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

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