When the real estate market faces cyclical downturns or shifts, predictable, steady growth becomes the most valuable objective for title & escrow companies. You can’t control interest rates or national inventory, but you can control how effectively you manage your core revenue source: your network of real estate agent partners. These relationships are intensely local and personal, and knowing how they are performing—which agents are increasing their volume with you, and which are quietly shifting business to a competitor—is absolutely crucial to proactively managing your future revenue.
Uncovering these insights has traditionally been a slow, fragmented process. It means exporting and reconciling data from multiple systems—an effort that still leaves you with only part of the story. Without the ability to analyze transaction data alongside real-time, verified market data, strategic decisions end up being made on incomplete information. That changes now. Qualia is introducing new capabilities within Qualia Clear, our groundbreaking agentic AI system built specifically for title & escrow, that makes it much faster and easier to identify new leads and understand how your referral network is performing.
Data-driven insights on your relationships with real estate agents
Qualia Clear is unique because it is built directly into Qualia’s product ecosystem, giving it complete visibility into all file data. By applying agentic AI to your title & escrow company’s transaction history, Qualia Clear can compare your file data with real time market intelligence, and use that to develop a comprehensive report of how your entire real estate agent referral network is performing.
Instead of spending hours exporting and comparing data, you get instant analysis of your top 50 agent relationships—with wallet share, performance trends, and contact info in a single downloadable report. This report helps your title & escrow company proactively manage sources of real estate agent business and determine which agents are working with you more or less than before. You can then use that information to drive higher repeat business with real estate agents.
From portfolio performance to personalized outreach
Think of your historical closing files like an untapped gold mine. Without the right tools, the gold will remain buried—an undiscovered treasure. But if you get the right tools to mine the gold – you could strike it rich. The new /real-estate-agent-trends command in Qualia Clear’s Insights Mode is the tool you need to mine your historical files for new business opportunities. It instantly organizes your data into an actionable report to understand where your strongest relationships are and who you need to focus your attention on for future growth.
The Real Estate Agent Trends command pulls your top agents by the volume of orders they have referred to you over the last two years. This is not just a simple list; it’s a data-driven view of your most important business relationships. This report provides the full context needed to assess agent performance, identify growth opportunities, and celebrate your top performers. With it, you can understand:
- Wallet Share: This is the percentage of an agent’s total business that you’re capturing, showing your penetration with that agent. With this, you know who to focus your efforts on to gain more business.
- Performance Trends: This calculates the rate of change in wallet share over time. That makes it much easier to proactively manage your most important business relationships.
- Individual Analysis: If there’s a particular agent you want to further analyze, you can use the /real-estate-agent@name command to see details on your relationship.
In short, you get all the essential data you need – contact info, deal volume, wallet share, and quarterly trends – in one comprehensive and downloadable report to strategize and grow your business.
Conclusion: A proactive future for business growth
The introduction of the /real-estate-agent-trends capability in Qualia Clear’s Insights Mode marks a significant evolution of the system. It provides access to the market intelligence you need to manage your real estate agent referral network more effectively than ever before.
By integrating this growth-focused intelligence directly into your core system, you have a level of data access that is truly transformative. It equips you with the key information to identify at-risk relationships and growth opportunities, empowering your sales and marketing teams to become laser-focused on building stronger relationships with real estate agents to win repeat business.
Ready to transform your company’s growth strategy? Speak to an expert today to learn how Qualia Clear can benefit your company.
