CIF Address Line 1

This is Street 1 (NAADD1) of the Mailing Address (NTADDR) for the account, as set up on the Accounts tab. (First you must set up the address on the Addresses tab, and then select the address in the Mailing Address field on the Accounts tab.) This is also set up on the CIF tab in the Mailing Address field of the Loans > Marketing and Collections screen.

CIF Address Line 2

This is Street 2 (NAADD2) of the Mailing Address (NTADDR) for the account, as set up on the Accounts tab. (First you must set up the address on the Addresses tab, and then select the address in the Mailing Address field on the Accounts tab.) This is also set up on the CIF tab in the Mailing Address field under Account Address / Statement Information of the Loans > Marketing and Collections screen.

CIF City Name

This is the City (NACITY) of the Mailing Address (NTADDR) for the account, as set up on the Accounts tab. (First you must set up the address on the Addresses tab, and then select the address in the Mailing Address field on the Accounts tab.) This is also set up on the CIF tab in the Mailing Address field under Account Address / Statement Information of the Loans > Marketing and Collections screen.

CIF Address Line 1 1

This is Street 1 (NAADD1) of the Property Address (NTPADD) for the account, as set up on the Accounts tab. (First you must set up the address on the Addresses tab, and then select the address in the Property Address field on the Accounts tab.) This is also set up on the CIF tab in the Property Address field under Account Address / Statement Information of the Loans > Marketing and Collections screen.

CIF Address Line 2 1

This is Street 2 (NAADD2) of the Property Address (NTPADD) for the account, as set up on the Accounts tab. (First you must set up the address on the Addresses tab, and then select the address in the Property Address field on the Accounts tab.) This is also set up on the CIF tab in the Property Address field under Account Address / Statement Information of the Loans > Marketing and Collections screen.

CIF City Name 1

This is the City (NACITY) of the Property Address (NTPADD) for the account, as set up on the Accounts tab. (First you must set up the address on the Addresses tab, and then select the address in the Property Address field on the Accounts tab.) This is also set up on the CIF tab in the Property Address field under Account Address / Statement Information of the Loans > Marketing and Collections screen.

CIF Address Line 1 2

This is Street 1 (NAADD1) of the Mailing Address (NDMLAD1) for the first sequence number of the person in this household, as set up on the Names tab. (First you must set up the address on the Addresses tab, and then select the address in the Mailing Address field on the Names tab.)

CIF Address Line 2 2

This is Street 2 (NAADD2) of the Mailing Address (NDMLAD1) for the first sequence number of the person in this household, as set up on the Names tab. (First you must set up the address on the Addresses tab, and then select the address in the Mailing Address field on the Names tab.)

CIF City Name 2

This is City Name (NACITY) of the Mailing Address (NDMLAD1) for the first sequence number of the person in this household, as set up on the Names tab. (First you must set up the address on the Addresses tab, and then select the address in the Mailing Address field on the Names tab.)

CIF Household Number

This is the household number assigned to this account and all applicable account owners. Usually, households are customers who share an account, such as a husband and wife; father and son; business owners; etc. This information is pulled from the Customer Relationship Management > Households screen.

CIF First Name

This is the name of the account owner as displayed on the Accounts tab of the Households screen. (You must first set up the name and person on the Names tab.) This is the first name (NDFNAM) displayed under the Name column, not necessarily the IRS Owner or the first name on the account.

For example, we added Michael to Harriet's original account; therefore, the system assigns him sequence number 2. We want him listed first on the account, so on the Accounts tab, we selected his name in the first field under the Name column, as shown below, and Harriet's name second. Michael's name will be the one pulled when you use this merge field.

If you want to use the IRS Owner's name, use the CIF IRS Owner Names merge fields explained below.

CIF Last Name

This is the last name (NDLNAM) of the first person listed on the Accounts tab of the Households screen. (You must first set up the name and person on the Names tab.) See CIF First Name above for more information.

If you want to use the IRS Owner's name, use the CIF IRS Owner Names merge fields explained below.

CIF Middle Name

This is the middle name (NDMNAM) of the first person listed on the Accounts tab of the Households screen. (You must first set up the name and person on the Names tab.) See CIF First Name above for more information.

If you want to use the IRS Owner's name, use the CIF IRS Owner Names merge fields explained below.

CIF Name Title

This is the title (NDTITL) of the first person listed on the Accounts tab of the Households screen. You must first set up the name and person on the Names tab. Examples of title include Dr., Mr., Ms. See CIF First Name above for more information.

CIF Name Suffix

This is the suffix (NDSFFX) of the first person listed on the Accounts tab of the Households screen. You must first set up the name and person on the Names tab. Examples of suffixes include Junior, Senior, II, III. See CIF First Name above for more information.

CIF Social Security Nbr

This is the Social Security number (NDCSSN) of the first person listed on the Accounts tab of the Households screen. You must first set up the name and person on the Names tab, which is where you also enter the Social Security number (enter it in the Tax ID/Customer ID field). See CIF First Name above for more information.

CIF First Name 1

This is the first name of the second person listed on the Accounts tab of the Households screen. (You must first set up the name and person on the Names tab.) This is the second name (NTOWNR) displayed under the Name column.

