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