Context Engine Glossary

General

The Context Engine is a large database of retrievable variables, available for use throughout LoanPro Software. Context engine variables can be used in several sections of LoanPro, including Custom forms, Notifications, and Rules Applied. Below is an image of what the context-engine interface will generally look like inside of any given section where it is found:

This article contains a glossary that defines what the variables are and how to use them. This list is not alphabetical, so if you are looking for a specific variable we recommend using Ctrl + F on your keyboard to quickly locate it.

The explanations in this article are formatted as follows:

Variable Name

Note: This article may not contain every available variable in the context engine. If there are words or phrases you encounter in the software or this help system that are unfamiliar and not covered here, please email them to support@simnang.com, so we may more quickly add this information to the help system.

Also, for a more generalized list of commonly used available variables see the Available Variables article.

Bankruptcy

  • Closed Reason - [[v('bankruptcy-closed-reason')]] - Displays the value of the Closed Reason field for the active bankruptcy on an account.
  • Case Number - [[v('bankruptcy-case-number')]] - Displays the value of the Case Number field for the active bankruptcy on an account.
  • Petition Status - [[v('bankruptcy-petition-status')]] - Displays the Petition Status of the active bankruptcy on an account.
  • Chapter - [[v('bankruptcy-chapter')]] - Displays the Chapter type of the active bankruptcy on an account (i.e. Chapter 7, 9, 11, 12, 13).

System

  • Email Address - [[v('system-user-email')]] - Generates the email address of the user currently logged in requesting the information.
  • Full Name - [[v('system-user-full-name')]] - Generates the full name of the user currently logged in requesting the information.
  • ID - [[v('system-user-id')]] - Generates the ID of the user currently logged in requesting the information

Agent User

  • Job Title - [[v('agent-job-title')]] - Generates the job title of the agent user assigned to the loan for which the variable is being generated.
  • Phone Number - [[v('agent-phone')]] - Generates the phone number of the agent user assigned to the loan for which the variable is being generated.
  • Email Address - [[v('agent-email')]] - Generates the email address of the agent user assigned to the loan for which the variable is being generated.
  • Full Name - [[v('agent-full-name')]] - Generates the full name of the agent user assigned to the loan for which the variable is being generated.
  • Last Name - [[v('agent-last-name')]] - Generates the last name of the agent user assigned to the loan for which the variable is being generated.
  • First Name - [[v('agent-first-name')]] - Generates the first name of the agent user assigned to the loan for which the variable is being generated.
  • Sub-Portfolio List - [[v('sub-portfolio-list')]] - Generates a list of sub-portfolios assigned to the loan for which the variable is being generated. (e.g. sub-portfolio A, sub-portfolio B, sub-portfolio C)
  • Portfolio List - [[v('portfolio-list')]] - Generates a list of portfolios assigned to the loan for which the variable is being generated. (e.g. portfolio A, portfolio B, portfolio C)
  • Computation Fields - [[v('computation-fields.1.PROPERTY')]] - Replace "1" with the ID of the computation field for which you would like to generate a value, and "PROPERTY" will need to be replaced with "calculated-value". If these changes are made, this variable will generate the calculated value of the chosen computation field for the account for which the variable is being generated.

Amounts

  • Past 24-Month Past Due Table String - [[v('status-24-dpd-history')]] - Generates the amount past due codes for the same day of the month, per month, for the last 24 months. For more information see: Delinquency History Table.
  • # Of Times 180 DPD In 24 Months - [[v('status-24-dpd-180')]] - Generates the number of times the account has been 180+ days past due in the last 24 months.
  • # Of Times 150 DPD In 24 Months - [[v('status-24-dpd-150')]] - Generates the number of times the account has been 150+ days past due in the last 24 months.
  • # Of Times 120 DPD In 24 Months - [[v('status-24-dpd-120')]] - Generates the number of times the account has been 120+ days past due in the last 24 months.
  • # Of Times 90 DPD In 24 Months - [[v('status-24-dpd-90')]] - Generates the number of times the account has been 90+ days past due in the last 24 months.
  • # Of Times 60 DPD In 24 Months - [[v('status-24-dpd-60')]] - Generates the number of times the account has been 60+ days past due in the last 24 months.
  • # Of Times 30 DPD In 24 Months - [[v('status-24-dpd-30')]] - Generates the number of times the account has been 30+ days past due in the last 24 months.
  • Remaining Discount - [[v('status-remaining-discount')]] - Generates the amount of remaining discount left on the account for which the variable is being generated.
  • Due Discount - [[v('status-due-discount')]] - Generates the amount of due discount on the account for which the variable is being generated.
  • Due Escrow - [[v('status-due-escrow')]] - Generates the amount of due escrow on the account for which the variable is being generated.
  • Due Fees - [[v('status-due-fees')]] - Generates the amount of due fees on the account for which the variable is being generated.
  • Full Due - [[v('status-full-due')]] - Generates (full amount past due + next payment amount) for the account for which the variable is being generated.
  • Total Due To Date - [[v('status-due-to-date')]] - Generates the total amount due to date on the account for which the variable is being generated.
  • Remaining Interest - [[v('status-remaining-interest')]] - Generates the amount of calculated future interest left on the account at the time the variable is generated for the account.
  • Percent Paid-Off - [[v('status-percent-paid-off')]] - Generates the percentage paid-off for a specific account
  • Total Credits - [[v('status-total-credits')]] - Generates the sum of all credits that have been given on the account.
  • Total Advancements - [[v('status-total-advancements')]] - Generates the sum of all advancements that have been added to the account.
  • Due Principal - [[v('status-due-principal')]] - Generates the amount of due principal on the account for which the variable is generated.
  • Payoff Fees Outstanding (Unpaid) - [[v('status-payoff-fees')]] - Generates the sum of all payoff fees left to be paid on the account for which the variable is generated.
  • Due Interest - [[v('status-due-interest')]] - Generates the amount of interest that has come due on an account to date. (If an account is set to between transactions interest calculation, this number will be higher than the amount of interest that has come due with payments).
  • Amount Past Due 30+ Days - [[v('status-amount-past-due-30')]] - Generates the amount past due if the account is past due more that 30 days. If an account is not 30+ days past due, then this variable will generate nothing for that account.
  • Amount Past Due - [[v('status-amount-due')]] - Generates the total amount past due on the account for which the variable is generated.
  • # Of Days Past Due - [[v('status-days-past-due')]] - Generates the total number of days past due on the account for which the variable is generated.

Autopay

  • Next AutoPay Apply Date - [[companyFormatDateTime('next-autopay-apply-date')]] - Displays the the date for which an account's next autopay is set to run.
  • Next AutoPay Remaining Periods - [[v('next-autopay-remaining-periods')]] - Displays the amount of remaining periods left on the next autopay that is set to run an account.
  • Next AutoPay Payment Method - [[v('next-autopay-pmt-method-id')]] - Displays the ID of the payment method used in the next scheduled autopay.
  • Next AutoPay Amount - [[v('next-autopay-amount')]] - Displays the amount of the next autopay scheduled to run on an account.
  • Next AutoPay Process Date - [[companyFormatDateTime('next-autopay-date')]] - Generates the process date for the next scheduled autopay on an account.
  • Next AutoPay ID - [[v('next-autopay-id')]] - Displays the ID of the next scheduled autopay on an account.

Basic

  • Stoplight - [[v('status-stoplight')]] - Displays the color of stoplight assigned to the account for which it is generated (i.e., red, yellow, green).
  • Modification Count - [[v('loan-modification-count')]] - Displays the number of times a modification has been made on an account.
  • Loan Modified - [[v('loan-modified')]] - Generates a 1 if the account for which it is generated has been modified, or a 0 if an account has not.
  • Loan Alert - [[v('loan-alert')]] - Displays whatever text has been entered as an alert on the account for which it is generated.
  • Archived Status - [[v('loan-archived')]] - Generates a 1 if the account for which it is generated has been archived, or a 0 if an account has not.
  • Setup Is Active - [[v('setup-active')]] - Generates a 1 if the account for which it is generated has been activated, or a 0 if an account has not.
  • Loan ID - [[v('loan-display-id')]] - Displays the ID of the loan for which it is generated. If the ID has been edited by a user, the updated ID will be displayed
  • System Loan ID - [[v('loan-id')]] - Displays the system ID of the loan for which it is generated.

Calculated

  • Largest Delinquent Bucket Date - [[companyFormatDateTime('status-delinquent-bucket-date')]] - Displays the date of the delinquency bucket with the largest amount on an account.
  • Largest Delinquent bucket amount - [[v('status-delinquent-bucket-amount')]] - Displays the amount of the delinquency bucket with the largest amount on an account.
  • Delinquent Bucket Balance - [[v('status-delinquent-bucket-balance.INDEX.PROPERTY')]] - Using the Delinquent Bucket Balance field you may generate various values for each delinquency bucket on an account. In this variable, the INDEX should be the ID of the specific bucket you would like to look at, and PROPERTY should be the property of the bucket which you would like to generate.

Here are examples of what the variable would look like for displaying properties of a delinquency bucket with an ID of 1 with accompanying explanations for each property:

  1. bucket-number - [[v('status-delinquent-bucket-balance.1.bucket-number')]] - Displays the number of the selected delinquency bucket (e.g. in this case it would be 1, meaning the first missed payment on an account).
  2. new-due-amount - [[v('status-delinquent-bucket-balance.1.new-due-amount')]] - Displays the new amount due after the schedule payment assigned to the selected delinquency bucket has come due.
  3. days-past-due - [[v('status-delinquent-bucket-balance.1.days-past-due')]] - Displays the amount of days past due for the selected bucket.
  4. past-due-amount - [[v('status-delinquent-bucket-balance.1.past-due-amount')]] - Displays the past due amount before the schedule payment assigned to the selected delinquency bucket has come due.
  5. amount-due - [[v('status-delinquent-bucket-balance.1.amount-due')]] - Displays the amount of the scheduled payment assigned to the selected delinquency bucket.
  • Delinquent Bucket - [[v('status-delinquent-bucket')]] - Displays the current number of delinquency buckets on an account.
  • Escrow Balance Breakdown - [[v('status-escrow-balance-breakdown.INDEX')]] - In this variable, “INDEX” should be replaced by the ID of an active escrow bucket. This variable will display the balance of the selected escrow bucket for an account.
  • Delinquent Days - [[v('status-delinquent-days')]] - Displays the total amount of days that a customer has been past due throughout the life of the loan.
  • Delinquency Percentage - [[v('status-delinquency-percentage')]] - Displays the percentage of the life of a loan that the customer has been delinquent.
  • Unique Delinquencies - [[v('status-unique-delinquencies')]] - Displays the number of times the loan has been delinquent.
  • Scheduled Payments - Because this variable includes multiple elements, this variable will usually need to be used in a loop. For information on how to select single values out of an array-style variable like this one see Working with Custom Forms Variables.

Here is an example of a loop, with an explanation of each element:

This loop will display the remaining principal balance after each scheduled payment in a horizontal list. If you would like to display the list vertically, format the loop as shown below:

[[BEGIN scheduled-payments]]

$[[$principal-balance]]

[[END]]

scheduled-payments.principal-balance - [[BEGIN scheduled-payments]] $[[$principal-balance]][[END]] - Displays the remaining principal balance after each scheduled payment for an account.

scheduled-payments.adb-days [[BEGIN scheduled-payments]] [[$adb-days]][[END]] - Displays a list of the amount of days used to calculate the average daily balance for each payment period.

scheduled-payments.adb - [[BEGIN scheduled-payments]] $[[$adb]][[END]] - Displays a list of the average daily principal balance for each payment period.

scheduled-payments.amount-escrow - [[BEGIN scheduled-payments]] $[[$amount-escrow]][[END]] - Displays the amount of each scheduled payment on an account that will go towards escrow.

scheduled-payments.amount-fees - [[BEGIN scheduled-payments]] $[[$amount-fees]][[END]] - Displays the amount of each scheduled payment on an account that will go towards fees.

scheduled-payments.amount-interest - [[BEGIN scheduled-payments]] $[[$amount-interest]][[END]] - Displays the amount of each scheduled payment on an account that will go towards interest.

scheduled-payments.amount-discount - [[BEGIN scheduled-payments]] $[[$amount-discount]][[END]] - Displays the amount of each scheduled payment on an account that will go towards discount.

scheduled-payments.amount-principal - [[BEGIN scheduled-payments]] $[[$amount-principal]][[END]] - Displays the amount of each scheduled payment on an account that will go towards principal.

scheduled-payments.amount - [[BEGIN scheduled-payments]] $[[$amount]][[END]] - Displays the amount of each scheduled payment on an account.

scheduled-payments.period - [[BEGIN scheduled-payments]] [[$period]][[END]] - Displays the period number of each scheduled payment on an account.

scheduled-payments.date - [[BEGIN scheduled-payments]] [[$date]][[END]] - Displays the date of each scheduled payment on an account.

  • Net Charge Off - [[v('status-net-charge-off')]] - Generates the net charge off on an account (sum of charge offs given - sum of charge off recovery payments made).
  • # Scheduled Payments - [[v('status-scheduled-payments')]] - Displays the total number of scheduled payments on an account.
  • Terms Remaining - [[v('status-terms-remaining')]] - Displays the total terms remaining on an account.
  • First Period Interest - [[v('status-first-period-interest')]] - Generates the amount of interest coming due in the first payment period of an account.
  • # Days In First Period - [[v('status-days-in-first-period')]] - Generates the amount of days in the first payment period of an account.
  • Uncollected Discount - [[v('status-uncollected-discount')]] - Generates the amount of uncollected discount on an account.
  • Per Diem (T+/-0) - [[v('status-perdiem')]] - Generates the current per diem of an account.
  • Remaining Principal Balance - [[v('status-principal-balance')]] - Displays the remaining principal balance on an account.
  • Payment Amount - [[v('setup-payment')]] - Displays the first scheduled payment amount on an account.

Checklist

  • Last Updated - [[v('checklist.INDEX.last-updated')]] - To use this variable, replace "INDEX" with the ID of a checklist item. This will make the variable generate the date that the checklist item was last updated on an account.
  • Value - [[v('checklist.INDEX.value')]] - To use this variable, replace "INDEX" with the ID of a checklist item. This variable will generate either a 0 (unchecked) or a 1 (checked) for the loan checklist item whose ID is entered.