For example, we added Michael to Harriet's original account; therefore, the system assigns him sequence number 2. We want him listed first on the account, so on the Accounts tab, we selected his name in the first field under the Name column. Then we selected Harriet's name second, as shown below. Her name will be the one pulled when you use this merge field.

CIF Last Name 1

This is the last name of the second person listed on the Accounts tab of the Households screen. (You must first set up the name and person on the Names tab.) This is the second name (NTOWNR) displayed under the Name column. See CIF First Name 1 above.

CIF Middle Name 1

This is the middle name of the second person listed on the Accounts tab of the Households screen. (You must first set up the name and person on the Names tab.) This is the second name (NTOWNR) displayed under the Name column. See CIF First Name 1 above.

CIF Name Title 1

This is the middle name of the second person listed on the Accounts tab of the Households screen. (You must first set up the name and person on the Names tab.) This is the second name (NTOWNR) displayed under the Name column. See CIF First Name 1 above.

CIF Name Suffix 1

This is the suffix (NDSFFX) of the second person listed on the Accounts tab of the Households screen. You must first set up the name and person on the Names tab. Examples of suffixes include Junior, Senior, II, III.

CIF Social Security Nbr 1

This is the Social Security number (NDCSSN) of the second person listed on the Accounts tab of the Households screen. You must first set up the name and person on the Names tab, which is where you also enter the Social Security number (enter it in the Tax ID/Customer ID field).

CIF First Name 2

This is the first name of the third person listed on the Accounts tab of the Households screen. (You must first set up the name and person on the Names tab.) This is the third name (NTOWNR) displayed under the Name column.

For example, we added Becca to Michael and Harriet's original account; therefore, the system assigns her sequence number 3. We want her listed third on the account, so on the Accounts tab, we selected her name in the third field under the Name column. Her name will be the one pulled when you use this merge field.

CIF Last Name 2

This is the last name of the third person listed on the Accounts tab of the Households screen. (You must first set up the name and person on the Names tab.) This is the third name (NTOWNR) displayed under the Name column. See CIF First Name 2 above.

CIF Middle Name 2

This is the middle name of the third person listed on the Accounts tab of the Households screen. (You must first set up the name and person on the Names tab.) This is the third name (NTOWNR) displayed under the Name column. See CIF First Name 2 above.

CIF Name Title 2

This is the middle name of the third person listed on the Accounts tab of the Households screen. (You must first set up the name and person on the Names tab.) This is the third name (NTOWNR) displayed under the Name column. See CIF First Name 2 above.

CIF Name Suffix 2

This is the suffix (NDSFFX) of the third person listed on the Accounts tab of the Households screen. You must first set up the name and person on the Names tab. Examples of suffixes include Junior, Senior, II, III.

CIF Social Security Nbr 2

This is the Social Security number (NDCSSN) of the third person listed on the Accounts tab of the Households screen. You must first set up the name and person on the Names tab, which is where you also enter the Social Security number (enter it in the Tax ID/Customer ID field).

CIF First Name 3

This is the first name of the fourth person listed on the Accounts tab of the Households screen. (You must first set up the name and person on the Names tab.) This is the fourth name (NTOWNR) displayed under the Name column.

CIF Last Name 3

This is the last name of the fourth person listed on the Accounts tab of the Households screen. (You must first set up the name and person on the Names tab.) This is the fourth name (NTOWNR) displayed under the Name column.

CIF Middle Name 3

This is the middle name of the fourth person listed on the Accounts tab of the Households screen. (You must first set up the name and person on the Names tab.) This is the fourth name (NTOWNR) displayed under the Name column.

CIF Name Title 3

This is the middle name of the fourth person listed on the Accounts tab of the Households screen. (You must first set up the name and person on the Names tab.) This is the fourth name (NTOWNR) displayed under the Name column. See CIF First Name 2 above.

CIF Name Suffix 3

This is the suffix (NDSFFX) of the fourth person listed on the Accounts tab of the Households screen. You must first set up the name and person on the Names tab. Examples of suffixes include Junior, Senior, II, III.

CIF Social Security Nbr 3

This is the Social Security number (NDCSSN) of the fourth person listed on the Accounts tab of the Households screen. You must first set up the name and person on the Names tab, which is where you also enter the Social Security number (enter it in the Tax ID/Customer ID field).

CIF Phone Nbr Area Code

This is the area code for the phone number of the IRS Owner listed on the Accounts tab of the Households screen (or the Loans > Marketing and Collections screen). It is not necessarily the first sequence number of the person listed on the account, though the IRS Owner and the first sequence number may be the same. Phone numbers are entered on the Customer Relationship Management > Households screen > Names tab > Phones tab. This will pull the primary phone listed (by selecting the Primary checkbox on the Phones tab).

CIF Phone Nbr Prefix

This is the phone number prefix of the IRS Owner listed on the Accounts tab of the Households screen (or the Loans > Marketing and Collections screen). It is not necessarily the first sequence number of the person listed on the account, though the IRS Owner and the first sequence number may be the same. Phone numbers are entered on the Customer Relationship Management > Households screen > Names tab > Phones tab This will pull the primary phone listed (by selecting the Primary checkbox on the Phones tab).

