don't want to miss this opportunity to hear Lisa's engaging and entertaining presentation where she will inspire mindset shifts and action-oriented insights that will help your team better connect, collaborate, and communicate. (General)

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

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

Cyber Crime Prevention - It's Not Just Email Compromise
Come to this session to hear about the latest schemes and threats that specifically target title companies. Learn how cyber security has changed and ways to prevent attacks. Learn the dangers of QR Codes and other new methods of hacking in our work and personal lives.  We will give you concrete steps you can take to protect your title company. (General)

ready2close: Connecting the Dots You won’t want to miss this in-depth overview of ready2close, an innovative tool designed to enhance and extend the capability of your RamQuest production solution. During this session, we will review notifications and how they relate to tasks, how to create milestones, security of wiring instructions, ease of sharing documents, and how ready2close interacts with your title production system. We’ll also look at ready2close’s convenient eSign capability, seamless mobile experience and give you ideas about how to market this tool. (General)

The End-to-End eClosing Experience in RamQuest
Don’t miss this opportunity to see the life of a Pavaso/RamQuest integrated file. We’ll show you a RON order from CCE to Pavaso via Closing Market. Additionally, hear first-hand from our panel of users about their road to eClosing, including steps they took to prepare, implementation experience, lessons learned and best practices. (CCE)

Reports Revisited
Don’t miss this opportunity to brush up on reports! This session will be a refresher course with a live demonstration in CCE Reports, showing how to join, sort, and filter. We’ll also dig in to understand how to use SuperSearch and its export feature to retrieve valuable data from the system. (CCE)

Horizon Hands-On Lab 1
This is your opportunity for hands-on time with Horizon, RamQuest’s new SaaS title production solution. Spend this session in our computer lab with our Horizon experts and while you’re there, try opening a new order, see how file information is arranged, take a look at the Settlement Statement or Receipts and Disbursements, see how our new WalkMe (built-in contextual help) works, and more! (General)

Lunch (12:15pm – 1:45pm)

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

Marketing Made Easy
Marketing your title company always seems to get moved to the bottom of the to-do list. Well, until you see a change in order numbers and by then it's too late. Let's have a discussion on how to market your title company easily, using information and tools you already have! We’ll talk about strategy to get more business, how to create content on the fly, and where to remove the headaches in your marketing plan. Leave with real ideas to take back to your office and implement next week! (General)

Unlock the Mystery of AI
Have you wondered what BOTS could do for your operation? Our experienced panel will share their first-hand experience about the kinds of things that BOTs can handle and how BOTS are being used in title company environments today. (General)

Docs 201
Do you have a good working knowledge of docs? Want to go beyond the basics but aren’t ready for an advanced class? Then this session is for you. This is a hands-on session so bring your laptop (we promise, you’ll get more out of this class if you do!) as we dig into documents. We will discuss concepts such as merge loops, document clauses, look at complex “if” statements, headers/footers and prompts. We’ll also review new features, common errors (and how to resolve them) and more! (CCE)

RamQuest One Best Practices
Don’t miss this opportunity to dig in and discover more about your RamQuest One solution from our very own RamQuest One expert! During this session we’ll review Positive Pay, E Bank Recon, Batch Invoice Payments, Documents and Global Prompts. We’ll also dive into Automation when we look at Task by Description and CM Status Rules. (RQ One)

Horizon Hands-On Lab 2
This is your opportunity for hands-on time with Horizon, RamQuest’s new SaaS title production solution. Spend this session in our computer lab with our Horizon experts and while you’re there, try opening a new order, see how file information is arranged, take a look at the Settlement Statement or Receipts and Disbursements, see how our new WalkMe (built-in contextual help) works, and more! (General)


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

General Sessions (3:00pm – 4:30pm)

CCE Release Overview
Join us for an in-depth overview as our CCE product team walks you through all the new features in the latest version of your Complete Closing production solution. (CCE)

