Entities Tab

The Entities tab includes most of the information about the parties participating in a transaction. An entity is a person, business, association, trust, or governmental body related to the transaction. Generally, entity data is specified in your platform system and displayed in Simplicity Runtime.

Entity information is displayed on an Entities tab and an Entities pane. The Entities tab is where you review information related to entities, assign roles to entities, and link entities together to define their relationships as necessary. The Entities pane is a simplified list of the parties participating in the transaction. It is visible when you are viewing any tab other than the General tab and does not appear when you are viewing the TFA or Payment Calculations workflow.

Related Job Aids

Adding Multiple Titles for a Single Entity

Commercial Loan with 2 Married Couple Borrowers

Setting Up Signing Business Entities

Working with Attestor Roles in a Resolution

Working with Beneficial Ownership Roles