CIF Phone Number Suffix

This is the phone number suffix of the IRS Owner listed on the Accounts tab of the Households screen (or the Loans > Marketing and Collections screen). It is not necessarily the first sequence number of the person listed on the account, though the IRS Owner and the first sequence number may be the same. Phone numbers are entered on the Customer Relationship Management > Households screen > Names tab > Phones tab This will pull the primary phone listed (by selecting the Primary checkbox on the Phones tab).

CIF State

This is State (NASTAB) of the Property Address (NTPADD) for the account, as set up on the Accounts tab. (First you must set up the address on the Addresses tab, and then select the address in the Property Address field on the Accounts tab.) This is also set up on the CIF tab in the Property Address field under Account Address / Statement Information of the Loans > Marketing and Collections screen.

CIF Zip Code

This is Zip Code (NAZIPC) of the Property Address (NTPADD) for the account, as set up on the Accounts tab. (First you must set up the address on the Addresses tab, and then select the address in the Property Address field on the Accounts tab.) This is also set up on the CIF tab in the Property Address field under Account Address / Statement Information of the Loans > Marketing and Collections screen.

CIF Zip Plus 4

This is Zip Code Plus 4 (NAZIP4) of the Property Address (NTPADD) for the account, as set up on the Accounts tab. (First you must set up the address on the Addresses tab, and then select the address in the Property Address field on the Accounts tab.) This is also set up on the CIF tab in the Property Address field under Account Address / Statement Information of the Loans > Marketing and Collections screen.

CIF Phone Nbr Area Code 1

Do not use this merge field. It will only pull zeroes, regardless of how phone numbers are set up on the Phones tab of the Households screen.

CIF Phone Nbr Prefix 1

Do not use this merge field. It will only pull zeroes, regardless of how phone numbers are set up on the Phones tab of the Households screen.

CIF Phone Number Suffix 1

Do not use this merge field. It will only pull zeroes, regardless of how phone numbers are set up on the Phones tab of the Households screen.

CIF State 1

Do not use this merge field.

CIF Zip Code 1

Do not use this merge field.

CIF Zip Plus 4 1

Do not use this merge field.

CIF Phone Nbr Area Code 2

Do not use this merge field. It will only pull zeroes, regardless of how phone numbers are set up on the Phones tab of the Households screen.

CIF Phone Nbr Prefix 2

Do not use this merge field. It will only pull zeroes, regardless of how phone numbers are set up on the Phones tab of the Households screen.

CIF Phone Number Suffix 2

Do not use this merge field. It will only pull zeroes, regardless of how phone numbers are set up on the Phones tab of the Households screen.

CIF State 2

Do not use this merge field.

CIF Zip Code 2

Do not use this merge field.

CIF Zip Plus 4 2

Do not use this merge field.

CIF Account Type

Type field on the Customer Relationship Management > Households screen. Examples include: Loan, Checking, Savings.

CIF County Name

This pulls the name of the county associated with the Mailing Address on the account (NTADDR).

CIF County Name 1

This pulls the county name associated with the Alternate Address (NAALTA) of the Mailing Address.

CIF County Name 2

This pulls the county name of the Property Address on the account.

CIF Address Line 3

This is the city, state, and Zip code for the Mailing Address connected to the account. This is pulled from the Mailing Address field (NTADDR) on the Accounts tab of the Customer Relationship Management > Households screen > Accounts tab.

CIF Address Line 3 1

Don't use this merge field.

CIF Address Line 3 2

This is the city, state, and Zip code for the Property Address connected to the account. This is pulled from the Property Address field (NTPADD) on the Accounts tab of the Customer Relationship Management > Households screen > Accounts tab.

CIF IRS Owner First Middle Last Name

This is the first, middle, and last name of the IRS Owner listed on the Accounts tab of the Households screen (or the Loans > Marketing and Collections screen). It is not necessarily the first sequence number of the person listed on the account, though the IRS Owner and the first sequence number may be the same. Names must first be added using the Names tab on the Households screen, then you can indicate who the IRS Owner is on the account on the Accounts tab (or use the CIF tab on the Marketing and Collections screen).

CIF IRS Owner First Name

This is the first name only of the IRS Owner listed on the Accounts tab of the Households screen (or the Loans > Marketing and Collections screen). It is not necessarily the first sequence number of the person listed on the account, though the IRS Owner and the first sequence number may be the same. Names must first be added using the Names tab on the Households screen, then you can indicate who the IRS Owner is on the account on the Accounts tab (or use the CIF tab on the Marketing and Collections screen).

CIF IRS Owner Last Name

This is the last name only of the IRS Owner listed on the Accounts tab of the Households screen (or the Loans > Marketing and Collections screen). It is not necessarily the first sequence number of the person listed on the account, though the IRS Owner and the first sequence number may be the same. Names must first be added using the Names tab on the Households screen, then you can indicate who the IRS Owner is on the account on the Accounts tab (or use the CIF tab on the Marketing and Collections screen).

