What if your title & escrow company could resolve an issue that’s holding up a closing in minutes instead of days? As a recent Qualia customer experience demonstrates, that’s a reality with Qualia Clear—our new agentic AI system built specifically for the complexities of title & escrow.
When customization gets complex
One of the most powerful features of Qualia Core, our cloud-based, all-in-one title and escrow production platform, is the ability to customize document templates to match a company’s unique workflows, branding, and local requirements. Title & escrow companies routinely take standard templates and adapt them—adjusting language, adding conditional fields, incorporating specific smart tags for their data, and tailoring documents to meet the needs of different transaction types.
This flexibility is essential, but it also introduces complexity. Document templates can contain dozens or even hundreds of smart tags, conditional logic, and nested fields. When a customized document suddenly stops generating, identifying the root cause becomes like finding a needle in a haystack. System logs might show that a document failed, but they typically can’t pinpoint why—especially when the issue stems from a configuration detail buried within a heavily customized template.
Smart tool, fast fix
A Qualia customer recently encountered this exact scenario. After customizing a seller introduction letter template to better fit their workflow, they began receiving an error message every time they tried to generate the document. With a closing on the line and unable to produce this critical piece of correspondence, they reached out to Qualia Support for help.
Marlon Britton, a Qualia customer support team member, quickly jumped on the case. Traditionally, resolving this type of issue would require a time-intensive manual troubleshooting process: copying the customer’s customized document into a testing environment, methodically checking each smart tag and conditional field, comparing the modified template against the original to identify discrepancies, and potentially conducting multiple rounds of back-and-forth with the customer to understand their customization choices.
Instead, Britton leveraged Qualia Clear. He provided the AI system with a precise prompt, directing it to evaluate what was causing the specific document to fail. In about a minute, Qualia Clear’s AI-powered capabilities delivered both the answer and a solution.
A speedy resolution
Qualia Clear identified that during the customization process, a required smart tag had been inadvertently removed from the template. Such an issue is incredibly difficult to spot in a complex document—especially one that may have undergone multiple rounds of customization. While standard error logs could confirm the document wasn’t generating, they couldn’t navigate through the customer’s specific configuration to identify which of potentially dozens of tags was missing or misconfigured.
After Britton reviewed Qualia Clear’s analysis and confirmed the proposed solution, he advised the customer which tag needed to be restored. The fix was straightforward once identified: add the tag back into the template. The customer could then generate their customized document without issues—and without having to abandon their customizations or start over from scratch.
“With Qualia Clear, we were able to turn what could have potentially been a couple days resolution time into a couple hours,” said Ricardo Lara, Senior Manager, Customer Support, at Qualia. “Qualia Clear empowered us to act fast to help get our customer back to doing what they do best: servicing their clients and making closings happen.”
Simple self-service: diagnose, correct and close—all in real time
Of course, Qualia Clear is built for much more than Qualia’s internal use. It’s an intelligent system of action that all title & escrow companies can use as a team of assistants that help automate review, analysis, and execution of everyday workflows.
For title & escrow companies that use Qualia Clear themselves, scenarios like the one described above become even more efficient. Instead of waiting for support, teams can ask Qualia Clear to diagnose template issues in real-time, getting immediate answers about missing tags, configuration problems, or template logic errors. This self-service capability means problems get solved faster, closings stay on track, and support teams can focus on more complex challenges.
“Qualia Clear is an extremely powerful tool that brings incredible efficiency to title & escrow workflows,” said Lara. “It understands the nuances of our industry in a way that generic AI tools simply can’t.”
Conclusion
Qualia Clear is much more than a chatbot; it’s an agentic AI system capable of acting based on deep industry knowledge and real-time file data. As this use case demonstrates, when AI is purpose-built for the unique complexities of title & escrow—from understanding smart tag requirements to navigating customized document configurations—it can work alongside people to transform troubleshooting from a time-consuming investigation into a rapid resolution.
To learn more about how Qualia Clear can transform your company, speak to an expert today.
