company name

Company Name Field

Enter the legal name of the client company.

Field Details

• Form Field: company_name
• Required: Yes
• Type: Text input
• Validation: Must be unique within your agency

Guidelines

Format

• Use full legal company name
• Include legal suffixes (Inc, LLC, Corp, PC)
• Match business registration exactly
• Avoid abbreviations

Examples

✓ Good: "Smith & Associates Real Estate, LLC" ✓ Good: "Acme Mortgage Corporation" ✓ Good: "John Doe Law Office, PC"

✗ Avoid: "Smith & Assoc" ✗ Avoid: "Acme Mort" ✗ Avoid: "Doe Law"

Why It Matters

Legal Requirements

• Must match notarized documents
• Required for compliance
• Used in legal proceedings
• Affects document validity

Business Operations

• Used for invoicing
• Appears on certificates
• Company identification
• Search functionality

Special Cases

DBA/Trade Name

• Enter legal name in this field
• Add DBA in separate field
• Note "doing business as" relationship
• Include on documents as needed

Franchises

• Use franchise legal name
• Include franchise number
• Note franchise relationship
• Follow franchise guidelines

Multiple Locations

• Use corporate entity name
• Add location in address field
• Create separate company entries if needed
• Link related entities

Tips

• Verify spelling carefully
• Check business registration
• Confirm with client if unsure
• Keep consistent across all documents