CIF IRS Owner Suffix

This is the name suffix, if there is one, of the IRS Owner listed on the Accounts tab of the Households screen (or the Loans > Marketing and Collections screen). It is not necessarily the first sequence number of the person listed on the account, though the IRS Owner and the first sequence number may be the same. Names must first be added using the Names tab on the Households screen, then you can indicate who the IRS Owner is on the account on the Accounts tab (or use the CIF tab on the Marketing and Collections screen).

CIF IRS Owner Title

This is the title, if there is one, of the IRS Owner listed on the Accounts tab of the Households screen (or the Loans > Marketing and Collections screen). It is not necessarily the first sequence number of the person listed on the account, though the IRS Owner and the first sequence number may be the same. Names must first be added using the Names tab on the Households screen, then you can indicate who the IRS Owner is on the account on the Accounts tab (or use the CIF tab on the Marketing and Collections screen).

CIF Person Address Line 1

This is Street 1 of the Mailing Address (NDMLAD) for the first person in the household (Sequence 1) on the Names tab of the Customer Relationship Management > Households screen. Before users can designate a Mailing Address for a person, they must first set up the address on the Addresses tab of the Households screen.

CIF Person Address Line 2

This is Street 2 of the Mailing Address (NDMLAD) for the first person in the household (Sequence 1) on the Names tab of the Customer Relationship Management > Households screen. Before users can designate a Mailing Address for a person, they must first set up the address on the Addresses tab of the Households screen.

CIF Person Address Line 3

This is the City, State, Zip Code of the Mailing Address (NDMLAD) for the first person in the household (Sequence 1) on the Names tab of the Customer Relationship Management > Households screen. Before users can designate a Mailing Address for a person, they must first set up the address on the Addresses tab of the Households screen.

CIF Person Address County

This merge field pulls from the County information (NACNTY) that corresponds to the Mailing Address (NDMLAD) indicated for the first listed member of a household (on the Names tab of the Customer Relationship Management > Households screen). Mail Merge documents using this merge field will display the actual county name (rather than the number displayed by CIM GOLD).

If the indicated household member has no specified mailing address, the system will populate this merge field with the account's Mailing Address (as indicated on the Accounts tab of the Households screen).

CIF Person 1 Address Line 1

This is Street 1 of the Mailing Address (NDMLAD) for the second person in the household (Sequence 2) on the Names tab of the Customer Relationship Management > Households screen. Before users can designate a Mailing Address for a person, they must first set up the address on the Addresses tab of the Households screen.

CIF Person 1 Address Line 2

This is Street 2 of the Mailing Address (NDMLAD) for the second person in the household (Sequence 2) on the Names tab of the Customer Relationship Management > Households screen. Before users can designate a Mailing Address for a person, they must first set up the address on the Addresses tab of the Households screen.

CIF Person 1 Address Line 3

This is the City, State, Zip Code of the Mailing Address (NDMLAD) for the second person in the household (Sequence 2) on the Names tab of the Customer Relationship Management > Households screen. Before users can designate a Mailing Address for a person, they must first set up the address on the Addresses tab of the Households screen.

CIF Person 1 Address County

This merge field pulls from the County information (NACNTY) that corresponds to the Mailing Address (NDMLAD) indicated for the second listed member of a household (on the Names tab of the Customer Relationship Management > Households screen). Mail Merge documents using this merge field will display the actual county name (rather than the number displayed by CIM GOLD).

If the indicated household member has no specified mailing address, the system will populate this merge field with the account's Mailing Address (as indicated on the Accounts tab of the Households screen).

Note: If you would rather use the county of the person tied to the account, use the CIF County Name merge fields described above.

CIF Person 2 Address Line 1

This is Street 1 of the Mailing Address (NDMLAD) for the third person in the household (Sequence 3) on the Names tab of the Customer Relationship Management > Households screen. Before users can designate a Mailing Address for a person, they must first set up the address on the Addresses tab of the Households screen.

CIF Person 2 Address Line 2

This is Street 2 of the Mailing Address (NDMLAD) for the third person in the household (Sequence 3) on the Names tab of the Customer Relationship Management > Households screen. Before users can designate a Mailing Address for a person, they must first set up the address on the Addresses tab of the Households screen.

CIF Person 2 Address Line 3

This is the City, State, Zip Code of the Mailing Address (NDMLAD) for the third person in the household (Sequence 3) on the Names tab of the Customer Relationship Management > Households screen. Before users can designate a Mailing Address for a person, they must first set up the address on the Addresses tab of the Households screen.

CIF Person 2 Address County

This merge field pulls from the County information (NACNTY) that corresponds to the Mailing Address (NDMLAD) indicated for the third listed member of a household (on the Names tab of the Customer Relationship Management > Households screen). Mail Merge documents using this merge field will display the actual county name (rather than the number displayed by CIM GOLD).

If the indicated household member has no specified mailing address, the system will populate this merge field with the account's Mailing Address (as indicated on the Accounts tab of the Households screen).

Note: If you would rather use the county of the person tied to the account, use the CIF County Name merge fields described above.

CIF Person 3 Address Line 1

This is Street 1 of the Mailing Address (NDMLAD) for the fourth person in the household (Sequence 4) on the Names tab of the Customer Relationship Management > Households screen. Before users can designate a Mailing Address for a person, they must first set up the address on the Addresses tab of the Households screen.

