Overview
This article provides a list of fields on the opportunity screen where a field tag can be placed using the Andi® field tag power. Field tags can only be placed to the text fields listed below and cannot be placed to fields containing a dropdown.
Available fields in the Opportunity Screen
In the Opportunity Header
| Field Name | Where to see it in PrecisionLender |
|---|---|
| pricingDate | The field labeled as 'Pricing Date' |
When pricing a commercial loan product
| Field Name | Where to see it in PrecisionLender |
|---|---|
| expectedLife | Select the dropdown arrow to the right of the 'Maturity' field. A pop-up will appear with the 'Expected Life' field. |
| payoffOrRenewalAmount | Select the 'Payoff/Renewal' field. A pop-up will appear, and this will be the field labeled 'Prior Balance' |
| priorCommitment | Select the 'Payoff/Renewal' field. A pop-up will appear, and this will be the field labeled 'Prior Commitment' |
| locInitialBalance | When the payment type is LOC, this is the field labeled as 'Initial Balance' in the Commitment pop-up. |
| adjustableRateSpread | When the rate type is adjustable, this is the field labeled as 'Spread' |
| initialRate | The field labeled as 'Rate' or 'Initial Rate' depending on the Rate Type selected in the opportunity. |
| closeDate | The field labeled as 'Projected Close Date' |
| interestRateCalculation | Select the 'Interest Options' field. A pop-up will appear, and this will be the field labeled 'Interest Calculation' |
| taxExemptionOption | Select the 'Interest Options' field. A pop-up will appear, and this will be the field labeled 'Tax Exemption Option' |
| paymentFrequency | Select the 'Interest Options' field. A pop-up will appear, and this will be the field labeled 'Payment Frequency' |
| interestOnlyPeriod | Select the 'Amortization' field. A pop-up will appear, and this will be the field labeled 'Interest Only Period' |
|
adjustableRateInitialPeriod |
When the rate type is adjustable, this is the field labeled as 'Fixed Period' |
| adjustableRateAdjustmentFrequency | When the rate type is adjustable, this is the field labeled as 'Adjustment Frequency' |
| rateType | The field labeled as 'Rate Type' |
| amortizationTerm | The field labeled as 'Amortization' |
| maturity | The field labeled as 'Maturity' |
|
amount |
The field labeled as 'Amount' for term loans |
| paymentType | The field labeled as 'Payment Type' |
| maximumPeriodicAdjustment | 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 |
| maximumInitialAdjustment | 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 |
| maximumLifetimeAdjustment | 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 |
| fixedRateLock | The field labeled as 'Fixed Rate Lock' when the loan has a rate lock. |
| expenseOriginationDollars | Select the 'Origination Channel' field. A pop-up will appear, and this will be the field above the total Origination Expense. |
| expenseOriginationPercentOfAmount | Select the 'Origination Channel' field. A pop-up will appear, and this will be the field labeled '% of Amount' |
| expenseOriginationPercentOfFees | Select the 'Origination Channel' field. A pop-up will appear, and this will be the field labeled '% of Fees' |
| feesAnnualDollars | Select the 'Fees' field. A pop-up will appear, and this will be the field above the total Annual Fees. |
| feesInitialDollars | Select the 'Fees' field. A pop-up will appear, and this will be the field below the dollar value of the '% of Amount'. When the selected Tax Exemption Option is anything other than Not Tax Exempt, this will also be where the dollar value of Tax Exempt fees are entered. |
| feesInitialPercentOfAmount | Select the 'Fees' field. A pop-up will appear, and this will be the field labeled '% of Amount'.When the selected Tax Exemption Option is anything other than Not Tax Exempt, this will be the field labeled '% of Amount (Tax Exempt)'. |
| feesUnusedLOC | When the Payment Type is LOC, in the 'Fees' field, this will be the field labeled ' Fees on Unused Commitment' |
| expenseServicingDollars | Select the 'Servicing Channel' field. A pop-up will appear, and this will be the field above the total Annual Servicing Expense. |
| expenseServicingPercentOfAmount | Select the 'Servicing Channel' field. A pop-up will appear, and this will be the field labeled '% of Amount' |
| expenseServicingPerecentOfAverageBalance | Select the 'Servicing Channel' field. A pop-up will appear, and this will be the field labeled '% of Average Balance' |
| conversionAdditionalAmount | When pricing the permanent portion of a conversion loan, this will be the field labeled 'Additional Amount' in the Commitment pop-up. |
| feesNotTaxExemptInitialDollars | 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)' |
| feesNotTaxExemptInitialPercentOfAmount | 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)' |
| firstPaymentMonth | Select the 'Interest Options' field. A pop-up will appear, and this will be the field labeled 'First Payment at Month' |
| scheduledSpreads | When the Rate Type is 'Floating Schedule' or 'Adjustable Schedule', click the 'Spread' Field. A pop-up will appear, and this will be the field labeled 'Spread' |
| floatingRateUserInput | The field labeled 'Initial Rate' when pricing a floating rate loan. |
When pricing a new deposit account
| Field Name | Where to see it in PrecisionLender |
|---|---|
| cdOriginationDate | For a 'Certificate of Deposit' product, this is the field labeled 'Origination' |
| cdTerm | For a 'Certificate of Deposit' product, this is the field labeled 'Term' |
| rate | For a 'Certificate of Deposit' product, this is the field labeled 'Rate' |
| averageBalance | For a 'Certificate of Deposit' product, this is the field labeled 'Balance' |
When pricing an Other Product
| Field Name | Where to see it in PrecisionLender |
|---|---|
| annualRevenue | For an 'Other' product, this is the field labeled 'Revenue' when adding an Annual Revenue or Annual Revenue and Balance product |
| averageBalance | For an 'Other' product, this is the field labeled 'Balance' when adding an Annual Revenue and Balance product |
| expectedOneTimeRevenue | For an 'Other' product, this is the field labeled 'One Time Revenue' when adding an Expected One Time Revenue product |
| revenueProbability | For an 'Other' product, this is the field labeled 'Probability' when adding an Expected One Time Revenue product |
| revenueMonthsFromClosing | For an 'Other' product, this is the field labeled 'Estimated Months From Closing' when adding an Expected One Time Revenue product |
