What are the custom letter merge fields in Loan Servicing?
This article will list all of the merge fields available to use when customizing letters in Loan Servicing.
Using the merge fields listed below, you can customize data within letters in Loan Servicing. Click the names of each letter type to jump to those specific merge fields: Borrower, Lender, Vendor, Funding, Holder, Partner, Co-Borrower, Originating Vendor, or Contact.
TIP: Click here to learn how use the merge fields below to customize a letter in Loan Servicing.
NOTES:
- You can use Borrower Custom Fields as a mail merge field by using "UDFB_" before the custom field name. For example: UDFB_Hobbies
- You can use Lender Custom Fields as a mail merge field by using "UDFL_" before the custom field name. For example: UDFL_Hobbies
- You can use Vendor Custom Fields as a mail merge field by using "UDFV_" before the custom field name. For example: UDFV_Hobbies
- You can use Holder Custom Fields as a mail merge field by using "UDFH_" before the custom field name. For example: UDFH_Hobbies
- You can use Partner Custom Fields as a mail merge field by using "UDFP_" before the custom field name. For example: UDFP_Hobbies
CAUTION: This article assumes that you already have downloaded the Microsoft Word add-in. Click here for instructions on how to do that.
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Borrower letter:
- Company Information:
- Company_Name
- Company_Street
- Company_City
- Company_State
- Company_Zip_Code
- Company_Phone
- Company_Fax
- Company_Broker_Name
- Company_Broker_License
- Company_Email
- Company_Website
- Company_Federal_TIN
- Company_State_TIN
- Payment_Return_Address
- Author Information (who is writing the letter):
- Letter_Date
- Letter_Author_Name
- Letter_Author_Title
- Letter_Author_Phone
- Letter_Author_Fax
- Letter_Author_Email
- Company Information:
-
- Borrower Information:
- Borrower_Account
- Borrower_Salutation
- Borrower_ShortName
- Borrower_FullName
- Borrower_First_Name
- Borrower_MI
- Borrower_Last_Name
- Borrower_Street
- Borrower_City
- Borrower_State
- Borrower_Zip_Code
- Borrower_Phone_Home
- Borrower_Phone_Work
- Borrower_Phone_Mobile
- Borrower_Phone_Fax
- Borrower_TIN
- Borrower_Email
- Borrower_Signature
- Borrower_Initial
- Borrower_Date
- Borrower_Checkbox
- Borrower_Textbox
- Loan Information:
- Loan_Original_Amount
- Loan_Principal_Balance
- Loan_Regular_Payment
- Loan_Unpaid_Late_Charges
- Unpaid_Charges
- Loan_Unpaid_Interest
- Loan_Note_Rate
- Loan_Sold_Rate
- Loan_Due_Day
- Loan_Closing_Date
- Loan_First_Payment_Date
- Loan_Paid_To_Date
- Loan_Next_Due_Date
- Loan_Maturity_Date
- Loan_Next_Revision_Date
- Loan_Payoff_Date
- Loan_Prepayment_Penalty_Pct_To_Lenders
- Property Information:
- Property_Description
- Property_Street
- Property_City
- Property_State
- Property_Zip_Code
- Property_County
- Property_Legal_Description
- Property_Type
- Property_Occupancy
- Property_Priority
- Orig. Vendor Information:
- Vendor_Account
- Vendor_Salutation
- Vendor_ShortName
- Vendor_FullName
- Vendor_First_Name
- Vendor_MI
- Vendor_Last_Name
- Vendor_Street
- Vendor_City
- Vendor_State
- Vendor_Zip_Code
- Vendor_Phone_Home
- Vendor_Phone_Work
- Vendor_Phone_Mobile
- Vendor_Phone_Fax
- Vendor_TIN
- Vendor_Email
- Vendor_Signature
- Vendor_Initial
- Vendor_Date
- Vendor_Checkbox
- Vendor_Textbox
- Borrower Information:
-
Lender letter:
- Company Information:
- Company_Name
- Company_Street
- Company_City
- Company_State
- Company_Zip_Code
- Company_Phone
- Company_Fax
- Company_Broker_Name
- Company_Broker_License
