Keywords
The Keywords that may be used in the Document Template to access specific fields in the database are divided into categories. Every keyword in a category is assigned a prefix.
Prefixes
| PC_ | Primary Contact |
| RC_ | Related Contact |
| AP_ | Primary Address Book |
| AR_ | Related Address Book |
| RA_ | Repo Agent Contact |
| RTC_ | Transport Company Contact |
| RTT_ | Transport To Contact |
| RRC_ | Recondition Company Contact |
| DC_ | Dealer Contact |
|
BLD_5.32+
|
Branch Loan Details |
Keywords are available only in the specified template types indicated in the parenthesis.
Generic Keywords (All)
| SYSTEMDATE |
Contact Keywords (Contact Report)
Although Contact keywords may be used without a prefix, it is strongly recommended that a prefix be used. If there is no prefix, then the keyword refers to a field from the contact upon which the report is being run. If the report is run from a Task Manager Relationship then there could be multiple Contacts involved and the prefix will help determine which one is to be accessed in order to grab the field.
| CIFNO |
| CIFNUMBER |
| SHORTNAME |
| COMPANY |
| LASTNAME1 |
| FIRSTNAME1 |
| MIDDLENAME1 |
| SALUTATION1 |
| SUFFIX1 |
| TITLE1 |
| LASTNAME2 |
| FIRSTNAME2 |
| MIDDLENAME2 |
| SALUTATION2 |
| SUFFIX2 |
| TITLE2 |
| STREET_ADDRESS1 |
| STREET_ADDRESS2 |
| CITY |
| STATE |
| ZIP |
| COUNTRY |
| COUNTY |
| EMAIL2 |
| DOB |
| DOB2 |
| TIN |
| TIN2 |
| MAIL_NAME1 |
| MAIL_NAME2 |
| WEB_ADDRESS |
| NAME |
| NAME2 |
| SSN |
| SSN2 |
| CSZ |
| ADDRESS_AND_CSZ |
| PRIMARY_PHONE |
| PHONE_HOME |
| PHONE_HOME2 |
| PHONE_HOME_FAX |
| PHONE_BUSINESS |
| PHONE_BUSINESS2 |
| PHONE_BUSINESS_FAX |
| PHONE_MOBILE |
| DETAIL_UDF1 - DETAIL_UDF50 |
|
DETAIL_UDF56 - DETAIL_UDF805.13+
|
| DEMOGRAPHICS_UDF1 - DEMOGRAPHICS_UDF50 |
|
DEMOGRAPHICS_UDF56 - DEMOGRAPHICS_UDF805.13+
|
| FINANCIALS_UDF1 - FINANCIALS_UDF50 |
|
FINANCIALS_UDF56 - FINANCIALS_UDF805.13+
|
| UDF1 - UDF50 (These UDF fields are the relationship UDFs that exist in task manager) |
| BORROWER_LINE_1 - BORROWER_LINE_6 |
Collateral Keywords
| CR_COLLATERAL_ID |
| CR_COLLATERAL_CODE |
| CR_COLLATERAL_TEXT_DESCRIPTION |
| CR_DATE_VALUED |
| CR_NUMBER_OF_UNITS |
| CR_VALUE_PER_UNIT |
| CR_LIQUIDATION_PERCENTAGE |
| CR_NET_VALUE |
| CR_USERDEF01 - CR_USERDEF30 |
| CR_INPUT_DATE |
| CR_V_ROW_ID |
| CR_REGISTERED_STATE |
| CR_VIN |
| CR_MAKE |
| CR_MODEL |
| CR_STYLE |
| CR_TRIM |
| CR_COLOR |
| CR_LICENSE_PLATE_NUMBER |
| CR_YEAR |
| CR_ORIGINAL_MILES |
