Custom Document Templates and Variables

[BORROWER_FIRST]

First Name
Example: Jane

Middle Name
Example: B.

[BORROWER_LAST]

Last Name
Example: Doe

Organization Name
Example: ACME Building Supply

[BORROWER_FULLNAME]

Organization and Full Name combined
Example: ACME Building Supply / Jane Doe

Primary Phone Number
Example: 800-555-1212

Email Address
Example: jane.doe@acme.com

BorrowerStreet1

[BORROWER_ STREET1]

Street 1
Example: 1600 Pennsylvania Avenue NW

[BORROWER_ STREET2]

Street 2
Example: Suite 100

[BORROWER_CITY]

City
Example: Washington

[BORROWER_STATE]

State
Example: DC

BorrowerZip

[BORROWER_ZIP]

Zip
Example: 20500

BorrowerFullAddress

[BORROWER_FULLADDRESS]

Full address - Combination of Street 1, Street 2, City, State, Zip

Example: 1600 Pennsylvania Avenue NW, Suite 100, Washington, DC 20500

Loan - Info

Per Loan

[LOAN_NAME]

Name of Loan
Example: LOAN-123456

Closing Date of the Loan in short date format
Example: 2/14/2021

Closing Date of the Loan in long date format
Example: Sunday, February 14, 2021

[ORIGINAL_LOAN_AMT]

Original Loan Amount
Example: 120,000.00

Current Interest Rate
Example: 7.000%

[MATURITY_DATE]

Maturity Date
Example: 12/31/2030

Per Diem (Daily Interest Accrued)
Example: 33.33

[REG_MONTHLY_PMT_DAY]

Monthly Payment Day
Example: If the payment is due on 31st, will display 31.

    Number of Payments - Total number of Payments through the loan's originally set schedule

Loan - Balances

Current Principal Balance
Example: 118,323.86

DocumentDatePrincipalBalance

Principal Balance on the "Document Date"
Example: 118,323.86

Outstanding Balances – Late Fee
Example: 0.00

Outstanding Balances – Impound
Example: 25.65

Outstanding Balances – Interest
Example: 0.00

DocumentDateLenderFeeBalance

Outstanding Balances - Lender Fees
(Will sum all lender fees together as one outstanding balance)
Example: $250.00

DocumentDateOutstandingBalancesTotals

Total of outstanding balances as of Document Date. Sums outstanding interest, outstanding late fees, and outstanding lender fees.
Example: $14,325.83

Total [Lender] Fees Due
Example: 20.00

Total Impound Due
Example: 8.55

Interest Due
Example: 358.95

Principal Due
Example: 241.93

Amount of next payment without any accrued late fees
Example: 1,000.00

N/A

[NEXT_DUE_AMOUNT_
WITH_LATE_DUE]

Amount of next due with late fee, regardless of whether payment is late already. If payment amount is $100 and late fee is $50, total will display $150 even if the loan isn't late yet.
Example: $150.00

[NEXT_DUE_AMOUNT_
WITH_LATE]

Amount of next due payment (without late fee) and with all outstanding balances due (lender fees, late fees, outstanding interest balances).
Example: $1,450.00

[NEXT_DUE_DATE]

Next payment due date
Example: 6/30/2021

[NEXT_DUE_LATE_FEE]

Late fee amount if not paid by next due date
Example: 100.00

Last Date of the Payment Grace Period
Example: 5/31/2022 

The due date of the last regularly scheduled payment made, regardless of Document.
Example: If the last payment was paid 11/15/2023 and was due on 11/01/2023, this variable will display the due date of 11/01/2023, even if Document Date is 09/01/2023.

The check reference number that was entered on the last regularly scheduled payment that was made, regardless of Document Date. If no check reference number was entered, will be empty.
Example: Check # 4568

The date of the last payment that was made, regardless of the Document Date.
Example: If the last payment made was 11/04/23 and document date is 10/01/2023, LastPaymentDate will be 11/04/2023.

Last Payment Amount, regardless of Document Date.
Returns string “No previous payment” if no prior payment is found

The amount paid to principal of the last payment made, regardless of the Document Date.
Example: $22.33

The amount paid to interest of the last payment made, regardless of the Document Date.
Example: $125.00

The amount paid to late fees of the last payment made, regardless of the Document Date.
Example: $15.00

The amount paid to Impound/Escrow of the last payment made, regardless of the Document Date.
Example: $20.00

The sum amount paid to all Lender Fees of the last payment made, regardless of the Document Date. Note: If you have multiple lender fees, they will be summed & displayed as 1 total.
Example: $250.00

The due date of the last unscheduled payment made.
Example: If unscheduled payment made on 01/15/2023, 01/15/2023 will display.

