What if you could access RamQuest data from your CRM?
Learn how to process Orders smarter, without working harder, by combining the relationship skills within your CRM with the data prowess of RamQuest.
• CRM’s Manage every aspect of business relationships • Centralized Data - CRM’s provide visibility into all interactions with customers and prospects • Performance Metrics - CRM’s help to establish baselines to use in goal setting and KPI Mgmt. • Instant access from anywhere, at any time
is Land Title CRM? RamQuest data at your fingertips via our integrated CRM & RamQuest solution. • Built on industry knowledge • Ease of use #1 priority for sales, escrow and title processing teams • Industry specific configuration • Full Integration with RamQuest
functionality • Views by user types (Sales Rep, Title Officer, Escrow, Closing Agent) • All roles have visibility into: ⁃ Open orders by Order Type, Referral Contact, and Lender ⁃ Open Orders with Funding Date ⁃ Closed Orders by Order Type, Referral Contact and Lender ⁃ Region & branch performance Dashboards Filtering & Reporting Order Management Relationship Management Process Automation
Can: • Create filters and reports on their own, without technical help • Build and save their own filters based on ⁃ Location ⁃ Closing date ⁃ Referral Source ⁃ Listing Info Filtering & Reporting Order Management Relationship Management Process Automation Dashboards
data inside CRM ⁃ Order documentation ⁃ Loan documentation ⁃ Order notes ⁃ Listing Information • Flexible sync options • Syncs via Closing Market Order Management Relationship Management Process Automation Dashboards Filtering & Reporting
workflows notify users of key milestones: ⁃ File openings ⁃ File closings ⁃ Scheduled closings ⁃ Disbursement of funding • W-Systems can review any additional process and automate them in Land Title CRM. Process Automation Dashboards Filtering & Reporting Order Management Relationship Management