CIF Person 3 Address Line 2

This is Street 2 of the Mailing Address (NDMLAD) for the fourth person in the household (Sequence 4) on the Names tab of the Customer Relationship Management > Households screen. Before users can designate a Mailing Address for a person, they must first set up the address on the Addresses tab of the Households screen.

CIF Person 3 Address Line 3

This is the City, State, Zip Code of the Mailing Address (NDMLAD) for the fourth person in the household (Sequence 4) on the Names tab of the Customer Relationship Management > Households screen. Before users can designate a Mailing Address for a person, they must first set up the address on the Addresses tab of the Households screen.

CIF Person 3 Address County

This merge field pulls from the County information (NACNTY) that corresponds to the Mailing Address (NDMLAD) indicated for the fourth listed member of a household (on the Names tab of the Customer Relationship Management > Households screen). Mail Merge documents using this merge field will display the actual county name (rather than the number displayed by CIM GOLD).

If the indicated household member has no specified mailing address, the system will populate this merge field with the account's Mailing Address (as indicated on the Accounts tab of the Households screen).

Note: If you would rather use the county of the person tied to the account, use the CIF County Name merge fields described above.

CIF IRS Owner Address Line 1

This is Street 1 of the Mailing Address (NDMLAD) for the IRS Owner on the Names tab of the Customer Relationship Management > Households screen. Before users can designate a Mailing Address for a person, they must first set up the address on the Addresses tab of the Households screen.

This is not the account's mailing address (as set up on the Accounts tab); it is the IRS owner's mailing address as indicated on the Names tab, Mailing Address field, but for the person who has been designated as the IRS Owner (by selecting the IRS Owner checkbox on the Accounts tab).

CIF IRS Owner Address Line 2

This is Street 2 of the Mailing Address (NDMLAD) for the IRS Owner on the Names tab of the Customer Relationship Management > Households screen. Before users can designate a Mailing Address for a person, they must first set up the address on the Addresses tab of the Households screen.

This is not the account's mailing address (as set up on the Accounts tab); it is the IRS owner's mailing address as indicated on the Names tab, Mailing Address field, but for the person who has been designated as the IRS Owner (by selecting the IRS Owner checkbox on the Accounts tab).

CIF IRS Owner Address Line 3

This is the City, State, and Zip Code of the Mailing Address (NDMLAD) for the IRS Owner on the Names tab of the Customer Relationship Management > Households screen. Before users can designate a Mailing Address for a person, they must first set up the address on the Addresses tab of the Households screen.

This is not the account's mailing address (as set up on the Accounts tab); it is the IRS owner's mailing address as indicated on the Names tab, Mailing Address field, but for the person who has been designated as the IRS Owner (by selecting the IRS Owner checkbox on the Accounts tab).

CIF IRS Owner Address County

This merge field pulls from the County information (NACNTY) that corresponds to the Mailing Address (NDMLAD) indicated for the account's IRS owner (on the Names tab of the Customer Relationship Management > Households screen). Mail Merge documents using this merge field will display the actual county name (rather than the number displayed by CIM GOLD).

If the indicated household member has no specified mailing address, the system will populate this merge field with the account's Mailing Address (as indicated on the Accounts tab of the Households screen).

CIF Person PhysicalAdr Line 1

This field pulls Street 1 of the Physical Address for the first person listed in the Names list-view table on the Customer Relationship Management > Households screen > Names tab.

CIF Person PhysicalAdr Line 2

This field pulls Street 2 of the Physical Address for the first person listed in the Names list-view table on the Customer Relationship Management > Households screen > Names tab.

CIF Person PhysicalAdr Line 3

This field pulls the city, state, and Zip code of the Physical Address for the first person listed in the Names list-view table on the Customer Relationship Management > Households screen > Names tab.

CIF Person PhysicalAdr County

This field pulls the county of the Physical Address for the first person listed in the Names list-view table on the Customer Relationship Management > Households screen > Names tab.

CIF Person 1 PhysicalAdr Line 1

This field pulls Street 1 of the Physical Address for the second person listed in the Names list-view table on the Customer Relationship Management > Households screen > Names tab.

CIF Person 1 PhysicalAdr Line 2

This field pulls Street 2 of the Physical Address for the second person listed in the Names list-view table on the Customer Relationship Management > Households screen > Names tab.

CIF Person 1 PhysicalAdr Line 3

This field pulls the city, state, and Zip code of the Physical Address for the second person listed in the Names list-view table on the Customer Relationship Management > Households screen > Names tab.

CIF Person 1 PhysicalAdr County

This field pulls the county of the Physical Address for the second person listed in the Names list-view table on the Customer Relationship Management > Households screen > Names tab.

CIF Person 2 PhysicalAdr Line 1

This field pulls Street 1 of the Physical Address for the third person listed in the Names list-view table on the Customer Relationship Management > Households screen > Names tab.

CIF Person 2 PhysicalAdr Line 2

This field pulls Street 2 of the Physical Address for the third person listed in the Names list-view table on the Customer Relationship Management > Households screen > Names tab.

CIF Person 2 PhysicalAdr Line 3

This field pulls the city, state, and Zip code of the Physical Address for the third person listed in the Names list-view table on the Customer Relationship Management > Households screen > Names tab.