The check reference number that was entered on the last unscheduled payment that was made. If no check reference number was entered, will be empty.
Example: EFT

The date of the last unscheduled payment that was made before the document date. Returns "No previous unscheduled payment" if no unscheduled payment is recorded.
Example: 03/15/2023

The total amount of the last unscheduled payment made before the document date.
Example: $200.00

The amount paid to Principal of the last unscheduled payment made before the document date.
Example: $175.00

The amount paid to Interest of the last unscheduled payment made before the document date.
Example: $25.00

The amount paid to Late Fees of the last unscheduled payment made before the document date.
Example: $15.00

The amount paid to Impound/Escrow of the last unscheduled payment made before the document date.
Example: $75.00

The sum amount paid to all Lender Fees of the last unscheduled payment made before the document date. Note: If you have multiple lender fees, they will be summed & displayed as 1 total.
Example: $250.00

The payment date of the last payment made 31 days before the Document Date
Example: 11/20/2023

The due date of the last payment made 31 days before the Document Date
Example: 11/01/2023

The payment amount of the last payment made 31 days before the Document Date
Example: $1288.00

The check number information of the last payment made 31 days before the Document Date
Example: Check # 4568

The amount paid to principal of the last payment made 31 days before the Document Date
Example: $500.00

The amount paid to interest AND outstanding interest of the last payment made 31 days before the Document Date
Example: $465.00

The amount paid to Late Fees AND Outstanding Late Fees of the last payment made 31 days before the Document Date
Example: $50.00

The amount paid to Impound of the last payment made 31 days before the Document Date
Example: $20.00

The sum total of all Lender Fees paid of the last payment made 31 days before the Document Date
Example: $2125.00

The payment date of the last Unscheduled payment made 31 days before the Document Date
Example: 11/25/2023

The due date of the last Unscheduled payment made 31 days before the Document Date
Example: 11/01/2023

The payment amount of the last Unscheduled payment made 31 days before the Document Date
Example: $1288.00

The check number information of the last Unscheduled payment made 31 days before the Document Date
Example: Check # 4568

The amount paid to principal of the last Unscheduled payment made 31 days before the Document Date
Example: $500.00

The amount paid to interest AND outstanding interest of the last Unscheduled payment made 31 days before the Document Date
Example: $465.00

The amount paid to Late Fees AND Outstanding Late Fees of the last Unscheduled payment made 31 days before the Document Date
Example: $50.00

The amount paid to Impound of the last Unscheduled payment made 31 days before the Document Date
Example: $20.00

The sum total of all Lender Fees paid of the last Unscheduled payment made 31 days before the Document Date.
Example: $2125.00

Year-to-Date – Total (Lender) Fees Due
Example: 460.00

Year-to-Date – Impound Dues
Example: 25.65

Year-to-Date – Interest Dues
Example: 1025.88

Year-to-Date – Principal Dues
Example: 765.67

Total Amount Due Paid to Date
Example: 2,500

    Payins Year To Date Outstanding Late Fees - Only inclusive of outstanding Late Fees paid.

Outstanding interest paid over the past year to date

Sum of Principal paid from start of loan to the chosen Document Date.
Note: If payments exist past document date, they won't be summed.
Example: $30,000.00

Sum of Interest paid from start of loan to the chosen Document Date.
Note: If payments exist past document date, they won't be summed.
Example: $5,000.00

Sum of Outstanding Interest paid from start of loan to the chosen Document Date.
Note: If payments exist past document date, they won't be summed.
Example: $2,500.00

Sum of Late Fees and Outstanding Late Fees paid from start of loan to the chosen Document Date.
Note: If payments exist past document date, they won't be summed.
Example: $500.00

LenderFeesPaidToDate

Sum of Lender Fees paid from the start of loan to chosen Document Date.

Note(s): If payments exist past the document date, they won't be summed. All lender fees are summed into 1 value, not a breakdown of individual fees.

Sum of total payments paid from start of loan to the chosen Document Date.
Note: If payments exist past document date, they won't be summed.
Example: $38,600.00

Shows date based on selected document generation date
Example: 6/30/2021

Shows date based on selected document generation date
Example: Wednesday, June 30, 2021

[SERVICER_NAME]

Company Name
Example: RJS Investment Corporation

[SERVICER_STREET1]

Street 1
Example: 123 North Main St

[SERVICER_STREET2]

Street 2
Example: Suite 220

[SERVICER_CITY]

[SERVICER_STATE]

[SERVICER_ZIP]

Zip
Example: 94010

[SERVICER_PHONE]

Phone Number
Example: 800.635.9874

[SERVICER_EMAIL]

Email
Example: rjsinv@gmail.com

Full Servicer Address
Example: 123 North Main St, Ste 220
San Mateo, CA 94010

First Day of Pay Period
Example: Dependent on the Date Range option you select - setting 7/11/2023 as the document date, with "Month Prior to Document Date", the first day would be 6/1/2023

Last Day of Pay Period
Example: Document Date selected 3/15/2023, selecting the Date Range Option of "Month Prior to Document Date", then it would yield 2/28/2023

Middle Name
Example: B.

First Middle Last
Example: Jane B. Doe

Organization
Example: ACME Building Supply

Full Name and Organization
Example: ACME Building Supply / Jane B. Doe

Primary Phone Number
Example: 800-555-1212

Email Address
Example: jane.doe@acme.com

Full Address - Combination of Street 1, Street 2, City, State, Zip
Example: 1600 Pennsylvania Avenue NW, Suite 100, Washington, DC, 20500

Street 1
Example: 1600 Pennsylvania Avenue NW

Street 2
Example: Suite 100

City
Example: Washington

State
Example: DC

Zip
Example: 20500