Collateral

  • Additional Information - [[v('collateral-additional')]] - Displays information from the "Additional" collateral field.
  • Color - [[v('collateral-color')]] - Displays information from the "Color" collateral field
  • GPS Status - [[v('collateral-gps-status')]] - Displays the GPS status of the collateral for an account (e.g. Null, Not Applicable, Not Installed, Installed)
  • GPS Code - [[v('collateral-gps-code')]] - Displays information from the "GPS Code" collateral field.
  • Warranty - [[v('collateral-warranty')]] - Displays information from the "Warranty" collateral field.
  • GAP - [[v('collateral-gap')]] - Displays information from the "GAP" collateral field.
  • Distance - [[v('collateral-distance')]] - Displays information from the "Distance" collateral field.
  • Book Value - [[v('collateral-book-value')]] - Displays the the Book Value for an account's collateral.
  • License Plate - [[v('collateral-license-plate')]] - Displays information from the "License Plate" collateral field.
  • VIN - [[v('collateral-vin')]] - Displays information from the "VIN" collateral field.
  • Class D - [[v('collateral-d')]] - Displays information entered in the Class D collateral field of an account. How this variable appears in the collateral tab of an account may change depending on the loan collateral type, and how the variable has been labeled in Settings > Loan > Labeling > Collateral Fields.
  • Class C - [[v('collateral-c')]]  - Displays information entered in the Class C collateral field of an account. How this variable appears in the collateral tab of an account may change depending on the loan collateral type, and how the variable has been labeled in Settings > Loan > Labeling > Collateral Fields.
  • Class B - [[v('collateral-b')]] - Displays information entered in the Class B collateral field of an account. How this variable appears in the collateral tab of an account may change depending on the loan collateral type, and how the variable has been labeled in Settings > Loan > Labeling > Collateral Fields.
  • Class A - [[v('collateral-a')]] - Displays information entered in the Class A collateral field of an account. How this variable appears in the collateral tab of an account may change depending on the loan collateral type, and how the variable has been labeled in Settings > Loan > Labeling > Collateral Fields.
  • Collateral Type - [[v('collateral-type')]] - Displays the collateral type that has been selected for an account.

Collected

  • Total Of Payments Collected - [[v('status-total-paid')]] - Displays the total amount that has been paid on an account.
  • Total Collected Principal - [[v('status-total-paid-principal')]] - Displays the amount that has been paid towards principal on an account.
  • Total Collected Discount - [[v('status-total-paid-discount')]] - Displays the amount that has been paid towards discount on an account.
  • Total Collected Escrow - [[v('status-total-paid-escrow')]] - Displays the amount that has been paid towards escrow on an account.
  • Total Collected Fees - [[v('status-total-paid-fees')]] - Displays the amount that has been paid towards fees on an account.
  • Total Collected Interest - [[v('status-total-paid-interest')]] - Displays the amount that has been paid interest principal on an account.
  • Yearly Breakdown - Because this variable may includes multiple elements, this variable will usually need to be used in a loop. For information on how to select single values out of an array-style variable like this one see Working with Custom Forms Variables.

Here is an example of a loop, with an explanation of each element:

The following is a list of all available properties for this variable. The list elements are formatted as follows:

  • Property - [[example of the property being used in a loop with the yearly breakdown variable]] - explanation of the property.
  • total - [[BEGIN status-yearly-breakdown]] [[$total]],[[END]] - Displays the total amount paid on an account by year.
  • escrow - [[BEGIN status-yearly-breakdown]] [[$escrow]],[[END]] - Displays the total amount of escrow paid on an account by year.
  • fees - [[BEGIN status-yearly-breakdown]] [[$fees]],[[END]] - Displays the total amount of fees paid on an account by year.
  • discount - [[BEGIN status-yearly-breakdown]] [[$discount]],[[END]] - Displays the total amount of discount paid on an account by year.
  • principal - [[BEGIN status-yearly-breakdown]] [[$principal]],[[END]] - Displays the total amount of principal paid on an account by year.
  • interest - [[BEGIN status-yearly-breakdown]] [[$interest]],[[END]] - Displays the total amount of interest paid on an account by year.
  • year - [[BEGIN status-yearly-breakdown]] [[$year]],[[END]] - Displays each year that an account has been open to receive payment.

Note for this section: If you would like for the loop to display as a vertical list instead left to right as in the examples above, it will need to be formatted as follows:

[[BEGIN status-yearly-breakdown]]

[[$total]]

[[END]]

Company

  • Customer Website Domain - [[v('tenant-customer-website')]] - Displays the LoanPro company customer facing website domain.
  • Tenant Theme - [[v('tenant-theme')]] - Displays the LoanPro company theme.
  • Tenant Status - [[v('tenant-status')]]
  • # Archived Accounts - [[v('tenant-archived-loans')]] - Displays the total number of accounts that are currently archived within a LoanPro tenant.
  • # Live Accounts - [[v('tenant-live-loans')]] - Displays the total number of live accounts in a Loanpro tenant.
  • Company Primary Contact - [[v('tenant-primary-contact-id')]] - Displays the User ID of the agent user that is set as the Administrative User for a LoanPro tenant.
  • Servicing Users - [[BEGIN tenant-servicers]] [[$full-name]],[[END]] - Because this variable contains multiple elements, it will always need to be used in a loop as shown here. Once formatted as shown, this variable will display a list of the full names of all servicing users within a LoanPro tenant separated by commas.
  • Sales Email - [[v('company-email-sales')]] - Displays the email that has been entered as the Sales Dept. email for a LoanPro tenant. You may edit this email in My Account > Company Profile.
  • Main Email - [[v('company-email-main')]] - Displays the email that has been entered as the main email for a LoanPro tenant. You may edit this email My Account > Company Profile.
  • Human Resources Email - [[v('company-email-human')]] - Displays the email that has been entered as the Human Resources email for a LoanPro tenant. You may edit this email My Account > Company Profile.
  • Customer Service Email - [[v('company-email-custserv')]] - Displays the email that has been entered as the Customer Service email for a LoanPro tenant. You may edit this email My Account > Company Profile.
  • Billing Email - [[v('company-email-billing')]] - Displays the email that has been entered as the Billing Dept. email for a LoanPro tenant. You may edit this email My Account > Company Profile.
  • Primary Email - [[v('company-email-primary')]] - Displays the email that has been entered as the Sales Dept. email for a LoanPro tenant. You may edit this email My Account > Company Profile.
  • Servicing Phone - [[v('company-phone-servicing')]] - Displays the telephone number that has been entered as the Servicing Dept. phone number for a LoanPro tenant. You may edit this phone number in My Account > Company Profile.
  • Sales Phone - [[v('company-phone-sales')]] - Displays the telephone number that has been entered as the Sales Dept. phone number for a LoanPro tenant. You may edit this phone number in My Account > Company Profile.
  • Main Phone - [[v('company-phone-main')]] - Displays the telephone number that has been entered as the main phone number for a LoanPro tenant. You may edit this phone number in My Account > Company Profile.
  • Human Resources Phone - [[v('company-phone-human')]] - Displays the telephone number that has been entered as the Human Resources phone number for a LoanPro tenant. You may edit this phone number in My Account > Company Profile.
  • Company Fax - [[v('company-phone-fax')]] - Displays the telephone number that has been entered as the Fax phone number for a LoanPro tenant. You may edit this phone number in My Account > Company Profile.
  • Customer Service Phone - [[v('company-phone-custserv')]] - Displays the telephone number that has been entered as the Customer Service phone number for a LoanPro tenant. You may edit this phone number in My Account > Company Profile.
  • Billing Phone - [[v('company-phone-billing')]] - Displays the telephone number that has been entered as the Billing Dept. phone number for a LoanPro tenant. You may edit this phone number in My Account > Company Profile.
  • Primary Phone - [[v('company-phone-primary')]] - Displays the telephone number that has been selected as the primary phone number for a LoanPro tenant. You may edit this phone number in My Account > Company Profile.
  • Total Loan Count - [[v('tenant-loan-count')]] - Displays the current total amount of loans in a LoanPro tenant.
  • Company Timezone - [[v('tenant-timezone')]] - Displays the timezone that has been selected for a LoanPro tenant. You may edit this setting in My Account > Company Profile > Company Settings.
  • Company Domain (URL) - [[v('tenant-domain')]] - Displays the company domain that has been entered as the Company Web Site for a LoanPro tenant. This domain may be edited in My Account > Company Profile.
  • Company Country - [[v('tenant-country')]] - Displays the country that has been selected for a LoanPro tenant. This selection may be edited in My Account > Company Profile.
  • Company ZIP - [[v('tenant-zipcode')]] - Displays the ZIP or Postal code that has been entered for a LoanPro tenant. This may be edited in My Account > Company Profile.
  • Company State - [[v('tenant-state')]] - Displays the state or province that has been selected for a LoanPro tenant. This selection may be edited in My Account > Company Profile.
  • Company City - [[v('tenant-city')]] - Displays the city that has been entered for a LoanPro tenant. This may be edited in My Account > Company Profile.
  • Company Address 2 - [[v('tenant-address2')]] - Displays the company address that has been entered in Address Line 2 for a LoanPro tenant. This address may be edited in My Account > Company Profile.
  • Company Address 1 - [[v('tenant-address1')]] - Displays the company address that has been entered in Address Line 2 for a LoanPro tenant. This address may be edited in My Account > Company Profile.
  • Full Address - [[v('tenant-full-address')]] - Displays the full address for a LoanPro tenant, formatted as follows: Company Address, Company City, Company State Company ZIP.
  • Company Name - [[v('tenant-name')]] - Displays the Legal Name Of Business for a LoanPro tenant. This name may be edited in My Account > Company Profile.

Custom Fields

  • Insurance Custom Fields - [[v('insurance-custom-fields.INDEX.PROPERTY')]] - For "INDEX" enter the ID of the insurance custom field value you wish to generate and change "PROPERTY" to be "value".
    Example: [[v('insurance-custom-fields.3.value')]]. Once these changes have been made, this field will display information that has been entered in this custom field for the account for which it is generated.
  • Collateral Custom Fields - [[v('collateral-custom-fields.INDEX.PROPERTY')]] - For "INDEX" enter the ID of the collateral custom field value you wish to generate and change "PROPERTY" to be "value".
    Example: [[v('collateral-custom-fields.4.value')]]. Once these changes have been made, this field will display information that has been entered in this custom field for the account for which it is generated.
  • Setup Custom Fields - [[v('setup-custom-fields.INDEX.PROPERTY')]] - For "INDEX" enter the ID of the setup custom field value you wish to generate and change "PROPERTY" to be "value".
    Example: [[v('setup-custom-fields.5.value')]]. Once these changes have been made, this field will display information that has been entered in this custom field for the account for which it is generated.
  • Settings Custom Fields - [[v('settings-custom-fields.INDEX.PROPERTY')]] - For "INDEX" enter the ID of the settings custom field value you wish to generate and change "PROPERTY" to be "value".
    Example: [[v('settings-custom-fields.6.value')]]. Once these changes have been made, this field will display information that has been entered in this custom field for the account for which it is generated.

