Merge Fields

Understanding Merge Fields

Merge fields are a powerful feature that allows you to customize system document templates by automatically populating them with specific details about the customer, co-applicant, or loan.

With merge fields, you can personalize documents such as loan agreements, statements, and notifications, making your communications more professional and customer-specific. This not only improves efficiency but also enhances the customer experience by providing them with accurate and relevant information.

To use a merge field in the document: