GETTING STARTED
The Title Operator's Guide to Building Powerful Workflows
Learn about the building blocks of powerful processes and what goes into defining a standard operating procedure.
Our Methodology
Explore hands-on guidance from the Software & Information Industry Association’s “Best Work Management Platform” award-winning company, Qualia.
Change management
The Title Operator's Guide to Change Management
Learn how to create a discovery framework, establish a project team, and set clear objectives to drive the successful adoption of new processes.
IMPLEMENTATION
The Title Operator's Guide to Base Workflows
Learn how to implement streamlined base workflows with layers to support variations in transaction type, client and geographic specifics.
MEASURING SUCCESS
The Title Operator's Guide to Advanced Reporting
Learn how to build and leverage system-based reporting to track operations at the executive, manager, and line level.
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Qualia's Workflow Framework enables you to manage the same complexity as your legacy workflows with a small set of base workflows and logic-driven automations, reducing business risk and making your system easy to evolve over time. It provides step-by-step guidance on how to translate your existing workflows into our simplified schema.
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Blog
6 Ways Title Agencies Can Improve Workflows
Follow these simple steps to improve efficiency and avoid workflow debt.
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How to Ensure Employee Adoption of New Workflows
Workflows are most effective when used correctly and consistently. Learn how to get your staff onboard with process updates.
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Simplify Workflows Through Exception Management
Building a new workflow for every use case decreases efficiency. Learn how to create an exception management process without added complexity.
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Workflow Optimizations: Steps to Maximize Efficiency in Title & Escrow Operations
Learn to improve your business by creating optimized processes that better support your day-to-day activities.
Closing Modernization: Transform Your Workflows to Optimize Efficiency
Learn to identify workflow debt and how to achieve greater efficiency while delivering an enhanced customer experience.
Workflow Frameworks: Driving Growth and Increased Efficiency
Learn to identify inefficiencies, standardize workflows, and leverage technology to improve productivity.
Case Study
Orchard Title
Learn more about how customers are leveraging standardized workflows to build and scale operations to drive market expansion.
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