Jamie Ellis' assumed-name source packet

Send DBA and name-match clues before they stall the file.

For agents, lenders, investors, attorneys, builders and developers: collect the assumed-name source, exact legal name, county or SOS clue, deed name and one process question before a name mismatch becomes urgent.

Audience and job

Make a DBA or seller-name mismatch easier to route.

Name mismatches can pull in a deed, assumed-name certificate, SOS entity record, county clerk search, signer title, lender condition, title-commitment requirement and attorney question. This handoff keeps those source clues separated so the right reviewer can identify the next step.

The useful handoff

Name the county, deed holder, proposed seller, DBA or assumed name, SOS file number, county assumed-name source, recording reference, lender condition and title-commitment item. The deed, entity record, assumed-name record, lender, title commitment, attorney advice and underwriting review still control the file-specific result.

Official sources

Use current SOS, county and land-record sources.

These sources were checked on October 2, 2026. They help frame the name-match packet, but they do not replace deed, lender, title, underwriting, attorney, tax, recording or legal review.

Texas Secretary of State Form 503 instructions, read October 2, 2026

Start with the legal entity name and the assumed name.

The Secretary of State's Form 503 instructions say a filing entity that conducts business under a name other than its legal name must file an assumed-name certificate with the SOS. The instructions also ask for the legal entity name, entity type, file number, jurisdiction, duration and counties where the assumed name will be used.

Read the official source ->
Texas Secretary of State name-filing FAQs, read October 2, 2026

Treat assumed-name records as notice, not a title or authority answer.

The SOS FAQ explains that an assumed-name certificate notifies the public that an entity intends to conduct business under another name, but questions about contracts or legal documents should go to a private attorney. Send the certificate clue and source date instead of deciding how the name may be used in a deed or contract.

Read the official source ->
Collin County Assumed Names, read October 2, 2026

Separate county assumed-name clues from SOS entity clues.

Collin County's assumed-name page covers unincorporated assumed-name certificates, online application, online search, in-person finalization and abandonment context. If the file involves a sole proprietor, partnership, estate, REIT or other county-level clue, send the county source with the property packet.

Read the official source ->
Collin County Land Recordings, read October 2, 2026

Match the name question to the recorded-instrument trail.

Collin County's land-recording page warns that online database results are not the official repository and may not show the complete or unaltered official record. Send grantor, grantee, instrument number, recording date, legal description and title-commitment item before summarizing a name mismatch.

Read the official source ->
TDI Procedural Rule P-53, read October 2, 2026

Keep the handoff public, educational and referral-safe.

TDI P-53 permits legal promotional and educational activity that is not conditioned on referral of title-insurance business. This handoff offers public source organization only; it does not discount a title premium or provide a referral benefit.

Read the official source ->
What to send

Give each reviewer the name source they can verify.

An assumed-name handoff does not need to decide ownership, authority, compliance, right to use a name, deed effect, title coverage or underwriting acceptance. It needs enough source context for the right professional to identify the next step.

  1. Property address, county, contract status, target closing date and whether the file involves a DBA, assumed name, trade name, entity-name mismatch, seller-name mismatch, lender condition or title-commitment requirement
  2. Exact legal entity name or individual owner name, assumed name or DBA, SOS file number if available, county assumed-name certificate clue, certificate date, expiration clue, abandonment clue and checked date
  3. Current deed holder, proposed seller, buyer, signer name, signer title or office, manager or member clue, sole proprietor or partner clue, lender, attorney, title-contact person and anyone whose name connection is unclear
  4. Instrument numbers, recording dates, book/page or document references, county, legal description, title-commitment item number, lender-condition clue and public-source URL already found
  5. One practical process question for the title team, lender, attorney, underwriter, Secretary of State, county clerk or land-record source before the file reaches funding or signing pressure
What to avoid

Keep name rights and title conclusions out of the first note.

  • Do not decide whether a DBA, assumed name, trade name, legal name, entity name, grantor name or seller name identifies the correct owner or signer.
  • Do not decide assumed-name compliance, name priority, name rights, trademark rights, right to use a name, abandonment effect, certificate sufficiency or filing sufficiency.
  • Do not decide entity validity, ownership, signer authority, deed effect, contract effect, company-agreement effect, lender acceptance, title requirement satisfaction or legal effect.
  • Do not promise lender approval, funding, title coverage, underwriting acceptance, county-record acceptance, recording, insurability or a closing date.
TDI safety posture

No rate claim. No referral bargain. No name-rights advice.

This public resource is available to anyone on the same terms. It is not conditioned on sending a closing to WG Title and it does not offer a rebate, discount, commission, gift or thing of value for a referral.

Prepared as a courtesy. This document is available to any real estate professional on the same terms and is not conditioned on directing a closing to WG Title.

WG Title provides title and escrow services, not legal advice. WG Law is a separate, independently operated company and any relationship with it is governed by its own engagement.

Read TDI Procedural Rule P-53 ->
D1-first conversion path

Send the property and the first name-match question.

This uses the existing closing-readiness form. The page URL, referrer, UTM fields and click IDs stay with the lead record, so the title team can see that the question came from this assumed-name source guide.

Do not paste wire instructions, bank account numbers, Social Security numbers, tax IDs, EINs, identity-document numbers, full company agreements, privileged legal advice, sealed filings, payoff credentials or private financial records into this form.

A source, five facts and one clear first question. We will tell you what to gather next.

Educational information only. Available on the same terms to everyone and not conditioned on directing a closing to WG Title. No quote, legal advice, underwriting decision or guaranteed closing date.