Customer

  • Additional Users - [[v('additional-users')]] - Displays the names of any additional users assigned to an account. This list will exclude the primary and secondary customers.
Primary
  • Customer ID - [[v('customer.primary.id')]] - Displays the ID of the primary customer assigned to an account
Customer Settings
  • OFAC Compliance Status - [[v('customer.primary.ofac-match')]] - Displays whether or not a primary customer has been found to be OFAC complaint or not. 0=yes, 1=no.
Customer Personal
  • Username - [[v('customer.primary.username')]] -  Displays the primary customer's web access username.
  • Social Security Number Masked - [[v('customer.primary.ssn-masked')]] - Displays the  primary customers masked SSN (e.g. XXXXX8596).
  • GPS - Longitude - [[v('customer.primary.mailing-gps-lon')]] - Displays the longitudinal coordinate of the  primary customer's mailing address.
  • GPS - Latitude - [[v('customer.primary.mailing-gps-lat')]] - Displays the latitudinal coordinate of the  primary customer's mailing address.
  • GPS - Longitude - [[v('customer.primary.primary-gps-lon')]] - Displays the longitudinal coordinate of the  primary customer's primary address.
  • GPS - Latitude - [[v('customer.primary.primary-gps-lat')]] - Displays the latitudinal coordinate of the  primary customer's primary address.
  • Mailing Country - [[v('customer.primary.mailing-country')]] - Displays the primary customer's selected mailing country.
  • Mailing ZIP - [[v('customer.primary.mailing-zipcode')]] - Displays the primary customer's mailing zip/postal code.
  • Mailing State - [[v('customer.primary.mailing-state')]] - Displays the selected primary customer's mailing state/province.
  • Mailing City - [[v('customer.primary.mailing-city')]] - Displays the primary customer's mailing city.
  • Mailing Address - [[v('customer.primary.mailing-address1')]] - Displays the primary customer's primary mailing address.
  • Country - [[v('customer.primary.primary-country')]] - Displays the primary customer's selected country.
  • ZIP - [[v('customer.primary.primary-zipcode')]] - Displays the primary customer's zip/postal code.
  • State - [[v('customer.primary.primary-state')]] - Displays the primary customer's selected state/province.
  • City - [[v('customer.primary.primary-city')]] - Displays the primary customer's city.
  • Address - [[v('customer.primary.primary-address1')]] - Displays the primary customer's primary address.
  • Email Address - [[v('customer.primary.email')]] - Displays the primary customer's email address.
  • Secondary Phone Number - [[v('customer.primary.secondary-phone-number')]] - Displays the primary customer's secondary phone number.
  • Primary Phone Number - [[v('customer.primary.primary-phone-number')]] - Displays the primary customer's primary phone number.
  • Sale/Transfer Personal Information - [[v('customer.primary.customer.personal.sale-transfer-pii')]] - Displays the Sale/Transfer Personal Information setting for the primary customer. 1 = yes, 0 = no.
  • Gender - [[v('customer.primary.gender')]] - Displays the primary customer's selected gender.
  • Date Of Birth - [[companyFormatDateTime('customer.primary.birthdate')]] - Displays the primary customer's date of birth.
  • Customer Status - [[v('customer.primary.status')]] - Display's the primary customer's status.
  • Drivers License Number - [[v('customer.primary.drivers-license')]] - Displays the primary customer's drivers license number.
  • Social Security Number - [[v('customer.primary.ssn')]] - Display the full primary customer’s SSN.
  • Generation Code - [[v('customer.primary.generation-code')]] - Displays the primary customer's generation code (e.g. II, II, IV, V).
  • Last Name - [[v('customer.primary.last-name')]] - Displays the primary customer's last name.
  • Middle Name - [[v('customer.primary.middle-name')]] - Displays the primary customer's middle name.
  • First Name - [[v('customer.primary.first-name')]] - Displays the primary customer's first name.
  • Customer Full Name - [[v('customer.primary.full-name')]] - Displays the primary customer's first, middle, and last name.
  • Customer: Company Credit Limit - [[v('customer.primary.credit-limit')]] - Displays the company credit limit, if the Customer Type is Flooring Customer
  • Customer: Company Name - [[v('customer.primary.company-name')]] - Displays the company name, if the Customer Type is Flooring Customer or Company.
  • Customer Type - [[v('customer.primary.type')]] - Displays the Customer Type of the primary customer for which it is generated (e.g. Individual, Flooring Company, Company).
Customer Payment
  • Secondary Bank Name - [[v('customer.primary.secondary-pmt-method-bank-name')]] - Displays the bank name of the secondary payment profile of the primary customer if the secondary payment profile is a bank account type profile.
  • Secondary Account Type (Bank Account) - [[v('customer.primary.secondary-pmt-method-account-type')]] - Displays the account type of the secondary payment profile of the primary customer if the secondary payment profile is a bank account type profile. (e.g. Checking, Savings).
  • Secondary Country - [[v('customer.primary.secondary-pmt-method-country')]] - Displays the selected country of the primary customer’s secondary payment profile.
  • Secondary ZIP - [[v('customer.primary.secondary-pmt-method-zipcode')]] - Displays the ZIP/postal code of the primary customer’s secondary payment profile.
  • Secondary State - [[v('customer.primary.secondary-pmt-method-state')]] - Displays the state/province of the primary customer’s secondary payment profile.
  • Secondary City - [[v('customer.primary.secondary-pmt-method-city')]] - Displays the city of the primary customer’s secondary payment profile.
  • Secondary Address 1 - [[v('customer.primary.secondary-pmt-method-address1')]] - Displays the address of the primary customer’s secondary payment profile.
  • Secondary Card Type - [[v('customer.primary.secondary-pmt-method-cc-type')]] - Displays the card type of the primary customer’s secondary payment profile if the payment profile is a card type profile.
  • Secondary Account Number - [[v('customer.primary.secondary-pmt-method-account-number')]] - Displays the account number of the secondary payment profile of the primary customer if the secondary payment profile is a bank account type profile.
  • Secondary Routing Number - [[v('customer.primary.secondary-pmt-method-routing-number')]] - Displays the routing number of the secondary payment profile of the primary customer if the secondary payment profile is a bank account type profile.
  • Secondary Card Number - [[v('customer.primary.secondary-pmt-method-cc-number')]] - Displays the card number of the secondary payment profile of the primary customer if the payment profile type is Credit Card (e.g. XXXXXXXXXXXX9424).
  • Secondary Name On Account - [[v('customer.primary.secondary-pmt-method-cc-name')]] - Displays the name on the account of the secondary payment profile of the primary customer.
  • Secondary Payment Profile Type (Method) - [[v('customer.primary.secondary-pmt-method-type')]] - Displays the payment type of the secondary payment profile of the primary customer (e.g. Credit, Checking, Savings)
  • Secondary Payment Profile Title - [[v('customer.primary.secondary-pmt-method-title')]] - Displays the title of the secondary payment profile of the primary customer.
  • Primary Bank Name - [[v('customer.primary.primary-pmt-method-bank-name')]] - Displays the bank name of the primary payment profile of the primary customer if the primary payment profile is a bank account type profile.
  • Primary Account Type (Bank Account) - [[v('customer.primary.primary-pmt-method-account-type')]] - Displays the account type of the primary payment profile of the primary customer if the primary payment profile is a bank account type profile. (e.g. Checking, Savings).
  • Primary Country - [[v('customer.primary.primary-pmt-method-country')]] - Displays the selected country of the primary customer’s primary payment profile.
  • Primary ZIP - [[v('customer.primary.primary-pmt-method-zipcode')]] - Displays the ZIP/postal code of the primary customer’s primary payment profile.
  • Primary State - [[v('customer.primary.primary-pmt-method-state')]] - Displays the state/province of the primary customer’s primary payment profile.
  • Primary City - [[v('customer.primary.primary-pmt-method-city')]] - Displays the city of the primary customer’s primary payment profile.
  • Primary Address - [[v('customer.primary.primary-pmt-method-address1')]] - Displays the address of the primary customer’s primary payment profile.
  • Primary Card Type - [[v('customer.primary.primary-pmt-method-cc-type')]] - Displays the card type of the primary customer’s primary payment profile if the payment profile is a card type profile.
  • Primary Account Number - [[v('customer.primary.primary-pmt-method-account-number')]] - Displays the account number of the primary payment profile of the primary customer if the primary payment profile is a bank account type profile.
  • Primary Routing Number - [[v('customer.primary.primary-pmt-method-routing-number')]] - Displays the routing number of the primary payment profile of the primary customer if the primary payment profile is a bank account type profile.
  • Primary Card Number - [[v('customer.primary.primary-pmt-method-cc-number')]] - Displays the card number of the primary payment profile of the primary customer if the payment profile type is Credit Card (e.g. XXXXXXXXXXXX9424).
  • Primary Name On Account - [[v('customer.primary.primary-pmt-method-cc-name')]] - Displays the name on the account of the primary payment profile of the primary customer.
  • Primary Payment Profile Type (Method) - [[v('customer.primary.primary-pmt-method-type')]] - Displays the payment type of the primary payment profile of the primary customer (e.g. Credit, Checking, Savings).
  • Primary Payment Profile Title - [[v('customer.primary.primary-pmt-method-title')]] - Displays the title of the primary payment profile of the primary customer.
Customer Employer
  • GPS - Longitude - [[v('customer.primary.employer-gps-lon')]] - Displays the longitudinal coordinate of the  primary customer's employer.
  • GPS - Latitude - [[v('customer.primary.employer-gps-lat')]] - Displays the latitudinal coordinate of the  primary customer's employer.
  • Payroll Frequency - [[v('customer.primary.employer-pay-date-frequency')]] - Displays the Pay Date Frequency of the primary customer found in the Employer section of the Customer Manager.
  • Next Payroll Date - [[companyFormatDateTime('customer.primary.employer-pay-date')]] - Displays the Next Pay Date of the primary customer found in the Employer section of the Customer Manager.
  • Income Frequency - [[v('customer.primary.employer-income-frequency')]] - Displays the Income Frequency of the primary customer found in the Employer section of the Customer Manager.
  • Income - [[v('customer.primary.employer-income')]] - Displays the Income of the primary customer found in the Employer section of the Customer Manager.
  • Hire Date - [[companyFormatDateTime('customer.primary.employer-hire-date')]] - Displays the Hire Date of the primary customer found in the Employer section of the Customer Manager.
  • Employer Country - [[v('customer.primary.employer-country')]] - Displays the country of the primary customer’s employer.
  • Employer ZIP - [[v('customer.primary.employer-zipcode')]] - Displays the ZIP/postal code of the primary customer’s employer.
  • Employer State - [[v('customer.primary.employer-state')]] - Displays the state/province of the primary customer’s employer.
  • Employer City - [[v('customer.primary.employer-city')]] - Displays the city of the primary customer’s employer.
  • Employer Address - [[v('customer.primary.employer-address1')]] - Displays the address of the primary customer’s employer.
  • Employer Phone - [[v('customer.primary.employer-phone')]] - Displays the telephone number of the primary customer’s employer.
  • Title - [[v('customer.primary.employer-title')]] - Displays the employer title of the primary customer.
  • Employer Name - [[v('customer.primary.employer-company-name')]] - Displays the name of the primary customer’s employer.
Secondary
  • Customer ID - [[v('customer.secondary.id')]] - Displays the ID of the secondary customer assigned to an account.
Customer Settings
  • OFAC Compliance Status - [[v('customer.secondary.ofac-match')]] - Displays whether or not a secondary customer has been found to be OFAC complaint or not. 0=yes, 1=no.
Customer Personal
  • Username - [[v('customer.secondary.username')]] - Displays the secondary customer's web access username.
  • Social Security Number Masked - [[v('customer.secondary.ssn-masked')]] - Displays the  secondary customers masked SSN (e.g. XXXXX8596).
  • GPS - Longitude - [[v('customer.secondary.mailing-gps-lon')]] - Displays the longitudinal coordinate of the  secondary customer's mailing address.
  • GPS - Latitude - [[v('customer.secondary.mailing-gps-lat')]] -  Displays the latitudinal coordinate of the  secondary customer's mailing address.
  • GPS - Longitude - [[v('customer.secondary.primary-gps-lon')]] - Displays the longitudinal coordinate of the  secondary customer's primary address.
  • GPS - Latitude - [[v('customer.secondary.primary-gps-lat')]] -  Displays the latitudinal coordinate of the  secondary customer's primary address.
  • Mailing Country - [[v('customer.secondary.mailing-country')]] - Displays the secondary customer's selected mailing country.
  • Mailing ZIP - [[v('customer.secondary.mailing-zipcode')]] - Displays the secondary customer's mailing zip/postal code.
  • Mailing State - [[v('customer.secondary.mailing-state')]] - Displays the selected secondary customer's mailing state/province.
  • Mailing City - [[v('customer.secondary.mailing-city')]] - Displays the secondary customer's mailing city.
  • Mailing Address - [[v('customer.secondary.mailing-address1')]] - Displays the secondary customer's primary mailing address.
  • Country - [[v('customer.secondary.primary-country')]] - Displays the secondary customer's selected country.
  • ZIP - [[v('customer.secondary.primary-zipcode')]] - Displays the secondary customer's zip/postal code.
  • State - [[v('customer.secondary.primary-state')]] - Displays the secondary customer's selected state/province.
  • City - [[v('customer.secondary.primary-city')]] - Displays the secondary customer's city.
  • Address - [[v('customer.secondary.primary-address1')]] - Displays the secondary customer's primary address.
  • Email Address - [[v('customer.secondary.email')]] - Displays the secondary customer's email address.
  • Secondary Phone Number - [[v('customer.secondary.secondary-phone-number')]] - Displays the secondary customer's secondary phone number.
  • Primary Phone Number - [[v('customer.secondary.primary-phone-number')]] - Displays the secondary customer's primary phone number.
  • Sale/Transfer Personal Information - [[v('customer.secondary.customer.personal.sale-transfer-pii')]] - Displays the Sale/Transfer Personal Information setting for the secondary customer. 1 = yes, 0 = no.
  • Gender - [[v('customer.secondary.gender')]] - Displays the secondary customer's selected gender.
  • Date Of Birth - [[companyFormatDateTime('customer.secondary.birthdate')]] - Displays the secondary customer's date of birth.
  • Customer Status - [[v('customer.secondary.status')]] - Display's the secondary customer's status.
  • Drivers License Number - [[v('customer.secondary.drivers-license')]] - Displays the secondary customer's drivers license number.
  • Social Security Number - [[v('customer.secondary.ssn')]] - Display the full secondary customer’s SSN.
  • Generation Code - [[v('customer.secondary.generation-code')]] - Displays the secondary customer's generation code (e.g. II, II, IV, V).
  • Last Name - [[v('customer.secondary.last-name')]] - Displays the secondary customer's last name.
  • Middle Name - [[v('customer.secondary.middle-name')]] - Displays the secondary customer's middle name.
  • First Name - [[v('customer.secondary.first-name')]] - Displays the secondary customer's first name.
  • Customer Full Name - [[v('customer.secondary.full-name')]] - Displays the secondary customer's first, middle, and last name.
  • Customer: Company Credit Limit - [[v('customer.secondary.credit-limit')]] - Displays the company credit limit, if the secondary customer type is Flooring Customer.
  • Customer: Company Name - [[v('customer.secondary.company-name')]] - Displays the company name, if the secondary customer type is Flooring Customer or Company.
  • Customer Type - [[v('customer.secondary.type')]] - Displays the Customer Type of the secondary customer for which it is generated (e.g. Individual, Flooring Company, Company).
Customer Payment
  • Secondary Bank Name - [[v('customer.secondary.secondary-pmt-method-bank-name')]] - Displays the bank name of the secondary payment profile of the secondary customer if the secondary payment profile is a bank account type profile.
  • Secondary Account Type (Bank Account) - [[v('customer.secondary.secondary-pmt-method-account-type')]] - Displays the account type of the secondary payment profile of the secondary customer if the secondary payment profile is a bank account type profile. (e.g. Checking, Savings).
  • Secondary Country - [[v('customer.secondary.secondary-pmt-method-country')]] - Displays the selected country of the secondary customer’s secondary payment profile.
  • Secondary ZIP - [[v('customer.secondary.secondary-pmt-method-zipcode')]] -
  • Secondary State - [[v('customer.secondary.secondary-pmt-method-state')]] - Displays the ZIP/postal code of the secondary customer’s secondary payment profile.
  • Secondary City - [[v('customer.secondary.secondary-pmt-method-city')]] - Displays the city of the secondary customer’s secondary payment profile.
  • Secondary Address 1 - [[v('customer.secondary.secondary-pmt-method-address1')]] - Displays the address of the secondary customer’s secondary payment profile.
  • Secondary Card Type - [[v('customer.secondary.secondary-pmt-method-cc-type')]] - Displays the card type of the secondary customer’s secondary payment profile if the payment profile is a card type profile.
  • Secondary Account Number -  [[v('customer.secondary.secondary-pmt-method-account-number')]] - Displays the account number of the secondary payment profile of the secondary customer if the secondary payment profile is a bank account type profile.
  • Secondary Routing Number - [[v('customer.secondary.secondary-pmt-method-routing-number')]] - Displays the routing number of the secondary payment profile of the secondary customer if the secondary payment profile is a bank account type profile.
  • Secondary Card Number - [[v('customer.secondary.secondary-pmt-method-cc-number')]] - Displays the card number of the secondary payment profile of the secondary customer if the payment profile type is Credit Card (e.g. XXXXXXXXXXXX9424).
  • Secondary Name On Account - [[v('customer.secondary.secondary-pmt-method-cc-name')]] - Displays the name on the account of the secondary payment profile of the secondary customer.
  • Secondary Payment Profile Type (Method) - [[v('customer.secondary.secondary-pmt-method-type')]] - Displays the payment type of the secondary payment profile of the secondary customer (e.g. Credit, Checking, Savings).
  • Secondary Payment Profile Title - [[v('customer.secondary.secondary-pmt-method-title')]] - Displays the title of the secondary payment profile of the secondary customer.
  • Primary Bank Name - [[v('customer.secondary.primary-pmt-method-bank-name')]] - Displays the bank name of the primary payment profile of the secondary customer if the primary payment profile is a bank account type profile.
  • Primary Account Type (Bank Account) - [[v('customer.secondary.primary-pmt-method-account-type')]] - Displays the account type of the primary payment profile of the primary customer if the secondary payment profile is a bank account type profile. (e.g. Checking, Savings).
  • Primary Country - [[v('customer.secondary.primary-pmt-method-country')]] - Displays the selected country of the secondary customer’s primary payment profile.
  • Primary ZIP - [[v('customer.secondary.primary-pmt-method-zipcode')]] - Displays the ZIP/postal code of the secondary customer’s primary payment profile.
  • Primary State - [[v('customer.secondary.primary-pmt-method-state')]] - Displays the state/province of the secondary customer’s primary payment profile.
  • Primary City - [[v('customer.secondary.primary-pmt-method-city')]] - Displays the city of the secondary customer’s primary payment profile.
  • Primary Address - [[v('customer.secondary.primary-pmt-method-address1')]] - Displays the address of the secondary customer’s primary payment profile.
  • Primary Card Type - [[v('customer.secondary.primary-pmt-method-cc-type')]] - Displays the card type of the secondary customer’s primary payment profile if the payment profile is a card type profile.
  • Primary Account Number - [[v('customer.secondary.primary-pmt-method-account-number')]] - Displays the account number of the secondary payment profile of the primary customer if the primary payment profile is a bank account type profile.
  • Primary Routing Number - [[v('customer.secondary.primary-pmt-method-routing-number')]] - Displays the routing number of the primary payment profile of the secondary customer if the primary payment profile is a bank account type profile.
  • Primary Card Number - [[v('customer.secondary.primary-pmt-method-cc-number')]] - Displays the card number of the primary payment profile of the secondary customer if the payment profile type is Credit Card (e.g. XXXXXXXXXXXX9424).
  • Primary Name On Account - [[v('customer.secondary.primary-pmt-method-cc-name')]] - Displays the name on the account of the primary payment profile of the secondary customer.
  • Primary Payment Profile Type (Method) - [[v('customer.secondary.primary-pmt-method-type')]] - Displays the payment type of the primary payment profile of the secondary customer (e.g. Credit, Checking, Savings).
  • Primary Payment Profile Title - [[v('customer.secondary.primary-pmt-method-title')]] - Displays the title of the primary payment profile of the secondary customer.
Customer Employer
  • GPS Longitude - [[v('customer.secondary.employer-gps-lon')]] - Displays the longitudinal coordinate of the  secondary customer's employer.
  • GPS - Latitude - [[v('customer.secondary.employer-gps-lat')]] - Displays the latitudinal coordinate of the  secondary customer's employer.
  • Payroll Frequency - [[v('customer.secondary.employer-pay-date-frequency')]] - Displays the Pay Date Frequency of the secondary customer found in the Employer section of the Customer Manager.
  • Next Payroll Date - [[companyFormatDateTime('customer.secondary.employer-pay-date')]] - Displays the Next Pay Date of the secondary customer found in the Employer section of the Customer Manager.
  • Income Frequency - [[v('customer.secondary.employer-income-frequency')]] - Displays the Income Frequency of the secondary customer found in the Employer section of the Customer Manager.
  • Income - [[v('customer.secondary.employer-income')]] - Displays the Income of the secondary customer, found in the Employer section of the Customer Manager.
  • Hire Date - [[companyFormatDateTime('customer.secondary.employer-hire-date')]] - Displays the Hire Date of the secondary customer, found in the Employer section of the Customer Manager.
  • Employer Country - [[v('customer.secondary.employer-country')]] - Displays the country of the secondary customer’s employer.
  • Employer ZIP - [[v('customer.secondary.employer-zipcode')]] - Displays the ZIP/postal code of the secondary customer’s employer.
  • Employer State - [[v('customer.secondary.employer-state')]] - Displays the state/province of the secondary customer’s employer.
  • Employer City - [[v('customer.secondary.employer-city')]] - Displays the city of the secondary customer’s employer.
  • Employer Address - [[v('customer.secondary.employer-address1')]] - Displays the address of the secondary customer’s employer.
  • Employer Phone - [[v('customer.secondary.employer-phone')]] -  Displays the telephone number of the secondary customer’s employer.
  • Title - [[v('customer.secondary.employer-title')]] - Displays the employer title of the secondary customer.
  • Employer Name - [[v('customer.secondary.employer-company-name')]] - Displays the name of the secondary customer’s employer.

