Loan Report Builder Column Fields

This a list of fields available for the Column 1 – 20 selection in the Loan Report Builder.

  • None
  • System Date
  • Branch
  • Contact Type No
  • Contact Type
  • Contact Ref#
  • Contact Number
  • Contact Short Name
  • Contact Entity
  • Contact Officer
  • Contact Setup Date
  • Contact TIN 1
  • Contact TIN 2
  • Contact DOB 1
  • Contact DOB 2
  • Customer Label 1
  • Customer Label 2
  • Customer Label 3
  • Customer Label 4
  • Customer Label 5
  • Customer Label 6
  • Company
  • Salutation 1
  • First Name 1
  • Middle Name 1
  • Last Name 1
  • Suffix 1
  • Title 1
  • Salutation 2
  • First Name 2
  • Middle Name 2
  • Last Name 2
  • Suffix 2
  • Title 2
  • Address 1
  • Address 2
  • City
  • State
  • ZIP
  • Country
  • County
  • Delivery Point Code
  • DP Verification Date
  • Address Type
  • FIPS Code
  • Latitude
  • Longitude
  • ID Type
  • ID Number
  • ID Issued By
  • ID Expiration Date
  • Email 1
  • Email 2
  • Web Address
  • Phone Label
  • Phone Number
  • Phone Label 2
  • Phone Number 2
  • Phone Label 3
  • Phone Number 3
  • Phone Label 4
  • Phone Number 4
  • Phone Label 5
  • Phone Number 5
  • Contact Detail 1-50
  • Contact Detail 56-80
  • Contact Demographics 1-50
  • Contact Demographics 56-80
  • Contact Financials 1-50
  • Contact Financials 56-80
  • Pool Number
  • Pool Short Name
  • Loan Portfolio No
  • Loan Portfolio
  • Loan Ref#
  • Loan Number
  • Loan Group No
  • Loan Group
  • Group Description
  • Short Name
  • Acct Name
  • Loan Entity
  • Risk Rating No
  • Risk Rating Code
  • Risk Rating Description
  • Risk Rating Percentage
  • Reserve Percentage
  • Loan Class 1 No
  • Loan Class 1
  • Loan Class 1 Description
  • Loan Class 2 No
  • Loan Class 2
  • Loan Class 2 Description
  • Loan TIN
  • Loan Status
  • Status Code
  • Status Code Date
  • Loan Officer
  • Collection Officer
  • Setup Date
  • Open Date
  • Funded Date
  • Processing Start Date
  • Curr Date
  • Maturity Date
  • Payoff Date
  • Closed Date
  • SAC Expiration Date
  • SAC Ineligible Date
  • Last Activity Date
  • Interest Accrued Through Date
  • Interest Paid Through Date
  • Principal Paid Through Date
  • Next Statement Date
  • Accrual Cutoff Date
  • Loan Type
  • Interest Method
  • First Or Last Day Accrual
  • Beginning Or End Of Day Accrual
  • Principal Period
  • Interest Period
  • Interest Year
  • Starting Rate
  • Current Rate
  • Term Type
  • Term
  • Term Due
  • Int-only Flag
  • Int-only Period
  • Int-only Term Type
  • Int-only Term
  • Int-only Interest Year
  • Automated Payment Next Date
  • Automated Payment Fixed Amount
  • Print Statement
  • Email Statement
  • SMS Statement
  • Print Late Notice
  • Email Late Notice
  • SMS Late Notice
  • Email Payment Posted
  • SMS Payment Posted
  • Email Payments Due
  • SMS Payments Due
  • Email Addresses
  • Credit Line Limit
  • Credit Line Used
  • Available Credit
  • Draw Limit
  • Draw Used
  • Available Draw
  • Draw Until Date
  • Original Loan Amount
  • Current Loan Amount
  • Current Principal
  • Current Interest
  • Current Def Interest
  • Current Fees
  • Current Late Charges
  • Current UDB 1
  • Current UDB 2
  • Current UDB 3
  • Current UDB 4
  • Current UDB 5
  • Current UDB 6
  • Current UDB 7
  • Current UDB 8
  • Current UDB 9
  • Current UDB 10
  • Current UDBs
