Merge Field

Location in CIM GOLD

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; etc. This information is pulled from the Customer Relationship Management > Households screen.

CIF First Name

This is the first name of the IRS owner on the account (see the Accounts tab on the Households screen). If you are creating mail merge letters by selecting many accounts on the Summary tab and right-clicking to print the letters, the system will always grab the IRS owner listed on the account.

If you are only creating one merge letter by right-clicking an account on the Summary tab, a pop-up box appears that allows you to choose one or all of the account owners on the account to send a letter to (see below).

CIF Last Name

This is the last name of the IRS owner on the account (see the Accounts tab on the Households screen). If you are creating mail merge letters by selecting many accounts on the Summary tab and right-clicking to print the letters, the system will always grab the IRS owner listed on the account.

If you are only creating one merge letter by right-clicking an account on the Summary tab, a pop-up box appears that allows you to choose one or all of the account owners on the account to send a letter to.

If you are creating a letter for someone other than the IRS owner, the system grabs the person's information from the Names tab of the Customer Relationship Management > Households screen.

CIF Middle Name

This is the middle name of the IRS owner on the account (see the Accounts tab on the Households screen). If you are creating mail merge letters by selecting many accounts on the Summary tab and right-clicking to print the letters, the system will always grab the IRS owner listed on the account.

If you are only creating one merge letter by right-clicking an account on the Summary tab, a pop-up box appears that allows you to choose one or all of the account owners on the account to send a letter to.

If you are creating a letter for someone other than the IRS owner, the system grabs the person's information from the Names tab of the Customer Relationship Management > Households screen.

CIF Name Title

This is the title, if entered, of the IRS owner on the account (see the Accounts tab on the Households screen). If you are creating mail merge letters by selecting many accounts on the Summary tab and right-clicking to print the letters, the system will always grab the IRS owner listed on the account.

If you are only creating one merge letter by right-clicking an account on the Summary tab, a pop-up box appears that allows you to choose one or all of the account owners on the account to send a letter to.

If you are creating a letter for someone other than the IRS owner, the system grabs the person's information from the Names tab of the Customer Relationship Management > Households screen.

CIF Name Suffix

This is the suffix, if entered, of the IRS owner on the account (see the Accounts tab on the Households screen). If you are creating mail merge letters by selecting many accounts on the Summary tab and right-clicking to print the letters, the system will always grab the IRS owner listed on the account.

If you are only creating one merge letter by right-clicking an account on the Summary tab, a pop-up box appears that allows you to choose one or all of the account owners on the account to send a letter to.

If you are creating a letter for someone other than the IRS owner, the system grabs the person's information from the Names tab of the Customer Relationship Management > Households screen.

CIF Social Security Nbr SSN

This is the Social Security number of the IRS owner on the account (see the Accounts tab on the Households screen). If you are creating mail merge letters by selecting many accounts on the Summary tab and right-clicking to print the letters, the system will always grab the IRS owner listed on the account.

If you are only creating one merge letter by right-clicking an account on the Summary tab, a pop-up box appears that allows you to choose one or all of the account owners on the account to send a letter to.

If you are creating a letter for someone other than the IRS owner, the system grabs the person's information from the Names tab of the Customer Relationship Management > Households screen.

CIF Home Phone Area Code

This is the Home Phone Area Code of the IRS owner on the account (see the Accounts tab on the Households screen). If you are creating mail merge letters by selecting many accounts on the Summary tab and right-clicking to print the letters, the system will always grab the information for the IRS owner listed on the account.

If you are only creating one merge letter by right-clicking an account on the Summary tab, a pop-up box appears that allows you to choose one or all of the account owners on the account to send a letter to.

The system grabs the person's information from the Phones tab of the Customer Relationship Management > Households screen.

CIF Home Phone Prefix

This is the Home Phone Prefix number of the IRS owner on the account (see the Accounts tab on the Households screen). If you are creating mail merge letters by selecting many accounts on the Summary tab and right-clicking to print the letters, the system will always grab the information for the IRS owner listed on the account.

If you are only creating one merge letter by right-clicking an account on the Summary tab, a pop-up box appears that allows you to choose one or all of the account owners on the account to send a letter to.

The system grabs the person's information from the Phones tab of the Customer Relationship Management > Households screen.

CIF Home Phone Number

This is the Home Phone Number of the IRS owner on the account (see the Accounts tab on the Households screen). If you are creating mail merge letters by selecting many accounts on the Summary tab and right-clicking to print the letters, the system will always grab the information for the IRS owner listed on the account.

If you are only creating one merge letter by right-clicking an account on the Summary tab, a pop-up box appears that allows you to choose one or all of the account owners on the account to send a letter to.

The system grabs the person's information from the Phones tab of the Customer Relationship Management > Households screen.

CIF Work Phone Area Code

This is the Work Phone Area Code of the IRS owner on the account (see the Accounts tab on the Households screen). If you are creating mail merge letters by selecting many accounts on the Summary tab and right-clicking to print the letters, the system will always grab the information for the IRS owner listed on the account.

If you are only creating one merge letter by right-clicking an account on the Summary tab, a pop-up box appears that allows you to choose one or all of the account owners on the account to send a letter to.

The system grabs the person's information from the Phones tab of the Customer Relationship Management > Households screen.

CIF Work Phone Prefix

This is the Work Phone Prefix number of the IRS owner on the account (see the Accounts tab on the Households screen). If you are creating mail merge letters by selecting many accounts on the Summary tab and right-clicking to print the letters, the system will always grab the information for the IRS owner listed on the account.

If you are only creating one merge letter by right-clicking an account on the Summary tab, a pop-up box appears that allows you to choose one or all of the account owners on the account to send a letter to.