Dates

  • Period End - [[companyFormatDateTime('status-period-end')]] - Generates the end date of the current payment period of an account. For example, if the next due date on an account is 01/25/2020, this variable will display 01/24/2020.
  • Period Start - [[companyFormatDateTime('status-period-start')]] - Generates the start date of the current payment period of an account (i.e. the most recent due date on an account).
  • Today Minus DPD - [[companyFormatDateTime('today-minus-dpd')]] - Displays today’s date minus the amount of days past due on an account. For example if today’s date is 01/11/2019, and the account is 10 days past due, this variable with display the date 01/01/2019.
  • Last Human Activity Date - [[companyFormatDateTime('loan-human-activity-date')]] - Displays the date that any information on the account was last updated by an agent user.
  • Final Payment Date - [[companyFormatDateTime('status-final-payment-date')]] - Displays the currently expected final payment date on an account.
  • Original Maturity Date - [[companyFormatDateTime('status-orig-maturity-date')]] - Displays the original payoff date of an account.
  • Loan Recency - [[v('status-loan-recency')]] - Displays the number of days that have past since a payment has been made on an account.
  • Stop Interest Dates - Because this variable includes multiple elements, this variable will usually need to be used in a loop. For information on how to select single values out of an array-style variable like this one see Working with Custom Forms Variables.

Here is an example of a loop, with an explanation of each element:

Below is an example of how to create a vertical list of Suspend/Resume Interest dates on an account followed by the date type (i.e. Suspend or Resume):

[[BEGIN stop-interest-dates]]

[[$date]] - [[$type]]

[[END]]

  • Aging - [[v('status-aging')]] - Displays the age of the loan (i.e. days since the contract date).
  • Date Last Current - [[companyFormatDateTime('status-date-last-current')]] - Displays the date that the an account was last current.

Escrow

Escrow - [[v('escrow.INDEX.PROPERTY')]] - Using the escrow field you may generate various values for each escrow bucket. In this variable, the INDEX should be the ID of the specific bucket you would like to look at, and PROPERTY should be the property of the bucket which you would like to generate.

Note: Escrow bucket ID’s can be seen in the “Expected Values” box of the context engine in the Escrow variable section, or in Settings > Loan > Escrow > Buckets.

Here are examples of what the variable would look like for displaying properties of an escrow bucket with an ID of 1 with accompanying explanations for each property:

  1. balance - [[v('escrow.1.balance')]] - Displays the balance of the escrow bucket on the loan for which it is generated (i.e. deposits - disbursements).
  2. schedule-include - [[v('escrow.1.schedule-include')]] - Displays the current setting for the Include In Schedule setting of the escrow bucket, found in the Loan Settings > Escrow > select escrow bucket > Settings section of an account. 1 = yes, 0 = no.
  3. apr-include - [[v('escrow.1.apr-include')]] - Displays the current setting for the Include In APR setting of the escrow bucket, found in the Loan Settings > Escrow > select escrow bucket > Settings section of an account. 1 = yes, 0 = no.
  4. payoff-option - [[v('escrow.1.payoff-option')]] - Displays the selected payoff option for the escrow bucket (e.g. Full, None, Standard, Standard + 1 Period, Daily Straightline)
  5. payment-application - [[v('escrow.1.payment-application')]] - Displays the selected payment application option for the escrow bucket (e.g. Next, Next/Standard, Pro-Rate, Standard)
  6. disclosure-loan-amount-add - [[v('escrow.1.disclosure-loan-amount-add')]] - Displays the current setting for the Add To Loan Amount In Disclosures setting of the escrow bucket, found in the Loan Settings > Escrow > select escrow bucket > Settings section of an account. 1 = yes, 0 = no
  7. extend-final - [[v('escrow.1.extend-final')]] - Displays the Escrow Extend Final setting for the selected escrow bucket found in the Loan Setup > Escrow Calculator section of an account. 1 = yes, 0 = no.
  8. regular-period - [[v('escrow.1.regular-period')]] - Displays the regular amount of escrow coming due in each period for the escrow bucket.
  9. first-period - [[v('escrow.1.first-period')]] - Displays the amount of escrow coming due in the first period for the escrow bucket.
  10. percentage - [[v('escrow.1.percentage')]] - Displays the percentage of the percentage base that is being calculated for the escrow bucket.
  11. total - [[v('escrow.1.total')]] - Displays the total amount that will come due for the escrow bucket once all payments have been made based off of a percentage type adjustment.
  12. title - [[v('escrow.1.title')]] - Displays the title of the escrow bucket.

General

  • 1st Delinquency Date - [[companyFormatDateTime('first-delinquency-date')]] - Displays the date on which the earliest unpaid amount came due on the loan.
  • Current Time - [[v('current-time')]] - Displays the exact time at which the variable was generated.
  • Current Date - [[companyFormatDateTime('current-date')]] - Displays the exact date on which the variable was generated.

Insurance

  • Agent Phone - [[v('collateral-insurance-agent-phone')]] - Displays the Agent Phone, found in the Collateral > Insurance section of an account.
  • End Date - [[companyFormatDateTime('collateral-insurance-end-date')]] - Displays the End Date of the customer’s insurance, found in the Collateral > Insurance section of an account.
  • Start Date - [[companyFormatDateTime('collateral-insurance-start-date')]] - Displays the Start Date of the customer’s insurance, found in the Collateral > Insurance section of an account.
  • Policy Number - [[v('collateral-insurance-policy-number')]] - Displays the Policy Number, found in the Collateral > Insurance section of an account.
  • Deductible - [[v('collateral-insurance-deductible')]] - Displays the Deductible amount, found in the Collateral > Insurance section of an account.
  • Agent Name - [[v('collateral-insurance-agent-name')]] - Displays the Agent Name, found in the Collateral > Insurance section of an account.
  • Insurance Company - [[v('collateral-insurance-company')]] - Displays the Insurance Company, found in the Collateral > Insurance section of an account.
  • Insured Name - [[v('collateral-insurance-insured')]] - Displays the Insured Name, found in the Collateral > Insurance section of an account.

Last Payment

  • Last Payment Fees - [[v('last-payment-fees')]] - Displays the amount that was applied towards fees of the most recent payment on an account.
  • Last Payment Escrow - [[v('last-payment-escrow')]] - Displays the amount that was applied towards escrow of the most recent payment on an account.
  • Last Payment Principal - [[v('last-payment-principal')]] - Displays the amount that was applied towards principal of the most recent payment on an account.
  • Last Payment Interest - [[v('last-payment-interest')]] - Displays the amount that was applied towards interest of the most recent payment on an account.
  • Last Payment Amount - [[v('last-payment-amount')]] - Displays the amount of the most recent payment applied on an account.
  • Last Payment Date - [[companyFormatDateTime('last-payment-date')]] - Displays the date of the most recent payment applied on an account.

Next Payment

  • Next Scheduled Payment Fees - [[v('next-scheduled-payment-fees')]] - Displays the amount of the next scheduled payment expected to go towards fees.
  • Next Scheduled Payment Escrow - [[v('next-scheduled-payment-escrow')]] - Displays the amount of the next scheduled payment expected to go towards escrow.
  • Next Scheduled Payment Discount - [[v('next-scheduled-payment-discount')]] - Displays the amount of the next scheduled payment expected to go towards discount.
  • Next Scheduled Payment Principal - [[v('next-scheduled-payment-principal')]] - Displays the amount of the next scheduled payment expected to go towards principal.
  • Next Scheduled Payment Interest - [[v('next-scheduled-payment-interest')]] - Displays the amount of the next scheduled payment expected to go towards interest.
  • Next Scheduled Payment Amount - [[v('next-scheduled-payment-amount')]] - Displays the next scheduled payment amount on an account.
  • Next Scheduled Payment Date - [[companyFormatDateTime('next-scheduled-payment-date')]] - Displays the next scheduled payment date on an account.
  • Next Payment Fees - [[v('status-next-payment-fees')]] - Displays the amount of the next forecasted payment expected to go towards fees.
  • Next Payment Escrow - [[v('status-next-payment-escrow')]] - Displays the amount of the next forecasted payment expected to go towards escrow.
  • Next Payment Discount - [[v('status-next-payment-discount')]] - Displays the amount of the next forecasted payment expected to go towards discount.
  • Next Payment Principal - [[v('status-next-payment-principal')]] - Displays the amount of the next forecasted payment expected to go towards principal.
  • Next Payment Interest - [[v('status-next-payment-interest')]] - Displays the amount of the next forecasted payment expected to go towards interest.
  • Next Payment Amount - [[v('status-next-payment-amount')]] - Displays the next forecasted payment amount on an account.
  • Next Due Date - [[companyFormatDateTime('status-next-payment-date')]] - Displays the next forecasted payment date on an account.

Note for this section: The difference between a scheduled payment and a forecasted payment, is that a forecasted payment better takes into account the current history on a loan (i.e. late payments, unpaid escrow, due fees, etc.) while calculating the forecasted breakdown of a payment. The difference between the two can better be seen in the Reports > Transactions section of an account. The scheduled payments appear in white, and the forecasted payments are shown with a dark yellow background underneath the scheduled payments in the transactions report.

Payments

  • Payments - Because this variable includes multiple elements (there is usually more than one payment made on an account), this variable will usually need to be used in a loop. For information on how to select single values out of an array-style variable like this one see Working with Custom Forms Variables.

Here is an example of a loop, with an explanation of each element:

The following is a list of all available properties for this variable. The list elements are formatted as follows:

  • Property - [[example of the property being used in a loop with the payments variable]] - explanation of the property.
  • system-id - [[BEGIN payments]] [[$system-id]],[[END]] - Displays the system ID of each payment that has been made on an account.
  • display-id - [[BEGIN payments]] [[$display-id]],[[END]] - Displays the display ID of each payment that has been made on an account.
  • payment-method - [[BEGIN payments]] [[$payment-method]],[[END]] - Displays the payment method of each payment that has been made on an account.
  • payment-info - [[BEGIN payments]] [[$payment-info]],[[END]] - Displays the info of each payment that has been made on an account.
  • payment-date - [[BEGIN payments]] [[$payment-date]],[[END]] - Displays the date of each payment that has been made on an account.
  • full-payment-amount - [[BEGIN payments]] [[$full-payment-amount]],[[END]] - Displays the total amount of each payment that has been made on an account.
  • payment-fee-amount - [[BEGIN payments]] [[$payment-fee-amount]],[[END]] - Displays the amount that went towards fees of each payment that has been made on an account.
  • payment-amount - [[BEGIN payments]] [[$payment-amount]],[[END]] - Displays the amount of each payment being applied to an account.
  • after-days-past-due - [[BEGIN payments]] [[$after-days-past-due]],[[END]] - Displays the new amount of days past due after each payment that has been made on an account.
  • after-amount-past-due - [[BEGIN payments]] [[$after-amount-past-due]],[[END]] - Displays the new amount past due after each payment that has been made on an account.
  • after-next-due-amount - [[BEGIN payments]] [[$after-next-due-amount]],[[END]] - Displays the new next amount due after each payment that has been made on an account.
  • after-next-due-date - [[BEGIN payments]] [[$after-next-due-date]],[[END]] - Displays the new next due date after each payment that has been made on an account.
  • after-payoff - [[BEGIN payments]] [[$after-payoff]],[[END]] - Displays the remaining payoff amount after each payment that has been made on an account.
  • after-principal-balance - [[BEGIN payments]] [[$after-principal-balance]],[[END]] - Displays the remaining principal balance after each payment that has been made on an account.
  • before-days-past-due - [[BEGIN payments]] [[$before-days-past-due]],[[END]] - Displays the days past due on an account prior to each payment that has been made on the account.
  • before-amount-past-due - [[BEGIN payments]] [[$before-amount-past-due]],[[END]] - Displays the amount past due on an account prior to each payment that has been made on the account.
  • before-next-due-amount - [[BEGIN payments]] [[$before-next-due-amount]],[[END]] - Displays the next due amount on an account prior to each payment that has been made on the account.
  • before-next-due-date - [[BEGIN payments]] [[$before-next-due-date]],[[END]] - Displays the next due date on an account prior to each payment that has been made on the account.
  • before-payoff - [[BEGIN payments]] [[$before-payoff]],[[END]] - Displays the payoff amount prior to each individual payment that has been made on an account.
  • before-principal-balance - [[BEGIN payments]] [[$before-principal-balance]],[[END]] - Displays the remaining principal balance prior to each individual payment that has been made on an account.
  • loan-substatus - [[BEGIN payments]] [[$loan-substatus]],[[END]] - Displays the loan substatus of an account at the time of each payment that has been made on the account.
  • loan-status - [[BEGIN payments]] [[$loan-status]],[[END]] - Displays the loan status of an account at the time of each payment that has been made on the account.

