Skip to Main Content
 
Status Duplicate / Existing Functionality
Workspace E-Closing Core
Categories Closing Portal
Created by Diana Leach
Created on Jul 27, 2023

Buyers in Trust setup

When there are multiple trustees as buyers, the system defaults to name1 as Trustee of Trust and name2 as Trustee of Trust and name3 as Trustee of Trust...instead of name1, name2, name3 as Trustees of Trust. We have to manually alter the names on all documents for lenders.

  • Attach files
  • Admin
    Alyssa LeMay
    Reply
    |
    Jul 28, 2023

    Please contact Support at support@e-closing.com or 603-485-7951 for assistance.

    I am going to remove your comment as it contains file information.

  • Admin
    Alyssa LeMay
    Reply
    |
    Jul 28, 2023

    Hello

    We will do this depending on how you are entering the Trusts in the file. If you enter the Trust Name with each trustee listed below the Trust, it should do this. However, if you are entering in one trust per trustee, it will be listed as Trustee 1 of Trust 1 and trustee 2 of trust 2.

    Please contact Support with any questions, 603-485-7951 or support@e-closing.com.

    Thank you

    E-Closing