RQ One Deep Dive
This session will review the enhancements from the last year as well as the current release for RamQuest One. Additionally, we'll explore ways companies have found to make their RamQuest One system work better for their processes, how customers are using Custom Data to support their operations and more. (RamQuest One)

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


Tuesday, March 7

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

General Session (9:00am – 10:15am)

You’ve heard about it…some of you have even seen a demo of an early version. And now it’s time…time to take a real look at RamQuest’s new SaaS product! Join us for this Horizon overview where you’ll see a live demonstration (user driven to show how easy the system is to navigate) and we’ll discuss data, conversion strategies, SAAS fundamentals, pre-requisites and change management. (General)

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

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

Creativity Unleashed: You are an Artist, not a Title Agent
Ever feel overwhelmed by change? How do you push your business forward & reach your dreams when the skills that got you to this point might not get you to your ultimate goals? Based on studies of the brain, reaching your goals could have nothing to do with your knowledge, skill or hard work...but everything to do with tapping into parts of yourself that you may never have realized you possess. (General)

Reimagine Your Training: Introducing RamQuest’s LMS
On-demand training at your fingertips? Let’s make it so! In addition to instructor-led training, RamQuest’s new Learning Management System offers a wide array of on-demand learning content organized by product category. Join us as we introduce this new tool with an informational and interactive discussion about how our LMS works, what we have to offer and what we have in store for you in the future. (General)

The Nuts and Bolts of Escrow Accounting
This session will explore accounting from both sides. We’ll look at user shortcuts such as what you can do while creating the Settlement Statement to make balancing and check writing easier, use of the CD icons so statements auto populate, and more. We’ll also review valuable accounting tools like eBank Recon, Positive Pay, help for 1099 reports, held checks and stale dated check report. (CCE)

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? Are you curious about Server Migrations, Data Center Moves, Security Hardening and Upgrades? 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 the new things coming your way! (CCE)

Horizon Hands-On Lab - 3
This is your opportunity for hands-on time with Horizon, RamQuest’s new SaaS title production solution. Spend this session in our computer lab with our Horizon experts and while you’re there, try opening a new order, see how file information is arranged, take a look at the Settlement Statement or Receipts and Disbursements, see how our new WalkMe (built-in contextual help) works, and more! (General)

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

Lunch and Learn: CloseSimple
For years CloseSimple has integrated with RamQuest to help title companies communicate during the closing process with Automated Text Messages and Custom-Branded Emails, but now they have released a Client-Facing portal so Consumers, realtors & lenders can log in to see the status of their closings, securely view documents, and more. Check out this Lunch & Learn to see how CloseSimple's portal integrates with RamQuest and can help you optimize your client experience. (General)

Lunch and Learn: ShortTrack 
Go digital with ShortTrack! Join ShortTrack’s Lunch and Learn where they will demonstrate live order creation and document updates directly from realtor software dotloop, DocuSign Rooms, and SkySlope. Then, get to know ShortTrack's DocuSign e-signature and notary integrations with RamQuest. Next, eliminate your seller/buyer infosheets with EasyDocs - customized webforms that are e-signed. Finally, learn how to use ShortTrack's network of connections to help eliminate portals, rekey, and document upload.There's a reason we're called the Universal Title Connector! (General)

Lunch and Learn: Areal
Title companies cannot only count on their primary technology vendors to provide a solution that will help them become more efficient during a downturn. Without incremental technology, agencies could see their profits erode. Join us for our Areal Lunch and Learn where we talk about why new technologies are useful and we will discuss exactly what tools a title company could use to weather this part of the cycle profitably and how to set themselves to be as automated as possible for both cyclical up and downs. (General)

