Works alongside RamQuest
Track closing deadlines from RamQuest
Keep RamQuest for production. Closing Desk reads an open orders report from it, so your team sees every file’s closing, lock, payoff and contingency dates on one screen. There’s no direct connection: you export a report and upload it.
Getting an open orders report out of RamQuest
1. Run the report your office uses
RamQuest comes with a set of pre-configured reports and an included report writer for custom ones. Run the open orders or pipeline report your office already uses, with the columns listed below.
2. Export it to Excel or CSV
RamQuest One’s online help has an article on exporting a report. Use your report’s export option and save it as Excel or CSV. If you’re not sure where that is or which formats your version offers, your RamQuest administrator or RamQuest support can point you to it.
3. Save it as .xlsx or .csv
If the export comes out as an older .xls file, open it in Excel and save it as an Excel Workbook (.xlsx) before you upload it.
Want it sent automatically? We couldn’t confirm from public pages that RamQuest can email a report on a schedule. Ask your RamQuest administrator or support. If your setup can email the report each morning with the file attached, send it to your private import address. Otherwise, upload it yourself.
Columns to include
Include as many of these as your report has. The property address is required. File number and closing date matter most after that, and the rest makes the deadlines more useful.
File number
Your order or file number. This is how a later report updates the same file instead of adding a copy.
Property address
Street, city, state and ZIP, in one column or several.
Closing date
The scheduled or estimated closing date. Closing Disclosure and rescission deadlines are worked out from it.
Transaction type
Purchase, cash purchase, refinance or commercial, so the right deadlines apply.
Buyer, seller and lender
Names only, so anyone on your team can find the file.
Rate lock expiration
If your report has it, you get a warning before a lock expires ahead of closing.
Payoff good-through
If your report has it, you get a warning when a payoff statement runs out before funding.
Contingency dates
Inspection, appraisal and financing contingency dates, if your report includes them.
Bringing it into Closing Desk
1. Upload it as it is
In Closing Desk, open the import page and drop in the file. Column names are matched for you, report titles and totals rows are skipped, and you see a preview before anything is saved.
2. Check the preview
The preview lists which columns were used and which were skipped. If one you need was skipped, rename its heading in Excel and upload again, or email the file to us.
3. Keep it current
Upload a fresh report each morning, or email it to your private import address as an Excel or CSV attachment. New files are added and changed dates are updated. Blank cells never erase anything.
This works through RamQuest’s report export, not a direct connection: changes reach Closing Desk when a report is uploaded or emailed in. If your report won’t import cleanly, email it to support@closingdeskapp.com and we’ll set it up for you. Don’t include Social Security numbers, bank account numbers or wiring instructions.
Try it with your own RamQuest export first
Drop your Excel export into the demo and see every file’s deadlines. Nothing is uploaded or saved; it runs in your browser.
Using other software too? See how Closing Desk works alongside title production software.
RamQuest and RamQuest One are trademarks of their owner. Closing Desk is not affiliated with or endorsed by RamQuest or its owner; the names are used only to describe which exports can be uploaded.