To create this custom field, navigate to Settings > Loan > Custom Fields > Custom > Setup Terms and click “Add”.

The following information can be entered for this custom field: 

• Active: Choose whether the field is displayed in the payment.
• Field name: Name of the field. You should choose a name that will distinguish this from other payment custom fields.
• Field type: Designate the type of information the field will hold. The available options are as follows: 
  • Associated company
  • Checkbox
  • Currency
  • Date
  • Date time
  • Time
  • Number
  • Percentage
  • Text (maximum length 255 characters)
  • Select
  • Phone
  • Web URL
• Column in Loan Manager (Data Export Report): Select whether this field should be included in an export.
• Required: Choose whether users will be required to enter information for this field to log a payment.
• Default value: Choose the value the field will start with when users log a payment.  For select fields this should be the key, not the value.
• Include In Credit Report: Select whether this field should be included in a credit report. 
• Include in Daily Snapshot: Select whether this field should be included in the Daily Snapshot. 

Some field types will have additional information depending on which one you choose:

• Directory: Only appears if you choose the ‘Associated Company’ field type. This option lets you choose from the associated company directories that you set up in your company account.
• Description: Only appears if you choose the ‘Checkbox’ field type. The description is the text that appears next to the checkbox. 
• Searchable: Only appears if you choose the ‘Phone’ field type. This option determines whether you’d like to have the phone number searchable or not.
• Max length (characters): Only available if you choose either the ‘Text’ or ‘Web URL’ field type. The total number of characters that can be entered into the field. 
• Configure select options: Only available if you choose the ‘Select’ field type. Here you’ll be able to enter a list of choices that agent users can choose from when logging a payment. 
  • Click ‘Preset Templates’ to access the templates LoanPro provides for selections you might want. These include:
    • YES/NO
    • TRUE/FALSE
    • Rent/Own/Live with relatives
    • US States
  • You can also enter any options you want. Each line you enter represents a single option. Enter the options in the following format:
    • id_1
    • value_1. 
      • For example, if you want to enter a ‘Yes/No’ selection, you would type into the box [inline text]
        • 1, YES 
        • 2, NO
• Auto Calculate: Only appears if you choose the “Currency” field type. This option determines the amount that will be affected by the custom field's operation. 
• Operation Type: Only appears if you choose the “Currency” field type. This option determines the type of operation that will occur to the selected “Auto Calculate” amount and the value of the custom field. 
• URL Text: Only appears if you select the “Web URL” field type. Here you can enter the URL.

To create this custom field, navigate to Settings > Loan > Custom Fields > Custom > Loan Settings and click “Add”.

The following information can be entered for this custom field: 

• Active: Choose whether the field is displayed in the payment.
• Field name: Name of the field. You should choose a name that will distinguish this from other payment custom fields.
• Field type: Designate the type of information the field will hold. The available options are as follows: 
  • Associated company
  • Checkbox
  • Currency
  • Date
  • Date time
  • Time
  • Number
  • Percentage
  • Text (maximum length 255 characters)
  • Select
  • Phone
  • Web URL
• Column in Loan Manager (Data Export Report): Select whether this field should be included in an export.
• Required: Choose whether users will be required to enter information for this field to log a payment.
• Default value: Choose the value the field will start with when users log a payment.  For select fields this should be the key, not the value.
• Include In Credit Report: Select whether this field should be included in a credit report. 
• Include in Daily Snapshot: Select whether this field should be included in the Daily Snapshot. 

Some field types will have additional information depending on which one you choose:

• Directory: Only appears if you choose the ‘Associated Company’ field type. This option lets you choose from the associated company directories that you set up in your company account.
• Description: Only appears if you choose the ‘Checkbox’ field type. The description is the text that appears next to the checkbox. 
• Searchable: Only appears if you choose the ‘Phone’ field type. This option determines whether you’d like to have the phone number searchable or not.
• Max length (characters): Only available if you choose either the ‘Text’ or ‘Web URL’ field type. The total number of characters that can be entered into the field. 
• Configure select options: Only available if you choose the ‘Select’ field type. Here you’ll be able to enter a list of choices that agent users can choose from when logging a payment. 
  • Click ‘Preset Templates’ to access the templates LoanPro provides for selections you might want. These include:
    • YES/NO
    • TRUE/FALSE
    • Rent/Own/Live with relatives
    • US States
  • You can also enter any options you want. Each line you enter represents a single option. Enter the options in the following format:
    • id_1
    • value_1. 
      • For example, if you want to enter a ‘Yes/No’ selection, you would type into the box [inline text]
        • 1, YES 
        • 2, NO
• URL Text: Only appears if you select the “Web URL” field type. Here you can enter the URL.

