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Personal company name in CDA forms

Updated this week

For the CDA form to auto-populate the user's company name, go to Users > User profile > Edit > Personal company field and fill it out. This setting directly controls what name appears on Commission Disbursement Authorization (CDA) forms. If you notice incorrect naming on your CDA forms, this field is the first place to check.

The name displayed on a CDA form can come from several places in BoldTrail BackOffice: the Personal Company field in your user profile, agent profile settings, or the Company field in a contact record linked to the transaction. Each of these can override the default agent name that would normally appear.

If changing the Personal Company field doesn't resolve the issue, check the Company field of any contact record associated with the transaction. You may need to edit or remove entries in either the transaction's role or the main contact list. After making changes, if issues persist, try logging out of BoldTrail BackOffice, logging back in, and then regenerating the CDA to ensure all changes are applied.

To avoid future naming issues on CDA forms, regularly review your agent profile and contact records to ensure fields like Personal Company and Company contain the correct information. Double-check these entries for every new transaction to prevent data discrepancies. If problems continue after making these changes, consider contacting BoldTrail BackOffice support.

The CDA form will populate the agent's name if you leave the Personal company field blank. If you want the agent's name to appear but it's being replaced by another name (like an office name), confirm that both the Personal Company field is blank and check for any Company field entries in related contact records that might be overriding it.

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