- Company_Email
- Company_Website
- Company_Federal_TIN
- Company_State_TIN
- Payment_Return_Address
- Author Information (who is writing the letter):
- Letter_Date
- Letter_Author_Name
- Letter_Author_Title
- Letter_Author_Phone
- Letter_Author_Fax
- Letter_Author_Email
- Lender information:
- Lender_Account
- Lender_Salutation
- Lender_ShortName
- Lender_FullName
- Lender_First_Name
- Lender_MI
- Lender_Last_Name
- Lender_Street
- Lender_City
- Lender_State
- Lender_Zip_Code
- Lender_Phone_Home
- Lender_Phone_Work
- Lender_Phone_Mobile
- Lender_Phone_Fax
- Lender_TIN
- Lender_Email
- Lender_Birthday
- Lender_Signature
- Lender_Initial
- Lender_Date
- Lender_Checkbox
- Lender_Textbox
- Company Information:
-
Vendor letter:
-
- Company Information:
- Company_Name
- Company_Street
- Company_City
- Company_State
- Company_Zip_Code
- Company_Phone
- Company_Fax
- Company_Broker_Name
- Company_Broker_License
- Company_Email
- Company_Website
- Company_Federal_TIN
- Company_State_TIN
- Payment_Return_Address
- Author Information (who is writing the letter):
- Letter_Date
- Letter_Author_Name
- Letter_Author_Title
- Letter_Author_Phone
- Letter_Author_Fax
- Letter_Author_Email
- Company Information:
-
- Vendor Information:
- Vendor_Account
- Vendor_Salutation
- Vendor_ShortName
- Vendor_FullName
- Vendor_First_Name
- Vendor_MI
- Vendor_Last_Name
- Vendor_Street
- Vendor_City
- Vendor_State
- Vendor_Zip_Code
- Vendor_Phone_Home
- Vendor_Phone_Work
- Vendor_Phone_Mobile
- Vendor_Phone_Fax
- Vendor_TIN
- Vendor_Email
- Vendor_Signature
- Vendor_Initial
- Vendor_Date
- Vendor_Checkbox
- Vendor_Textbox
- Vendor Information:
-
Funding letter:
-
- Company Information:
- Company_Name
- Company_Street
- Company_City
- Company_State
- Company_Zip_Code
- Company_Phone
- Company_Fax
- Company_Broker_Name
- Company_Broker_License
- Company_Email
- Company_Website
- Company_Federal_TIN
- Company_State_TIN
- Payment_Return_Address
- Author Information (who is writing the letter):
- Letter_Date
- Letter_Author_Name
- Letter_Author_Title
- Letter_Author_Phone
- Letter_Author_Fax
- Letter_Author_Email
- Company Information:
-
- Borrower Information:
- Borrower_Account
- Borrower_Salutation
- Borrower_ShortName
- Borrower_FullName
- Borrower_First_Name
- Borrower_MI
- Borrower_Last_Name
- Borrower_Street
- Borrower_City
- Borrower_State
- Borrower_Zip_Code
- Borrower_Phone_Home
- Borrower_Phone_Work
- Borrower_Phone_Mobile
- Borrower_Phone_Fax
- Borrower_TIN
- Borrower_Email
- Borrower_Signature
- Borrower_Initial
- Borrower_Date
- Borrower_Checkbox
- Borrower_Textbox
- Loan Information:
- Loan_Original_Amount
- Loan_Principal_Balance
- Loan_Regular_Payment
- Loan_Unpaid_Late_Charges
- Unpaid_Charges
- Loan_Unpaid_Interest
- Loan_Note_Rate
- Loan_Sold_Rate
- Loan_Due_Day
- Loan_Closing_Date
- Loan_First_Payment_Date
- Loan_Paid_To_Date
- Loan_Next_Due_Date
- Loan_Maturity_Date
- Loan_Next_Revision_Date
- Loan_Payoff_Date
- Loan_Prepayment_Penalty_Pct_To_Lenders
- Property Information:
- Property_Description
- Property_Street
- Property_City
- Property_State
- Property_Zip_Code
- Property_County
- Property_Legal_Description
- Property_Type
- Property_Occupancy
- Property_Priority
- Borrower Information:
-
Holder letter:
-
- Company Information:
- Company_Name
- Company_Street
- Company_City
- Company_State
- Company_Zip_Code
- Company_Phone
- Company_Fax
- Company_Broker_Name
- Company_Broker_License
- Company_Email
- Company_Website
- Company_Federal_TIN
- Company_State_TIN
- Payment_Return_Address
- Author Information (who is writing the letter):
