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 exactly where a closing sits to all parties in the transaction, including buyers, sellers, lenders, and real estate agents. |
| Mobile App | A secure, easy-to-use mobile application enables clients to receive updates, submit information, view status, and more at any time and 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:
|
|
Two way Branded Messaging |
Streamline communication for you and your clients and partners with all messaging happening in one, secure portal. Avoid re-typing information and keep track of the back and forth in one spot. All team members have the ability to view every document and message so nothing falls behind. Automate branded communications such as introductions, reminders, and status updates and provide a white-glove experience at scale. Settings can be configured to only receive desired notifications. |
| Email Link | Bridge the gap between your email and Qualia to save time, increase productivity, and provide a superior customer experience. Open orders, search file information, save documents to Qualia, and ensure the transaction keeps moving all without leaving your inbox with email plugins for Gmail and Outlook |
| AI Messaging Assistant | Save time and provide a superior customer experience with pre-generated personalized responses to messages and emails. Built-in AI crafts suggested replies, using order data when appropriate, and enabling you to reply quickly without needing to click around in a file to find information. |
| AI Data Importer | Ensure accuracy, eliminate manual steps, and reduce communication oversights by updating orders with data imported directly from messages and emails. Hover over underlined fields within messages and emails 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 on otherwise manual tasks such as:
|
| 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 documents. eSign within Connect allows clients to digitally sign, fill out, send, and store documents securely. |
| Quoting & Ordering | |
|
Instant Quoting |
Provide instant, accurate, and detailed quotes to clients via computer, phone, or tablet by leveraging an embeddable website widget. |
|
Order Placement |
Meet order demand from lender, brokerage, or builder partners with bulk ordering capabilities and order auto-acceptance. Easily configure based on specific criteria, such as property state, county, or source of business. |
| Closing Experience and Security | |
| 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. |
|
Remote Online Notarization (RON) |
Offer secure hybrid or fully remote closing experiences with Qualia RON, directly integrated into Qualia. Give in-house notaries control over the entire remote signing, resulting in massive time savings, decreased costs, and convenient, stress-free client experiences. |
| 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 |