| Doc. Number | Article Title | Effective Date | Version |
| FHC-XX | Tags (Business Finance) | April 17, 2024 | 0.3 |
The following tags are available for the Business Loans File Type
| Contact Information |
|
| {EMAIL} | Business Email Address |
| {EMAIL2} | Personal Email Address |
| {PHONE2} | Business Phone Number |
| Merchant Cash Advance Information (Advances Tab) | |
| {ADVANCE_ID} | |
| {ADVANCE_BALANCE} | |
| {ADVANCE_AMOUNT} | |
| {ADVANCE_PAYBACK} | |
| {ADVANCE_RATE} | |
| {ADVANCE_BUY_RATE} | |
| {ADVANCE_PERIOD} | |
| {ADVANCE_HOLDBACK} | |
| {ADVANCE_PAYMENT} | |
| {ADVANCE_CONFNUM} | |
| {ADVANCE_FREQ} | |
| {ADVANCE_FREQLY} | |
| {ADVANCE_LIEN_POS} | |
| {ADVANCE_PROGRAM} | |
| {ADVANCE_EARLY_TERM} | |
| {ADVANCE_EARLY_FACTOR} | |
| {ADVANCE_CREDIT_SCORE} | |
| {ADVANCE_MIN_FACTOR} | |
| {ADVANCE_MAX_TERM} | |
| {ADVANCE_AVG_USED} | |
| {ADVANCE_MAX_AMOUNT} | |
| {ADVANCE_MAX_REMIT} | |
| {ADVANCE_CONTRACT_DATE} | |
| {ADVANCE_CONTRACT_NUM} | |
| {ADVANCE_FUNDING_DATE} | |
| {ADVANCE_CONF_NUM} | |
| {ADVANCE_ADV_HISTORY} | |
| {ADVANCE_BANK_AVG_AVGDAILY} | |
| {ADVANCE_BANK_AVG_DAYSNEG} | |
| {ADVANCE_BANK_AVG_DEPOSITS} | |
| {ADVANCE_BANK_AVG_ENDING} | |
| {ADVANCE_BANK_AVG_NSFS} | |
| {ADVANCE_BANK_AVG_NUMDEPOSITS} | |
| {ADVANCE_BANK_AVG_WITHDRAWALS} | |
| {ADVANCE_BANK_STATEMENTS} | |
| {ADVANCE_BANK_TOTAL_AVGDAILY} | |
| {ADVANCE_BANK_TOTAL_DAYSNEG} | |
| {ADVANCE_BANK_TOTAL_DEPOSITS} | |
| {ADVANCE_BANK_TOTAL_ENDING} | |
| {ADVANCE_BANK_TOTAL_NSFS} | |
| {ADVANCE_BANK_TOTAL_NUMDEPOSITS} | |
| {ADVANCE_BANK_TOTAL_WITHDRAWALS} | |
| {ADVANCE_CURRENT_INFO} | |
| {ADVANCE_INTERVAL} | |
| {ADVANCE_ISSUES} | |
| {ADVANCE_LENDERNAME} | |
| {ADVANCE_MERCHANT_STATEMENTS} | |
| {ADVANCE_MS_AVG_AMEX} | |
| {ADVANCE_MS_AVG_BATCHES} | |
| {ADVANCE_MS_AVG_CHARGEBACK} | |
| {ADVANCE_MS_AVG_NUMTRANS} | |
| {ADVANCE_MS_AVG_VISAMCDISC} | |
| {ADVANCE_MS_AVG_VOLUME} | |
| {ADVANCE_MS_TOTAL_AMEX} | |
| {ADVANCE_MS_TOTAL_BATCHES} | |
| {ADVANCE_MS_TOTAL_CHARGEBACK} | |
| {ADVANCE_MS_TOTAL_NUMTRANS} | |
| {ADVANCE_MS_TOTAL_VISAMCDISC} | |
| {ADVANCE_MS_TOTAL_VOLUME} | |
| {ADVANCE_NEXT6_ALL_1} | |
| {ADVANCE_NEXT6_ALL_2} | |
| {ADVANCE_NEXT6_ALL_3} | |
| {ADVANCE_NEXT6_ALL_4} | |
| {ADVANCE_NEXT6_ALL_5} | |
| {ADVANCE_NEXT6_ALL_6} | |
| {ADVANCE_NEXT6_BNK_1} | |
| {ADVANCE_NEXT6_BNK_2} | |
| {ADVANCE_NEXT6_BNK_3} | |
| {ADVANCE_NEXT6_BNK_4} | |
| {ADVANCE_NEXT6_BNK_5} | |
| {ADVANCE_NEXT6_BNK_6} | |
| {ADVANCE_NEXT6_VMC_1} | |
| {ADVANCE_NEXT6_VMC_2} | |
| {ADVANCE_NEXT6_VMC_3} | |
| {ADVANCE_NEXT6_VMC_4} | |
| {ADVANCE_NEXT6_VMC_5} | |
| {ADVANCE_NEXT6_VMC_6} | |
| {ADVANCE_PROCESSOR} | |
| {ADVANCE_REQ_INFO} | |
| {ADVANCE_SCORE} | |
| {ADVANCE_TAX_LIENS} | |
| {ADVANCE_UCC_POSITION} | |
| {ADVANCE_UW_OPINION} | |
| {ADVANCEFEES_ORIGINATION_FEE} | |
| {ADVANCEFEES_PROGRAM_FEE} | |
| {ADVANCEFEES_WIRE_FEE} | |
| {ADVANCEFEES_OTHER_FEE} | |
| {GROSSDTI} | |
| {NETDTI} | |
| {TOTAL_CC_CHARGES} | |
| Advance Assignment Tags |
| Note: The Tag format is {ADVANCEASSIGN_XXX} where "XXX" is the assignment type |
| Examples: |
| {ADVANCEASSIGN_BROKER} |
| {ADVANCEASSIGN_FUNDER} |
| {ADVANCEASSIGN_CLOSER} |
| Advance Condition Trigger Tags |
| These tags will populate when used on Advance Condition triggers for Approved, Created, Declined, Deleted. |
| {ADVANCE_AMOUNT} |
| {ADVANCE_PAYBACK} |
| {ADVANCE_FACTOR} |
| {ADVANCE_PERIOD} |
| {ADVANCE_FREQUENCY} |
| {ADVANCE_COND_TYPE} |
| {ADVANCE_COND_NAME} |
| Advance Condition Tags |
| These tags will populate the name of the conditions that are in the respective condition statuses. These tags will display on documents and email templates. |
| {ADVANCE_COND_OPEN} |
| {ADVANCE_COND_PENDING} |
| {ADVANCE_COND_DECLINED} |
| {ADVANCE_COND_APPROVED} |
| Lender Information | |
| Note: These tags will only function/populate in Advance email triggers | |
| {LENDER_NAMES} | Populates a list of the lender names |
| {LENDER_EMAILS} | Populates a list of the lender emails |
| {LENDER_DOCS} | Populates a list of the lender documents |
| Advance Submission | |
| Note: These tags will only function/populate in Advance Submit status change email triggers | |
| {ADVANCE_SUBMISSION_LENDER_NAME} | Populates the name of the Lender |
Please Note: "{LOAN_}" tags are no longer supported, although in many cases they may still function.
Article Version History:
| Version | Effective Date | Description |
| Basic | 10/03/2018 | Initial Release |
| 0.1 | 02/01/2022 | Minor formatting updates |
| 0.2 | 11/07/2023 | Added header and version control footer; |
| 0.3 | 04/17/2024 | Added Advance_Internal tag to the Merchant Cash Advance Information table. |