- Letter_Date
- Letter_Author_Name
- Letter_Author_Title
- Letter_Author_Phone
- Letter_Author_Fax
- Letter_Author_Email
- Holder Information:
- Company Information:
-
-
- Holder_Account
- Holder_Salutation
- Holder_ShortName
- Holder_FullName
- Holder_First_Name
- Holder_MI
- Holder_Last_Name
- Holder_Street
- Holder_City
- Holder_State
- Holder_Zip_Code
- Holder_Phone_Home
- Holder_Phone_Work
- Holder_Phone_Mobile
- Holder_Phone_Fax
- Holder_TIN
- Holder_Email
- Holder_Payee
- Holder_Vesting
- Holder_Signature
- Holder_Initial
- Holder_Date
- Holder_Checkbox
- Holder_Textbox
-
-
Partner letter:
-
- Company Information:
- Company_Name
- Company_Street
- Company_City
- Company_State
- Company_Zip_Code
- Company_Phone
- Company_Fax
- Company_Broker_Name
- Company_Broker_License
- Company_Email
- Company_Website
- Company_Federal_TIN
- Company_State_TIN
- Payment_Return_Address
- Author Information (who is writing the letter):
- Letter_Date
- Letter_Author_Name
- Letter_Author_Title
- Letter_Author_Phone
- Letter_Author_Fax
- Letter_Author_Email
- Partner Information:
- Partner_Account
- Partner_Salutation
- Partner_ShortName
- Partner_FullName
- Partner_First_Name
- Partner_MI
- Partner_Last_Name
- Partner_Street
- Partner_City
- Partner_State
- Partner_Zip_Code
- Partner_Residence_City
- Partner_Residence_State
- Partner_Residence_Zip_Code
- Partner_Phone_Home
- Partner_Phone_Work
- Partner_Phone_Mobile
- Partner_Phone_Fax
- Partner_TIN
- Partner_Email
- Partner_Birthday
- Registered_Shareholder_Name
- Registered_Shareholder_Street
- Registered_Shareholder_City
- Registered_Shareholder_State
- Registered_Shareholder_Zip_Code
- Partner_Signature
- Partner_Initial
- Partner_Date
- Partner_Checkbox
- Company Information:
-
Co-Borrower letter:
-
- Company Information:
- Company_Name
- Company_Street
- Company_City
- Company_State
- Company_Zip_Code
- Company_Phone
- Company_Fax
- Company_Broker_Name
- Company_Broker_License
- Company_Email
- Company_Website
- Company_Federal_TIN
- Company_State_TIN
- Payment_Return_Address
- Author Information (who is writing the letter):
- Letter_Date
- Letter_Author_Name
- Letter_Author_Title
- Letter_Author_Phone
- Letter_Author_Fax
- Letter_Author_Email
- Borrower Information:
- Borrower_Account
- Borrower_Salutation
- Borrower_ShortName
- Borrower_FullName
- Borrower_First_Name
- Borrower_MI
- Borrower_Last_Name
- Borrower_Street
- Borrower_City
- Borrower_State
- Borrower_Zip_Code
- Borrower_Phone_Home
- Borrower_Phone_Work
- Borrower_Phone_Mobile
- Borrower_Phone_Fax
- Borrower_TIN
- Borrower_Email
- Borrower_Signature
- Borrower_Initial
- Borrower_Date
- Borrower_Checkbox
- Borrower_Textbox
- Loan Information:
- Loan_Original_Amount
- Loan_Principal_Balance
- Loan_Regular_Payment
- Loan_Unpaid_Late_Charges
- Loan_Unpaid_Interest
- Unpaid_Charges
- Loan_Note_Rate
- Loan_Sold_Rate
- Loan_Due_Day
- Loan_Closing_Date
- Loan_First_Payment_Date
- Loan_Paid_To_Date
- Loan_Next_Due_Date
- Loan_Maturity_Date
- Loan_Next_Revision_Date
- Loan_Payoff_Date
- Loan_Prepayment_Penalty_Pct_To_Lenders
- Property Information:
- Property_Description
- Property_Street
- Property_City
- Property_State
- Property_Zip_Code
- Property_County
- Property_Legal_Description
- Property_Type
- Property_Occupancy
- Property_Priority
- Orig. Vendor Information:
- Vendor_Account
- Vendor_Salutation
- Vendor_ShortName
- Vendor_FullName
- Vendor_First_Name
- Vendor_MI
- Vendor_Last_Name
- Vendor_Street
- Vendor_City
- Vendor_State
- Vendor_Zip_Code
- Vendor_Phone_Home
- Vendor_Phone_Work
- Vendor_Phone_Mobile
- Vendor_Phone_Fax
