Has anyone done an analysis to determine what the cost is per closing to use Qualia Connect and/or Qualia Core?
Original Message:
Sent: 08-18-2025 11:47
From: Heather Walstrom
Subject: Qualia vs. Qualia Connect
Hi,
Our company is small and used the CORE Qualia program for many years. We made the leap to Qualia CONNECT about two years ago. The cost difference is significant, and we are trying to evaluate if the value is there. Some features are great! I like the secure portal where a customer may upload their driver's license or other sensitive documents too rather than email. Honestly, this is the driving reason we are maintaining with Connect; however, many of our clients are "older" and not tech saavy and have a lot of difficulty or basically refuse to use it and are still emailing all of their sensitive data and documents to us.
The "chat" ability within Connect is very nice as it keeps all conversations secure as well and it is easy to communicate with agents and clients within the portal. The success of this depends on your staff understanding how it works and utilizing it as well as your clients. I find most clients do not engage at that level of Connect. It's very smooth when they do though!
Document "Sharing" is a cool option within the portal which we utilize for everything from our EMD verification letter to closing documents.
The e-sign option is pretty easy as well which has eliminated our subscription with DocuSign.
There are a lot of automations available which we felt would be helpful when we were investigating. We set up the tasks to be auto generated to obtain data from the customers. Unfortunately, they do not send ONE email with all tasks, but rather a separate email for each task so we have received a lot of complaints from agents and clients on the number of emails they were receiving from us. I have had to remove the majority of those at this time. Some agents are tech saavy and utilize Connect in the way it is meant to be used; however, most won't take the time to figure it out and you will still be required to make all of the phone calls and emails as before.
I am not particularly happy with the package options. As we are small, you have to purchase a specific number of "envelopes". Each new contract or cancellation uses one of those. We run out after about 10 months and have to renew in less than a year; however, the next level up has far too many "envelopes" which we will never use. I wish they had one more level "in between" so we aren't wasting money for excessive numbers.
All in all, it depends on your office and how well they will utilize the innovations and information. Qualia is capable of SO much, but it takes a lot of time to figure some of it out and then to implement. Unfortunately, I believed it would minimize the time spent by my receptionist/order opener on the front end, but that has not been the case.
Hopefully some of this information will be helpful to you - one small office to another!
Sincerely,
Heather Walstrom,
All American Land Title
Ocala, FL
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Heather Walstrom
All American Land Title Insurance Agency, Ltd.
Ocala FL
+1 (352) 401-7555
Original Message:
Sent: 08-15-2025 10:33
From: David Eisenberg
Subject: Qualia vs. Qualia Connect
Hi Brian,
Qualia does have an extensive, well-documented API today. In the past not so much, but now it's fairly large. I agree, it may unfortunately be part of a higher subscription tier. I don't work for Qualia nor am I a customer (we have a custom solution) but I have used their API recently in another project and am impressed how far along they've come in this regard. If you or a member of your tech team want to talk about this, or anything else, let me know.
David
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David Eisenberg
CIO
First International Title, LLC
Coral Springs FL
+1 (954) 755-9931
Original Message:
Sent: 08-14-2025 10:36
From: Brian Howell
Subject: Qualia vs. Qualia Connect
We are currently on Qualia and are in negotiations and review for other systems due to the endless nickel and diming of all of the features in Qualia. Don't get me wrong, Qualia is a great system and I would prefer not to make a change, but watching the bottom line and the spread in cost between Qualia and other systems is hard to ignore. I also need access to API, integrations and banking options that just don't exist with Qualia currently or are costly in their need to monetize every aspect at the agents expense.
With all of that said, I want to be clear, we are a larger organization and we are expanding nationally, that plays into this as well. But in the end, in this market, Qualia is pretty, but pricing its self out of the realm of possibilities. I have to ask myself, do I need to pay for a Ferrari if I really need an SUV.
Brian Howell
Division President, Spartan Title ® |
Direct (214) 850-8617 | Main (972) 275-9001 | Fax (469) 284-0622 |
Website https://spartantitle.com/ |
Address 5080 Spectrum Drive, Suite 1010W, Addison, TX 75001 |
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Brian Howell
President
Spartan Title
Addison TX
+1 (972) 275-9001
Original Message:
Sent: 08-13-2025 14:56
From: Carrie Smith
Subject: Qualia vs. Qualia Connect
Hello!
We are considering upgrading from Qualia Core to Qualia Connect and I would appreciate feedback from other agencies-ideally those with less than 15 employees-who have made this transition. Was the upgrade worth the financial investment for your operation? How has it impacted your workflow and processes?
To clarify, we are not exploring other settlement software options, as we are very satisfied with Qualia. This inquiry is specifically about whether to advance to Qualia Connect or continue with the Core product.
Thank you in advance for sharing your experiences.
Carrie L. Smith
Agency Manager
***Effective March 1st, 2021*** - Prestige Title Insurance Agency, LLC will require that funds to close exceeding $20,000.00 are to be wired in (wire instructions to be provided) – certified funds made payable to Prestige Title are accepted for anything less than $20K. TO PREVENT POTENTIAL WIRE FRAUD- PLEASE CALL 517-264-6040 TO VERIFY WIRE INSTRUCTIONS PRIOR TO WIRING FUNDS.
***PLEASE SEND ALL CLOSING PACKAGES TO [email protected]
Prestige Title Insurance Agency, LLC
3136 N. Adrian Hwy., Ste. C
Adrian, MI 49221
Ph# (517)264-6040
Fax (517)264-6050
Email: [email protected]
Website: www.prtitle.com
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