To create this custom field, navigate to Settings > Loan > Custom Fields > Custom > Collateral and click “Add”.

The following information can be entered for this custom field: 

• Active: Choose whether the field is displayed in the payment.
• Field name: Name of the field. You should choose a name that will distinguish this from other payment custom fields.
• Field type: Designate the type of information the field will hold. The available options are as follows: 
  • Associated company
  • Checkbox
  • Currency
  • Date
  • Date time
  • Time
  • Number
  • Percentage
  • Text (maximum length 255 characters)
  • Select
  • Phone
  • Web URL
• Collateral Type: Select the type of collateral this field will be available for.
• Required: Choose whether users will be required to enter information for this field to log a payment.
• Default value: Choose the value the field will start with when users log a payment.  For select fields this should be the key, not the value.
• Include In Credit Report: Select whether this field should be included in a credit report. 
• Include in Daily Snapshot: Select whether this field should be included in the Daily Snapshot. 

Some field types will have additional information depending on which one you choose:

• Directory: Only appears if you choose the ‘Associated Company’ field type. This option lets you choose from the associated company directories that you set up in your company account.
• Description: Only appears if you choose the ‘Checkbox’ field type. The description is the text that appears next to the checkbox. 
• Searchable: Only appears if you choose the ‘Phone’ field type. This option determines whether you’d like to have the phone number searchable or not.
• Max length (characters): Only available if you choose either the ‘Text’ or ‘Web URL’ field type. The total number of characters that can be entered into the field. 
• Configure select options: Only available if you choose the ‘Select’ field type. Here you’ll be able to enter a list of choices that agent users can choose from when logging a payment. 
  • Click ‘Preset Templates’ to access the templates LoanPro provides for selections you might want. These include:
    • YES/NO
    • TRUE/FALSE
    • Rent/Own/Live with relatives
    • US States
  • You can also enter any options you want. Each line you enter represents a single option. Enter the options in the following format:
    • id_1
    • value_1. 
      • For example, if you want to enter a ‘Yes/No’ selection, you would type into the box [inline text]
        • 1, YES 
        • 2, NO
• URL Text: Only appears if you select the “Web URL” field type. Here you can enter the URL.

To create this custom field, navigate to Settings > Loan > Custom Fields > Custom > Insurance and click “Add”.

The following information can be entered for this custom field: 

• Active: Choose whether the field is displayed in the payment.
• Field name: Name of the field. You should choose a name that will distinguish this from other payment custom fields.
• Field type: Designate the type of information the field will hold. The available options are as follows: 
  • Associated company
  • Checkbox
  • Currency
  • Date
  • Date time
  • Time
  • Number
  • Percentage
  • Text (maximum length 255 characters)
  • Select
  • Phone
  • Web URL
• Column in Loan Manager (Data Export Report): Select whether this field should be included in an export.
• Required: Choose whether users will be required to enter information for this field to log a payment.
• Default value: Choose the value the field will start with when users log a payment.  For select fields this should be the key, not the value.
• Include In Credit Report: Select whether this field should be included in a credit report. 
• Include in Daily Snapshot: Select whether this field should be included in the Daily Snapshot. 

