Navigation:  »No topics above this level«

Appendix A - Merge Field Descriptions (Loans)

Navigation:  »No topics above this level«

Appendix A - Merge Field Descriptions (Loans)

Previous pageReturn to chapter overviewNext page  Print this Topic

PDF-icon Printer-friendly User's Guide

 

The data source files generated by GOLD EventLetters are merged into letters using Microsoft® Word's Mail Merge function. The data source file from GOLD EventLetters is used to create a list of fields that can be inserted into letters. See Tying Data Source Files for more information on how to use Microsoft® Word's Mail Merge function to create letters.

 

Each letter has specific merge fields just for that letter. For example, the Loan Maturity Event Letter (event 26), contains the merge field called <<TOTAL_DUE_AT_MATURITY>>.

 

This appendix lists all the available loan event letters and the merge fields available for each letter. After you perform the steps outlined in Tying Data Source Files, the GOLD EventLetters merge fields will appear in Microsoft Word on the Mailings tab, then click Insert Merge Fields, and the available fields for that event will appear in the drop-down list (see the following example).

 

insertmergefields

 

Every event also has Common Fields, CIF fields, and Basic Loan Fields available to be placed into letters.

 

fingerpointQUICK TIP

 

The field descriptions available for each event includes a mnemonic. If you want to know exactly where the information for that field is pulled from in CIM GOLD, you can search for that mnemonic in the Master Help, as described in the following steps:

 

1.In the CIM GOLD program, select "Master Help Search" from the Help menu at the top of the screen.

 

The following dialog box is displayed:

 

masterhelp

 

2. Click the Search tab, and in the search field, type the mnemonic, then click <List Topics>. All matching occurrences of that mnemonic will be listed.

 

3. Click any of the listed topics, and the help for that mnemonic will be displayed.

 

The screen where you can find that field (or mnemonic) is listed in the help topic, as highlighted in the example below:

 

feecode

 

The following is a summarized list of the loan event numbers and their descriptions. For information about deposit events, see Deposit Event Processing.

 

Event #

Event Letter Description

How Created

1

ARM Accrual Rate Up, Rate Caps

automatic

2

ARM Accrual Rate Down, Rate Caps

automatic

3

ARM Accrual Rate Up, Payment Change, Rate Caps

automatic

4

ARM Accrual Rate Down, Payment Change, Rate Caps

automatic

5

Daily Simple Interest Rate Change

automatic

6

ARM Accrual Rate Down

automatic

7

ARM Accrual Rate Down, Payment Change

automatic

10

ARM Accrual Rate Up

automatic

11

ARM Accrual Rate Up, Payment Change

automatic

13

Reserve Tax Payment Letter

automatic

14

Payoff

requested from the Loans > Payoff screen

15

LIP Billing

automatic

16

LIP Billing Reminder

requested

17

ARM Accrual Rate Up, Payment Change, Rate Caps, Lifetime Caps

automatic

18

ARM Accrual Rate Down, Payment Change, Rate Caps, Lifetime Caps

automatic

19

ARM Accrual Rate Up, Payment Change, Lifetime Caps

automatic

20

ARM Accrual Rate Down, Payment Change, Lifetime Caps

automatic

21

New Loan

automatic/requested

22

Closed Loan

automatic/requested

23

Delinquency Event

requested

24

Specialty Request Letter

requested

25

Prenotification of Loan Maturity (institution defined days before automatic maturity date)

automatic/requested

26

Loan Maturity (at maturity)

automatic/requested

27

Balloon Payment

automatic

28

Beneficiary Statement

requested

29

Loan Sold

requested

30

Buydown Payment Change (subsidy)

automatic/requested

31

Buydown Expiration (subsidy)

automatic/requested

32

Insurance Letter (before expiration date)

automatic/requested

33

Over-Credit-Limit Notification (LOC)

automatic/requested

34

ARM (adjustable rate mortgage)

automatic

35

FHA Payoff letter (insured prior to August 2, 1985)

automatic/requested

36

FHA Payoff letter (on or after August 2, 1985)

automatic/requested

40

ARM (adjustable rate mortgage)

automatic

41

Payment Check when LIP Letter

automatic

42

LIP Rate Change

automatic

43

Charge Interest on Negative Reserves Billing

requested

44

First Late Notice

automatic

45

Second Late Notice

automatic

46

Third Late Notice

automatic

47

Consumer Insurance Event

automatic

48

Loan Miscellaneous Fee Assessment Notice

automatic

49

Loan Miscellaneous Fee Reminder

requested

50

PMI

requested

51

Late Charge Assessment

automatic

60

One-time Electronic Payment

automatic

61

Cancelled Event Letter

automatic

©2021 GOLDPoint Systems. All rights reserved.