Note for this section: If you would like for the loop to display as a vertical list instead left to right as in the examples above, it will need to be formatted as follows:

[[BEGIN payments]]

[[$system-id]]

[[END]]

Payoff

  • Payoff (T+/-0) - [[v('status-payoff')]] - Displays the current payoff on the account for which the variable is generated.

Portfolios

Note for this section: while portfolio variables may be used to display values on custom forms, they are more commonly used for creating rules to automatically trigger events within an account.

  • Sub-Portfolios - [[v('sub-portfolio.INDEX.PROPERTY')]] - Using the sub-portfolio field, you may generate various values for each sub-portfolio on an account. In this variable, the INDEX should be the ID of the specific sub-portfolio you would like to look at, and PROPERTY should be the property of the sub-portfolio which you would like to generate.

Here are examples of what the variable would look like for generating the properties of a sub-portfolio with an ID of 1, with accompanying explanations for each property:

  • parent - [[v('sub-portfolio.1.parent')]] - Generates the ID of the parent portfolio of the selected sub-portfolio (In this case the parent portfolio of sub-portfolio #1).
  • active - [[v('sub-portfolio.1.active')]] - Generates the the activated status of the selected sub-portfolio. 1 = active, 0 = inactive.
  • title - [[v('sub-portfolio.1.title')]] - Displays the title of the selected sub-portfolio (In this case the parent portfolio of sub-portfolio #1).
  • Portfolios - [[v('portfolio.INDEX.PROPERTY')]] - Using the portfolio field, you may generate various values for each portfolio on an account. In this variable, the INDEX should be the ID of the specific portfolio you would like to look at, and PROPERTY should be the property of the portfolio which you would like to generate.

Here are examples of what the variable would look like for generating properties of a portfolio with an ID of 1, with accompanying explanations for each property:

  • active - [[v('portfolio.1.active')]] - Generates the the activated status of the selected portfolio. 1 = active, 0 = inactive.
  • title - [[v('portfolio.1.title')]] - Displays the title of the selected sub-portfolio (In this case the parent portfolio of portfolio #1).

Note: portfolio and sub-portfolio ID’s can be seen in the “Expected Values” box of the context engine in each respective section, or in Settings > Loan > Portfolio > Portfolio Management.

Promises

  • Promises - Because this variable includes multiple elements (there is usually more than one unfulfilled promise logged on an account), this variable will usually need to be used in a loop. For information on how to select single values out of an array-style variable like this one see Working with Custom Forms Variables.

Here is an example of a loop, with an explanation of each element:

The following is a list of each available property of this variable. The list elements are formatted as follows: 

  • Property - [[example of the property being used in a loop with the unfulfilled-promises variable]] - explanation of the property.
  • days-till-due - [[BEGIN unfulfilled-promises]] [[$days-till-due]],[[END]] - Displays the amount of days until due for each unfulfilled promise on an account (if the promise has failed an the due date has passed, the list item will be negative).
  • status - [[BEGIN unfulfilled-promises]] [[$status]],[[END]] - Displays the status of each unfulfilled promise on an account (i.e. Pending or Failed).
  • due-date - [[BEGIN unfulfilled-promises]] [[$due-date]],[[END]] - Displays the due date of each unfulfilled promise on an account.
  • type - [[BEGIN unfulfilled-promises]] [[$type]],[[END]] - Displays the due date of each unfulfilled promise on an account.
  • note - [[BEGIN unfulfilled-promises]] [[$note]],[[END]] - Displays the note of each unfulfilled promise on an account.
  • subject - [[BEGIN unfulfilled-promises]] [[$subject]],[[END]] - Displays the subject of each unfulfilled promise on an account.

Note for this section: The above loops will only generate values for unfulfilled promises, these lists will not include information for promises that have been fulfilled. Also, if you would like for the loop to display as a vertical list instead left to right as in the examples above, it will need to be formatted as follows:

[[BEGIN unfulfilled-promises]]

[[$days-till-due]]

[[END]]

Settings

  • Merchant Processor Group - [[v('settings-merchant-processor-group')]] - Displays the merchant processor group assigned to an account, found in the Loan Settings section of the account.
  • Loan Linked From - [[v('settings-linked-from')]] - Displays a list of loans that an account is linked from.
  • Loan Linked To - [[v('settings-linked-to')]] - Displays the ID the loan that an account is linked to.
  • Card Payment Fee Percent - [[v('settings-card-fee-percent')]] - Displays the amount of the card payment fee percent on an account, found in the Loan Settings section of the account (If the card payment fee type is “Greater of” or “Lesser of”,  the larger percent will be displayed).
  • Card Payment Fee Amount - [[v('settings-card-fee-amount')]] -  Displays the amount of the card payment fee on an account, found in the Loan Settings section of the account.
  • Card Payment Fee Type - [[v('settings-card-fee-type')]] - Displays the selected card payment fee type of an account. 1 = flat fee, 2 = fee %, Greater of, Lesser of.
  • Secured - [[v('settings-secured')]] - Displays whether or not the loan is a secured loan. 1 = yes, 0 = no.
  • Loan AutoPay Processing Status - [[v('settings-autopay-enabled')]] - Displays whether or not AutoPay processing has been enabled on an account. 1 = yes, 0 = no.
  • Credit Bureau - [[v('settings-credit-bureau')]] - Displays the Credit Bureau setting of an account. (Will return a numeric value, for a list of what each value means, see Loan Settings).
  • Credit Status - [[v('settings-credit-status')]] - Displays the Credit Status of an account. (Will return a numeric value, for a list of what each value means, see Loan Settings).
  • Repossession Date - [[companyFormatDateTime('settings-repossession-date')]] - Displays the selected repossession date of an account.
  • Liquidation Date -[[companyFormatDateTime('settings-liquidation-date')]] - Displays the selected liquidation date of an account.
  • Closed Date - [[companyFormatDateTime('settings-account-closed-date')]] - Displays the selected closed date of an account.
  • Reporting Type - [[v('settings-reporting-type')]] - Displays the selected credit reporting type on an account. C = Line of Credit, I = Installment, M = Mortgage, O = Open, R = Revolving.
  • Co-Borrower ECOA Code - [[v('settings-co-buyer-ecoa-code')]] - Displays the selected co-borrower ECOA code of an account. (Will return a numeric or alphanumeric value, for a list of what each value means, see Loan Settings).
  • ECOA Code - [[v('settings-ecoa-code')]] - Displays the selected primary customer ECOA code of an account. (Will return a numeric or alphanumeric value, for a list of what each value means, see Loan Settings).
  • Ebilling Status - [[v('settings-ebilling')]] - Displays the ebilling status of an account. 1 = yes, 0 = no.
  • Loan Sub-Status - [[v('loan-substatus.1.value')]] - Displays the selected sub-status of an account.
  • Loan Status - [[v('loan-status.1.value')]] - Displays the selected status of an account.

Note: for more information on what each individual setting means, see the Loan Settings article.

Setup Additional

  • Reporting Credit Limit - [[v('setup-reporting-credit-limit')]] - Displays the credit limit used for reporting a customer’s credit (Only applicable on Credit Limit loans).
  • Reserve Amount - [[v('setup-reserve-amount')]] - Displays the reserve amount on an account.
  • Dealer Profit - [[v('setup-dealer-profit')]] - Displays the dealer profit on an account.
  • GAP Insurance - [[v('setup-gap')]] - Displays the GAP insurance on an account.
  • Warranty - [[v('setup-warranty')]] - Displays the warranty on an account.
  • Sales Price - [[v('setup-sales-price')]] - Displays the sales price on an account.
  • Net Amount Down - [[v('setup-amount-down')]] - Displays the net amount down on an account.

Note: For more information on what each setting means, see the Additional Information section of the Setup Terms article.

Setup Advanced

  • Roll Schedule Template - [[v('setup-schedule-template')]] - Displays the selected roll schedule template on an account.
  • Fees Paid By - [[v('setup-fees-paid-by')]] - Displays the fees paid by setting on an account.
  • End Interest - [[v('setup-end-interest')]] -  Displays the Suspend/Resume Interest setting on an account.
  • First Day Interest - [[v('setup-first-day-interest')]] - Displays the first day interest setting on an account. 1 = yes, 0 = no.
  • Schedule Round - [[v('setup-schedule-round')]] - Displays the schedule round on an account.
  • Round Decimals - [[v('setup-round-decimals')]] - Displays the round decimals setting on an account
  • Last As Final - [[v('setup-last-as-final')]] - Displays the last as final setting on an account. 1 = yes, 0 = no
  • Beg/End - [[v('setup-beg-end')]] - Displays the Beg/End setting on an account
  • Interest Application - [[v('setup-interest-application')]] - Displays the interest application setting for an account.
  • First Period Days - [[v('setup-first-period-days')]] - Displays the first period days setting on an account.
  • Days In Year - [[v('setup-days-in-year')]] - Displays the days in year setting for an account.
  • Discount Calculation - [[v('setup-discount-calc')]] - Displays the discount calculation setting for an account.
  • Discount Split - [[v('setup-discount-split')]] - Displays the Accounting-Discount Split setting of an account. 1 = yes, 0 = no.
  • Calculation Type - [[v('setup-calc-type')]] - Displays the calculation type of an account.
  • Loan Category - [[v('setup-loan-class')]] - Displays the selected loan category of an account.
  • Loan Type - [[v('setup-loan-type')]] - Displays the selected loan type of an account.

Note: for more information on what each Advanced setting means, see the Advanced Configuration section of the Setup Terms article.

Setup Terms

  • Money Factor - [[v('setup-money-factor')]] - Displays the money factor of a lease.
  • Residual - [[v('setup-residual')]] - Displays the residual value of a lease.
  • Grace Period - [[v('setup-grace-days')]] - Displays the selected grace period for an account.
  • First Payment Due Date - [[companyFormatDateTime('setup-first-payment-date')]] - Displays the selected first scheduled payment date of an account.
  • Contract Date - [[companyFormatDateTime('setup-contract-date')]] - Displays the contract date of an account.
  • Interest Rate Type - [[v('setup-interest-rate-type')]] - Displays the interest rate type of an account (e.g. Annually, Monthly, Weekly, etc.)
  • Interest Rate - [[v('setup-interest-rate')]] - Displays the interest rate of an account.
  • Custom Days In Period - [[v('setup-days-in-period')]] - Displays the custom days in period setting of an account (Only applicable if the Frequency is set to custom.)
  • Frequency - [[v('setup-payment-frequency')]] - Displays the selected payment frequency of an account.
  • Term - [[v('setup-loan-term')]] - Displays the term of an account.
  • Underwriting Fee - [[v('setup-underwriting')]] - Displays the underwriting fee on an account.
  • Discount - [[v('setup-discount')]] - Displays the discount of an account.
  • Total Loan Amount - [[v('setup-loan-amount')]] - Displays the total loan amount of an account.

Note: for more information on what each Setup Term means, see the Loan Terms article.

Source

  • GPS - Longitude - [[v('source-company-gps-lon')]] - Displays the longitudinal coordinate of the selected source company on an account.
  • GPS - Latitude - [[v('source-company-gps-lat')]] - Displays the latitudinal coordinate of the selected source company on an account.
  • Custom Fields - [[v('source-company-custom-fields.INDEX.value')]] - In this variable, INDEX should be replaced by the ID of a source company custom field. This variable will display the value of the selected source company custom field for the source company linked to an account.
  • Source Company Bank Country - [[v('source-company-bank-country')]] - Displays the bank country of the source company linked to an account.
  • Source Company Bank Zipcode - [[v('source-company-bank-zipcode')]] - Displays the bank ZIP/postal code of the source company linked to an account.
  • Source Company Bank State - [[v('source-company-bank-state')]] - Displays the bank state/province of the source company linked to an account.
  • Source Company Bank City - [[v('source-company-bank-city')]] - Displays the bank city of the source company linked to an account.
  • Source Company Bank Address 2 - [[v('source-company-bank-address2')]] - Displays the bank address 2 of the source company linked to an account.
  • Source Company Bank Address 1 - [[v('source-company-bank-address1')]] - Displays the bank address 1 of the source company linked to an account.
  • Account Type - [[v('source-company-bank-account-type')]] - Displays the bank account type of the source company linked to an account.
  • Bank Name - [[v('source-company-bank-name')]] - Displays the bank name of the source company linked to an account.
  • Country - [[v('source-company-country')]] - Displays the country of the selected source company on an account.
  • ZIP - [[v('source-company-zipcode')]] - Displays the ZIP/postal code of the selected source company on an account.
  • State - [[v('source-company-state')]] - Displays the state/province of the selected source company of an account.
  • City - [[v('source-company-city')]] - Displays the city of the selected source company of an account.
  • Address Line 2 - [[v('source-company-address2')]] - Displays the 2nd address of the selected source company on an account.
  • Address Line 1 - [[v('source-company-address1')]] - Displays the 1st address of the selected source company on an account.
  • Numbering Suffix - [[v('source-company-num-suffix')]] - Displays the Numbering Suffix of the selected source company on an account.
  • Numbering Prefix - [[v('source-company-num-prefix')]] - Displays the Numbering Prefix of the selected source company on an account.
  • Contact Email - [[v('source-company-contact-email')]] - Displays the contact email of the selected source company on an account.
  • Contact Phone - [[v('source-company-contact-phone')]] - Displays the contact phone of the selected source company on an account.
  • Contact Name - [[v('source-company-contact')]] - Displays the contact name of the selected source company on an account.
  • Source Company Name - [[v('source-company')]] - Displays the name of the selected source company on an account.
  • Source Company ID - [[v('source-company-id')]] - Displays the ID of the selected source company on an account.

