SX3 Loan Modification Software

List of macros available for Template Customization

In order to customize your actual Word documents, all you need to do is to edit them in Microsoft Word and replace the different fields with their corresponding macros (labels) shown on this list. Every time you print, email or export to PDF these templates, these macros (labels) will be replaced with the appropriate data populated from the Case's record.

For example, assume you have a document with the following header:

June 15th 2009.

Bank of America

Loan Modification Dept.

Att.: Chris Curtis

Loan #:      76343-2389-001.

Property:  4815 E Carefree Hwy.

                    Cave Creek AZ 85331

Borrower: Peter Moore.

The resulting header after you insert the macros in your RTF Word document is:

@LONGDATE@.

@BANK1NAME@

Loan Modification Dept.

Att.: @BANK1ATTN@

Loan #:      @LOAN1NUMBER@.

Property:  @ADDRESS@.

@CITY@, @STATE@ @ZIP@

Borrower: @NAME1@.

Next you will find a list of available macros, use there macros to replace the actual values on your document templates.

Name of the macro	Description
@NAME1@	Borrower's Name
@NAME1-NAME2@	Borrower and Co-Borrower's Names.
@DOB1@	Borrower's DOB
@SSN1@	Borrower's Social Security Number (SSN)
@SSN1-4@	Borrower's Last 4 of the Social Security Number (SSN)
@TEL_HOME1@	Borrower's home phone number.
@TEL_MOBILE1@	Borrower's home mobile number.
@TEL_OTHER1@	Borrower's other phone number.
@FAX1@	Borrower's fax number.
@EMAIL1@	Borrower's email address.
@NAME2@	Co-Borrower's Name
@DOB2@	Co-Borrower's DOB
@SSN2@	Co-Borrower's Social Security Number (SSN)
@SSN2-4@	Co-Borrower's Last 4 of the Social Security Number (SSN)
@TEL_HOME2@	Co-Borrower's home phone number.
@TEL_MOBILE2@	Co-Borrower's home mobile number.
@TEL_OTHER2@	Co-Borrower's other phone number.
@FAX2@	Co-Borrower's fax number.
@EMAIL2@	Co-Borrower's email address.
@TOTAL_INCOME@	Financial Statement: Total Income.
@TOTAL_INCOME1@	Financial Statement: Total Income Borrower only.
@TOTAL_INCOME2@	Financial Statement: Total Income Co-Borrower only.
@TOTAL_EXPENSES1@	Financial Statement: Total Expenses Borrower only.
@TOTAL_EXPENSES2@	Financial Statement: Total Expenses Co-Borrower only.
@NET_INCOME@	Financial Statement: Total Net Income.
@NET_INCOME1@	Financial Statement: Total Net Income Borrower only.
@NET_INCOME2@	Financial Statement: Total Net Income Co-Borrower only.
@TOTAL_DEDUCTIONS@	Financial Statement: Total Deductions.
@TOTAL_EXPENSES@	Financial Statement: Total Expenses.
@ASSETS_VALUE@	Assets & Liabilities: Value of Assets.
@ASSETS_OWED@	Assets & Liabilities: Amount Owed of Assets.
@ASSETS_TOTAL@	Assets & Liabilities: Net Value of Assets (Value - Amount Owed).

@PMT_SCHEDULE@	List of scheduled payments.
@PMT_NXTDATE@	Date of next scheduled payment.
@PMT_NXTAMT@	Amount of next scheduled payment.
@EMP_NAME1@	Borrower's Employer's Name.
@EMP_PHONE1@	Borrower's Employer's telephone number.
@EMP_YEARS1@	Borrower's years at current employment.
@EMP_POSITION1@	Borrower's current position.
@EMP_NAME2@	Co-Borrower's Employer's Name.
@EMP_PHONE2@	Co-Borrower's Employer's telephone number.
@EMP_YEARS2@	Co-Borrower's years at current employment.
@EMP_POSITION2@	Co-Borrower's current position.
@ADDRESS@	Property Address (Street).
@CITY@	Property Address (City).
@COUNTY@	Property Address (County).
@STATE@	Property Address (State).
@ZIP@	Property Address (ZIP).
@BILL_ADDRESS@	Property Billing/Mailing Address (Street).
@BILL_CITY@	Property Billing/Mailing Address (City).
@BILL_STATE@	Property Billing/Mailing Address (State).
@BILL_ZIP@	Property Billing/Mailing Address (ZIP).
@PROP_TYPE@	Property Type (Primary / Investment / Second Home).
@CMV@	Current market value.
@FOR_DATE@	Foreclosure date.
@FOR_NUM@	Foreclosure file number.
@SALE_PRICE@	Price (if For Sale)
@APN@	Assessor's Parcel Number
@HHPEOPLE@	Number of People in Household.
@DEP@	Number of Dependants
@LETTER_HARDSHIP@	Letter: Hardship Letter.
@LETTER_IMPACT@	Letter: Impact of Hardship.
@LETTER_ACTIONS@	Letter: Actions taken to resolve Hardship.

