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These are all really helpful suggestions – thank you, all. I was exploring using subordinate files but I cannot get a straight answer (so far) from Q on whether it burns an additional file from our finite allocation. Quick follow-up: When you use a subordinate file, do you simply use the file for accounting ...

Hi Folks, I run a title agency in Colorado. I'm hoping to connect with someone to discuss a challenge we're running into in accounting for endorsements needing to be added to files post-close (via Qualia). The issue we're running into: Client/Lender requests endorsement / modification to a file ...