Qualia automation at a glance
| Does Qualia have an API? | Yes. Qualia launched an API in 2022 that lets companies reach their own data and build reporting and integrations. We confirm what your account includes before scoping. |
|---|---|
| Connects with | Outlook, Gmail, Salesforce, HubSpot, Excel, Power BI, DocuSign |
| Used by | Title companies, Real estate, Mortgage |
| What we build | Order intake from email; Status updates to agents; Order and revenue reporting; CRM link for referral sources; Closing checklist alerts |
Sound familiar?
What title and escrow companies on Qualia tell us before a project starts.
- Orders arrive by email and get keyed in by a processor.
- Agents and lenders call for status we could have sent.
- Month-end order and revenue reports are built in Excel.
- Vendor orders are placed outside Qualia and tracked separately.
- Each branch reports its numbers differently.
What we build
Each one is a working piece you can open and check when it's done.
Order intake from email
Order requests read from the inbox with the property, parties and loan details captured and checked before entry.
n8n, Make and Zapier automation PDF and document data extractionStatus updates to agents
Agents and lenders sent a short update when an order reaches a set milestone, so fewer calls come in.
n8n, Make and Zapier automation API integrations and data syncOrder and revenue reporting
Opened, closed and cancelled orders with revenue by branch and source, built from Qualia data each week.
Dashboards and reporting ETL and data pipelinesCRM link for referral sources
Agents, lenders and their order history kept in your CRM so business development sees who sends work.
API integrations and data sync CRM setup and lead pipelinesClosing checklist alerts
Items still missing a few days before closing listed for the closer each morning.
n8n, Make and Zapier automationBranch dashboard
Order volume, cycle time and open items per branch on one page for managers.
Dashboards and reportingWhat we connect it to: Outlook, Gmail, Salesforce, HubSpot, Excel, Power BI, DocuSign.
Industries that use it: Title companies, Real estate, Mortgage.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Orders without keying
Example: a title processor's email orders are read on arrival, so each one appears ready to check instead of retype.
Outlook, PDF extraction, Qualia APIExample project
Milestone updates
Example: listing agents get a short email when title is clear and when closing is scheduled.
Qualia API, emailExample project
Weekly order report
Example: a branch manager receives orders opened and closed by referral source each Monday.
Qualia API, Power BINot sure where to start? Start with an Automation Audit.
Questions people ask first
Does Qualia have an API?
Yes. Qualia launched an API in 2022 that lets companies reach their own data and build reporting and integrations. We confirm what your account includes before scoping.
Can you work with our underwriter and vendor integrations?
We work alongside them. Qualia already connects to many vendors through its Marketplace, so we build only what is missing.
Will this change how our closers work?
No. Orders and closings stay in Qualia. We take the inbox work and status calls off their desks.
How do we start?
Tell us which part of the order takes the most manual time. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
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