Brackets
Updated 4 months ago
Introduction
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:
Brackets | Description |
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. |
Updating 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.
Click 'Add' to create a new bracket. Enter in the begin day and end day values and then click 'Save'. If you enter 0 as the end value, it will include everything from the 'begin' value and up.