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.
“The title and settlement industries are constantly in flux. Changing markets, regulations, retiring employees and hybrid consumer needs requires agencies to have varied and flexible methods of operation. We need to work with a software company that is always one step ahead of the trends so that the programs are ready before we even know that we need them. RamQuest has been that company for us and many agents across the country. They put resources into knowing what is on the horizon, developing the solutions and offering the platforms for us to succeed. Most importantly, they do not stop at the sale of their software, they understand the importance of training our staff members on its full use. They are a true business partner.”
Anne Anastasi, President