Skip to Main Content
 
Status Feedback & Review
Workspace ClosingVue
Categories Enhancements
Created by Guest
Created on Nov 20, 2024

Add cell phone & alt address fields for contact under entity (commerical/trusts)

When closing with a commercial or trust transaction, it would be helpful to have a cell phone field as well as an option for a different address listed under individual contact screen within an entity. Currently, that only shows under the Entity screen. Choosing to add the cell as a home phone under the individual contact confuses reporting.

In order to get that cell phone or address, if you add the second person as a separate buyer/seller (essentially repeating the entry for the entity) it ends up making the documents very long and messy. Additionally, it is not possible to add the second person as a portal user without creating a separate seller and repeating the entity, it would be great to have all of that on the single contact card/screen.


  • Attach files