Use Merge Fields in the Documents

Turnkey Lender comes with built-in functionality that facilitates the document drafting process. With the dedicated set of merge fields, you can customize each document in such a way that it addresses the specific customer, loan, investment, etc.

To create a document template with merge fields:

• Study the list of merge fields

• Create a .docx template and use merge fields where reasonable

• Upload the template to the system.

When using merge fields in the document, you can: