---
title: What are the lender field mappings?
description: Below is a detailed explaation of the available Lender Field Mappings and their respective acceptable values.
---

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October 9, 2026

# What are the lender field mappings?

## Below is a detailed explaation of the available Lender Field Mappings and their respective acceptable values.

Click **[here](https://help.themortgageoffice.com/knowledge/how-to-import-funding-from-an-excel-file-1?hsLang=en)** to how to import lenders from Excel using the field mappings below. 

### Lender field mappings:

| **Field Name:** | **Description:** |
| --- | --- |
| **Account** | **Lender Account.** Enter a unique account number. (Maximum of 10 alpha-numeric characters including "-" and ".") |
| **ACH\_AccountNumber** | **Bank Account Number.** Enter the number of the bank account from where the lender's payment is to be withdrawn. (Maximum of 17 characters) Click [here](https://help.themortgageoffice.com/knowledge/how-to-enter?hsLang=en) to learn more. |
| **ACH\_AccountType** | **Account Type.** 0 = Checking, 1 = Savings |
| **ACH\_IndividualId** | **Individual Id.** Enter the loan account number. (Maximum of 15 characters) |
| **ACH\_IndividualName** | **Individual Name.** Enter the lender's name. (Maximum of 22 characters) |
| **ACH\_RoutingNumber** | **Routing Number.** Enter the number of the bank or financial institution from where the lender’s payment should be withdrawn. (Maximum of 9 characters) Refer to the image below to locate the lender's bank routing number from a sample check.  ![](https://app.themortgageoffice.com/help/lib/Imagesach_check_info13.gif) |
| **ACH\_ServiceStatus** | **Service Status.** Indicates the status of the lender's ACH settings. Select one of the following from the list:         0 = None         1 = Active         2 = Cancelled         3 = Hold |
| **Birthday** | Birthdate. Enter the lender's birth date. |
| **City** | **City.** Enter lender's city. (Maximum of 50 characters) |
| **Code** | **Lender Code.** Enter a lender code. (Maximum of 50 characters) |
| **Counselor** | **Counselor.** Enter the name of the investment counselor associated with this lender. (Maximum of 64 characters) |
| **DeliveryOptions** | **Delivery Options.** The available options are: 0 = None 1 = Print 2 = E-mail 3 = Print & E-mail |
| **EmailAddress** | Email Address. Enter lender's e-mail address. (Maximum of 255 characters) TIP: You may enter multiple e-mail addresses by separating each with a semi-colon. When sending documents via e-mail (such as statements), The Mortgage Office® will generate a separate e-mail with the appropriate attachment to each e-mail address in the field. |
| **EmailFormat** | **Email Format.** Enter the e-mail delivery format. Available options are 0=Plain Text, 1=HTML. |
| **FirstName** | **First Name.** Enter lender's first name. (Maximum of 30 characters) |
| **FullName** | **Full Name.** Enter the lender's full name. (Maximum of 64 characters) |
| **LastName** | **Last Name.** Enter lender's last name. (Maximum of 64 characters) |
| **MI** | **Middle Initial.** Enter lender's middle initial. (Maximum of 1 character) |
| **Payee** | **Payee.** Enter a payee name and address to use when printing checks, otherwise the system will use the lender's name and mailing address. |
| **PhoneCell** | **Cell Phone Number.** Enter lender's phone number. (Maximum of 20 characters) |
| **PhoneFax** | **Fax Phone Number.** Enter lender's phone number. (Maximum of 20 characters) |
| **PhoneHome** | **Home Phone Number.** Enter lender's phone number. (Maximum of 20 characters) |
| **PhoneMain** | **Primary Phone Number:** 0 = Home, 1 = Work, 2 = Cell and 3 = Fax. |
| **PhoneWork** | **Work Phone Number.** Enter lender's phone number. (Maximum of 20 characters) |
| **RolodexFlag** | **Rolodex Flag.** The options are:         0 = Never print rolodex cards.         1 = Print as needed.         2 = Data contained in the rolodex has changed.         3 = Print and data changed |
| **Salutation** | **Borrower's Salutation.** Enter a salutation field. Maximum of 50 characters. |
| **Send1099** | **Tax Reporting.** Enter 1 to print tax forms for this lender; otherwise enter 0. |
| **SendDepositNotificationFlag** | **Send Deposit Notification.** The options are:         0 = None         2  = Print         4  = E-mail         6  = Print & E-mail |
| **State** | **Borrower's State.** Enter lender's state. |
| **Street** | **Borrower's Street.** Enter lender's mailing street address. (Maximum of 64 characters) |
| **TIN** | **Borrower's TIN.** Enter lender's tax identification number. (Maximum of 11 characters) |
| **TINType** | TIN Type. The options codes to identify the recipient type used for tax reporting: U.S.A.: 0 = Unknown. 1 = EIN. Employer identification number. 2 = SSN. Social security number. Canada: 1 = for an individual. 2 = for a joint account (two or more individuals). 3 = for a corporation. 4 = for an association, trust (RRSP trustee, fiduciary-trustee, nominee, or estate), club, or partnership. 5 = for a government, government enterprise, or international organization. |
| **UsePayee** | **Enable Payee.** Enter 1 to print payee's name and address on check; otherwise enter 0. |
| **WPC\_PIN** | **Web Publishing Central PIN.** (The PIN can be up to 10 alpha numeric characters) |
| **WPC\_Publish** | **Web Publishing Central Publish.** Enter 1 to publish this lender; otherwise enter 0. |
| **ZipCode** | **Borrower's Zip Code.** Enter lender's zip code. (Maximum of 10 characters) |

 

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