@REB_COMPANY@	Buyer’s Real Estate Company Name
@REB_STREET@	Buyer’s Real Estate Company Address: Street
@REB_CITY@	Buyer’s Real Estate Company Address: City
@REB_STATE@	Buyer’s Real Estate Company Address: State
@REB_ZIP@	Buyer’s Real Estate Company Address: ZIP
@REB_AGENT_NAME@	Buyer’s Real Estate Agent's name
@REB_AGENT_TEL1@	Buyer’s Real Estate Agent's telephone 1
@REB_AGENT_TEL2@	Buyer’s Real Estate Agent's telephone 2
@REB_AGENT_FAX1@	Buyer’s Real Estate Agent's fax
@REB_AGENT_EMAIL@	Buyer’s Real Estate Agent's email address.

@RE_COMPANY@	Seller’s Real Estate Company Name
@RE_STREET@	Seller’s Real Estate Company Address: Street
@RE_CITY@	Seller’s Real Estate Company Address: City
@RE_STATE@	Seller’s Real Estate Company Address: State
@RE_ZIP@	Seller’s Real Estate Company Address: ZIP
@RE_AGENT_NAME@	Seller’s Real Estate Agent's name
@RE_AGENT_TEL1@	Seller’s Real Estate Agent's telephone 1
@RE_AGENT_TEL2@	Seller’s Real Estate Agent's telephone 2
@RE_AGENT_FAX1@	Seller’s Real Estate Agent's fax
@RE_AGENT_EMAIL@	Seller’s Real Estate Agent's email address.
@BANK1NAME@	First Mortgage Lender name.
@BANK1STREET1@	First Mortgage Lender: Address (Street 1)
@BANK1STREET2@	First Mortgage Lender: Address (Street 2)
@BANK1ATTN@	First Mortgage Lender: Attention (Processor)
@BANK1TEL@	First Mortgage Lender: Telephone number.
@BANK1FAX@	First Mortgage Lender: Fax number.
@PROC1TEL@	First Mortgage Lender: Processor's direct telephone number.
@PROC1FAX@	First Mortgage Lender: Processor's direct fax number.
@BANK1EMAIL@	First Mortgage Lender: Processor's email address.
@LOAN1NUMBER@	First Mortgage: Loan number.
@LOAN1AMOUNT@	First Mortgage: Current loan amount (current balance).
@LOAN1PAYMENT@	First Mortgage: Current monthly payment.
@LOAN1INTEREST@	First Mortgage: Current interest rate.
@LOAN1TYPE@	First Mortgage: Current loan type.
@PLOAN1AMOUNT@	First Mortgage: Proposed loan amount (current balance).
@PLOAN1PAYMENT@	First Mortgage: Proposed monthly payment.
@PLOAN1INTEREST@	First Mortgage: Proposed interest rate.
@PLOAN1TYPE@	First Mortgage: Proposed loan type.
@LOAN1LASTPMT@	First Mortgage: Date of last payment sent (to calculate months in arrears)
@BANK1DTI1@	First Mortgage: Lender's expected Front-End DTI.
@BANK2NAME@	Second Mortgage Lender name.
@BANK2STREET1@	Second Mortgage Lender: Address (Street 1)
@BANK2STREET2@	Second Mortgage Lender: Address (Street 2)
@BANK2ATTN@	Second Mortgage Lender: Attention (Processor)
@BANK2TEL@	Second Mortgage Lender: Telephone number.
@BANK2FAX@	Second Mortgage Lender: Fax number.
@PROC2TEL@	Second Mortgage Lender: Processor's direct telephone number.
@PROC2FAX@	Second Mortgage Lender: Processor's direct fax number.
@BANK2EMAIL@	Second Mortgage Lender: Processor's email address.
@LOAN2NUMBER@	Second Mortgage: Loan number.
@LOAN2AMOUNT@	Second Mortgage: Loan amount (current balance).
@LOAN2PAYMENT@	Second Mortgage: Loan current monthly payment.
@LOAN2TYPE@	Second Mortgage: Loan type.
@LOAN2INTEREST@	Second Mortgage: Current interest rate.
@LOAN2LASTPMT@	Second Mortgage: Date of last payment sent.
@BANK3NAME@	Third Mortgage Lender name.
@BANK3STREET1@	Third Mortgage Lender: Address (Street 1)
@BANK3STREET2@	Third Mortgage Lender: Address (Street 2)
@BANK3ATTN@	Third Mortgage Lender: Attention (Processor)
@BANK3TEL@	Third Mortgage Lender: Telephone number.
@BANK3FAX@	Third Mortgage Lender: Fax number.