Lunch and Learn: CertifID
Integrate Wire Fraud Protection into Your Business with CertifID on RamQuest. One in three transactions are being targeted for wire fraud by cybercriminals. You can defend yourself from these risks by leveraging CertifID software into your RamQuest platform and workflows. A recent RamQuest customer said of the integration: "I love when you put a product in, and it just works!" Join the CertifID team for this Lunch and Learn to see just how easy it is to turn on, and how to protect your business and clients from the devastating risks of wire fraud. (General)

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

Closing Market Made Easy
This admin class will focus on the Closing Market portal and setup details, including routing rules, status rules, order notification rules, managing associates, order and document queue. In addition, we’ll discuss ways to encourage usage and train your users on Closing Market efficiencies, never having to leave the system, saving time rekeying, reducing errors and more! (General)

All Users JAD Session
Many of the new features or improvements to existing features that you see in your production solution come from ideas generated in this interactive design session. 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 our solutions 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! (General)

Let’s Talk Commercial
Join us for this discussion on everything commercial. We will discuss the Commercial Settlement Statement and the HUD1 and when/why to use each. We will also dig into Texas use of the T60/T61, how to produce proforma policies, commercial workflow, and mandatory document packages. (
CCE)

Enhance Your Operation with Workflow Automation
Workflow Automation is a powerful new feature that will allow CCE administrators to configure rules to automate common repetitive tasks by having an action or change trigger one or more events. This flexible enhancement will help you eliminate time consuming tasks and be more efficient, giving you back time to focus on growing your business. Join us for this session where we will dive into this new Complete Closing feature and show you just how easy it is to integrate into your title operation. (CCE)

Horizon Hands-On Lab - 4
This is your opportunity for hands-on time with Horizon, RamQuest’s new SaaS title production solution. Spend this session in our computer lab with our Horizon experts and while you’re there, try opening a new order, see how file information is arranged, take a look at the Settlement Statement or Receipts and Disbursements, see how our new WalkMe (built-in contextual help) works, and more! (General)

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

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

Closing Market: What’s New
Are you a seasoned Closing Market user and want to stay “in the know” about Closing Market? Join us for this informative session where we will review the latest and greatest integrations on our Closing Market network (including Verification Services and AREAL.ai) and show you how they can benefit your operations. We’ll also give you a sneak peek into the integrations in progress and coming your way soon! (General)

SQL Best Practices and Optimization
How do you know if you're 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's in good shape or if it's 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, maintenance plans, recommended monitoring and we'll introduce you to utilities and tools that will help identify issues and recommend changes for your SQL server. (CCE)

You Don’t Know What You Don’t Know: CCE Version
If you’re an admin, this session is for you. Join us as we dive into CCE, CCSupervisor and other modules to review new features found in recent upgrades. Topics will include order entry change log, document management, smart email templates, use of lock button (why 5 buttons), new user permissions (who do you want to have what permissions and why), setting up user groups (who to put in what groups) and more! (CCE)

My Best RamQuest Hacks
While we know it’s an awesome solution, CCE can’t do it all and it’s impossible to integrate every user request into our solution. Join us as our panel of power users share how they creatively approach needs that fall outside of CCE capability. And bring your own hacks to share with the room! (CCE)

Horizon Hands-On Lab - 5
This is your opportunity for hands-on time with Horizon, RamQuest’s new SaaS title production solution. Spend this session in our computer lab with our Horizon experts and while you’re there, try opening a new order, see how file information is arranged, take a look at the Settlement Statement or Receipts and Disbursements, see how our new WalkMe (built-in contextual help) works, and more! (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)

Horizon Hands-On Lab - 6 (4:00pm - 4:45pm) 
This is your opportunity for hands-on time with Horizon, RamQuest’s new SaaS title production solution. Spend this session in our computer lab with our Horizon experts and while you’re there, try opening a new order, see how file information is arranged, take a look at the Settlement Statement or Receipts and Disbursements, see how our new WalkMe (built-in contextual help) works, and more! (General)


Wednesday, March 8

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 breakfast and 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! (General)

Conference Concludes (12:00pm


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