Smart markets spelling, rules, and current list
Smart markers are a powerful asset that helps lenders create custom reports in TurnKey Lender. The way it works is you have a list of available smart markers that the System recognizes and pulls the necessary data into the report if it sees them.
The spelling of the smart markers is as follows:
&=vm.Loans
(this smart marker pulls all existing loans)
You can find the full list of smart markers compatible with TurnKey Lender here.
How to create a reports template with smart markets
Open a new Excel table on your desktop and add the static formatting you want to be kept in your report (e.g. titles, sections, etc).
Next, add the smart markers with &=vm. in front. It’s best to have one smart marker per column to make sure the data doesn’t overlap.
Save your report’s template and navigate back to Tools → Excel reports → Add excel report.