TIL

  • TIL Forecasted Payments - Because this variable includes multiple elements (there is generally more than one forecasted payment in the TIL disclosure on an account), this variable will usually need to be used in a loop. For information on how to select single values out of an array-style variable like this one see Working with Custom Forms Variables.

The following is a list of each available property of this variable. The list elements are formatted as follows:

  • Property - [[example of the property being used in a loop with the unfulfilled-promises variable]] - explanation of the property.
  • principal-balance - [[BEGIN til-forecasted-payments]] [[$principal-balance]],[[END]] - Displays the remaining principal balance before each payment that will be made on an account
  • adb-days - [[BEGIN til-forecasted-payments]] [[$adb-days]],[[END]] - Displays the number of days used to calculate the average daily balance for each forecasted payment on an account.
  • adb - [[BEGIN til-forecasted-payments]] [[$adb]],[[END]] - Displays the average daily principal balance for each forecasted payment period on an account.
  • amount-escrow - [[BEGIN til-forecasted-payments]] [[$amount-escrow]],[[END]] - Displays expected amount towards escrow for each forecasted payment on an account.
  • amount-fees - [[BEGIN til-forecasted-payments]] [[$amount-fees]],[[END]] - Displays expected amount towards fees for each forecasted payment on an account.
  • amount-interest - [[BEGIN til-forecasted-payments]] [[$amount-interest]],[[END]] - Displays expected amount towards interest for each forecasted payment on an account.
  • amount-discount - [[BEGIN til-forecasted-payments]] [[$amount-discount]],[[END]] - Displays expected amount towards discount for each forecasted payment on an account.
  • amount-principal - [[BEGIN til-forecasted-payments]] [[$amount-principal]],[[END]] - Displays expected amount towards principal for each forecasted payment on an account.
  • amount - [[BEGIN til-forecasted-payments]] [[$amount]],[[END]] - Displays expected amount of each forecasted payment on an account.
  • date - [[BEGIN til-forecasted-payments]] [[$date]],[[END]] - Displays expected date of each forecasted payment on an account.

Note for this section: If you would like for the loop to display as a vertical list instead left to right as in the examples above, it will need to be formatted as follows:

[[BEGIN til-forecasted-payments]]

[[$principal-balance]]

[[END]]

  • TIL Scheduled Payments - Because this variable includes multiple elements (there is generally more than one schedule payment in the TIL disclosure on an account), this variable will usually need to be used in a loop. For information on how to select single values out of an array-style variable like this one see Working with Custom Forms Variables.

The following is a list of each available property of this variable. The list elements are formatted as follows:

  • Property - [[example of the property being used in a loop with the unfulfilled-promises variable]] - explanation of the property.
  • principal-balance - [[BEGIN til-scheduled-payments]] [[$principal-balance]],[[END]] - Displays the remaining principal balance before each payment that will be made on an account.
  • adb-days - [[BEGIN til-scheduled-payments]] [[$adb-days]],[[END]] - Displays the number of days used to calculate the average daily balance for each scheduled payment on an account.
  • adb - [[BEGIN til-scheduled-payments]] [[$adb]],[[END]] - Displays the average daily principal balance for each scheduled payment period on an account.
  • amount-escrow - [[BEGIN til-scheduled-payments]] [[$amount-escrow]],[[END]] - Displays expected amount towards escrow for each scheduled payment on an account.
  • amount-fees - [[BEGIN til-scheduled-payments]] [[$amount-fees]],[[END]] - Displays expected amount towards fees for each scheduled payment on an account.
  • amount-interest - [[BEGIN til-scheduled-payments]] [[$amount-interest]],[[END]] - Displays expected amount towards interest for each scheduled payment on an account.
  • amount-discount - [[BEGIN til-scheduled-payments]] [[$amount-discount]],[[END]] - Displays expected amount towards discount for each scheduled payment on an account.
  • amount-principal - [[BEGIN til-scheduled-payments]] [[$amount-principal]],[[END]] - Displays expected amount towards principal for each scheduled payment on an account.
  • amount - [[BEGIN til-scheduled-payments]] [[$amount]],[[END]] - Displays expected amount of each scheduled payment on an account.
  • date - [[BEGIN til-scheduled-payments]] [[$date]],[[END]] - Displays expected date of each scheduled payment on an account.

Note for this section: If you would like for the loop to display as a vertical list instead left to right as in the examples above, it will need to be formatted as follows:

[[BEGIN til-scheduled-payments]]

[[$principal-balance]]

[[END]]

  • Total Of Payments - [[v('setup-til-total-of-payments')]] - Displays the Total Of Payments from the TIL disclosure on an account.
  • Amount Financed - [[v('setup-til-loan-amount')]] - Displays the Amount Financed from the TIL disclosure on an account.
  • Finance Charge - [[v('setup-til-finance-charge')]] - Displays the Finance Charge from the TIL disclosure on an account.
  • Finance Charge - UW Fee - [[v('setup-til-finance-minus-uwfee')]] - Displays the Finance Charge from the TIL disclosure on an account minus the underwriting fee on the account.
  • Total Payments + Net Down - [[v('setup-til-total-plus-down')]] - Displays the Total Of Payments from the TIL disclosure on an account plus the net amount down on the account.
  • TIL Sales Price - [[v('setup-til-sales-price')]] - Displays the Sales Price from the TIL disclosure on an account.
  • APR - [[v('setup-til-apr')]] - Displays the APR of an account.

Date Range

Note for this section: This section is meant to provide examples of how to use each available date range variable. For a better explanation on how the date range variables work see the Date-Range Variables section of the Working with Variables article.

Each variable in this section is formatted as follows:

