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(this smart marker pulls all existing loans)
So in order for a smart marker to work, you need to take one of the predefined markers with their default spelling and add &=vm in the beginning.
Below you You can find the full list of the smart markers available in the System:
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Smart Marker
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Note
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Model: &=vm.Loans
(All existing Loans)
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LoanID
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The public ID of the loan. Unique identifier of the loan that is visible to all users of the System.
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DisbursementDate
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CloseDate
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Repaid, WrittenOff, Restructured,
AgreementDeclined, AgreementExpired, Rejected
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ApplicationDate
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The Date when the application was created
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LoanAmount
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AverageInstallment
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Average Installment amount.
(Sum of all installments according to the initial schedule) / ( number of installments).
Grace period installments are not included
Past due, late fee values are not included
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DaysPastDue
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The number of past due days of the overdue loan.
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PastDueDebt
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The current past due debt of the loan. It includes the sum of unpaid debt of all missed installments.
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OutstandingBalance
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Loan’s outstanding balance
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OutstandingPrincipal
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Loan’s outstanding principal.
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Originator
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The full name of the back-office user who created the loan. If the loan was created from the front-office, the value should be empty.
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Underwriter
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The full name of the back-office user the latest to interact with the loan (approve, reject or sent for reprocessing). If the loan was approved or rejected by System, the value should be empty.
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LoanTermFull
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Loan term in months.
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RiskLevel
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Low | Medium | High | Highest | Default
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SystemDecision
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Approve | Refer | Reject
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UnderwritterDecision
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Approve | Reject
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Status
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Loan status on the current system (in a human-readable format).
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LoanBranch
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InterestRate
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The interest rate value of the relevant credit product settings
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TotalContract
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Total accrued amount for the loan schedule calculated for the moment of the disbursement date.
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InterestContract
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Total accrued amount for the loan schedule calculated for the moment of the disbursement date.
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CommissionContract
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Total accrued amount for the loan schedule calculated for the moment of the disbursement date.
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LeasingContract
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Total accrued fees with Fee type = 'Leasing' on the disbursement state.
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MaturityDate
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Loan maturity date by the contract(the date when Loan should be fully paid by the loan schedule from the contract, excluding possible Rollovers).
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WrittenOffAmount
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For loans that were written off, this value contains the total write-off amount. For other loans contains 0.
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OverpaidAmount
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Overpayment is the rest part of the paid amount after all missed and current installments are closed.
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ContractDate
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The date when the contract was signed.
If Loan agreement e-signing is enabled, the date when Customer signed Loan agreement.
If e-signing is disabled, the date is an empty field
If the loan signed manually, the date when the back-office user signed manually
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Model: &=vm.Transactions
(Only Loan disbursements and Loan Repayments)
The exported report contains only successful transactions
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TransactionDate
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Date/time of the transaction
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Amount
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DisbursementAmount | PaymentAmount
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Type
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Disbursement | Payment
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PaymentType
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Cash | Check | Bank Transfer | Card
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Reference
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Comments
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Principal
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Interest
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Leasing
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PastDue
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Past Due amount with Fee Type = 'PastDue'
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Fee
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Fee amount with Fee Type = 'Fee'
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Penalty
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Penalty amount with Fee Type = 'Penalty'
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Model: &=vm.ExpectedPayments
(The dataset should be grouped by the same rule as in the current software version for Export > Expected Payments)
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NextPaymentDate
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ExpectedAmount
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NextPaymentAmount | Debt
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Status
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Scheduled | Late Grace | Past due
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Model: &=vm.Customers
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FullName
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Customer's Full name
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Phone
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State
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State Name from the Application form, Customer's address
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City
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Street
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ZipCode
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ResidentialStatus
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SSN
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Model: &=vm.Cashflow
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AccruedInterest
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Total accrued Interest amount for the period specified in the time filtering
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AccruedPastDue
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Sum of all accrued fees with Fee Type = 'PastDue'
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AccruedFee
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Sum of all accrued fees with Fee Type = 'Fee'
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AccruedPenalty
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Sum of all accrued fees with Fee Type = 'Fee'
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AccruedPenalty
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Sum of all accrued fees with Fee Type = 'Penalty'
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AccruedAdminFee
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Sum of all accrued Administration Fees created with the basic view template
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AccruedOriginationFee
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Sum of all accrued Origination Fees created with the basic view template
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AccruedLateFee
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Sum of all accrued LateFee created with the basic view template
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AccruedNSF
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Sum of all accrued NSF created with the basic view template
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AccruedPastDueInterest
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Sum of all accrued PastDueInterest created with the basic view template
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RepaidPrincipal
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Total repaid principal amount for the period specified in the time filtering
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RepaidInterest
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Total repaid interest amount for the period specified in the time filtering
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RepaidFee
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Sum of all repaid fees with Fee Type = 'Fee'
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RepaidPastDue
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Sum of all repaid fees with Fee Type = 'PastDue'
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RepaidPenalty
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Sum of all repaid fees with Fee Type = 'Penalty'
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RepaidAdminFee
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Sum of all repaid Administration Fees created with the basic view template
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RepaidOriginationFee
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Sum of all repaid Origination Fees created with the basic view template
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RepaidLateFee
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Sum of all repaid LateFee created with the basic view template
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RepaidNSF
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Sum of all repaid NSF created with the basic view template
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RepaidPastDueInterest
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Sum of all repaid PastDueInterest created with the basic view template
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RepaidLeasing
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Sum of all repaid fees with Fee type = 'Leasing'
smart markers compatible with TurnKey Lender here.
How to create a reports template with smart markets
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