Effective Date: 6/1/2022 Review Date: 5/31/2023
The following tags are available for the Debt Settlement File Type
| DPG Tags (Tags used in conjunction with DebtPayGateway Processing) | |
| {DebtPayGateway} | Debt Settlement Authorization Document Template |
| {DPGAUTH_DEBITS} | Debt Settlement Authorization Document Template with the Debit Schedule Included |
| {DPG_STULOAN} | Student Loan Authorization Document Template |
| {DPG_ONETIME} | One-Time Fee Authorization Document Template |
| {DPG_ONETIME_DYN} | One-Time Authorization Document Template that has Dynamic Tags |
| {DPG_ONETIME_NEXT} | One-Time Fee Authorization Document Template using Next Payment Tags |
| {DPG_RISKRETURN} | Risk Return Letter Document Template |
| {DPG_AMENDED} | |
| {DPG_BANKCHANGE} | Bank Change Notice Document Template |
| {DPG_ACR} | Account Closure and Balance Refund/Transfer Request |
| {DPG_AWR} | Account Withdrawal Request Document Template |
| {DPGFEE} | Amount of DPG Fee |
| {DPGCOST} | Total amount for DPG fees over the length of program. |
| {DPG_HOLD_REASON} | Populates DPG Hold Reason |
| {DPG_HOLD_STATUS} | Populates DPG Hold Status |
| {DPG_AMTX} | Amount of DPG payment number "X" |
| {DPG_DATEX} | Date of DPG payment number "X" |
| {BALANCE} | Displays the Client Balance (Enrollment Details Page) |
| Debt Settlement Information | |
| {EstPayout} | The estimated total savings required to settle all debts |
| {EstSettlement} | The estimated percentage saved per enrolled debt (EX: 40.00%) |
| {EstSavings} | The estimated dollar value a client should expect to save on their debt settlement program. |
| {MonthlySavings} | The average amount going to savings every month |
| {MonthlyDeduction} | |
| {EnrollPeriod} | |
| {EnrollPercent} | |
| {STATE_ATTORNEY} | Assigned Attorney |
| {DEBT_SETTLE_FEE} | Settlement Fee of the Debt chosen when generating a document. |
| {CreditorList} | List of Creditors from the Contact's Debts |
| {CreditorListEnc} | Same as {CreditorList} but account numbers will be encrypted |
| {CreditorListString} | Will populate a string of the creditor names |
| {DEBT_VERIFIED_AMOUNT} | Verified dollar amount of the Debt |
| {DEBT_VERIFIED_DATE} | Date the Debt was Verified |
| {DEBT_ENC_ACCOUNTNUM} | An encrypted debt account number. |
| {SettlementDollars} | Amount going towards settlement |
| {SETTLEMENT_COMMITMENT} | Amount displayed in Sett Commit |
| {SETTLEMENT_OFFER_INDIVIDUAL} | * Can be used when generating a document for a specific debt. |
| {SETTLEMENT_REPORT} | Displays a table of debts and information regarding the status of a their settlements |
| {SETTLEMENT_REPORT_FINAL} | |
| {SETTLEMENT_SUMMARY} | * Will work in email templates, and it will display all settlements for that contact. To have it display a single settlement, generate a document, selecting the specific debt, with the tag. |
| {TBL_DEBITS_CLEARED} | Displays a table of cleared debits into the account. |
| {TBL_FEES_CLEARED} | Displays a table of cleared fees that have left the account. |
| {TBL_SETTLEMENTS_CLEARED} | Displays a table of cleared settlement payments that have left the account. |
| * To display information a settlement offer's Creditor, Original Debt Amount, Balance at Settlement, Settlement Amount, Debt Reduction %, and Total Savings, use the {SETTLEMENT_SUMMARY} tag. To display the payment schedule for a settlement, use the {SETTLEMENT_OFFER_INDIVIDUAL} tag. To display both sets of information, simply add both tags in the same document. | |
| Settlement Offer Tags | |
| Replace 'X' with Settlement Offer number, in order as listed under the Debts tab on the Client Dashboard. Ex: {C1_SETTLEMENT_ID} | |
| {CX_SETTLEMENT_ID} | Settlement ID |
| {CX_SETTLED_DATE} | Settlement Date |
| {CX_SETTLED_AMOUNT} | Settlement Amount |
| {CX_SETTLEMENT_OFFER_STATUS} | Settlement Offer Status |
| Custom Debt Field Tags (NOTE: Your account will have unique Custom Debt Fields that are not listed here. Use the instructions below to find the correct tag format.) | |
| The formatting for Custom Debt Fields tags is {DEBTCF_XXX_XXX}. Letters should be capitalized, spaces are replaced with an underscore and special characters are removed. Examples below: | |
| {DEBTCF_MONTHLY_SETTLEMENT_PAYMENT} | Monthly Settlement Payment |
| {DEBTCF_SETTLEMENT_NOTES} | Settlement Notes |
| {DEBTCF_CASE} | Case # |
| {DEBTCF_HARDSHIP} | Hardship? |