Works alongside Qualia
Track closing deadlines from Qualia
Keep Qualia for production. Closing Desk reads an open orders report from it, so your team sees every file’s closing, lock, payoff and contingency dates on one screen. There’s no direct connection: you export a report and upload it.
Getting an open orders report out of Qualia
1. Open the Reports tab
Qualia has a Reports tab where you can build custom reports from your order data and filter them by things like time range, order type and owner.
2. Build an open orders report
Create or open a report of your open orders and add the columns listed below. If your office already has a pipeline report, start from that one.
3. Download it as Excel or CSV
Look for a download or export option on the report and save it as Excel or CSV. We couldn’t confirm the exact button name from Qualia’s public pages. If you don’t see it, your Qualia administrator or Qualia support can point you to it.
Having it emailed every morning
Qualia has said its reports can be viewed in Qualia or sent to your inbox daily, weekly or monthly. Set your open orders report to go out daily.
Closing Desk needs the report as an attached Excel or CSV file. Check one of the emails first. If the file is attached, send the report to your private import address, or set an email rule that forwards it there. If the email only has a link or a summary, upload the downloaded file instead, and ask Qualia support whether the email can include the file.
Columns to include
Include as many of these as your report has. The property address is required. File number and closing date matter most after that, and the rest makes the deadlines more useful.
File number
Your order or file number. This is how a later report updates the same file instead of adding a copy.
Property address
Street, city, state and ZIP, in one column or several.
Closing date
The scheduled or estimated closing date. Closing Disclosure and rescission deadlines are worked out from it.
Transaction type
Purchase, cash purchase, refinance or commercial, so the right deadlines apply.
Buyer, seller and lender
Names only, so anyone on your team can find the file.
Rate lock expiration
If your report has it, you get a warning before a lock expires ahead of closing.
Payoff good-through
If your report has it, you get a warning when a payoff statement runs out before funding.
Contingency dates
Inspection, appraisal and financing contingency dates, if your report includes them.
Bringing it into Closing Desk
1. Upload it as it is
In Closing Desk, open the import page and drop in the file. Column names are matched for you, report titles and totals rows are skipped, and you see a preview before anything is saved.
2. Check the preview
The preview lists which columns were used and which were skipped. If one you need was skipped, rename its heading and upload again, or email the file to us.
3. Keep it current
Upload a fresh report whenever you like, or email it to your private import address. New files are added and changed dates are updated. Blank cells never erase anything.
This works through Qualia’s reports, not a direct connection: changes reach Closing Desk when a report is uploaded or emailed in. If your report won’t import cleanly, email it to support@closingdeskapp.com and we’ll set it up for you. Don’t include Social Security numbers, bank account numbers or wiring instructions.
Try it with your own Qualia export first
Drop your Excel or CSV export into the demo and see every file’s deadlines. Nothing is uploaded or saved; it runs in your browser.
Using other software too? See how Closing Desk works alongside title production software.
Qualia is a trademark of its owner. Closing Desk is not affiliated with or endorsed by Qualia; the name is used only to describe which exports can be uploaded.