  • Current Payoff
  • Add on Interest
  • Loan Remaining
  • Current Suspense
  • Current Impound
  • Current Pending
  • Current Per Diem
  • Current Unamortized Fees
  • Current Servicing
  • Current OLB 1
  • Current OLB 2
  • Current OLB 3
  • Current OLBs
  • Trial Principal
  • Trial Interest
  • Trial Def Interest
  • Trial Fees
  • Trial Late Charges
  • Trial UDB 1
  • Trial UDB 2
  • Trial UDB 3
  • Trial UDB 4
  • Trial UDB 5
  • Trial UDB 6
  • Trial UDB 7
  • Trial UDB 8
  • Trial UDB 9
  • Trial UDB 10
  • Trial UDBs
  • Trial Balance
  • Trial Suspense
  • Trial Impound
  • Trial Servicing
  • Trial OLB 1
  • Trial OLB 2
  • Trial OLB 3
  • Trial OLBs
  • Trial Rate
  • Trial Days Past Due
  • Original Payment Amount
  • Balloon Payment
  • Balloon Payment Date
  • First Principal Billing Date
  • First Interest Billing Date
  • First Int-only Billing Date
  • Current Principal Billing Date
  • Current Interest Billing Date
  • Current Int-only Billing Date
  • Next Principal Billing
  • Next Principal Billing Date
  • Next Interest Billing
  • Next Interest Billing Date
  • Next Int-only Billing Date
  • Next Principal Due Date To Be Paid
  • Next Interest Due Date To Be Paid
  • Next Principal Due Date To Be Paid As Of Trial Date
  • Next Interest Due Date To Be Paid As Of Trial Date
  • Next Principal Due Date After Trial Date
  • Next Interest Due Date After Trial Date
  • Next Analysis Date
  • Next Tot/Reg Payment
  • Next Impound Billing
  • Next Total Billing
  • Last Payment Amount
  • Last Payment Date
  • Total Past Due
  • Total Current Due
  • List Payments Due
  • Days Past Due
  • Past Due As Of
  • Number Of Draws Made
  • Principal Advanced
  • Peak Principal
  • Payments Made
  • Payments Remaining
  • Payment Total Remaining
  • Promise Date
  • Promise Kept Date
  • Promise Broken Date
  • Promise Amount
  • Promise Paid Amount
  • Days to Maturity
  • Payment Days
  • Loan Detail Tab 1 UDF 1-50
  • Loan Detail Tab 1 UDF 56-80
  • Loan Detail Tab 2 UDF 1-50
  • Loan Detail Tab 2 UDF 56-80
  • Interest Earned
  • Def Interest Earned
  • Late Charges Earned
  • Misc Fees Earned
  • Escrow Interest Earned
  • Principal Paid
  • Interest Paid
  • Def Interest Paid
  • Late Charges Paid
  • Misc Fees Paid
  • Escrow Interest Paid
  • Average Balance
  • Low Balance
  • Times 10 Days Late
  • Times 30 Days Late
  • Times 60 Days Late
  • Times 90 Days Late
  • Times 120+ Days Late
  • Dealer Number
  • Dealer Name
  • Commitment Number
  • Commitment Name
  • Collateral Code
  • Collateral Ref#
  • Collateral Code Description
  • Collateral Text Description
  • Input Date
  • Date Valued
  • Number Of Units
  • Price Per Unit
  • Percent Of Value
  • Net Value
  • Coll UDF 1-30
  • VIN
  • Year
  • Make
  • Model
  • Style
  • Color
  • Title Type
  • Title Status
  • Title Status Date
  • Title Perfected Date
  • Title Released Date
  • Title Number
  • Branded Title
  • Registered State
  • License Plate Number
  • Purchase Price
  • Original Value
  • Current Value
  • Date Of Valuation
  • Method Of Valuation
  • Original Miles
  • Current Miles
  • Miles As Of
  • Location Contact
  • Location Company
  • Location Address 1
  • Location Address 2
  • Location City
  • Location State
  • Location ZIP
  • Location UDF 1-13
  • Insurance Description
  • Policy Number
  • Policy Expiration Date
  • Policy Coverage Amount
