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:

• Study the List of Merge Fields: Familiarize yourself with the available merge fields to understand what information can be dynamically inserted into your document templates. (see List and Search )

• Create a Document Template: Using a word processor, create a document template in .docx format. Insert the appropriate merge fields where you want the dynamic information to appear. You can add straight merge fields and table fields, and use formulas and conditions, as described in the Create a document template section.

• Upload and Assign the Template: Once your template is ready, upload it to the system. Assign the template to the relevant credit product so that it will be used automatically for documents related to that product as for any other system document (see Uploading and Editing )