Using Smart Markers
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.Model_SmartMarker
(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.Model_SmartMarker 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.
Using Dynamic Formulas
Dynamic formulas allow you to include calculations like sums and averages directly within your reports so that they will be automatically applied to the whole report upon export.
Dynamic formulas allow the following additional options:
r - Current row number.
2, -1 - Offset to the current row number.
For example, in the formula below, we are using the Start Date of the Loan (column H) to calculate the Date of the Invoice.
