PrecisionLender Opportunity Screen Field Tag Placement

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  

 

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