CIF Person 2 PhysicalAdr County

This field pulls the county of the Physical Address for the third person listed in the Names list-view table on the Customer Relationship Management > Households screen > Names tab.

CIF Person 3 PhysicalAdr Line 1

This field pulls Street 1 of the Physical Address for the fourth person listed in the Names list-view table on the Customer Relationship Management > Households screen > Names tab.

CIF Person 3 PhysicalAdr Line 2

This field pulls Street 2 of the Physical Address for the fourth person listed in the Names list-view table on the Customer Relationship Management > Households screen > Names tab.

CIF Person 3 PhysicalAdr Line 3

This field pulls the city, state, and Zip code of the Physical Address for the fourth person listed in the Names list-view table on the Customer Relationship Management > Households screen > Names tab.

CIF Person 3 PhysicalAdr County

This field pulls the county of the Physical Address for the fourth person listed in the Names list-view table on the Customer Relationship Management > Households screen > Names tab.

CIF IRS Owner PhysicalAdr Line 1

This field pulls Street 1 of the Physical Address for the IRS Owner on the account. The person designated as the IRS Owner is done on the Customer Relationship Management > Households screen > Accounts tab by checking selecting the name from the IRS Owner field.

CIF IRS Owner PhysicalAdr Line 2

This field pulls Street 2 of the Physical Address for the IRS Owner on the account. The person designated as the IRS Owner is done on the Customer Relationship Management > Households screen > Accounts tab by checking selecting the name from the IRS Owner field.

CIF IRS Owner PhysicalAdr Line 3

This field pulls the city, state, and Zip code of the Physical Address for the IRS Owner on the account. The person designated as the IRS Owner is done on the Customer Relationship Management > Households screen > Accounts tab by checking selecting the name from the IRS Owner field.

CIF IRS Owner PhysicalAdr County

This field pulls the county of the Physical Address for the IRS Owner on the account. The person designated as the IRS Owner is done on the Customer Relationship Management > Households screen > Accounts tab by checking selecting the name from the IRS Owner field.

Loan Office Mail Address

Mailing Address field on the GOLD Services > Office Information screen (for the office the customer is assigned to).

Loan Office Street Address

Street Address field on the GOLD Services > Office Information screen (for the office the customer is assigned to).

Loan Office Mail CityStateZip

The Mailing Address City, State, and ZIP fields from the GOLD Services > Office Information screen (for the office the customer is assigned to).

Loan Office Street CityStateZip

The Street Address City, State, and ZIP fields on the GOLD Services > Office Information screen (for the office the customer is assigned to).

Loan Office Telephone Number

Phone field on the GOLD Services > Office Information screen (for the office the customer is assigned to).

Loan Branch Manager

The name attached to the Manager/Employee number as indicated on the GOLD Services > Office Information screen

Loan Dealer Name

Name field on the Dealer System > Dealers screen

Loan Servicing Officer Name

Servicing field on the Loans > Account Information > Actions, Holds and Event Letters screen

Loan Cash Available

Overall Cash Available field on the Loans > Marketing and Collections and Loans > Transactions > Make Loan Payment screens

Loan Origination Officer Name

Originating Officer field on the Loans > Account Information > Additional Loan Fields and Actions, Holds and Event Letters screens

Loan Deferments Eligible

Eligible field on the Loans > Deferments screen

Loan Deferment Amount

Amount field on the Loans > Deferments screen

Loan Back to Original

Back To Original field on the Loans > Transactions > Make Loan Payment screen

Loan Amount Past Due

Amount Past Due field on the Loans > Credit Reporting and Cards and Promotions screens

Loan Dealer Mail Address

Address information on the Dealer System > Dealers screen

Loan Dealer Mail City

Address information on the Dealer System > Dealers screen

Loan Dealer Mail State

Address information on the Dealer System > Dealers screen

Loan Dealer Mail Zip

Address information on the Dealer System > Dealers screen

Loan Dealer Entity Name

The name attached to the Dealer Number as indicated on the Loans > Account Information > Dealer Information screen

Loan Dealer Contact Name

Contact information on the Dealer System > Dealers screen

Loan Dealer Fax Number

Phone and Fax information on the Dealer System > Dealers screen

Loan Payment and Escrow

The sum of the PI Constant and Reserve 1/2 Constant as indicated on the Loans > Account Information > Account Detail screen

Loan UFC17

UFC17 field on the Loans > Account Information > Actions, Holds, and Event Letters screen

Loan Total Payments Due

Total field in the Payments Due field group (total of all payments owed on the loan)

Loan YTD Interest

YTD Interest field on the Loans > Account Information > Account Detail screen

Loan Year End Principal Balance

Year-End Principal Balance field on the Loans > Account Information > Account Detail screen

Loan Loan Type

Type field on the Loans > Account Information > Account Detail, Loans > Bankruptcy and Foreclosure > Bankruptcy Detail, and Loans > Investor Reporting > Sell Loan To Investor screens

Loan Date of Last Tran

Last Transaction Date field on the Loans > Account Information > Account Detail screen

Loan Term Of Loan

Term field on the Loans > Account Information > Signature Loan Details and Loans > Account Information > Amortizing Fees And Costs screens