| CR_CURRENT_MILES |
| CR_CURRENT_MILES_DATE |
| CR_TITLE_STATUS_DATE |
| CR_TITLE_PERFECTED_DATE |
| CR_TITLE_RELEASED_DATE |
| CR_TITLE_NUMBER |
| CR_PURCHASE_PRICE |
| CR_ORIGINAL_VALUE |
| CR_CURRENT_VALUE |
| CR_VALUATION_METHOD |
| CR_VALUATION_DATE |
|
CR_ACQUISITION_DATE5.37+
|
| CR_COMMENTS |
Repo Details Keywords (Repo Origination)
| RD_REPO_TYPE |
| RD_ORDER_DATE |
| RD_REPO_FEE |
| RD_CLOSING_FEE |
| RD_REPO_FEE_INVOICE |
| RD_DAILY_STORAGE_FEE |
| RD_DAYS_FREE_STORAGE |
| RD_DELIVERY_FEE |
| RD_REPO_DATE |
| RD_NOI_SENT_DATE |
| RD_NOI_EXPIRATION_DATE |
| RD_NOI_EXTENSION_EXPIRATION_DATE |
| RD_REINSTATED_DATE |
| RD_REPO_FEE_BORROWER |
| RD_STORAGE_FEE |
| RD_REPO_FEE_1 - RD_REPO_FEE_10 |
| RD_TOTAL_STORAGE_DAYS |
| RD_CHARGED_STORAGE_DAYS |
| RD_VEHICLE_MILEAGE |
| RD_TRANSPORT_REQUESTED_DATE |
| RD_TRANSPORT_EXPECTED_DELIVERY |
| RD_DELIVERY_CONFIRMATION_DATE |
| RD_TRANSPORT_FEE |
| RD_RECONDITION_FEE |
| RD_SALE_PROCEEDS |
| RD_SALE_FEE_1 |
| RD_SALE_FEE_2 |
| RD_AGREED_RECOVERY_AMOUNT |
Loan Details Keywords (Loan Origination)
| LD_APPLICATION_DATE |
| LD_ORIGINATED_ACCTREFNO |
| LD_LOAN_NUMBER |
| LD_SALES_PRICE |
| LD_DOC_PREP |
| LD_SALES_TAX |
| LD_DMV_FEE |
| LD_LICENSE_FEE |
| LD_REGISTRATION_FEE |
| LD_SALES_FEE_OTHER_1 |
| LD_SALES_FEE_OTHER_2 |
| LD_INSURANCE_CONTRACT |
| LD_GAP_CONTRACT |
| LD_SERVICE_CONTRACT |
| LD_CONTRACT_OTHER_1 |
| LD_CONTRACT_OTHER_2 |
| LD_DOWN_PAYMENT_CASH |
| LD_DOWN_PAYMENT_TRADE_IN |
| LD_DOWN_PAYMENT_REBATE |
| LD_DOWN_PAYMENT_OTHER |
| LD_AMOUNT_FINANCED |
| LD_FINANCE_CHARGE |
| LD_PREPAID_FINANCE_CHARGE |
| LD_DISCOUNT_PERCENTAGE |
| LD_DISCOUNT_DOLLAR |
| LD_RESERVE |
| LD_PRE_PAID_PAYMENT |
| LD_LOAN_TEMPLATE_NO |
| LD_LOAN_TERM |
| LD_LOAN_TERM_CHAR |
| LD_INTEREST_RATE |
| LD_PAYMENT_AMOUNT |
| LD_PAYMENT_AMOUNT_OVERRIDE |
| LD_ORIGINATION_DATE |
| LD_FIRST_PAYMENT_DATE |
| LD_COLLATERAL_VALUE |
| LD_LTV |
| LD_TOTAL_INCOME |
| LD_PTI |
| LD_PREMIUM_PERCENTAGE |
| LD_PREMIUM_DOLLAR |
| LD_RESERVE_PERCENTAGE |
| LD_DEALER_CIFNO |
| LD_DEALER_COMPANY_NAME |
| LD_DEALER_CONTACT_NAME |
| LD_DEALER_VENDOR_ID |
| LD_DEALER_FEE_1 - LD_DEALER_FEE_10 |
| LD_WITHHOLD_1 - LD_WITHHOLD_3 |
| LD_WITHHOLD_1_DATE - LD_WITHHOLD_3_DATE |
| LD_DUE_TO_DEALER |
| LD_APR_RATE |
Loan Keywords (Loan Report)
| LR_ACCTREFNO |
| LR_CIFNO |
| LR_MASTER_ACCTREFNO |
| LR_RESTRUCTURED_ACCTREFNO |
| LR_LOAN_NUMBER |
| LR_NAME |
| LR_SHORTNAME |
| LR_TIN |
| LR_INPUT_DATE |
| LR_OPEN_DATE |
| LR_CURR_DATE |
| LR_OPEN_MATURITY_DATE |
