On the Seller screen in the title drop down for how title is held can you add OTHER or CONSERVATOR so we don't have to go through and edit ever closing document in Word format.
It would be helpful so that we don't have to go through every closing document we print and edit in word. I had property held in a conservatorship and changing every document in a word format to add Conservator is time consuming.
Qualia allows you to fill in the check memo area with information ie. insurance loan number / last name or whatever you'd like that prints on the check more professionally than adding it on the check once printed. Is this proprietary to Qualia? Or...
Add a tab on the home screen to open an overall check register. I want to be able to see all checks posted for every file and every bank all on one page.
To be able to fill in information in a requirement or exception in the text description screen before hitting the arrow to move it over.
There are a lot of requirements that need information input into them, a sample is shown as circled on the attached screenshot. It would be super convenient and a time saver to be able to type the info in at that point before hitting the arrow to ...
To be able to stop scanned documents from being deleted
To have a button in back office that enables users from being able to delete documents scanned into the system. Much like the button that does not allow users to manage users or do other things. I heard a horror story that a disgruntled employee w...
Currently there is an option to add a column for notes but it is the whole file notes. I'd like to have the option to just show us if there are notes tagged to that specific event and when you click on it see those.
Auto Calculation of 1031 payment to intermediary in 1031 sale
Why not make a check box that automatically makes a line item payoff to the QI for sales of 1031 that way if the cash to seller changes it auto updates.
Add ability to save entire folder of documents imported from The FUND
We save all files on our server as an electronic file and the ability to save the entire folder of the documents that come over/import from The Fund would be helpful, as having to view and save each individual document can be time consuming when f...
Add a notification when you recieve an Order in the notifications section
When you receive an order back from the underwriter, lien search or other vendor, a notification should show in e-closing. Right now, we only get an email, which is good but shouldn't it be inside e-closing as well?