Connect Feature List
Connect is a secure, easy-to-use platform that enables title & escrow companies to better collaborate with real estate agents, lenders, as well as homebuyers, sellers and owners. Using Connect’s powerful automations and tools for information and document exchange, Title & Escrow companies can now deliver a truly modern and transparent closing experience.
| FEATURE | DESCRIPTION |
|---|---|
| Real-Time Transparency | |
|
Progress Tracker |
Provide real-time status updates on the progress of a closing to all parties, including buyers, sellers, lenders, and real estate agents. |
| Mobile App |
Our secure, easy-to-use mobile application enables clients to receive updates, submit information, view status, and more - any time, any place. |
| Information Exchange | |
|
Information Requests |
Put the information intake process on autopilot with configurable information requests that can be automatically sent to clients and partners based on criteria such as order opening or identification of missing data. Received information flows directly into the file, eliminating the need for manual entry. Securely collect data such as:
|
| Secure, Collaborative Messaging |
Streamline communication for you, your clients and your partners by centralizing all messaging in a secure platform. All team members have the ability to view every document, secure message, email or text, and configure notifications to stay up to date and informed. Additionally, clients and partners can access their documents before, during, and even after the closing. |
| Branding |
Differentiate your brand with your logo and custom color in emails and throughout Connect. Enhance client relationships and build trust by keeping your brand front and center. |
| Qualia Texting |
Easily reach your clients and send important, non-confidential communication with the convenience of texting directly from Qualia. SMS text messages sent from Qualia can be linked to individual orders for a complete view of order-related correspondence. |
| Magic Links |
No need to remember your username and password: Magic Links enable easy and secure access to Connect to submit information and complete tasks. |
| Email Link |
Save time, increase productivity, and provide a superior customer experience by bridging the gap between your email inbox and Qualia.. Open orders, search file information and save documents to Qualia, without leaving Gmail or Outlook. |
| Suggested Responses |
Generate responses 3-5X faster with personalized responses to messages and emails. Built-in AI crafts suggested replies, using order data when appropriate. Simply review and reply, without needing to click around in a file to find information. |
| Data Importer |
Ensure accuracy, eliminate manual steps, and reduce communication oversights by updating orders with data imported directly from your inbox. Hover over underlined fields to review import suggestions, compare it to existing data in the same field, and update the order or contact instantly. |
| Automations | |
| Automations |
Easily set up rule-based automations to save time, increase efficiency and reduce or eliminate manual tasks. Automatically deploy branded communications such as introduction letters, reminders, and status updates, and provide a personalized, white-glove experience at scale. |
| Document Collaboration & Signing | |
|
Document Exchange and Storage |
Streamline the document exchange process by sending and storing documents in one secure portal. All documents are automatically associated with the order. Additionally, clients and partners can access their documents before, during, and after the closing. Lenders can automate requests for documents–the CD, Title Commitment, the Final Closing Package, etc–and receive those documents back from the settlement agency without ever leaving their LOS. |
| eSign |
Eliminate the need to print or use a third-party application for document signing. eSign within Connect allows clients to digitally sign, fill out, send, and store documents securely. |
| Quoting & Ordering | |
|
Instant Quoting |
Title companies can provide instant, accurate quotes to clients, accessible from any device. With an embeddable website widget, buyers and agents can request and receive detailed fee quotes. |
|
Order Placement |
Lender, brokerage, and builder partners can place orders directly, reducing back-and-forth and getting transactions started faster. Title teams can configure auto-acceptance rules based on criteria like property state, county, or source of business, ensuring incoming orders flow straight into their workflow without manual intervention. |
| Closing Experience and Security | |
| Two-Factor Authentication (2FA) Security |
Keep your clients, partners, and business safe by exchanging information and documents within a secure, cloud-based portal with security settings such as Two-Factor Authentication (2FA) and security log. |
| Video Chat |
Expertly guide clients through closings and meet remotely for appointments and eSignings via secure Video Chat. |
|
Scheduling and Calendar |
Coordinate a closing time and location with all relevant closing parties. An internal calendar also enables the management of all teams closings across the company. |