Do you have new team members who could use training on how to balance and disburse files? Do you have other team members who could use a refresher on how to cut checks or generate invoices more efficiently in CCE?
This 2-hour training webinar will cover the basics of Check Writing and invoice generation. Topics covered will include how to create receipts and disbursements initially, how to sync changes, and how to split checks. In the invoice screen, users will learn how to create and delete invoices as well as credit memos. Additionally, attendees will receive tips, tricks and troubleshoots as well as best practice advice.
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