  • Date Range Variable - [[variable formatted with no date range selected]] - explanation of variable.
    • Date Range - [[example of variable formatted with the date range selected]] - explanation of example.
  • Payments - Total Paid - [[query('payments-total', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total paid for a specific date range.
    • All - [[query('payments-total', 'date.range.all')]] - Displays the total paid on an account.
    • Custom (X Days Ago & Y Days Ago) - [[query('payments-total', 'date.range.customDays', 5,15)]] - Displays the total paid on an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('payments-total', 'date.range.customFuture', 15)]] - Displays the total amount paid to an account within the next 15 days.
    • Custom (last X days) - [[query('payments-total', 'date.range.customPast', 15)]] - Displays the total amount paid to an account within the last 15 days.
    • Last month - [[query('payments-total', 'date.range.lastMonth')]] - Displays the total amount paid to an account last month.
    • Last Week - [[query('payments-total', 'date.range.lastWeek')]] - Displays the total amount paid to an account last week.
    • Last year - [[query('payments-total', 'date.range.lastYear')]] - Displays the total amount paid to an account last year.
    • Month To Date - [[query('payments-total', 'date.range.monthToDate')]] - Displays the total amount paid to an account from the beginning of the month to the current date.
    • This Month - [[query('payments-total', 'date.range.thisMonth')]] - Displays the total amount paid to an account within the current month.
    • This Week - [[query('payments-total', 'date.range.thisWeek')]] - Displays the total amount paid to an account within the current week.
    • Today - [[query('payments-total', 'date.range.today')]] - Displays the total amount paid to an account today.
    • Year To Date - [[query('payments-total', 'date.range.yearToDate')]] - Displays the total amount paid to an account from the beginning of the year to the current date.
    • Yesterday - [[query('payments-total', 'date.range.yesterday')]] - Displays the total amount paid to an account yesterday.
  • Payments - Interest Paid - [[query('payments-interest', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of interest paid within a specific date range.
    • All - [[query('payments-interest', 'date.range.all')]] - Displays the total amount of interest paid on an account.
    • Custom (X Days Ago & Y Days Ago) - [[query('payments-interest', 'date.range.customDays',5,15)]] - Displays the total amount of interest paid on an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('payments-interest', 'date.range.customFuture', 15)]] - Displays the total amount of interest paid to an account within the next 15 days.
    • Custom (last X days) - [[query('payments-interest', 'date.range.customPast', 15)]] - Displays the total amount of interest paid to an account within the last 15 days.
    • Last month - [[query('payments-interest', 'date.range.lastMonth')]] - Displays the total amount of interest paid to an account last month.
    • Last Week - [[query('payments-interest', 'date.range.lastWeek')]] - Displays the total amount of interest paid to an account last week.
    • Last year - [[query('payments-interest', 'date.range.lastYear')]] - Displays the total amount of interest paid to an account last year.
    • Month To Date - [[query('payments-interest', 'date.range.monthToDate')]] - Displays the total amount of interest paid to an account from the beginning of the month to the current date.
    • This Month - [[query('payments-interest', 'date.range.thisMonth')]] - Displays the total amount of interest paid to an account within the current month.
    • This Week - [[query('payments-interest', 'date.range.thisWeek')]] - Displays the total amount of interest paid to an account within the current week.
    • Today - [[query('payments-interest', 'date.range.today')]] - Displays the total amount of interest paid to an account today.
    • Year To Date - [[query('payments-interest', 'date.range.yearToDate')]] - Displays the total amount of interest paid to an account from the beginning of the year to the current date.
    • Yesterday - [[query('payments-interest', 'date.range.yesterday')]] - Displays the total amount of interest paid to an account yesterday.
  • Payments - Principal Paid - [[query('payments-principal', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of principal paid within a specific date range.
    • All - [[query('payments-principal', 'date.range.all')]] - Displays the total amount of principal paid on an account.
    • Custom (X Days Ago & Y Days Ago) - [[query('payments-principal', 'date.range.customDays',5,15)]] - Displays the total amount of principal paid on an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('payments-principal', 'date.range.customFuture', 15)]] - Displays the total amount of principal paid to an account within the next 15 days.
    • Custom (last X days) - [[query('payments-principal', 'date.range.customPast', 15)]] - Displays the total amount of principal paid to an account within the last 15 days.
    • Last month - [[query('payments-principal', 'date.range.lastMonth')]] - Displays the total amount of principal paid to an account last month.
    • Last Week - [[query('payments-principal', 'date.range.lastWeek')]] - Displays the total amount of principal paid to an account last week.
    • Last year - [[query('payments-principal', 'date.range.lastYear')]] - Displays the total amount of principal paid to an account last year.
    • Month To Date - [[query('payments-principal', 'date.range.monthToDate')]] - Displays the total amount of principal paid to an account from the beginning of the month to the current date.
    • This Month - [[query('payments-principal', 'date.range.thisMonth')]] - Displays the total amount of principal paid to an account within the current month.
    • This Week - [[query('payments-principal', 'date.range.thisWeek')]] - Displays the total amount of principal paid to an account within the current week.
    • Today - [[query('payments-principal', 'date.range.today')]] - Displays the total amount of principal paid to an account today.
    • Year To Date - [[query('payments-principal', 'date.range.yearToDate')]] - Displays the total amount of principal paid to an account from the beginning of the year to the current date.
    • Yesterday - [[query('payments-principal', 'date.range.yesterday')]] - Displays the total amount of principal paid to an account yesterday.
  • Payments - Discount Paid - [[query('payments-discount', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of discount paid on an account within a specific date range.
    • All - [[query('payments-discount', 'date.range.all')]] - Displays the total amount paid towards discount on an account.
    • Custom (X Days Ago & Y Days Ago) - [[query('payments-discount', 'date.range.customDays',5,15)]] - Displays the total amount paid towards discount on an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('payments-discount', 'date.range.customFuture', 15)]] - Displays the the total amount of discount paid on an account within the next 15 days.
    • Custom (last X days) - [[query('payments-discount', 'date.range.customPast', 15)]] - Displays the the total amount of discount paid on an account within the last 15 days.
    • Last month - [[query('payments-discount', 'date.range.lastMonth')]] - Displays the the total amount of discount paid on an account last month.
    • Last Week - [[query('payments-discount', 'date.range.lastWeek')]] - Displays the the total amount of discount paid on an account last week.
    • Last year - [[query('payments-discount', 'date.range.lastYear')]] - Displays the the total amount of discount paid on an account last year.
    • Month To Date - [[query('payments-discount', 'date.range.monthToDate')]] - Displays the the total amount of discount paid on an account from the beginning of the month to the current date.
    • This Month - [[query('payments-discount', 'date.range.thisMonth')]] - Displays the the total amount of discount paid on an account within the current month.
    • This Week - [[query('payments-discount', 'date.range.thisWeek')]] - Displays the the total amount of discount paid on an account within the current week.
    • Today - [[query('payments-discount', 'date.range.today')]] - Displays the the total amount of discount paid on an account today.
    • Year To Date - [[query('payments-discount', 'date.range.yearToDate')]] - Displays the the total amount of discount paid on an account from the beginning of the year to the current date.
    • Yesterday - [[query('payments-discount', 'date.range.yesterday')]] - Displays the the total amount of discount paid on an account yesterday.
  • Payments - Fees Paid - [[query('payments-fees', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount paid towards fees on an account within a specific date range.
    • All - [[query('payments-fees', 'date.range.all')]] - Displays the total amount paid towards fees on an account.
    • Custom (X Days Ago & Y Days Ago) - [[query('payments-fees', 'date.range.customDays',5,15)]] - Displays the total amount paid towards fees on an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('payments-fees', 'date.range.customFuture', 15)]] - Displays the total amount paid towards fees on an account within the next 15 days.
    • Custom (last X days) - [[query('payments-fees', 'date.range.customPast', 15)]] - Displays the total amount paid towards fees on an account within the last 15 days.
    • Last month - [[query('payments-fees', 'date.range.lastMonth')]] - Displays the total amount paid towards fees on an account last month.
    • Last Week - [[query('payments-fees', 'date.range.lastWeek')]] - Displays the total amount paid towards fees on an account last week.
    • Last year - [[query('payments-fees', 'date.range.lastYear')]] - Displays the total amount paid towards fees on an account last year.
    • Month To Date - [[query('payments-fees', 'date.range.monthToDate')]] - Displays the total amount paid towards fees on an account from the beginning of the month to the current date.
    • This Month - [[query('payments-fees', 'date.range.thisMonth')]] - Displays the total amount paid towards fees on an account within the current month.
    • This Week - [[query('payments-fees', 'date.range.thisWeek')]] - Displays the total amount paid towards fees on an account within the current week.
    • Today - [[query('payments-fees', 'date.range.today')]] - Displays the total amount paid towards fees on an account today.
    • Year To Date - [[query('payments-fees', 'date.range.yearToDate')]] - Displays the total amount paid towards fees on an account from the beginning of the year to the current date.
    • Yesterday - [[query('payments-fees', 'date.range.yesterday')]] - Displays the total amount paid towards fees on an account yesterday.
  • Payments - Escrow Paid - [[query('payments-escrow', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount paid towards escrow on an account within a specific date range.
    • All - [[query('payments-escrow', 'date.range.all')]] - Displays the total amount paid towards escrow on an account.
    • Custom (X Days Ago & Y Days Ago) - [[query('payments-escrow', 'date.range.customDays',5,15)]] - Displays the total amount paid towards escrow on an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('payments-escrow', 'date.range.customFuture', 15)]] - Displays the total amount paid towards escrow on an account within the next 15 days.
    • Custom (last X days) - [[query('payments-escrow', 'date.range.customPast', 15)]] - Displays the total amount paid towards escrow on an account within the last 15 days.
    • Last month - [[query('payments-escrow', 'date.range.lastMonth')]] - Displays the total amount paid towards escrow on an account last month.
    • Last Week - [[query('payments-escrow', 'date.range.lastWeek')]] - Displays the total amount paid towards escrow on an account last week.
    • Last year - [[query('payments-escrow', 'date.range.lastYear')]] - Displays the total amount paid towards escrow on an account last year.
    • Month To Date - [[query('payments-escrow', 'date.range.monthToDate')]] - Displays the total amount paid towards escrow on an account from the beginning of the month to the current date.
    • This Month - [[query('payments-escrow', 'date.range.thisMonth')]] - Displays the total amount paid towards escrow on an account within the current month.
    • This Week - [[query('payments-escrow', 'date.range.thisWeek')]] - Displays the total amount paid towards escrow on an account within the current week.
    • Today - [[query('payments-escrow', 'date.range.today')]] - Displays the total amount paid towards escrow on an account today.
    • Year To Date - [[query('payments-escrow', 'date.range.yearToDate')]] - Displays the total amount paid towards escrow on an account from the beginning of the year to the current date.
    • Yesterday - [[query('payments-escrow', 'date.range.yesterday')]] - Displays the total amount paid towards escrow on an account yesterday.
  • Credits - Total - [[query('credits-total', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of credit applied to an account within a specific date range.
    • All - [[query('credits-total', 'date.range.all')]] - Displays the total amount of credit applied to an account.
    • Custom (X Days Ago & Y Days Ago) - [[query('credits-total', 'date.range.customDays',5,15)]] - Displays the total amount of credit applied to an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('credits-total', 'date.range.customFuture', 15)]] - Displays the total amount of credit applied to an account within the next 15 days.
    • Custom (last X days) - [[query('credits-total', 'date.range.customPast', 15)]] - Displays the total amount of credit applied to an account within the last 15 days.
    • Last month - [[query('credits-total', 'date.range.lastMonth')]] - Displays the total amount of credit applied to an account last month.
    • Last Week - [[query('credits-total', 'date.range.lastWeek')]] - Displays the total amount of credit applied to an account last week.
    • Last year - [[query('credits-total', 'date.range.lastYear')]] - Displays the total amount of credit applied to an account last year.
    • Month To Date - [[query('credits-total', 'date.range.monthToDate')]] - Displays the total amount of credit applied to an account from the beginning of the month to the current date.
    • This Month - [[query('credits-total', 'date.range.thisMonth')]] - Displays the total amount of credit applied to an account within the current month.
    • This Week - [[query('credits-total', 'date.range.thisWeek')]] - Displays the total amount of credit applied to an account within the current week.
    • Today - [[query('credits-total', 'date.range.today')]] - Displays the total amount of credit applied to an account today.
    • Year To Date - [[query('credits-total', 'date.range.yearToDate')]] - Displays the total amount of credit applied to an account from the beginning of the year to the current date.
    • Yesterday - [[query('credits-total', 'date.range.yesterday')]] - Displays the total amount of credit applied to an account yesterday.
  • Credits - Interest - [[query('credits-interest', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of credit applied to interest on an account within a specific date range.
    • All - [[query('credits-interest', 'date.range.all')]] - Displays the total amount of credit applied to interest on an account to date.
    • Custom (X Days Ago & Y Days Ago) - [[query('credits-interest', 'date.range.customDays',5,15)]] - Displays the total amount of credit applied to interest on an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('credits-interest', 'date.range.customFuture', 15)]] - Displays the total amount of credit applied to interest on an account within the next 15 days.
    • Custom (last X days) - [[query('credits-interest', 'date.range.customPast', 15)]] - Displays the total amount of credit applied to interest on an account within the last 15 days.
    • Last month - [[query('credits-interest', 'date.range.lastMonth')]] - Displays the total amount of credit applied to interest on an account last month.
    • Last Week - [[query('credits-interest', 'date.range.lastWeek')]] - Displays the total amount of credit applied to interest on an account last week.
    • Last year - [[query('credits-interest', 'date.range.lastYear')]] - Displays the total amount of credit applied to interest on an account last year.
    • Month To Date - [[query('credits-interest', 'date.range.monthToDate')]] - Displays the total amount of credit applied to interest on an account from the beginning of the month to the current date.
    • This Month - [[query('credits-interest', 'date.range.thisMonth')]] - Displays the total amount of credit applied to interest on an account within the current month.
    • This Week - [[query('credits-interest', 'date.range.thisWeek')]] - Displays the total amount of credit applied to interest on an account within the current week.
    • Today - [[query('credits-interest', 'date.range.today')]] - Displays the total amount of credit applied to interest on an account today.
    • Year To Date - [[query('credits-interest', 'date.range.yearToDate')]] - Displays the total amount of credit applied to interest on an account from the beginning of the year to the current date.
    • Yesterday - [[query('credits-interest', 'date.range.yesterday')]] - Displays the total amount of credit applied to interest on an account yesterday.
  • Credits - Principal - [[query('credits-principal', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of credit applied to principal on an account within a specific date range.
    • All - [[query('credits-principal', 'date.range.all')]] - Displays the total amount of credit applied to principal on an account to date.
    • Custom (X Days Ago & Y Days Ago) - [[query('credits-principal', 'date.range.customDays',5,15)]] - Displays the total amount of credit applied to principal on an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('credits-principal', 'date.range.customFuture', 15)]] - Displays the total amount of credit applied to principal on an account within the next 15 days.
    • Custom (last X days) - [[query('credits-principal', 'date.range.customPast', 15)]] - Displays the total amount of credit applied to principal on an account within the last 15 days.
    • Last month - [[query('credits-principal', 'date.range.lastMonth')]] - Displays the total amount of credit applied to principal on an account last month.
    • Last Week - [[query('credits-principal', 'date.range.lastWeek')]] - Displays the total amount of credit applied to principal on an account last week.
    • Last year - [[query('credits-principal', 'date.range.lastYear')]] - Displays the total amount of credit applied to principal on an account last year.
    • Month To Date - [[query('credits-principal', 'date.range.monthToDate')]] - Displays the total amount of credit applied to principal on an account from the beginning of the month to the current date.
    • This Month - [[query('credits-principal', 'date.range.thisMonth')]] - Displays the total amount of credit applied to principal on an account within the current month.
    • This Week - [[query('credits-principal', 'date.range.thisWeek')]] - Displays the total amount of credit applied to principal on an account within the current week.
    • Today - [[query('credits-principal', 'date.range.today')]] - Displays the total amount of credit applied to principal on an account today.
    • Year To Date - [[query('credits-principal', 'date.range.yearToDate')]] - Displays the total amount of credit applied to principal on an account from the beginning of the year to the current date.
    • Yesterday - [[query('credits-principal', 'date.range.yesterday')]] - Displays the total amount of credit applied to principal on an account yesterday.
  • Credits - Discount - [[query('credits-discount', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of credit applied to the discount on an account within a specific date range.
    • All - [[query('credits-discount', 'date.range.all')]] - Displays the total amount of credit applied to the discount on an account to date.
    • Custom (X Days Ago & Y Days Ago) - [[query('credits-discount', 'date.range.customDays',5,15)]] - Displays the total amount of credit applied to the discount on an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('credits-discount', 'date.range.customFuture', 15)]] - Displays the total amount of credit applied to the discount on an account within the next 15 days.
    • Custom (last X days) - [[query('credits-discount', 'date.range.customPast', 15)]] - Displays the total amount of credit applied to the discount on an account within the last 15 days.
    • Last Month - [[query('credits-discount', 'date.range.lastMonth')]] - Displays the total amount of credit applied to the discount on an account last month.
    • Last Week - [[query('credits-discount', 'date.range.lastWeek')]] - Displays the total amount of credit applied to the discount on an account last week.
    • Last Year - [[query('credits-discount', 'date.range.lastYear')]] - Displays the total amount of credit applied to the discount on an account last year.
    • Month To Date - [[query('credits-discount', 'date.range.monthToDate')]] - Displays the total amount of credit applied to the discount on an account from the beginning of the month to the current date.
    • This Month - [[query('credits-discount', 'date.range.thisMonth')]] - Displays the total amount of credit applied to the discount on an account within the current month.
    • This Week - [[query('credits-discount', 'date.range.thisWeek')]] - Displays the total amount of credit applied to the discount on an account within the current week.
    • Today - [[query('credits-discount', 'date.range.today')]] - Displays the total amount of credit applied to the discount on an account today.
    • Year To Date - [[query('credits-discount', 'date.range.yearToDate')]] - Displays the total amount of credit applied to the discount on an account from the beginning of the year to the current date.
  • Credits - Fees - [[query('credits-fees', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of credit applied to fees on an account within a specific date range.
    • All - [[query('credits-fees', 'date.range.all')]] - Displays the total amount of credit applied to fees on an account to date.
    • Custom (X Days Ago & Y Days Ago) - [[query('credits-fees', 'date.range.customDays',5,15)]] - Displays the total amount of credit applied to fees on an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('credits-fees', 'date.range.customFuture', 15)]] - Displays the total amount of credit applied to fees on an account within the next 15 days.
    • Custom (last X days) - [[query('credits-fees', 'date.range.customPast', 15)]] - Displays the total amount of credit applied to fees on an account within the last 15 days.
    • Last month - [[query('credits-fees', 'date.range.lastMonth')]] - Displays the total amount of credit applied to fees on an account last month.
    • Last Week - [[query('credits-fees', 'date.range.lastWeek')]] - Displays the total amount of credit applied to fees on an account last week.
    • Last year - [[query('credits-fees', 'date.range.lastYear')]] - Displays the total amount of credit applied to fees on an account last year.
