Field List for Templates
Overview
Below is a complete list of fields that are needed on a excel report for the templates provided on this site. Excel workbooks should have a worksheet named Data which contains the data fields from your loan origination system.
Note
Please note that if you have data that is similar, example being Sent to Closer and Clear to Close may be the same in some systems, then is ok to use the same field for both data points as long as the report has two columns in it, one named Sent to Closer and the other Clear to Close.
Fields
| Field Name | Field Description | Report |
|---|---|---|
| Application Date | The date that a loan is considered an application | - Current Pipeline - Pipeline - Pull-Through - Scorecard - Disclosures Due - Forecast |
| Borrower First Name | The first name of the Borrower | - Disclosures Due |
| Borrower Last Name | The last name of the Borrower | - Disclosures Due |
| Bottom Ratio | Back end DTI for the loan | - Funding - Projection |
| Branch | Field used for the name of the Branch | - Current Pipeline - Pipeline - Funding - Pull-Through - Projection - Scorecard - Disclosures Due - Forecast |
| CD Sent Date | Date that the CD was sent to the borrower | - Disclosures Due |
| CD Last Send Date | Date that the CD must be sent by | - Disclosures Due |
| Clear To Close | The date the loan was clear to close | - Current Pipeline - Pipeline - Pull-Through |
| Closer | Closer's name | - Current Pipeline - Pipeline - Funding - Projection - Scorecard |
| Credit Received Date | The date that credit was pulled | - Scorecard |
| Current Milestone | Field used to hold the current milestone value of the loan | - Funding - Projection |
| Decisioned Date | The date that the loan was decisioned | - Current Pipeline - Pipeline - Pull-Through - Scorecard |
| Disbursement Date | Date which a Loan proceeds are Funded by Lender | - Funding - Projection |
| Docs Sent | The date that closing documents were sent | - Scorecard |
| Docs Signed | The date that the closing documents were signed | - Scorecard |
| Est Closing Date | Estimated Date the loan will close | - Funding - Projection - Disclosures Due |
| Extension Amount | The lock extension amount for the loan | - Current Pipeline - Pipeline |
| Extension Percentage | The lock extension percentage amount for the loan | - Current Pipeline - Pipeline |
| FICO | The FICO score from the loan | - Funding - Projection |
| File Started Date | The date that the loan file was started | - Current Pipeline - Pipeline - Pull-Through - Scorecard - Forecast |
| Funding Date | The date the loan was funded | - Funding - Projection - Pull-Through - Scorecard - Forecast |
| GUID | Unique identifier on a per loan bases | - Current Pipeline - Pipeline - Funding - Projection - Pull-Through - Scorecard - Disclosures Due - Forecast |
| Interest Rate | The interest rate of the loan | - Funding - Projection |
| LE Due Date | Date that the LE must be sent by | - Disclosures Due |
| LE Sent Date | Date that the LE was sent to the borrower | - Disclosures Due |
| Loan Number | The loans loan number | - Current Pipeline - Pipeline - Funding - Projection - Scorecard - Disclosures Due |
| Loan Officer | Loan Officer's name | - Current Pipeline - Pipeline - Funding - Projection - Pull-Through - Scorecard |
| Loan Purpose | The purpose of the loan such as Purchase, Refi, etc... | - Current Pipeline - Pipeline - Funding - Projection - Pull-Through - Scorecard - Forecast |
| Loan Type | The type of loan such as Conventional, FHA, etc... | - Current Pipeline - Pipeline - Funding - Projection - Pull-Through - Scorecard - Disclosures Due - Forecast |
| Lock Date | The date that the loan was locked | - Current Pipeline - Pipeline - Pull-Through - Scorecard - Forecast |
| LTV | The loan to value of the loan | - Funding - Projection |
| ORGID | Field used to group loans based on branch Cost Center | - Funding - Projection - Pull-Through - Scorecard |
| Processor | Processor's name | - Current Pipeline - Pipeline - Funding - Projection - Scorecard |
| Property Type | The property type of the loan such as Primary, Investor, etc... | - Current Pipeline - Pipeline |
| Purchase Date | The date teh loan was purchased | - Pull-Through |
| Sent to Closer | The date the loan was sent to closing | - Scorecard |
| Sent to Processing | The date the loan was sent to processing | - Current Pipeline - Pipeline - Pull-Through - Scorecard |
| Submitted to Underwriting | The date the loan was submitted to underwriting | - Current Pipeline - Pipeline - Pull-Through - Scorecard |
| Top Ratio | Front end DTI for the loan | - Funding - Projection |
| Total Loan Amount | The full loan amount | - Current Pipeline - Pipeline - Funding - Projection - Scorecard - Forecast |
| Underwriter | Underwriter's name | - Current Pipeline - Pipeline - Funding - Projection - Scorecard |