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Workspace ClosingVue
Categories New Features
Created by Guest
Created on Aug 21, 2024

Add a/k/a or f/k/a

I want to be able to add an a/k/a or f/k/a to a Seller or Buyer within the file so I don't have to manipulate the documents myself.

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  • Erin Shea
    Reply
    |
    Aug 27, 2024

    We don���t always want it to show up on all documents or signature lines, but would like to be able to pull that into some of our documents, so it would be nice to have a spot to pull in the AKA or FKA information (like when someone was single and now has a married name within the chain).

    Either a specific fka/aka area or an area section within the buyer and seller info screens so we can see those types of notes (like the 1031 exchange box area but just for notes specific to that person that we can use to code into docs to use as we need it).

    Thank you!

    Erin Shea
    Operations Director
    Cohesive Title, LLC
    Phone: 757-644-3586
    Fax: 757-644-5586
    Email: erin@cohesivetitle.com
    www.cohesivetitle.com

  • Admin
    Alyssa LeMay
    Reply
    |
    Aug 27, 2024

    Hello

    Thank you for posting an idea. What most users do is add that to the end of the last name. It will pull to the documents automatically so you won't have to manipulate them.

    Would that work?

    E-Closing