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What are the property & insurance field mappings?

Below is a detailed explanation of the available Property & Insurance Field Mappings and their respective acceptable values.

Click here to read how to import property & insurance using the mappings below.

Property & Insurance Field Mappings:

Field Name:

Description:

Loan Account

Enter the loan account number to which this property belongs to. (Maximum of 10 alpha-numeric characters including "-" and ".")

TIP: The loan account is required.

Property: Description

Enter a property description. (Maximum of 64 characters)

TIP: The property description is required to; otherwise all other property information is ignored.

Property: Street

Enter property street address. (Maximum of 64 characters)

Property: City

Enter property city. (Maximum of 50 characters)

Property: State

Enter property state. (Maximum of 3 characters)

Property: ZipCode

Enter property zip code. (Maximum of 10 characters)

Property: County

Enter the county where the property is located. (Maximum of 50 characters)

Property: PropertyType

Select a property type from the drop-down list. (Maximum of 30 characters) Default values are:

  • SFR

  • Commercial

  • Land

  • Office Condo

  • Residential Condo

  • Residential Income 1-4

  • Residential Income 5+

  • Mobile Home

  • Mix Use

  • Other

Property: Occupancy

Select an occupancy from the drop-down list. (Maximum of 30 characters) Default values are:

  • Owner

  • Tenant

  • Vacant

Property: LTV

Enter the loan-to-value rate.

Property: AppraiserFMV

Enter the appraised value of the property.

Property: AppraisalDate

Enter the date of the last appraisal.

Property: ThomasMap

The map coordinates used in the Thomas Guides map book to locate the property. (Maximum of 15 characters)

Property: APN

Enter the assessor's parcel number. (Maximum of 20 characters)

Property: Zoning

Enter the zoning information. (Maximum of 15 characters)

Property: Primary

Enter 1 if this is the primary property for this loan, otherwise enter 0.

Property: LegalDescription

Enter the property's legal description.

Property: PledgedEquity

Enter the amount of equity on this property securing the loan.

Property: Priority

Enter 1 through 8, or 9 for "Other".

Insurance: Description

Enter a description for the insurance policy or select one from the drop-down list. For example, Fire Insurance. (Maximum of 64 characters)

TIP: The insurance description is required to; otherwise, all other insurance information is ignored.

Insurance: InsuredName

Enter the name of the policy holder. (Maximum of 64 characters)

Insurance: CompanyName

Enter the name of the insurance company that issued the policy. (Maximum of 64 characters)

Insurance: PolicyNumber

Enter the insurance policy number. (Maximum of 20 characters)

Insurance: AgentName

Enter the name of the insurance agent. (Maximum of 64 characters)

Insurance: AgentAddress

Enter the address of the insurance agent. (Maximum of 128 characters)

Insurance: AgentPhone

Enter the phone number of the insurance agent. (Maximum of 20 characters)

Insurance: AgentFax

Enter the fax number of the insurance agent. (Maximum of 20 characters)

Insurance: AgentEmail

Enter the e-mail address of the insurance agent. (Maximum of 255 characters)

Insurance: ExpirationDate

Enter the date the insurance policy expires.

Insurance: Coverage

Enter the dollar amount of coverage.

Insurance: Active

Enter 1 if this policy is active; otherwise enter 0.

 

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