Case Study: Legacy Settlement Services achieves 3x faster reconciliations with Qualia Reconciliation Service

A Qualia Case Study

Preview of the Legacy Settlement Services Case Study

How Legacy Settlement Services Sped Up Reconciliations by 3x

Legacy Settlement Services, a technology-led title company in Baltimore founded in 2020, faced time-consuming daily and month-end reconciliations and limited flexibility for clients to transmit earnest money deposits (EMDs). To solve this, Founder Michael Ruder selected Qualia and implemented its full suite—including Core, Connect, Marketplace, the API, the Reconciliation Service, and the bank partnership program—to modernize funding and accounting workflows.

Qualia delivered a dedicated Reconciliation Service specialist, a bank partnership (BankUnited) and integrations with tools like Paymints.io and Zoccam, plus automated client communications via Qualia Connect. The integrated solution made reconciliations about 3x faster, cleared exceptions with reporting, reduced time spent answering client inquiries, and gave Legacy’s team more time to focus on higher-value work and client relationships.


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Legacy Settlement Services

Michael Ruder

Founder and Owner


Qualia

54 Case Studies