New Client Onboarding for Title Company Managers with Qualia
The Problem
Onboarding a new Real Estate Title & Escrow client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.
What We Build in Qualia
AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Qualia, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7. Purpose-built for teams running Qualia — uses the native API or agent integration so nothing leaves the system of record.
Qualia Integration Approach
Audit your Qualia configuration
We map the specific Qualia objects, custom fields, and workflows the automation needs to touch for your real estate title & escrow practice.
Build on the Qualia API or agent
Integration happens inside Qualia — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Qualia with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Qualia instance
30-minute call. We'll look at your actual Qualia setup and show exactly how this workflow fits.