Loan Small Claims Loan

Small Claims Loan field on the Loans > Account Information > Additional Loan Fields screen

Loan Date Loan Sold To Investor

Date Sold to Investor field on the Loans > Investor Reporting > Loan Investor Fields screen

Loan Balance When Sold

Balance Sold field on the Loans > Investor Reporting > Loan Investor Fields screen

Loan Credit Risk Score 1

Credit Risk Score field on the Loans > Misc Secured F/M Data screen

Loan Date Debt Restructured

Debt Restructured Date field on the Loans > Account Information > Additional Loan Fields and Call Report Classifications screens

Loan Interest Rate Offset

Payment/Interest Offset/Margin field on the Loans > Account Information > Account Detail screen

Loan Credit Limit

Credit Limit field on the Loans > Credit Reporting screen

Loan Reserve 2 Constant

Second Reserve Constant field on the Loans > Account Information > Reserves > Account Reserve Detail screen

Loan Reserve 2 Balance

Reserve Balance field on the Loans > Account Information > Reserves > Account Reserve Detail screen

Loan Reserve 1 Constant

Reserve Constant field on the Loans > Account Information > Reserves > Account Reserve Detail screen

Loan Reserve 1 Balance

Reserve Balance field on the Loans > Account Information > Reserves > Account Reserve Detail screen

Loan Partial Pmts Amount

Partial Payment field on the Loans > Account Information > Account Information screen

Loan Next PI Constant

Next PI Const field on the Loans > Account Information > Account Detail, ARM Information, Payment Information, and Loans > Account Adjustment screens

Loan Next PI Constant Change Date

Next P/I Payment Change field on the Loans > Account Information > Account Detail, ARM Information, and Payment Information screens

Loan PI Constant

P/I Payment field on the Loans > Account Information > Account Detail, Payment Information, Precomputed Loans, ARM Information, Signature Loan Details, Loans > Transactions > Make Loan Payment, CP2, Loans > Statistics and Summaries > Summary, Loans > Purchase Disclosure, Original Loan Disclosure, Account Adjustment, Loans > Bankruptcy and Foreclosure > Bankruptcy Detail, and Loans > Account Information > Reserves > Reserve Analysis screens

Loan Interest Paid To Date

Date Interest Paid To field on the Loans > Account Information > Account Detail, Loans > Account Adjustment, and Payoff screens

Loan Principal Balance

Principal Balance field on the Loans > Account Information > Account Detail, Additional Loan Fields, Amortizing Fees and Costs, Payment Information, Call Report Classifications, Precomputed Loans, ARM Information, Deferred Fees, Loans > Transactions > Make Loan Payment, CP2, Loans > Statistics and Summaries > Summary, Loans > Purchase Disclosure, Original Loan Disclosure, Cards and Promotions, Loan Assumption, Account Adjustment, IRS Form 1099-C, Customer Relationship Management > Households, Loans > Bankruptcy and Foreclosure > Bankruptcy Detail, Foreclosure, Repossession and Judgment, Loans > Investor Reporting > Sell Loan To Investor, and GOLD Services > Audit Confirmations > Loan Audit Confirmation screens

Loan Date Opened

Date Opened field on the Loans > Account Detail, Additional Loan Fields, Amortizing Fees and Costs, Payment Information, Call Report Classifications, Precomputed Loans, ARM Information, Deferred Fees, Loans > Transactions > Make Loan Payment, Loans > Statistics and Summaries > Summary, Loans > Purchase Disclosure, Original Loan Disclosure, Cards and Promotions, and Loans > Investor Reporting > Sell Loan To Investor screens

Loan Original PI Constant

Original P/I Payment field on the Loans > Account Information > Account Detail, Additional Loan Fields, Precomputed Loans, Loans > Transactions > CP2, Loans > Bankruptcy and Foreclosure > Foreclosure, Repossession and Judgment, Loans > Account Adjustment, Original Loan Disclosure, and Purchase Disclosure screens

Loan Officer Number from GOLDTrak

The officer number of the person who originated the selected loan as displayed in the Origination field on the Loans > Account Information > Actions, Holds and Event Letters screen

Loan Original Balance

Original Balance field on the Loans > Account Information > Account Detail, Additional Loan Fields, Payment Information, Signature Loan Details, Call Report Classifications, Precomputed Loans, Loans > Bankruptcy and Foreclosure > Foreclosure, Repossession and Judgment, Loans > IRS Form 1099-C, Loans > Transactions > Make Loan Payment Account Adjustment, Loans > Purchase Disclosure, and Loans > Investor Reporting > Sell Loan To Investor screens

Loan Original APR

Original APR field on the Loans > Account Information > Signature Loan Details, Precomputed Loans, and Loans > Statistics and Summaries > Summary screens

Loan Maturity Date

Maturity Date field on the Loans > Account Information > Account Detail, Additional Loan Fields, Amortizing Fees and Costs, Payment Information, Signature Loan Details, Call Report Classifications, Precomputed Loans, Loans > Account Adjustment, Marketing and Collections, and Loans > Investor Reporting > Sell Loan To Investor screens

