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.
This applies not only to CDA forms but also to other transaction documents such as Digital Agreements (DAs) and agent statements, which are similarly influenced by this field.
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.
Additionally, Digital Agreements (DAs) and agent statements are other document types where this field plays a similar role in determining the displayed name.
The "Personal Company" field in BoldTrail BackOffice serves agents operating through LLCs or similar businesses to display their company details where necessary. However, this can influence where the agent name or other information appears on transaction documents.
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.
Ensure that the "Personal Company" field reflects accurate details, and check for entries like phone numbers or incorrect corporate names that could affect the display. Clearing the field or correctly updating it usually resolves the problems. Always confirm the changes by verifying the affected documents after saving.
Common Scenarios: Name Replacements on Documents
Sometimes a phone number appears instead of the agent's name when it has been erroneously entered into the "Personal Company" field. Similarly, if a company name like "Mark Cooper Realty, LLC" appears in place of the agent's name, it is due to the field being populated with the company name.
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.
Special focus should be given to ensuring the "Personal Company" field does not contain unintended entries such as phone numbers or incorrect company names, as these directly impact the quality and professional appearance of transactional documentation.
The "Personal Company" field directly affects what is displayed in transaction and statement documents, making it vital to manage this setting carefully. Seek assistance from BoldTrail BackOffice Support for complex issues.
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.