- Vendor_TIN
- Vendor_Email
- Vendor_Signature
- Vendor_Initial
- Vendor_Date
- Vendor_Checkbox
- Vendor_Textbox
- Co-Borrower Information:
-
CoBorrower_Salutation
-
CoBorrower_ShortName
-
CoBorrower_FullName
-
CoBorrower_First_Name
-
CoBorrower_MI
-
CoBorrower_Last_Name
-
CoBorrower_Street
-
CoBorrower_City
-
CoBorrower_State
-
CoBorrower_Zip_Code
-
CoBorrower_Phone_Home
-
CoBorrower_Phone_Work
-
CoBorrower_Phone_Cell
-
CoBorrower_Phone_Fax
-
CoBorrower_TIN
-
CoBorrower_Email
-
CoBorrower_Signature
-
CoBorrower_Initial
-
CoBorrower_Date
-
CoBorrower_Checkbox
-
CoBorrower_Textbox
-
- Company Information:
-
Originating Vendor letter:
-
Company Information:
- Company_Name
- Company_Street
- Company_City
- Company_State
- Company_Zip_Code
- Company_Phone
- Company_Fax
- Company_Broker_Name
- Company_Broker_License
- Company_Email
- Company_Website
- Company_Federal_TIN
- Company_State_TIN
- Payment_Return_Address
- Author Information (who is writing the letter):
- Letter_Date
- Letter_Author_Name
- Letter_Author_Title
- Letter_Author_Phone
- Letter_Author_Fax
- Letter_Author_Email
- Borrower Information:
- Borrower_Account
- Borrower_Salutation
- Borrower_ShortName
- Borrower_FullName
- Borrower_First_Name
- Borrower_MI
- Borrower_Last_Name
- Borrower_Street
- Borrower_City
- Borrower_State
- Borrower_Zip_Code
- Borrower_Phone_Home
- Borrower_Phone_Work
- Borrower_Phone_Mobile
- Borrower_Phone_Fax
- Borrower_TIN
- Borrower_Email
- Borrower_Signature
- Borrower_Initial
- Borrower_Date
- Borrower_Checkbox
- Borrower_Textbox
- Loan Information:
- Loan_Original_Amount
- Loan_Principal_Balance
- Loan_Regular_Payment
- Loan_Unpaid_Late_Charges
- Unpaid_Charges
- Loan_Unpaid_Interest
- Loan_Note_Rate
- Loan_Sold_Rate
- Loan_Due_Day
- Loan_Closing_Date
- Loan_First_Payment_Date
- Loan_Paid_To_Date
- Loan_Next_Due_Date
- Loan_Maturity_Date
- Loan_Next_Revision_Date
- Loan_Payoff_Date
- Loan_Prepayment_Penalty_Pct_To_Lenders
- Property Information:
- Property_Description
- Property_Street
- Property_City
- Property_State
- Property_Zip_Code
- Property_County
- Property_Legal_Description
- Property_Type
- Property_Occupancy
- Property_Priority
- Orig. Vendor Information:
- Vendor_Account
- Vendor_Salutation
- Vendor_ShortName
- Vendor_FullName
- Vendor_First_Name
- Vendor_MI
- Vendor_Last_Name
- Vendor_Street
- Vendor_City
- Vendor_State
- Vendor_Zip_Code
- Vendor_Phone_Home
- Vendor_Phone_Work
- Vendor_Phone_Mobile
- Vendor_Phone_Fax
- Vendor_TIN
- Vendor_Email
- Vendor_Signature
- Vendor_Initial
- Vendor_Date
- Vendor_Checkbox
- Vendor_Textbox
-
-
Contact letter:
-
-
Company Information:
- Company_Name
- Company_Street
- Company_City
- Company_State
- Company_Zip_Code
- Company_Phone
- Company_Fax
- Company_Broker_Name
- Company_Broker_License
- Company_Email
- Company_Website
- Company_Federal_TIN
- Company_State_TIN
- Payment_Return_Address
- Author Information (who is writing the letter):
- Letter_Date
- Letter_Author_Name
- Letter_Author_Title
- Letter_Author_Phone
- Letter_Author_Fax
- Letter_Author_Email
- Contact Information:
-
Contact_Company_Name
-
Contact_Name
-
Contact_Salutation
-
Contact_Title
-
Contact_First_Name
-
Contact_MI
-
Contact_Last_Name
-
Contact_Street
-
Contact_City
-
Contact_State
-
Contact_Zip_Code
-
Contact_Phone_Home
-
Contact_Phone_Cell
-
Contact_Phone_Fax
-
Contact_License
-
Contact_TIN
-
Contact_Birthday
-
Contact_Email
-
Contact_Website
-
Contact_Category
-
Contact_Signature
-
Contact_Initial
-
Contact_Date
-
Contact_Checkbox
-
Contact_Textbox
-
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