Loan Late Charge Rate

Late Charge Rate Fee field on the Loans > Account Information > Account Detail and Signature Loan Detail screens

Loan Late Charge Grace Days

Grace Days field on the Loans > Account Information > Account Detail and Signature Loan Detail screens

Loan Late Charge Date Assessed

Date of Last Late Assessment field on the Loans > Account Information > Signature Loan Details screen

Loan Interest Due

Accrued Interest field on the Loans > Account Information > Account Detail screen

Loan Investor Master Number

Investor field on the Loans > Investor Reporting > Loan Investor Fields screen

Loan Payment Frequency

Payment Frequency field on the Loans > Account Information > Account Detail, Payment Information, Signature Loan Details, Payment Information, and Loans > Investor Reporting > Sell Loan To Investor screens

Loan Total Loan Fees

Total Loan Fees field on the Loans > Account Information > Additional Loan Fields screen

Loan Escrow Constant Due

This field is not currently in use.

Loan Next Payment Due Date

Next Due Date field on the Loans > Marketing and Collections, Account Adjustment, Cards and Promotions, Payoff, Loans > Account Information > Account Detail, Amortizing Fields and Costs, Payment Information, Precomputed Loans, Call Report Classifications, Account Detail, Loans > Transactions > CP2, Make Loan Payment, Loans > Statistics and Summaries > Summary, and Loans > Investor Reporting > Sell Loan To Investor screens

Loan Date Last Payment

Last Payment Date field on the Loans > Account Information > Account Detail, Signature Loan Details, Payment Information, Loans > Statistics and Summaries > Summary, Loans > Bankruptcy and Foreclosure > Bankruptcy Detail, Loans > Cards and Promotions, Original Loan Disclosure, Purchase Disclosure, and Marketing and Collections screens

Loan Date Last Accrued

Date Last Accrued field on the Loans > Account Information > Account Detail, Signature Loan Details, Loans > Cards and Promotions, and Payoff screens

Loan Delinquent Category

Delinquent Category field on the Loans > Account Information > Additional Loan Fields and Loans > Marketing and Collections screens

Loan Date Loan Converted

Conversion Date field on the Loans > Account Information > Additional Loan Fields screen

Loan Collateral Code

Collateral Code field on the Loans > Account Information > Additional Loan Fields, Loans > Collection Summary, and Loans > Investor Reporting > Sell Loan To Investor screens

Loan Collateral Description

Collateral Description field on the Loans > Account Information > Account Detail, ARM Information, Consumer Line-of-Credit, Renewals & Mofifications & Extensions, Signature Loan Details, Loans > IRS Form 1099-C, Original Loan Disclosure, Notepad, CP2, Loans > Statistics and Summaries > Summary, Loans > Investor Reporting > Loan Investor Fields, Loans > Account Information > Reserves > Account Reserve Detail, and Reserve Analysis screen

Loan Class Code

Class field on the Loans > Account Information > Account Detail and Loans > Investor Reporting > Sell Loan To Investor screens

Loan Check Digit

Account Number field on the Loans > Transactions > Make Loan Payment screen

Loan AML Next Payment Rate

Next P/I Rate field on the Loans > Account Information > ARM Information screen

Loan AML Accrual Rate Change Frequency

Rate Change Frequency field on the Loans > Account Information > ARM Information and Loans > Investor Reporting > Sell Loan To Investor screens

Loan AML Date of Next Rate Change

Next Rate Change Date field on the Loans > Account Information > ARM Information and Loans > Investor Reporting > Sell Loan To Investor screens

Loan Accrued Interest

Accrued Interest field on the Loans > Account Information > Account Detail, Signature Loan Details, Call Report Classifications, and Loans > Cards and Promotions screens

Loan Action Date 1

Date field on the Loans > Account Information > Actions, Holds and Event Letters screen

Loan Action Code 1

Action field on the Loans > Account Information > Actions, Holds and Event Letters screen

Loan Action Date 2

Date field on the Loans > Account Information > Actions, Holds and Event Letters screen

Loan Action Code 2

Action field on the Loans > Account Information > Actions, Holds and Event Letters screen

Loan Rule 78 Original Principal Before Add Ons

Original Principal Before Add-Ons field on the Loans > Account Information > Precomputed Loans, Loans > Original Loan Disclosure, Purchase Disclosure, IRS Form 1099-C and Loans > Statistics and Summaries > Summary screens

Loan Rule 78 Rebate Rule Days

Rebate Rule Days field on the Loans > Account Information > Precomputed Loans screen

Loan Rule 78 Add On Rate

Add-On Rate field on the Loans > Account Information > Precomputed Loans screen

Loan Account Number with Branch

This merge field displays the full account number.

Loan Original Rate

Original Rate field on the Loans > Purchase Disclosure screen

Loan Credit Limit 1

Line-of-Credit Limit field on the Loans > Account Information > Consumer Line-of-Credit screen

Loan First Due Date

First Due field on the Loans > Account Information > Account Detail, Additional Loan Fields, ARM Information, Amortizing Fees and Costs, Precomputed Loans, Loans > Account Adjustment, Original Loan Disclosure, and Purchase Disclosure screens.

Loan Late Charges Due

Late Charges Due field on the Loans > Account Information > Account Detail screen