In this 1 ½ hour webinar, learn how to open a new file from the main screen. You will learn how to enter File Details, Critical Dates, Sale Information, Staff, Parties. Topics that will be covered are how to add property information, file contacts, loan information and file notes. Also, learn how to generate documents. Topics that will be covered search, edit, save, print and email a document. How to view saved prompts and to search for a document. Once the documents are saved they will be sent to Document Management. Topics that will be covered, Edit, Manage, Print, attach a document from another folder or from your computer drive.
Please note, this training will be conducted in listen only mode. However, participants may ask questions via the Q&A feature in Go To Webinar and our trainer will answer as many of the attendee questions as time permits.
"West State Title Company has been a user of RamQuest CCE since 2009. It keeps getting better! The integrations with various Underwriter and software platforms allows for seamless transitions for both title and escrow functions saving my staff keystrokes and time. File flow and file tracking are user friendly, keeping my office locations in communication with each other while allowing to provide support to one another and for work to be completed in a variety of locations."
Amy Coats, Manager