  • Forced Placed
  • Policy Premium
  • Agent Company
  • Agent Contact
  • Agent Address 1
  • Agent Address 2
  • Agent City
  • Agent State
  • Agent ZIP
  • Agent Phone 1
  • Agent Phone 2
  • Ins Co Company
  • Ins Co Contact
  • Ins Co Address 1
  • Ins Co Address 2
  • Ins Co City
  • Ins Co State
  • Ins Co ZIP
  • Ins Co Phone 1
  • Ins Co Phone 2
  • Insurance UDF 1-14
  • Project Number
  • Originator Transaction ID
  • Client ID
  • Investee Type
  • Date Originated
  • Original Loan/Investment Amount
  • Purpose
  • Transaction Type
  • Interest Rate
  • Interest Type
  • Points
  • Origination Fees
  • Amortization Type
  • Equity-Like Features
  • Term (in months)
  • Date First Payment Due
  • Guarantee
  • Lien Position
  • Collateral Type
  • Collateral Value At Origination
  • Equity Injection Amount
  • Forgivable Loan
  • FA Program Type
  • Investee Street Address Line 1
  • Investee Street Address Line 2
  • Investee City
  • Investee State
  • Investee ZIP 5
  • Investee ZIP Plus 4
  • Investee FIPS Code
  • Investee X-Coordinate
  • Investee Y-Coordinate
  • Project Street Address Line 1
  • Project Street Address Line 2
  • Project City
  • Project State
  • Project ZIP 5
  • Project ZIP Plus 4
  • Project FIPS Code
  • Project X-Coordinate
  • Project Y-Coordinate
  • NAICS
  • Date Business Established
  • Entity Structure
  • Minority Owned or Controlled
  • Women Owned or Controlled
  • Low Income Owned or Controlled
  • Jobs at Time of Loan/Investment
  • Principal Balance Outstanding
  • CDFI Loan Status
  • Days Delinquent
  • Number of Times 60 Days or More Delinquent
  • Number of Times Loan Restructured
  • Number of Times the Loan Was Refinanced
  • Refinanced-Original Transaction ID
  • Amount Charged Off
  • Amount Recovered
  • Fair Value at Origination
  • Fair Value at End of Reporting Period
  • Annual Gross Revenue During Reporting Period
  • Jobs Reporting Period End
  • Low-Income Status
  • Other Targeted Populations
  • LITP End Users
  • OTP End Users
  • IA End Users
  • Credit Score
  • Gender
  • Race
  • Hispanic Origin
  • Female Headed Household
  • First-Time Home Buyer
  • Banked at Time of Intake
  • Annual Gross Revenue at Time of Loan/Investment
  • Total Project Cost
  • Type of Jobs Reported
  • Projected Jobs to be Created at Business Financed
  • Actual Jobs Created at Business Financed
  • Projected Jobs to be Created - Construction
  • Actual Jobs Created - Construction
  • Projected Jobs to be Created at Tenant Businesses
  • Actual Jobs Created at Tenant Businesses
  • Source of Job Estimates
  • Source of Job Estimates - Other
  • Capacity of Educational Community Facility
  • Capacity of Childcare Community Facility
  • Capacity of Healthcare Community Facility
  • Capacity of Arts Center Community Facility
  • Capacity of Other Community Facility
  • Square Feet of Real Estate - Total
  • Square Feet of Real Estate - Manufacturing
  • Square Feet of Real Estate - Office
  • Square Feet of Real Estate - Retail
  • Housing Units - Sale
  • Housing Units - Rental
  • Affordable Housing Units - Sale
  • Affordable Housing Units - Rental
  • Other Impact (1) Explain
  • Other Impact (1) Number of Units
  • Other Impact (2) Explain
  • Other Impact (2) Number of Units
  • Desc Of Other Approved OTP Targeted
  • Desc Of Other Approved OTP End User
  • Credit Bureau Reporting