Trust & Entity - Signers

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Anthony White

Requester

I consistently run into the trouble of not being able to have multiple signers for a trust or entity. Trusts typically involve a family/married couple which all parties must sign. You can not add the additional signer as an individual or it will pull through to all of the documents incorrectly, there for you have to add them into the "other" category. When dealing with multiple transactions at once it can become challenging to remember who has signing authority on each transaction. Corporations/Entities fall under the same category. You may have multiple signers that are required to sign the documents. Please add this feature!

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SkySlope Support posted about 1 month ago Admin

Created By Melinda Weprin

Requester

Is there still no solution to this? At least in Transaction Desk you can delete the name on the form but here you have to completely remove the person. Its super irritating. Just add an ability to add additional signees under the trust/company/etc

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SkySlope Support posted about 1 month ago Admin

Created By Connor Stanton

Requester

Most of my transactions require 2 signers from a single entity. I am having a hard time adding more than one per entity.

I had to add the second member of a buying and selling entity as a comma so it doesn’t add one of the members names after the entity on documents. Very frustrating.

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SkySlope Support posted about 1 month ago Admin

Created By Valerie Ayala

Requester

Hello, Looks like this is  an ongoing issue for many users. I also submitted this feedback a couple months ago and noticed a few more commenting this. 

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Anthony, 

Tyler from the Product team here at SkySlope. Thank you for reaching out and giving us this feedback! I will document this and pass it along to the team. How often would you say you need to have multiple signers for a trust/entity? 

I look forward to your response!

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