At Fortis Title & Escrow, gathering payoff information once took up to 10 days. After adopting Qualia Connect, automated workflows cut the time down to under 10 minutes — a dramatic reduction in turnaround time that transformed their day-to-day operations.
In a competitive market where speed, clarity, and trust matter more than ever, agencies need tools that help them stand out without adding complexity. Connect provides just that. It makes it possible to deliver more personalized experiences through clients’ preferred channels, strengthening satisfaction, encouraging repeat business, and supporting more efficient operations.
Ignite growth in your title & escrow business and get the most out of Connect in 2026 by fully adopting these five must-have features.
1. Custom Branding: Put your brand front and center
Familiarity and consistency matter, especially in a transaction where trust is everything. When communications feel generic—or worse, arrive from an unexpected sender—clients can hesitate. They may wonder who’s actually guiding them through the process, or whether the message is legitimate at all.
That’s why branding quickly became one of the most requested features in Qualia Connect. Customers can now apply their logo and brand colors across Connect emails and throughout the platform. Every interaction reinforces the company’s identity, creating a consistent experience from the first message to the final document at scale. That consistency builds trust and reduces concerns about fraud and impersonation.
Branding also simplifies day-to-day operations. Many teams used to send emails in advance, preparing buyers and sellers to receive Connect invites. With branded communications, those extra touchpoints are no longer necessary. Clients immediately recognize who the message is from and feel confident engaging. Strong branding here is more than cosmetic; it plays a real role in credibility, differentiation, and meeting growing expectations for personalized experiences.
2. Qualia Texting: Meet your clients where they are
Email is critical to a successful closing, but homebuyers, agents, and lenders are constantly on the move. Often, quick questions and updates can be handled faster, and better, by text.
Qualia Texting is built around that reality. It allows title & escrow teams to engage in text conversations directly from the order file, making it easy to provide information and receive updates in real time. Importantly, every message is automatically logged in Qualia Core, keeping communication centralized and visible to the full team.
In practice, Qualia Texting helps prevent stalled files and endless follow-ups. When time-sensitive questions arise, teams can reach clients through a channel they already prefer, without sacrificing organization or context. With every conversation tied directly to the order, there’s no need to dig through inboxes or personal devices to piece together what happened.
3. Smart Action Automations: Scale without adding headcount
Status updates, document requests, and routine notifications don’t stop just because a team is busy. But when all of that communication is handled manually, it quickly becomes a bottleneck, especially as volume spikes.
Smart Action Automations in Connect are designed to take that repetitive work off teams’ plates and help keep operations moving. Title & escrow companies can set up rule-based triggers to handle common tasks automatically, from sending introductory emails to notifying stakeholders when key milestones are reached. Once configured, these workflows run quietly and reliably in the background, even outside normal business hours.
The result is meaningful—scale without added headcount. Consider: Title & escrow firms using Smart Action Automations process up to 30% more orders per month without increasing staff, according to a survey of Connect users. By reducing administrative effort, teams can focus more of their time on complex files, problem-solving, and client relationships. Those are the areas that support sustainable growth.
4. Information Requests: Gather information securely—including FinCEN data
Collecting important and sensitive information for closings often means juggling phone calls, emails, and attachments. That makes it hard for busy teams to track what’s still outstanding across multiple files. It also can prove inefficient and risky.
Qualia Connect simplifies and secures this process with Information Requests. These pre-built requests can be sent automatically or manually, allowing buyers, sellers, agents, and other participants to safely submit sensitive information in one centralized place. Teams get clear visibility into what’s been requested and completed without chasing emails.
Pivotally, Qualia continues to expand the Connect Information Request library as new requirements emerge. For example, the FinCEN Information Request helps Connect users securely collect buyer and seller data required for non-financed transactions. While the rules from the Financial Crimes Enforcement Network take effect March 1 this year, Qualia delivered the FinCEN Information Request solution months in advance at no additional cost to Connect users, helping teams stay compliant without disruption.
Beyond compliance, Information Requests support everyday tasks like mortgage payoff authorizations and commission verification, all through a secure, trusted workflow. The result is faster closings, fewer follow-ups, and safer handling of sensitive information.
5. Marketing Toolkit: Support adoption and set expectations
Even the strongest tools fall short if clients don’t understand how or why to use them. For Connect to deliver its full value, buyers, sellers, agents, and lenders must work together on the platform—collaboration that’s more likely when they understand what to expect and why it’s in their best interest.
The Connect Marketing Toolkit is designed to make that clarity easier to achieve. It includes one-sheeters, presentations, and videos that title & escrow companies can share with clients and partners to encourage account creation and communication through Connect. It also offers website graphics, messaging guidance, and email signature assets to help reinforce that an agency is using a secure, modern platform to deliver personalized closings.
By setting expectations early and supporting consistent usage, teams see higher adoption and smoother collaboration across transactions. That clarity makes your title & escrow company a better partner with which to do business. In fact, post-closing surveys show that realtors report high levels of satisfaction (over 80%) with their closing experience when it involves Connect.
Conclusion
Taken together, these five Connect features empower title & escrow companies to deliver a more intentional and personalized closing experience. They reduce manual work, enhance clarity in interactions throughout the closing, and support stronger engagement from clients and partners by enabling them to use their preferred channels.
As expectations continue to evolve, these capabilities—and new powerful features that Qualia is adding to Connect this year—will create fresh opportunities to operate more efficiently, differentiate your brand, and strengthen profitable relationships. The firms that adopt them will be the ones setting the standard and thriving in 2026.
Ready to transform your client experience and streamline your operations? Speak to an expert to learn more about how the customizable, multi-channel Qualia Connect platform can benefit your business.