| LR_CURR_MATURITY_DATE |
| LR_PAYOFF_DATE |
| LR_LAST_ACTIVITY_DATE |
| LR_INTEREST_PAID_THRU_DATE |
| LR_PRINCIPAL_PAID_THRU_DATE |
| LR_INTEREST_ACCRUED_THRU_DATE |
| LR_ORIGINAL_NOTE_AMOUNT |
| LR_CURRENT_NOTE_AMOUNT |
| LR_CURRENT_PRINCIPAL_BALANCE |
| LR_CURRENT_INTEREST_BALANCE |
| LR_CURRENT_FEES_BALANCE |
| LR_CURRENT_LATE_CHARGE_BALANCE |
| LR_CURRENT_PAYOFF_BALANCE |
| LR_CURRENT_PERDIEM |
| LR_CURRENT_DEF_PERDIEM |
| LR_CURRENT_SUSPENSE |
| LR_CURRENT_UDF1_BALANCE - LR_CURRENT_UDF10_BALANCE |
| LR_CURRENT_IMPOUND_BALANCE |
| LR_STARTING_INTEREST_RATE |
| LR_STARTING_YEAR_INTEREST_RATE |
| LR_CURRENT_INTEREST_RATE |
| LR_LAST_RATE_CHANGE_DATE |
| LR_NEXT_RATE_CHANGE_DATE |
| LR_NEXT_INTEREST_STEP_DATE |
| LR_ADDONINT_TOTAL |
| LR_ADDONINT_REMAINING |
| LR_COMPOUND_INTEREST_BALANCE |
| LR_COMPOUND_DEF_INTEREST_BALANCE |
| LR_NEXT_ACCRUAL_CUTOFF |
| LR_DAYS_IN_CURRENT_PERIOD |
| LR_TOTAL_PAST_DUE_BALANCE |
| LR_TOTAL_CURRENT_DUE_BALANCE |
| LR_NEXT_BILLING_DATE |
| LR_NEXT_STATEMENT1_DATE |
| LR_NEXT_STATEMENT2_DATE |
| LR_DAYS_PAST_DUE |
| LR_CURRENT_PENDING |
| LR_PROCESSING_START_DATE |
| LR_CURRENT_OL1_BALANCE - LR_CURRENT_OL3_BALANCE |
| LR_CURRENT_SERVICING_BALANCE |
| LR_CURRENT_RESERVE_BALANCE |
| LR_INTEREST_ONLY_PAYMENT_DAYVALUE |
| LR_FIRST_INT_ONLY_PAYMENT_DATE |
| LR_PRINCIPAL_PAYMENT_DAYVALUE |
| LR_INTEREST_PAYMENT_DAYVALUE |
| LR_NEXT_INTEREST_PAYMENT_DATE |
| LR_NEXT_PRINCIPAL_PAYMENT_DATE |
| LR_AMORTIZED_PAYMENT_AMOUNT |
| LR_MINIMUM_PAYMENT_AMOUNT |
| LR_BALLOON_PAYMENT_AMOUNT |
| LR_BALLOON_PAYMENT_DATE |
| LR_LAST_PAYMENT_DATE |
| LR_LAST_PAYMENT_AMOUNT |
| LR_ON_PRINCIPAL_PAYMENT |
| LR_ON_INTEREST_PAYMENT |
| LR_ON_PAYMENT |
| LR_NEXT_INTEREST_DUE_AMOUNT |
| LR_NEXT_PRINCIPAL_DUE_AMOUNT |
| LR_NEXT_PAYMENT_TOTAL_AMOUNT |
| LR_MINIMUM_PAYMENT_AMOUNT |
| LR_FIRST_PAYMENT_AMOUNT |
| LR_CURRENT_INT_ONLY_PAYMENT_DATE |
| LR_NEXT_INT_ONLY_PAYMENT_DATE |
| LR_FIRST_INTEREST_PAYMENT_DATE |
| LR_FIRST_PRINCIPAL_PAYMENT_DATE |
| LR_TOTAL_PRINCIPAL_PAYMENTS |
| LR_NEXT_PTP_DATE |
| LR_LAST_BROKEN_PTP_DATE |
| LR_LAST_KEPT_PTP_DATE |
| LR_CURRENT_INTEREST_PAYMENT_DATE |
|
LR_COLL_OFFICER5.27+
|
|
LR_RISK_RATING5.27+
|
| LR_DETAIL_UDF1 - LR_DETAIL_UDF50 |
|
LR_DETAIL_UDF56 - LR_DETAIL_UDF805.13+
|
| LR_DETAIL_2_UDF1 - LR_DETAIL_2_UDF50 |
|
LR_DETAIL_2_UDF56 - LR_DETAIL_2_UDF805.13+
|
Rate Change Keywords (Rate Change Notice)
| RC_OLD_RATE |
| RC_NEW_RATE |
| RC_EFFECTIVE_DATE |
| RC_PRIME_RATE |
| RC_SPREAD |
| RC_ADDITIONAL_ADJUSTMENT |
