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Loan Origination Tracking

Navigation:  Loans > Loan Screens > Account Information Screen Group > Additional Loan Fields Screen >

Loan Origination Tracking

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If you click <Show Origination> from the Loans > Account Information > Additional Loan Fields screen, the Loan Origination Tracking dialog box is displayed, as shown below. This dialog box allows you to view details of the loan from when it was originated.

 

Loans > Account Information > Additional Loan Fields Screen, then click <Show Origination>

Loans > Account Information > Additional Loan Fields Screen, then click <Show Origination>

 

You can't change much information on this screen. It is established when the loan is boarded and funded. You can change the Promotion and Referral fields, if your institution uses those fields. These fields are for informational purposes only and are used in reports, such as a GOLDMiner report. See the Loans > System Setup Screen > Promotions for more information.

 

See the table below for a list of fields on this dialog and basic descriptions (if available). Contact GOLDPoint Systems for more information about these fields.

 

Field

Description

First Payment Amount

 

OTFPAM


Last Payment Amount

 

OTLPAM


Amount Financed

 

Mnemonic variable depending on payment method

This is the amount financed. If the payment method (LNPMTH) for the loan is 3 (precomputed loans), then the amount financed is pulled from the Amount Financed (OTAFIN) field found on the Loans > Original Loan Disclosure screen in CIM GOLD.

 

For all other payment methods besides payment method 3, the amount financed is calculated as follows:

 

Original Balance (LNOBAL) - (fee at 8 percent amount (OTPC8A) + fee at 4 percent amount (OTPC4A) + maintenance fee amount (OTMNTA)).

Original Rate

 

OTORAT


Interest Start Date

 

OTINDT


Original Interest Charge

 

OTOINT


Insurance Interest

 

OTININ


Extension Interest

 

OTXINT


Extension Days

 

OTXDYS


Cash Amount

 

OTCASH


Prior Delinquency Category

 

OTPRDC


Funded/Posted Date

 

OTFUND


Date Last Market To

 

OTMKDT


Military Lending Act Loan

 

OTMLAA


Loan to Value Percent

 

OTLTOV


Total Score

 

OTTOTS


Approved Employee Number

 

OTAPEM


Net Debt Ratio

 

OTNDEB


Disposable Income

 

OTDISI


Collateral Value

 

OTCLAT


Deal Grade

 

OTDLGR


Override Costs

 

OTOVRC


Product Type

 

OTPDTP


Miscellaneous Loan Type

 

OTLNTY


Loan Representative

 

OTCSRP


Loan Supervisor

 

OTSPRV


Sales Conversion Dealer/Dealer Group Number

 

OTCCDN


Original Eligible Credit Life

 

OTOECL


Original Eligible A And H

 

OTOEAH


Original Eligible IUI

 

OTOEIU


Original Eligible PP

 

OTOEPP


Original Eligible Auto

 

OTOEAU


Original Eligible GAP

 

OTOEGP


Original Eligible AD and D

 

OTOEAD


Original Eligible Non File

 

OTOENF


Model

 

OTSCMD


Credit Grade

 

OTCRGR


Score

 

OTSCSC


Source

 

OTRSD1 - OTRSD8


Score

 

OT1RSK - OT8RSK


Date Scored

 

OT1RKD - OT8RKD


Mitigating Factor

 

OTOTMFCD


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