Some field types will have additional information depending on which one you choose:

• Directory: Only appears if you choose the ‘Associated Company’ field type. This option lets you choose from the associated company directories that you set up in your company account.
• Description: Only appears if you choose the ‘Checkbox’ field type. The description is the text that appears next to the checkbox. 
• Searchable: Only appears if you choose the ‘Phone’ field type. This option determines whether you’d like to have the phone number searchable or not.
• Max length (characters): Only available if you choose either the ‘Text’ or ‘Web URL’ field type. The total number of characters that can be entered into the field. 
• Configure select options: Only available if you choose the ‘Select’ field type. Here you’ll be able to enter a list of choices that agent users can choose from when logging a payment. 
  • Click ‘Preset Templates’ to access the templates LoanPro provides for selections you might want. These include:
    • YES/NO
    • TRUE/FALSE
    • Rent/Own/Live with relatives
    • US States
  • You can also enter any options you want. Each line you enter represents a single option. Enter the options in the following format:
    • id_1
    • value_1. 
      • For example, if you want to enter a ‘Yes/No’ selection, you would type into the box [inline text]
        • 1, YES 
        • 2, NO
• URL Text: Only appears if you select the “Web URL” field type. Here you can enter the URL.

To create this custom field, navigate to Settings > Loan > Custom Fields > Custom > Bankruptcy and click “Add”.

The following information can be entered for this custom field: 

• Active: Choose whether the field is displayed in the payment.
• Field name: Name of the field. You should choose a name that will distinguish this from other payment custom fields.
• Field type: Designate the type of information the field will hold. The available options are as follows: 
  • Associated company
  • Checkbox
  • Currency
  • Date
  • Date time
  • Time
  • Number
  • Percentage
  • Text (maximum length 255 characters)
  • Select
  • Phone
  • Web URL
• Column in Loan Manager (Data Export Report): Select whether this field should be included in an export.
• Required: Choose whether users will be required to enter information for this field to log a payment.
• Default value: Choose the value the field will start with when users log a payment.  For select fields this should be the key, not the value.
• Include In Credit Report: Select whether this field should be included in a credit report. 
• Include in Daily Snapshot: Select whether this field should be included in the Daily Snapshot. 

Some field types will have additional information depending on which one you choose:

• Directory: Only appears if you choose the ‘Associated Company’ field type. This option lets you choose from the associated company directories that you set up in your company account.
• Description: Only appears if you choose the ‘Checkbox’ field type. The description is the text that appears next to the checkbox. 
• Searchable: Only appears if you choose the ‘Phone’ field type. This option determines whether you’d like to have the phone number searchable or not.
• Max length (characters): Only available if you choose either the ‘Text’ or ‘Web URL’ field type. The total number of characters that can be entered into the field. 
• Configure select options: Only available if you choose the ‘Select’ field type. Here you’ll be able to enter a list of choices that agent users can choose from when logging a payment. 
  • Click ‘Preset Templates’ to access the templates LoanPro provides for selections you might want. These include:
    • YES/NO
    • TRUE/FALSE
    • Rent/Own/Live with relatives
    • US States
  • You can also enter any options you want. Each line you enter represents a single option. Enter the options in the following format:
    • id_1
    • value_1. 
      • For example, if you want to enter a ‘Yes/No’ selection, you would type into the box [inline text]
        • 1, YES 
        • 2, NO
• URL Text: Only appears if you select the “Web URL” field type. Here you can enter the URL.

To create this custom field, navigate to Settings > Loan > Payments > Custom Fields and click “Add”.

The following information can be entered for this custom field: 

• Active: Choose whether the field is displayed in the payment.
• Field name: Name of the field. You should choose a name that will distinguish this from other payment custom fields.
• Field type: Designate the type of information the field will hold. The available options are as follows: 
  • Associated company
  • Checkbox
  • Currency
  • Date
  • Date time
  • Time
  • Number
  • Percentage
  • Text (maximum length 255 characters)
  • Select
  • Phone
  • Web URL
• Column in History Payment Exported Report (Data Export Report): Select whether this field should be included in an export.
• Required: Choose whether users will be required to enter information for this field to log a payment.
• Default value: Choose the value the field will start with when users log a payment.  For select fields this should be the key, not the value.

