Thank you for checking out the CloseSimple & Agents National Title RamQuest Webinar.
Now you can send personalized Text Messages, Automated Email Updates, & our Pizza Tracker for Title™ to help drive your business forward and save you time.
Send Automated Text message updates
A personalized Text Message can be sent with each completed step in your Closing Timeline. This is a great way to stay in touch with Real Estate Agents who rely more on texts than emails for quick updates, as well as Consumers, Mortgage Professionals or anyone else.
Send Beautiful, Encrypted Emails
Emails are customized to feature your branding & Closing Pizza Tracker for Title™Timeline. Because we know everyone checks email on their phones, they are mobile friendly & easy to read on any device. Emails can be sent securely through our server, or through yours to utilize your existing security policies.
The RamQuest Closing Market Integration means Zero Double Data Entry, plus triggered Emails & Text Messages on completion of tasks in RamQuest Workflow. Don’t use RamQuest Workflow yet? CloseSimple gives you a great reason to get started.
Simple setup & Straight-Forward Training
On-boarding is simple & typically takes less than a month. We design your emails, including branded assets & timelines, then with your input, write & implement all of your text message & email content. Because we’re fully integrated with RamQuest, the technical piece is quick, then we’ll train your team to administer the program after hand-off.
Request a Live Demo to see how we can help you communicate better during the Closing Process.
RamQuest & CloseSimple FAQ's
Question: Does CloseSimple work on RamQuest One and CCE?
Answer: Yes! And on RamQuest CCE. CloseSimple works the same on both platforms
Question: Does CloseSimple work with OP2?
Answer: Yes! It also works if your servers are on premises/with a different hosting company.
Question: How long is the setup time?
Answer: A typical integration takes around 60 days - that said we'll go as fast as you can.
Question: How much work is it to implement?
Answer: We try to take as much of the implementation work off your hands as possible. Here's what an integration normally looks like:
- After signing the contract we provide an implementation checklist/worksheet that you can fill out in under an hour.
- We schedule a 60-minute deep-dive call to document the order types, milestones, and communications you want to send out of CloseSimple.
- We provide email designs and confirm the document we worked on in #2.
- We create your program based on approved designs and what we learned in steps 1-3. Then we hand it off to you to review. (If you're using workflow to trigger CloseSimple, you'll be working on configuring RamQuest during this step - see next question below)
- We help you roll out the program, providing whatever assistance you need to get your teams informed/trained.
Question: OK, I get that, but how much work is it to set up on the RamQuest side?
Answer: RamQuest has made it REALLY EASY to set up. You'll need to create new tasks that include CM Automation triggers, and insert those into your current workflows (this may mean you're replacing some steps, or simply adding some)
Question: What data can CloseSimple get from RamQuest?
Answer: Most order data including property information and contact information. RamQuest One does give us a bit more flexibility with the data, but both platforms are good.
Question: Where/who do emails come from?
Answer: Most customers choose to send emails directly through their own email servers. Typically they set up an email address like firstname.lastname@example.org to send them from. In terms of "who" they come from, they'll look like they're coming from the Escrow Officer/Closing Agent, and if someone replies to the email, you can specify where you want responses to go on each email.
Question: What email servers do you support?
Answer: We currently support Office365, Exchange2013_SP1, Exchange2013, Exchange2010_SP2, Exchange2010_SP1, Exchange2010, and Exchange2007_SP1.
Question: Do copies of emails go into a closer’s outbox?
Answer: We can push a copy of any CloseSimple notification directly back into FileScan (choose one, or choose them all!). Meaning you’ll have a timestamp on when a notification was sent, and you can easily reply-all/forward the emails when needed.
Question: I heard you have an outlook calendar integration. How does that work?
Answer: If you’re on a hosted solution (Not OP2) and use Outlook to schedule signings/closings, we can integrate with your calendar to pre-fill meeting invites with data out of RamQuest - meaning we auto-create the invite with attendee info, subject line, date, time, location, and body content. Taking it a step further, if you use shared calendars for scheduling, we can tell the invite which calendar to put the invite on.
Question: Are emails encrypted?
Answer: The vast majority of our customers are choosing to send CloseSimple emails out of their own email servers, meaning we can almost always pick up your existing encryption protocols. If you choose the CloseSimple server, we utilize forced TLS encryption on all emails.
Question: Are you going to continue making CloseSimple better?
Answer: Yes! We have a lot of new features in the works and we love to hear ideas for what else it should do. Please reach out with any recommendations.
Question: How much does CloseSimple cost, and how does payment work?
Answer: CloseSimple features flat-monthly pricing, which is dependent on the average number of files you close each month. Pricing typically ranges from $1.50-$4.00/file and once we know what your custom setup will look like, we can quote your implementation. There is also a one-time setup fee for us to configure CloseSimple on RamQuest and create all branded content for your company.