How to Display the Seller's Name on Documents for Co-Broker Deals

If a Selling Broker makes an offer on inventory listed under their brokerage's Company Inventory or from the MLS tab, this will create a shared Co-Broker deal record. 

Each broker will have a different view of the shared deal record.

The Selling Broker will essentially be controlling all aspects of the deal; however, to protect the broker-client relationship, when the Selling Broker views the deal, the seller's information on the Seller page will be kept private, as displayed below.  

However, for deals created from the Company Inventory or from the MLS tab, once the deal transitions to Deal status, all seller information except email address becomes visible to the selling broker to allow for timely updates for closing.  

The Listing Broker has control over how the seller's name will display on documents, i.e. as Owner of Record or their Legal Name.  By default on shared deals, the Display As value for the Seller is set to Owner of Record, to protect the broker-client relationship. If the Listing Broker decides to leave the Display As set to Owner of Record, then the Seller's name will appear as "Owner of Record" for all documents that the Selling Broker generates for the deal.  However, if the Listing Broker would like the name of their Seller to display on any future documents created, they MUST change the Display As value from Owner of Record to Legal Name.

Please Note: Even if the Listing Broker selects Legal Name, the Seller's Information on the Deal / Seller page will continue to be hidden for the Selling Broker.  As previously described, once the deal transitions to Deal status, all seller information except email address becomes visible to the selling broker to allow for timely updates for closing.  

In summary: By changing the "Display As" from Owner of Record to Legal Name under the Seller page, the Listing Broker is allowing the Seller's name & information to appear on any and all documents the Selling Broker generates for this deal.


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