How to set up a title closing checklist in Qualia so conditions do not get missed
A closing checklist in Qualia is useful only if it matches how the file actually moves. I have seen checklists with fifty boxes that nobody reads, and I have seen files run on memory until a lender condition shows up right before signing. The middle ground is building the checklist around the points where a closing can really stall. For a purchase file, I start with opening order, contract review…