@PROC3TEL@	Third Mortgage Lender: Processor's direct telephone number.
@PROC3FAX@	Third Mortgage Lender: Processor's direct fax number.
@BANK3EMAIL@	Third Mortgage Lender: Processor's email address.
@LOAN3NUMBER@	Third Mortgage: Loan number.
@LOAN3AMOUNT@	Third Mortgage: Loan amount (current balance).
@LOAN3PAYMENT@	Third Mortgage: Loan current monthly payment.
@LOAN3TYPE@	Third Mortgage: Loan type.
@LOAN3INTEREST@	Third Mortgage: Current interest rate.
@ATTORNEY_FIRM@	Attorney Firm's name.
@ATTORNEY_NAME@	Attorney's name.
@ATTORNEY_ADDRESS@	Attorney's address (full address).
@ATTORNEY_TEL1@	Attorney's telephone number.
@ATTORNEY_FAX1@	Attorney's fax number.
@ATTORNEY_EMAIL1@	Attorney's email address.
@COMPANY@	Company's name.
@COMPANY_ADDRESS@	Company's address - Street.
@COMPANY_CITY@	Company's address - City.
@COMPANY_STATE@	Company's address - State.
@COMPANY_ZIP@	Company's address - ZIP.
@COMPANY_ATTORNEY1@	Company's main Attorney (name).
@COMPANY_TEL1@	Company's telephone 1.
@COMPANY_TEL2@	Company's telephone 2.
@COMPANY_TEL3@	Company's telephone 3.
@COMPANY_FAX@	Company's fax number.
@BRANCH_NAME@	Branch name.
@BRANCH_STREET@	Branch Street
@BRANCH_CITY@	Branch City
@BRANCH_STATE@	Branch State
@BRANCH_ZIP@	Branch ZIP
@BRANCH_CONTACT1@	Branch Contact Person 1
@BRANCH_CONTACT2@	Branch Contact Person 2
@BRANCH_TEL1@	Branch Telephone 1
@BRANCH_TEL2@	Branch Telephone 2
@BRANCH_TEL3@	Branch Telephone 3
@BRANCH_TEL4@	Branch Telephone 4
@USER_NAME@	User's name.
@USER_EMAIL@	User's email address.
@CASE_TOTAL@	Case's Total.
@CASE_BALANCE@	Case's Balance.
@DATE@	Today's date in mm/dd/yyyy format.
@CASDATE@	Date in which the case was created.
@LONGDATE@	Today's date in Month dd yyyy format.
@TIME@	Time.
@SALESREP_NAME@	Sales Rep.'s name.
@SALESREP_EMAIL@	Sales Rep.'s email address.
@SALESREP_LICNUM@	Sales Rep. Mortgage Broker License's Number.
@NEGOTIATOR_NAME@	Negotiator's name.
@NEGOTIATOR_EMAIL@	Negotiator's email address.
@NEGOTIATOR_LICNUM@	Negotiator Mortgage Broker License's Number.
Bookmark Lists
Lists must be inserted as "bookmarks" in the document (macros are text directly typed into the document). Note that bookmarks DO NOT have the @ sign at the beginning nor the end of the bookmark's name. Visit this link for instructions about inserting bookmarks in a Word Document.
LIST_OF_INCOME	This bookmark populates the complete list of income, for both the Borrower and Co-Borrower.
LIST_OF_INCOME1	This bookmark populates the list of Borrower's income only.
LIST_OF_INCOME2	This bookmark populates the list of Co-Borrower's income only.
LIST_OF_EXPENSES	This bookmark populates the complete list of monthly expenses, for both the Borrower and Co-Borrower.
LIST_OF_EXPENSES1	This bookmark populates the list of Borrower's expenses only.
LIST_OF_EXPENSES2	This bookmark populates the list of Co-Borrower's expenses only.
LIST_OF_ASSETS	This bookmark populates the complete list of Assets and Liabilities.
LIST_OF_ASSETS1	This bookmark populates the Borrower’s list of Assets and Liabilities.
LIST_OF_ASSETS2	This bookmark populates the Co-Borrower’s list of Assets and Liabilities.
LIST_OF_REPAIRS	This bookmark populates the complete list of required Property Repairs.
PMT_SCHEDULE	This bookmark populates the list of scheduled payments (from your Client to your Company) related to your services.

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