Some field types will have additional information depending on which one you choose:

• Directory: Only appears if you choose the ‘Associated Company’ field type. This option lets you choose from the associated company directories that you set up in your company account.
• Description: Only appears if you choose the ‘Checkbox’ field type. The description is the text that appears next to the checkbox. 
• Searchable: Only appears if you choose the ‘Phone’ field type. This option determines whether you’d like to have the phone number searchable or not.
• Max length (characters): Only available if you choose either the ‘Text’ or ‘Web URL’ field type. The total number of characters that can be entered into the field. 
• Configure select options: Only available if you choose the ‘Select’ field type. Here you’ll be able to enter a list of choices that agent users can choose from when logging a payment. 
  • Click ‘Preset Templates’ to access the templates LoanPro provides for selections you might want. These include:
    • YES/NO
    • TRUE/FALSE
    • Rent/Own/Live with relatives
    • US States
  • You can also enter any options you want. Each line you enter represents a single option. Enter the options in the following format:
    • id_1
    • value_1. 
      • For example, if you want to enter a ‘Yes/No’ selection, you would type into the box [inline text]
        • 1, YES 
        • 2, NO
• URL Text: Only appears if you select the “Web URL” field type. Here you can enter the URL.

To create this custom field, navigate to Settings > Source Tracking > Custom Fields and click “Add”.

The following information can be entered for this custom field: 

• Active: Choose whether the field is displayed in the payment.
• Field name: Name of the field. You should choose a name that will distinguish this from other payment custom fields.
• Field type: Designate the type of information the field will hold. The available options are as follows: 
  • Associated company
  • Checkbox
  • Currency
  • Date
  • Date time
  • Time
  • Number
  • Percentage
  • Text (maximum length 255 characters)
  • Select
  • Phone
  • Web URL
• Required: Choose whether users will be required to enter information for this field to log a payment.
• Default value: Choose the value the field will start with when users log a payment.  For select fields this should be the key, not the value.

Some field types will have additional information depending on which one you choose:

• Directory: Only appears if you choose the ‘Associated Company’ field type. This option lets you choose from the associated company directories that you set up in your company account.
• Description: Only appears if you choose the ‘Checkbox’ field type. The description is the text that appears next to the checkbox. 
• Searchable: Only appears if you choose the ‘Phone’ field type. This option determines whether you’d like to have the phone number searchable or not.
• Max length (characters): Only available if you choose either the ‘Text’ or ‘Web URL’ field type. The total number of characters that can be entered into the field. 
• Configure select options: Only available if you choose the ‘Select’ field type. Here you’ll be able to enter a list of choices that agent users can choose from when logging a payment. 
  • Click ‘Preset Templates’ to access the templates LoanPro provides for selections you might want. These include:
    • YES/NO
    • TRUE/FALSE
    • Rent/Own/Live with relatives
    • US States
  • You can also enter any options you want. Each line you enter represents a single option. Enter the options in the following format:
    • id_1
    • value_1. 
      • For example, if you want to enter a ‘Yes/No’ selection, you would type into the box [inline text]
        • 1, YES 
        • 2, NO
• URL Text: Only appears if you select the “Web URL” field type. Here you can enter the URL.

To create this custom field, navigate to Settings > Customer > Custom Fields and click “Add”.

The following information can be entered for this custom field: 

• Active: Choose whether the field is displayed in the payment.
• Field name: Name of the field. You should choose a name that will distinguish this from other payment custom fields.
• Field type: Designate the type of information the field will hold. The available options are as follows: 
  • Associated company
  • Checkbox
  • Currency
  • Date
  • Date time
  • Time
  • Number
  • Percentage
  • Text (maximum length 255 characters)
  • Select
  • Phone
  • Web URL
• Column in Loan Manager (Data Export Report): Select whether this field should be included in an export.
• Required: Choose whether users will be required to enter information for this field to log a payment.
• Default value: Choose the value the field will start with when users log a payment.  For select fields this should be the key, not the value.
• Include In Credit Report: Select whether this field should be included in a credit report. 
• Include in Daily Snapshot: Select whether this field should be included in the Daily Snapshot. 