| RC_CAP_RATE |
| RC_FLOOR_RATE |
| RC_NEW_PAYMENT_AMOUNT |
| RC_OLD_PAYMENT_AMOUNT |
| BLD_ORIGINATED_ACCTREFNO |
| BLD_LOAN_NUMBER |
| BLD_PRODUCT_NAME |
| BLD_AMOUNT_FINANCED |
| BLD_INTEREST_RATE |
| BLD_FINANCE_CHARGE |
| BLD_PAYMENT_AMOUNT |
| BLD_APR_RATE |
| BLD_TOTAL_AMOUNT_FINANCE |
| BLD_TOTAL_PAYMENT |
| BLD_TOTAL_PAYOFFS_VALUE |
| BLD_ORIGINATION_DATE |
| BLD_FIRST_PAYMENT_DATE |
| BLD_MATURITY_DATE |
| BLD_PAYMENT_PERIOD |
| BLD_LOAN_TERM |
| BLD_LOAN_TERM_CHAR |
| BLD_PROCEED_TO_PRIMARY |
| BLD_FEE_1_LABEL - BLD_FEE_35_LABEL |
| BLD_FEE_1_AMOUNT - BLD_FEE_35_AMOUNT |
| BLD_PAYEE_1, BLD_PAYEE_2, … |
| BLD_PAYEE_AMOUNT_1, BLD_PAYEE_AMOUNT_2, … |
| BLD_RENEWED_LOAN_NUMBER_1, BLD_RENEWED_LOAN_NUMBER_2, … |
| BLD_RENEWED_LOAN_PAYOFF_AMOUNT_1, BLD_RENEWED_LOAN_PAYOFF_AMOUNT_2, … |
| BLD_RENEWED_LOAN_SUSPENSE_AMOUNT_1, BLD_RENEWED_LOAN_SUSPENSE_AMOUNT_2, … |
| BLD_RENEWED_LOAN_REFUND_AMOUNT_1, BLD_RENEWED_LOAN_REFUND_AMOUNT_2, … |
Only for use in Word documents. These tags are used for constructing the escrow analysis Word templates to populate calculated fields during impound analysis.
| Tag | Notes |
|---|---|
| New<impound_description>paymentamount | Replace <impound_description> with the impound description being used without spaces. <impound_description> is case sensitive. Example If the impound description is “Property Tax” then the tag should be NewPropertyTaxpaymentamount. |
| ProjectedHistoryPayment | |
| ProjectedHistoryDisbursement | |
| ProjectedHistoryBalance | |
| ProjectedHistoryPaymentTotal | |
| HistoryPaymentTotal | |
| ProjectedHistoryDisbursementTotal | |
| HistoryDisbursementTotal | |
| LowestMonthlyBalance | |
| LowPointEscrowBalance | |
|
SurplusValue5.26.2+
|
|
|
SurplusSpreadValue5.26.2+
|
Will not return a value if the calculated surplus is over $50.5.29+
|
|
ShortageValue5.26.2+
|
|
|
ShortageSpreadValue5.26.2+
|
|
|
DeficiencyValue5.26.2+
|
|
|
DeficiencySpreadValue5.26.2+
|
|
|
HistoryEndingEscrowBalance5.26.2+
|
|
|
HistoryLowPointEscrowBalance5.26.2+
|
|
|
HistoryDescriptionVendor5.27.1+
|
|
|
AnalysisDescriptionVendor5.27.1+
|
|
|
AnticipatedAnnualDisbDescVendor5.27.1+
|
|
|
AnalysisFromToMonthYear5.27.1+
|
|
|
HistoryFromToMonthYear5.27.1+
|
|
| Replace <impound_description> with the impound description being used without spaces. <impound_description> is case sensitive. Example If the impound description is “Property Tax” then the tag should be PropertyTaxTotalImpoundAmount. |
|
|
AnalysisDisbursementTotal5.32+
|