The system grabs the person's information from the Phones tab of the Customer Relationship Management > Households screen.

CIF Work Phone Suffix

This is the Work Phone Suffix number of the IRS owner on the account (see the Accounts tab on the Households screen). If you are creating mail merge letters by selecting many accounts on the Summary tab and right-clicking to print the letters, the system will always grab the information for the IRS owner listed on the account.

If you are only creating one merge letter by right-clicking an account on the Summary tab, a pop-up box appears that allows you to choose one or all of the account owners on the account to send a letter to.

The system grabs the person's information from the Phones tab of the Customer Relationship Management > Households screen.

CIF Work Phone Extension

This is the Work Phone Extension number of the IRS owner on the account (see the Accounts tab on the Households screen). If you are creating mail merge letters by selecting many accounts on the Summary tab and right-clicking to print the letters, the system will always grab the information for the IRS owner listed on the account.

If you are only creating one merge letter by right-clicking an account on the Summary tab, a pop-up box appears that allows you to choose one or all of the account owners on the account to send a letter to.

The system grabs the person's information from the Phones tab of the Customer Relationship Management > Households screen.

CIF Additional Phone Area Code

This is the Additional Phone Area Code number of the IRS owner on the account (see the Accounts tab on the Households screen). If you are creating mail merge letters by selecting many accounts on the Summary tab and right-clicking to print the letters, the system will always grab the information for the IRS owner listed on the account.

If you are only creating one merge letter by right-clicking an account on the Summary tab, a pop-up box appears that allows you to choose one or all of the account owners on the account to send a letter to.

The system grabs the person's information from the Phones tab of the Customer Relationship Management > Households screen.

CIF Additional Phone Prefix

This is the Additional Phone Prefix number of the IRS owner on the account (see the Accounts tab on the Households screen). If you are creating mail merge letters by selecting many accounts on the Summary tab and right-clicking to print the letters, the system will always grab the information for the IRS owner listed on the account.

If you are only creating one merge letter by right-clicking an account on the Summary tab, a pop-up box appears that allows you to choose one or all of the account owners on the account to send a letter to.

The system grabs the person's information from the Phones tab of the Customer Relationship Management > Households screen.

CIF Additional Phone Number

This is the Additional Phone Number of the IRS owner on the account (see the Accounts tab on the Households screen). If you are creating mail merge letters by selecting many accounts on the Summary tab and right-clicking to print the letters, the system will always grab the information for the IRS owner listed on the account.

If you are only creating one merge letter by right-clicking an account on the Summary tab, a pop-up box appears that allows you to choose one or all of the account owners on the account to send a letter to.

The system grabs the person's information from the Phones tab of the Customer Relationship Management > Households screen.

CIF Address Line 1

CIM GOLD will either pull the address for the borrower based on name or account. A Collection Institution option is available that causes the system to use the mailing address attached to the account, rather than the mailing address attached to the name, when creating mail merge letters from the Queues > Collection > Collection Queues screen.
 
The option is available in CIM GOLD version 7.8 and above. You can set the option, Use Account Address for Mail Merge, on the Loans > System Setup Screens > Collection Institution Options screen.
 
With this option on, if the account you are sending a letter to does not have a Mailing Address (NTADDR), the Property Address (NTPADD) will be used instead. If neither a Mailing Address nor Property Address is on the account, then the system will use the Mailing Address (NDMLAD) attached to the name.

If this option is not on, the system pulls the address from the Mailing Address field (NDLMAD) attached to the name. If there isn't a Mailing Address, it pulls the Physical Address (NDPHAD).

The Mailing Address and Property Address for the borrower or account can be viewed (and changed if you have proper security) on the CIF tab of the Marketing and Collections screen.

CIF Address Line 2

This is Street 2 of the Mailing Address for either the account or borrower. See CIF Address Line 1 above.

CIF City Name

This is the City of the Mailing Address for either account or borrower. See CIF Address Line 1 above.

CIF State Abbreviation

This is the State Abbreviation of the Mailing Address for either account or borrower. See CIF Address Line 1 above.

CIF Zip Code

This is the Zip Code of the Mailing Address for either account or borrower. See CIF Address Line 1 above.

CIF Zip Plus 4

This is the Zip Code extension of the Mailing Address for either account or borrower. See CIF Address Line 1 above.

Merge Field

Location in CIM GOLD

Loan Investor Name

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

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

Number of Deferments Eligible field on the Loans > Deferments screen

Loan Deferment Amount

Deferment 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 field on the Dealer Setup > Dealers screen

Loan Dealer Mail City

City field on the Dealer Setup > Dealers screen

Loan Dealer Mail State

State field on the Dealer Setup > Dealers screen

Loan Dealer Mail Zip

Zip field on the Dealer Setup > Dealers screen

Loan Dealer Entity Name

Name (DBA) field on the Dealer Setup > Dealers screen

Loan Dealer Contact Name

Name field on the Dealer Setup > Dealers screen

Loan Dealer Fax Number

Fax field on the Dealer Setup > 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 Office Mail Address

Mailing Address field on the GOLD Services > Office Information screen

Loan Office Street Address

Street Address field on the GOLD Services > Office Information screen

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

Loan Branch Manager

Manager/Employee Number field on the GOLD Services > Office Information screen

Loan UFC17

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

Balance Plus Fees

This merge field displays the sum of the loan balance (LNPBAL) and the amount of any receivable fees (MRRCFE) on the loan.

Loan Payoff Amount

This merge field pulls from the business function mnemonic P3BLPOFF. On the Mail Merge letter, it will display the amount necessary to pay off 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

Applied To Payment or Partial Payments field on the Loans > Account Information > Account Detail 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 Office 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.