Fields
Field Name |
PrecisionLender Field |
Adjustable Rate Adjustment Frequency |
When the rate type is adjustable, this is the field labeled as ‘Adjustment Frequency’ |
Adjustable Rate Initial Period |
When the rate type is adjustable, this is the field labeled as ‘Fixed Period’ |
Adjustable Rate Spread |
When the rate type is adjustable or floating, this is the field labeled as ‘Spread’ |
Adjustable Spread Reset Frequency |
When the rate type is adjustable, this is the field labeled as 'Adjustment Frequency' |
Amortization Term |
The field labeled as ‘Amortization’ |
Amount |
The field labeled as ‘Amount’ for term loans and ‘Commitment’ for lines of credit |
Duration |
Select the 'Caps And Floors' field. A pop-up will appear to enter caps and floors duration information |
Expected Life |
Select the dropdown arrow to the right of the 'Maturity' field. A pop-up will appear with the 'Expected Life' field |
Expense Origination Dollars |
Select the 'Origination Channel' field. A pop-up will appear, and this will be the field labeled ‘Additional Origination Expense’ |
Expense Origination Percent of Amount |
Select the 'Origination Channel' field. A pop-up will appear, and this will be the field labeled '% of Amount' |
Expense Origination Percent of Fees |
Select the 'Origination Channel' field. A pop-up will appear, and this will be the field labeled '% of Fees' |
Expense Servicing Dollars |
Select the ‘Servicing Channel’ field. A pop-up will appear, and this will be the field labeled ‘Additional Servicing Expense’ |
Expense Servicing Percent of Amount |
Select the ‘Servicing Channel’ field. A pop-up will appear, and this will be the field labeled ‘% of Amount’ |
Expense Servicing Percent of Average Balance |
Select the ‘Servicing Channel’ field. A pop-up will appear, and this will be the field labeled ‘% of Average Balance’ |
Exposure Type |
The field labeled as ‘Exposure Type’ |
Facility Rating Name |
The field labeled as ‘Facility Rating’ |
Fees Annual Dollars |
Select the 'Fees' field. A pop-up will appear, and this will be the field labeled ‘Annual Fees:’ |
Fee Initial Dollars |
Select the 'Fees' field. A pop-up will appear, and this will be the field labeled 'Additional Initial Fees' |
Fees Initial Percent of Amount |
Select the 'Fees' field. A pop-up will appear, and this will be the field labeled 'Initial Fees' |
Fees Not Tax Exempt Initial Dollars |
When the selected Tax Exemption Option is anything other than Not Tax Exempt, in the 'Fees' field, this will be the field below the dollar value of the '% of Amount (Not Tax Exempt)' |
Fees Not Tax Exempt Percent of Amount |
When the selected Tax Exemption Option is anything other than Not Tax Exempt, in the 'Fees' field, this will be the field labeled '% of Amount (Not Tax Exempt)' |
Fees Unused LOC |
When the Payment Type is LOC, in the 'Fees' field, this will be the field labeled ' Fees on Unused Commitment' |
First Payment Month |
Select the 'Interest Options' field. A pop-up will appear, and this will be the field labeled 'First Payment at Month' |
Floating Initial Rate |
The field labeled 'Initial Rate' when pricing a floating rate loan |
Funding Source |
The field labeled as ‘Funding Source’ |
Initial Rate |
The field labeled as 'Rate' or 'Initial Rate' depending on the Rate Type selected in the opportunity |
Interest Only Period |
Select the 'Amortization' field. A pop-up will appear, and this will be the field labeled 'Interest Only Period' |
Letter of Credit Type |
The field labeled ‘Letter of Credit Type’, this will only appear for product types that are letter of credit |
Maturity |
The field labeled as 'Maturity' |
Maximum Initial Adjustment |
When the rate type is adjustable, this is the field labeled as 'Max Initial Adjustment' on the Adjustment Maximums tab of the Caps And Floors pop-up |
Maximum Lifetime Adjustment |
When the rate type is adjustable, this is the field labeled as 'Max Lifetime Adjustment' on the Adjustment Maximums tab of the Caps And Floors pop-up |
Maximum Periodic Adjustment |
When the rate type is adjustable, this is the field labeled as 'Max Periodic Adjustment' on the Adjustment Maximums tab of the Caps And Floors pop-up |
Origination Channel |
The field labeled ‘Origination Channel’ |
Other Expense Initial Dollars |
The field labeled 'Additional Expenses' in the Fees/Expenses pop-up window |
Other Expense Initial Percent of Amount |
The field labeled '% of Amount' in the Fees/Expenses pop-up window |
Payoff or Renewal Amount |
Select the 'Payoff/Renewal' field. A pop-up will appear, and this will be the field labeled 'Prior Balance' |
Pricing Date |
The field labeled ‘Pricing Date’ |
Pricing Region |
The field labeled ‘Pricing Region’ |
Prior Commitment |
Select the 'Payoff/Renewal' field. A pop-up will appear, and this will be the field labeled 'Prior Commitment' |
Rate Type |
The field labeled as ‘Rate Type’ |
Risk Rating |
The field labeled ‘Risk Rating’ |
Scheduled Commitment Month |
When the payment type is LOC, this is the field labeled as 'Month' when you select 'Create Commitment Schedule' in the Commitment pop-up |
Scheduled Spread Month |
When the Rate Type is 'Adjustable Schedule' or 'Floating Schedule', this is the field labeled as 'Month' when you select the chevron icon in the Spread field |
Servicing Channel |
The field labeled ‘Servicing Channel’ |
Swap Fee |
When the Rate Type is 'Swap', you will see this field in the Swap Information pop-up |
Swap Indicative Fixed Rate |
When the Rate Type is 'Swap', you will see this field in the Swap Information pop-up |
Utilization Amount |
When the payment type is LOC, this is the dollar amount field under 'Utilization' in the Commitment pop-up |
Utilization Percent |
When the payment type is LOC, this is the percentage field under 'Utilization' in the Commitment pop-up |