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Brackets

Updated 6 months ago by Cole

General

Brackets are designed to let you filter your reports and searches by a specific range for each bracket item. Your bracket filters can be found in the  advanced option search, which is a part of most reports and searches.

Available Brackets

You have the following types of brackets available to you:

  • Aging – The number of days since the contract date on an account. (This will always be an absolute value.)
  • Amount Past Due – The amount that is currently due on an account.
  • Days Past Due – The number of days that an account is past due.
  • Human Activity – The number of days since something that required human input (not a part of the  daily update) happened on an account.
  • Loan Recency – The number of days since a payment was made on an account. (-1 means the borrower has never made a payment.)
  • Principal Balance – The current principal balance of an account.
  • Payoff – The total payoff amount of an account.
  • Original Loan Amount – The total original loan amount.

How To Update a Bracket

To update or create a new bracket, navigate to Settings > Company > Brackets inside your company account. Each bracket type is a sub-tab of this section.

To edit a bracket, click the icon to the right of the bracket listing. To add a new bracket, click in the top right corner.

Although the labeling will be somewhat different depending on the bracket type, you will be given a field in which to enter the begin value for your bracket and one for the end value. If you enter 0 as the end value, it will include everything from the begin value and up. Enter the begin and end values and click  .

By default, there will always be an option for “equals 0” present when using the Principal Balance or Payoff bracket to perform a search.

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