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.
“RamQuest provides the total package! You can use as little or as much of it as you would like. The basics will get the job done well but you can take it to the next level with efficiencies, if you so choose. I think that is great for companies just starting. Start with CCE, add FileScan, then Closing Market, etc.”
Nicole McGuyer, Vice President