Some field types will have additional information depending on which one you choose:

• Directory: Only appears if you choose the ‘Associated Company’ field type. This option lets you choose from the associated company directories that you set up in your company account.
• Description: Only appears if you choose the ‘Checkbox’ field type. The description is the text that appears next to the checkbox. 
• Searchable: Only appears if you choose the ‘Phone’ field type. This option determines whether you’d like to have the phone number searchable or not.
• Max length (characters): Only available if you choose either the ‘Text’ or ‘Web URL’ field type. The total number of characters that can be entered into the field. 
• Configure select options: Only available if you choose the ‘Select’ field type. Here you’ll be able to enter a list of choices that agent users can choose from when logging a payment. 
  • Click ‘Preset Templates’ to access the templates LoanPro provides for selections you might want. These include:
    • YES/NO
    • TRUE/FALSE
    • Rent/Own/Live with relatives
    • US States
  • You can also enter any options you want. Each line you enter represents a single option. Enter the options in the following format:
    • id_1
    • value_1. 
      • For example, if you want to enter a ‘Yes/No’ selection, you would type into the box [inline text]
        • 1, YES 
        • 2, NO
• URL Text: Only appears if you select the “Web URL” field type. Here you can enter the URL.

To add a custom field to a dynamic template, navigate to Settings > Loan > Dynamic Templates > Dynamic Template Management and select the edit button (the pencil icon) next to the form on which you would like to display the custom field.

Once you are in the form editor, select 'Help variables' on right-hand side of the screen. Then, using the search bar, search for "Custom Fields". Now, select the section containing the custom field that you would like to add to the form (e.g. Collateral Tracking, Setup, Settings, etc.). Once you have selected the section, you will see a list of custom fields contained in that section. If you are editing an HTML form, make sure your cursor is positioned on the form where you would like the custom field variable to show and then select the hyperlink for the field you would like to add from the Expected Values list.

Notice that after selecting the hyperlink, the correct variable will be added to the form with the correct custom field ID. However, the word “PROPERTY” will need to be replaced by “value” as shown above.

Select Save to finish editing the form.

If the updated form is now generated inside of a loan, the value that has been entered in the selected custom field for the specific loan will be displayed where the variable has been added on the form.

Because loan specific variables are generated using the Context Engine, the process of adding custom field variables to an email is similar to the process of adding them to a custom form.

To add a custom field to a your automated communications, navigate to Settings > Company > Notification Engine > Event Based Notifications and select the edit button (the pencil icon) next to the notification on which you would like to display the custom field.

You may add a custom field to the content of the Email, System, Smart Mail House, or webhook notifications. SMS templates and variables will need to be configured with Solutions by Text.

Here are the steps for adding a custom field to Email, System and Smart Mail House notifications: 

1. Scroll down and place your cursor in the content box where you would like the custom field to appear

2. Select ‘Help Variables’

3. Search "Custom Fields" 

4. Select the section in which the desired custom field is found 

5. Select the custom field from the Expected Values hyperlinks 

6. Inside of the custom field variable in the content box, change "PROPERTY" to "value" 

7. Select ‘Save’

Follow this same process to add a custom field to a trigger based or manually sent notification.

LoanPro gives you the ability to complete certain actions or processes on an account automatically based off of certain criteria being met. You may create this criteria using Clojure rules. Using a custom field in a rule is similar to using any other variable that is native to the system. However, a very specific formatting is required.

For example, if you click the Expected Values hyperlink for a custom field with an ID number of 31 found in Loan Settings, you would see that (-> settings-custom-fields (get :31) :PROPERTY) has been added to the rule. All of the formatting is correct, except similar to the custom forms and notifications, you will need to change "PROPERTY" to say "value".

Example Rules with Custom Fields:

Here's an example rule that would give True/False output for custom fields that hold currency or other numbers: 

(> (Double/valueOf(-> settings-custom-fields (get :31) :value)) 0)

This rule would evaluate whether or not a currency type custom field with ID 31 has a value greater than $0.

And here's an example rule that would give a True/False output for fields that hold text rather than numbers:

(= (-> settings-custom-fields (get :19) :value) "This value") "This value"

This rule would evaluate whether or not a select type custom field with ID 19 has a specific value selected. "This value" would need to be replaced by the ID of the select value that you would like to run the rule off of.