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Version 1.8.0

  • Writer: Leslie Leahy
    Leslie Leahy
  • Apr 4
  • 1 min read

Todays update is all about merge fields, specifically for directors (where a purchaser is a company) and finance.


  • FIRB & Address for Directors: You can now capture the address and FIRB status of directors/secretaries where the purchaser is a company

  • New Merge Fields: New director and finance merge fields

...continue reading for all the details.


FIRB & Address for Directors

Where a purchaser is a company, trust, or power of attorney you to capture the FIRB status and address for the directors/secretaries.


New Merge Fields

We've added merge fields for the new input fields mentioned above, but also for the name, email and mobile number for the director/secretaries of the company where the purchaser is a company, trust or power of attorney.


  • Purchaser's Director/Secretary Name

  • Purchaser's Director/Secretary FIRB?

  • Purchaser's Director/Secretary Address

  • Purchaser's Director/Secretary Email

  • Purchaser's Director/Secretary Mobile


We have also added more finance merge fields, so if you're using a contract that doesn't fit our standard 'finance block' merge field (such as the standard REIQ contract), you can now individually place the finance merge data.


  • Finance Lender

  • Finance Amount

  • Finance Date




 
 
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