Hi Daniel,
Unfortunately, we've run into the same issue here in Indiana. The workaround we've been using is to open a new file (with the same file number but adding an "A" at the end), manually enter the original policy number on the endorsement, and then delete the "A" from the file number. It's not a perfect solution, but it's the only one we've found that works for now.
I did raise this issue with Qualia, and they told me they would make sure my suggestion for a fix is passed along. That said, they couldn't provide any timeline or guarantee that it will be addressed.
Thank you,
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Original Message:
Sent: 3/12/2026 6:59:00 PM
From: Daniel Strickland
Subject: Post-close mods/endorsements (accounting through Qualia)
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 that closed X-many months ago
- Team adds endorsement, issues to client
- Receipt in funds, disburse according to split
- Our revenue reports update with new revenue on closed file --> which impacts financial reporting for historical periods
We've explored creating a new file for these requests but that results in an endorsement being 'unlinked' to the original policy.
Does anyone have a more elegant solution to handle these? I can't be alone, so I'm assuming someone else has figured it out. Qualia support is stumped and referred me to my underwriter (who doesn't much care about our accounting/reporting and suggest we edit the file in their portal).
Any ideas would be much appreciated.
Kindly,
Dan Strickland
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Daniel Strickland
President / Owner
Central Colorado Title & Escrow & S&S Closings & Escrow
Salida CO
+1 (540) 454-3388
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