Navigation:  Loans > Loan Screens > Commercial Loans Screen Group > Property Management Screen > Financial Profile Data tab >

Other Financial Fields field group

Navigation:  Loans > Loan Screens > Commercial Loans Screen Group > Property Management Screen > Financial Profile Data tab >

Other Financial Fields field group

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Use this field group to view and edit basic financial information about the commercial loan property.

 

otherfinancialfieldslclpm

 

The fields in this field group are as follows:

 

Field

Description

Next Financial Review Date

 

Mnemonic: PZREVD

Use this field to indicate the date of the next financial review for the commercial loan.

Assigned Reviewer

 

Mnemonic: PZAREV

Use this field to indicate the name of the person assigned to review the commercial loan on the indicated Date (see above).

Personal Guarantee

 

Mnemonic: PZPGRT

Use this field to indicate whether the commercial loan has one or more personal guarantees.

Tax Returns Submitted

 

Mnemonic: PZTAXR

Use this field to indicate whether tax returns have been submitted for the commercial loan for the current calendar year.

FICO Score

 

Mnemonic: PZFICO

Use this field to indicate the loan account owner's FICO score.

Annual Loan Payments

 

Mnemonic: PZTLNP

Use this field to indicate the total amount of annual payments on the loan (principal and interest multiplied by 12, then divided by the frequency).

 

The system calculates this value and displays it in the Calculated Fields field group.

Other Loan Payments

 

Mnemonic: PZOTPY

Use this field to indicate the sum of any other loan payment obligations the property owner has. These other loans may or may not be obligations to your institution.

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