    • Month To Date - [[query('credits-fees', 'date.range.monthToDate')]] - Displays the total amount of credit applied to fees on an account from the beginning of the month to the current date.
    • This Month - [[query('credits-fees', 'date.range.thisMonth')]] - Displays the total amount of credit applied to fees on an account within the current month.
    • This Week - [[query('credits-fees', 'date.range.thisWeek')]] - Displays the total amount of credit applied to fees on an account within the current week.
    • Today - [[query('credits-fees', 'date.range.today')]] - Displays the total amount of credit applied to fees on an account today.
    • Year To Date - [[query('credits-fees', 'date.range.yearToDate')]] - Displays the total amount of credit applied to fees on an account from the beginning of the year to the current date.
    • Yesterday - [[query('credits-fees', 'date.range.yesterday')]] - Displays the total amount of credit applied to fees on an account yesterday. 
  • Credits - Escrow - [[query('credits-escrow', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of credit applied to escrow on an account within a specific date range.
    • All - [[query('credits-escrow', 'date.range.all')]] - Displays the total amount of credit applied to escrow on an account to date.
    • Custom (X Days Ago & Y Days Ago) - [[query('credits-escrow', 'date.range.customDays',5,15)]] - Displays the total amount of credit applied to escrow on an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('credits-escrow', 'date.range.customFuture', 15)]] - Displays the total amount of credit applied to escrow on an account within the next 15 days.
    • Custom (last X days) - [[query('credits-escrow', 'date.range.customPast', 15)]] - Displays the total amount of credit applied to escrow on an account within the last 15 days.
    • Last month - [[query('credits-escrow', 'date.range.lastMonth')]] - Displays the total amount of credit applied to escrow on an account last month.
    • Last Week - [[query('credits-escrow', 'date.range.lastWeek')]] - Displays the total amount of credit applied to escrow on an account last week.
    • Last year - [[query('credits-escrow', 'date.range.lastYear')]] - Displays the total amount of credit applied to escrow on an account last year.
    • Month To Date - [[query('credits-escrow', 'date.range.monthToDate')]] - Displays the total amount of credit applied to escrow on an account from the beginning of the month to the current date.
    • This Month - [[query('credits-escrow', 'date.range.thisMonth')]] - Displays the total amount of credit applied to escrow on an account within the current month.
    • This Week - [[query('credits-escrow', 'date.range.thisWeek')]] - Displays the total amount of credit applied to escrow on an account within the current week.
    • Today - [[query('credits-escrow', 'date.range.today')]] - Displays the total amount of credit applied to escrow on an account today.
    • Year To Date - [[query('credits-escrow', 'date.range.yearToDate')]] - Displays the total amount of credit applied to escrow on an account from the beginning of the year to the current date.
    • Yesterday - [[query('credits-escrow', 'date.range.yesterday')]] - Displays the total amount of credit applied to escrow on an account yesterday.
  • Fees - [[query('fees-total', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total value of fees applied to an account within a specific date range.
    • All - [[query('fees-total', 'date.range.all')]] - Displays the total value of fees applied to an account to date.
    • Custom (X Days Ago & Y Days Ago) - [[query('fees-total', 'date.range.customDays',5,15)]] - Displays the total value of fees applied to an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('fees-total', 'date.range.customFuture', 15)]] - Displays the total value of fees applied to an account within the next 15 days.
    • Custom (last X days) - [[query('fees-total', 'date.range.customPast', 15)]] - Displays the total value of fees applied to an account within the last 15 days.
    • Last month - [[query('fees-total', 'date.range.lastMonth')]] - Displays the total value of fees applied to an account last month.
    • Last Week - [[query('fees-total', 'date.range.lastWeek')]] - Displays the total value of fees applied to an account last week.
    • Last year - [[query('fees-total', 'date.range.lastYear')]] - Displays the total value of fees applied to an account last year.
    • Month To Date - [[query('fees-total', 'date.range.monthToDate')]] - Displays the total value of fees applied to an account from the beginning of the month to the current date.
    • This Month - [[query('fees-total', 'date.range.thisMonth')]] - Displays the total value of fees applied to an account within the current month.
    • This Week - [[query('fees-total', 'date.range.thisWeek')]] - Displays the total value of fees applied to an account within the current week.
    • Today - [[query('fees-total', 'date.range.today')]] - Displays the total value of fees applied to an account today.
    • Year To Date - [[query('fees-total', 'date.range.yearToDate')]] - Displays the total value of fees applied to an account from the beginning of the year to the current date.
    • Yesterday - [[query('fees-total', 'date.range.yesterday')]] - Displays the total value of fees applied to an account yesterday.
  • Advancements - [[query('advancements-total', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total value of advancements applied to an account within a specific date range.
    • All - [[query('advancements-total', 'date.range.all')]] - Displays the total value of advancements applied to an account to date.
    • Custom (X Days Ago & Y Days Ago) - [[query('advancements-total', 'date.range.customDays',5,15)]] - Displays the total value of advancements applied to an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('advancements-total', 'date.range.customFuture', 15)]] - Displays the total value of advancements applied to an account within the next 15 days.
    • Custom (last X days) - [[query('advancements-total', 'date.range.customPast', 15)]] - Displays the total value of advancements applied to an account within the last 15 days.
    • Last month - [[query('advancements-total', 'date.range.lastMonth')]] - Displays the total value of advancements applied to an account last month.
    • Last Week - [[query('advancements-total', 'date.range.lastWeek')]] - Displays the total value of advancements applied to an account last week.
    • Last year - [[query('advancements-total', 'date.range.lastYear')]] - Displays the total value of advancements applied to an account last year.
    • Month To Date - [[query('advancements-total', 'date.range.monthToDate')]] - Displays the total value of advancements applied to an account from the beginning of the month to the current date.
    • This Month - [[query('advancements-total', 'date.range.thisMonth')]] - Displays the total value of advancements applied to an account within the current month.
    • This Week - [[query('advancements-total', 'date.range.thisWeek')]] - Displays the total value of advancements applied to an account within the current week.
    • Today - [[query('advancements-total', 'date.range.today')]] - Displays the total value of advancements applied to an account today.
    • Year To Date - [[query('advancements-total', 'date.range.yearToDate')]] - Displays the total value of advancements applied to an account from the beginning of the year to the current date.
    • Yesterday - [[query('advancements-total', 'date.range.yesterday')]] - Displays the total value of advancements applied to an account yesterday.
  • Scheduled Payments - Total - [[query('scheduled-payments-total', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total value of scheduled payments coming due on an account within a specific date range.
    • All - [[query('scheduled-payments-total', 'date.range.all')]] - Displays the total value of scheduled payments coming due on an account to date.
    • Custom (X Days Ago & Y Days Ago) - [[query('scheduled-payments-total', 'date.range.customDays',5,15)]] - Displays the total value of scheduled payments coming due on an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('scheduled-payments-total', 'date.range.customFuture', 15)]] - Displays the total value of scheduled payments coming due on an account within the next 15 days.
    • Custom (last X days) - [[query('scheduled-payments-total', 'date.range.customPast', 15)]] - Displays the total value of scheduled payments coming due on an account within the last 15 days.
    • Last month - [[query('scheduled-payments-total', 'date.range.lastMonth')]] - Displays the total value of scheduled payments coming due on an account last month.
    • Last Week - [[query('scheduled-payments-total', 'date.range.lastWeek')]] - Displays the total value of scheduled payments coming due on an account last week.
    • Last year - [[query('scheduled-payments-total', 'date.range.lastYear')]] - Displays the total value of scheduled payments coming due on an account last year.
    • Month To Date - [[query('scheduled-payments-total', 'date.range.monthToDate')]] - Displays the total value of scheduled payments coming due on an account from the beginning of the month to the current date.
    • This Month - [[query('scheduled-payments-total', 'date.range.thisMonth')]] - Displays the total value of scheduled payments coming due on an account within the current month.
    • This Week - [[query('scheduled-payments-total', 'date.range.thisWeek')]] - Displays the total value of scheduled payments coming due on an account within the current week.
    • Today - [[query('scheduled-payments-total', 'date.range.today')]] - Displays the total value of scheduled payments coming due on an account today.
    • Year To Date - [[query('scheduled-payments-total', 'date.range.yearToDate')]] - Displays the total value of scheduled payments coming due on an account from the beginning of the year to the current date.
    • Yesterday - [[query('scheduled-payments-total', 'date.range.yesterday')]] - Displays the total value of scheduled payments coming due on an account yesterday.
  • Scheduled Payments - Interest - [[query('scheduled-payments-interest', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of scheduled interest coming due on an account within a specific date range.
    • All - [[query('scheduled-payments-interest', 'date.range.all')]] - Displays the total amount of scheduled interest coming due on an account to date.
    • Custom (X Days Ago & Y Days Ago) - [[query('scheduled-payments-interest', 'date.range.customDays',5,15)]] - Displays the total amount of scheduled interest coming due on an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('scheduled-payments-interest', 'date.range.customFuture', 15)]] - Displays the total amount of scheduled interest coming due on an account within the next 15 days.
    • Custom (last X days) - [[query('scheduled-payments-interest', 'date.range.customPast', 15)]] - Displays the total amount of scheduled interest coming due on an account within the last 15 days.
    • Last month - [[query('scheduled-payments-interest', 'date.range.lastMonth')]] - Displays the total amount of scheduled interest coming due on an account last month.
    • Last Week - [[query('scheduled-payments-interest', 'date.range.lastWeek')]] - Displays the total amount of scheduled interest coming due on an account last week.
    • Last year - [[query('scheduled-payments-interest', 'date.range.lastYear')]] - Displays the total amount of scheduled interest coming due on an account last year.
    • Month To Date - [[query('scheduled-payments-interest', 'date.range.monthToDate')]] - Displays the total amount of scheduled interest coming due on an account from the beginning of the month to the current date.
    • This Month - [[query('scheduled-payments-interest', 'date.range.thisMonth')]] - Displays the total amount of scheduled interest coming due on an account within the current month.
    • This Week - [[query('scheduled-payments-interest', 'date.range.thisWeek')]] - Displays the total amount of scheduled interest coming due on an account within the current week.
    • Today - [[query('scheduled-payments-interest', 'date.range.today')]] - Displays the total amount of scheduled interest coming due on an account today.
    • Year To Date - [[query('scheduled-payments-interest', 'date.range.yearToDate')]] - Displays the total amount of scheduled interest coming due on an account from the beginning of the year to the current date.
    • Yesterday - [[query('scheduled-payments-interest', 'date.range.yesterday')]] - Displays the total amount of scheduled interest coming due on an account yesterday.
  • Scheduled Payments - Principal - [[query('scheduled-payments-principal', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of principal scheduled to come due on an account within a specific date range.
    • All - [[query('scheduled-payments-principal', 'date.range.all')]] - Displays the total amount of principal scheduled to come due on an account to date.
    • Custom (X Days Ago & Y Days Ago) - [[query('scheduled-payments-principal', 'date.range.customDays',5,15)]] - Displays the total amount of principal scheduled to come due on an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('scheduled-payments-principal', 'date.range.customFuture', 15)]] - Displays the total amount of principal scheduled to come due on an account within the next 15 days.
    • Custom (last X days) - [[query('scheduled-payments-principal', 'date.range.customPast', 15)]] - Displays the total amount of principal scheduled to come due on an account within the last 15 days.
    • Last month - [[query('scheduled-payments-principal', 'date.range.lastMonth')]] - Displays the total amount of principal scheduled to come due on an account last month.
    • Last Week - [[query('scheduled-payments-principal', 'date.range.lastWeek')]] - Displays the total amount of principal scheduled to come due on an account last week.
    • Last year - [[query('scheduled-payments-principal', 'date.range.lastYear')]] - Displays the total amount of principal scheduled to come due on an account last year.
    • Month To Date - [[query('scheduled-payments-principal', 'date.range.monthToDate')]] - Displays the total amount of principal scheduled to come due on an account from the beginning of the month to the current date.
    • This Month - [[query('scheduled-payments-principal', 'date.range.thisMonth')]] - Displays the total amount of principal scheduled to come due on an account within the current month.
    • This Week - [[query('scheduled-payments-principal', 'date.range.thisWeek')]] - Displays the total amount of principal scheduled to come due on an account within the current week.
    • Today - [[query('scheduled-payments-principal', 'date.range.today')]] - Displays the total amount of principal scheduled to come due on an account today.
    • Year To Date - [[query('scheduled-payments-principal', 'date.range.yearToDate')]] - Displays the total amount of principal scheduled to come due on an account from the beginning of the year to the current date.
    • Yesterday - [[query('scheduled-payments-principal', 'date.range.yesterday')]] - Displays the total amount of principal scheduled to come due on an account yesterday.
  • Scheduled Payments - Discount - [[query('scheduled-payments-discount', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of discount scheduled to be paid on an account within a specific date range.
    • All - [[query('scheduled-payments-discount', 'date.range.all')]] - Displays the total amount of discount scheduled to be paid on an account to date.
    • Custom (X Days Ago & Y Days Ago) - [[query('scheduled-payments-discount', 'date.range.customDays',5,15)]] - Displays the total amount of discount scheduled to be paid on an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('scheduled-payments-discount', 'date.range.customFuture', 15)]] - Displays the total amount of discount scheduled to be paid on an account within the next 15 days.
    • Custom (last X days) - [[query('scheduled-payments-discount', 'date.range.customPast', 15)]] - Displays the total amount of discount scheduled to be paid on an account within the last 15 days.
    • Last month - [[query('scheduled-payments-discount', 'date.range.lastMonth')]] - Displays the total amount of discount scheduled to be paid on an account last month.
    • Last Week - [[query('scheduled-payments-discount', 'date.range.lastWeek')]] - Displays the total amount of discount scheduled to be paid on an account last week.
    • Last year - [[query('scheduled-payments-discount', 'date.range.lastYear')]] - Displays the total amount of discount scheduled to be paid on an account last year.
    • Month To Date - [[query('scheduled-payments-discount', 'date.range.monthToDate')]] - Displays the total amount of discount scheduled to be paid on an account from the beginning of the month to the current date.
    • This Month - [[query('scheduled-payments-discount', 'date.range.thisMonth')]] - Displays the total amount of discount scheduled to be paid on an account within the current month.
    • This Week - [[query('scheduled-payments-discount', 'date.range.thisWeek')]] - Displays the total amount of discount scheduled to be paid on an account within the current week.
    • Today - [[query('scheduled-payments-discount', 'date.range.today')]] - Displays the total amount of discount scheduled to be paid on an account today.
    • Year To Date - [[query('scheduled-payments-discount', 'date.range.yearToDate')]] - Displays the total amount of discount scheduled to be paid on an account from the beginning of the year to the current date.
    • Yesterday - [[query('scheduled-payments-discount', 'date.range.yesterday')]] - Displays the total amount of discount scheduled to be paid on an account yesterday.
  • Scheduled Payments - Escrow - [[query('scheduled-payments-escrow', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of escrow scheduled to come due on an account within a specific date range.
    • All - [[query('scheduled-payments-escrow', 'date.range.all')]] - Displays the total amount of escrow scheduled to come due on an account to date.
    • Custom (X Days Ago & Y Days Ago) - [[query('scheduled-payments-escrow', 'date.range.customDays',5,15)]] - Displays the total amount of escrow scheduled to come due on an account within the range of 5 to 15 days ago.
    • Custom (next X days) - [[query('scheduled-payments-escrow', 'date.range.customFuture', 15)]] - Displays the total amount of escrow scheduled to come due on an account within the next 15 days.
    • Custom (last X days) - [[query('scheduled-payments-escrow', 'date.range.customPast', 15)]] - Displays the total amount of escrow scheduled to come due on an account within the last 15 days.
    • Last month - [[query('scheduled-payments-escrow', 'date.range.lastMonth')]] - Displays the total amount of escrow scheduled to come due on an account last month.
    • Last Week - [[query('scheduled-payments-escrow', 'date.range.lastWeek')]] - Displays the total amount of escrow scheduled to come due on an account last week.
    • Last year - [[query('scheduled-payments-escrow', 'date.range.lastYear')]] - Displays the total amount of escrow scheduled to come due on an account last year.
    • Month To Date - [[query('scheduled-payments-escrow', 'date.range.monthToDate')]] - Displays the total amount of escrow scheduled to come due on an account from the beginning of the month to the current date.
    • This Month - [[query('scheduled-payments-escrow', 'date.range.thisMonth')]] - Displays the total amount of escrow scheduled to come due on an account within the current month.
    • This Week - [[query('scheduled-payments-escrow', 'date.range.thisWeek')]] - Displays the total amount of escrow scheduled to come due on an account within the current week.
    • Today - [[query('scheduled-payments-escrow', 'date.range.today')]] - Displays the total amount of escrow scheduled to come due on an account today.
    • Year To Date - [[query('scheduled-payments-escrow', 'date.range.yearToDate')]] - Displays the total amount of escrow scheduled to come due on an account from the beginning of the year to the current date.
    • Yesterday - [[query('scheduled-payments-escrow', 'date.range.yesterday')]] - Displays the total amount of escrow scheduled to come due on an account yesterday.
  • Forecast Payments - Total - [[query('forecast-payments-total', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total value of forecasted payments coming due on an account within a specific date range.
    • Custom (next X days) - [[query('forecast-payments-total', 'date.range.customFuture', 15)]] - Displays the total value of forecasted payments coming due on an account within the next 15 days.
    • This Month - [[query('forecast-payments-total', 'date.range.thisMonth')]] - Displays the total value of forecasted payments coming due on an account within the current month.
    • This Week - [[query('forecast-payments-total', 'date.range.thisWeek')]] - Displays the total value of forecasted payments coming due on an account within the current week.
  • Forecast Payments - Interest - [[query('forecast-payments-interest', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of forecasted interest coming due on an account within a specific date range.
    • Custom (next X days) - [[query('forecast-payments-interest', 'date.range.customFuture', 15)]] - Displays the total amount of forecasted interest coming due on an account within the next 15 days.
    • This Month - [[query('forecast-payments-interest', 'date.range.thisMonth')]] - Displays the total amount of forecasted interest coming due on an account within the current month.
    • This Week - [[query('forecast-payments-interest', 'date.range.thisWeek')]] - Displays the total amount of forecasted interest coming due on an account within the current week.
  • Forecast Payments - Principal - [[query('forecast-payments-principal', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of principal forecasted to come due on an account within a specific date range.
    • Custom (next X days) - [[query('forecast-payments-principal', 'date.range.customFuture', 15)]] - Displays the total amount of principal forecasted to come due on an account within the next 15 days.
    • This Month - [[query('forecast-payments-principal', 'date.range.thisMonth')]] - Displays the total amount of principal forecasted to come due on an account within the current month.
    • This Week - [[query('forecast-payments-principal', 'date.range.thisWeek')]] - Displays the total amount of principal forecasted to come due on an account within the current week.
  • Forecast Payments - Discount - [[query('forecast-payments-discount', 'date.range.selection')]] - Replace “selection” with a date range setting. Once the change has been made, this variable will display the total amount of discount forecasted to be paid on an account within a specific date range.
    • Custom (next X days) - [[query('forecast-payments-discount', 'date.range.customFuture', 15)]] - Displays the total amount of discount forecasted to be paid on an account within the next 15 days.
    • This Month - [[query('forecast-payments-discount', 'date.range.thisMonth')]] - Displays the total amount of discount forecasted to be paid on an account within the current month.
    • This Week - [[query('forecast-payments-discount', 'date.range.thisWeek')]] - Displays the total amount of discount forecasted to be paid on an account within the current week.


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