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  • 1.  Escrow/Title Software

    Posted 02-08-2023 16:38

    Hi, in response to the software question for escrow/title use.  I use Qualia, we are a small office and just came on board in November, 2022.

    Thank you,



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    Beverly Adair
    Ally Title Services, LLC
    Birmingham AL
    +1 (205) 616-1925
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  • 2.  RE: Escrow/Title Software

    Posted 02-09-2023 09:24

    Small office.  Have been using Qualia for a few years.  Love it.  They have made several updates that I have personally requested.  Love that they are constantly making it better and we don't have to wait until the next update to download or purchase.  Customer Service has been pretty good. 

     

    Best Regards,

     

    Kim f. bontrager

    Title Agent

     

    Kauffman THOMPSON, PLLC

    1990 Main Street, Suite 725
    Sarasota, FL 34236

    (941) 479-3006

    (941) 777-4577 (fax)

    kim@kauffmanthompson.com

     

     

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    PLEASE NOTE:   (1) Closing Funds:  For real estate or business closings Kauffman Thompson, PLLC cannot accept personal or cashier's checks, or payments by ACH, Venmo or Zelle.  All funds must be cleared funds – i.e., wired to our trust account.  Also, the individual who wires funds for you (i.e., your banker, investment broker, etc.) will need to verbally confirm all wiring instructions with Kauffman Thompson, PLLC, prior to wiring funds; (2) Wire Instructions from FirmWe send our wiring instructions using a secure, password-protected email or a link to a secure site (Citrix), that will only come from our firm.  If you receive an unsecure email with wiring instructions from anyone, and it is not password-protected or having a secure Citrix link (even if it looks like it came from our firm), do not remit any funds and contact our office immediately; and (3) Confidential Data:  It is your responsibility, when sending confidential or sensitive data (e.g., social security numbers, EINs, bank account or credit card numbers, wire instructions), to send by a secure method.  Kauffman Thompson, PLLC assumes no responsibility for loss, theft or compromise of any data sent by unsecure means (e.g., non-encrypted emails, unsecure attachments, etc.).

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