• myAccounts
  • Project
    • Project

  • myTask: Queues
  • myKPI: Metrics
    Average Loan Balance (per month)
    180k
     
    Average Loan Applications (per month)
    121
     
    Average Conversion Ratio (per month)
    58%
     
  • Assign Project Client
  • Note
    • Note

  • SMS
    • SMS

  • myTask: Queues
    • Task

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  • Time Sheet
  • Messages
        • {{FullName(x)}} - {{Type(x)}}
          Contact:
          {{getLabel('EMail','EMail')}}:{{Email(x)}}
          {{getLabel('Mobile','Mobile')}}:{{Mobile(x)}}
          {{getLabel('Work','Work')}}:{{WorkPhone(x)}}
          {{getLabel('Address','Address')}}:{{Address(x)}}
          {{x.Name}}
          • {{Title(x)}}
          •  
          • {{getLabel('Responsibility', 'Responsibility')}}: {{getLabel(x.Classification, x.Classification)}}
            {{getLabel('LNG_MySearch_Status', 'Status')}}: {{getLabel(x.FlagLabel, x.FlagLabel)}}

          {{getLabel('There_are_currently_no_results_to_display', 'There are currently no results to display')}}.

          {{getLabel('Purpose_Of_Loan', 'Purpose of Loan')}}   {{purpose()}}   {{getLabel('App_Received', 'App. Received')}}   {{applicationDate()}}
          {{getLabel('Requested_Amount', 'Requested Amount')}}:   {{getFieldAmount(600387)}}   {{getLabel('Total_Mortgage', 'Total Mortgage')}}:   {{getFieldAmount(911748)}}
          {{getLabel('Est_Value_Pur_Price', 'Est. Value/Pur. Price')}}:   {{getPrice()}}   {{getLabel('Product', 'Product')}}:   {{getProductDescription()}}
          {{getLabel('LTV', 'LTV')}}:   {{DealLTV()}}   {{getLabel('Product_Type', 'Product Type')}}:   {{productName()}}
          {{getLabel('Term', 'Term')}}:   {{getFieldValueAsString(931381)}} {{yearsLabel}} {{getFieldValueAsString(931382)}} {{monthsLabel}}    {{getLabel('Interest_Rate', 'Interest Rate')}}:   {{interestRate()}}
          {{getLabel('Amortization', 'Amortization')}}:   {{getFieldValueAsString(931379)}} {{yearsLabel}} {{getFieldValueAsString(931380)}} {{monthsLabel}}    {{getLabel('Principal_And_Interest', 'Principal And Interest')}}:   {{payment()}}
          {{getLabel('LTV', 'LTV')}}:   {{DealLTV()}}   {{getLabel('Amortization', 'Amortization')}}:   {{getFieldValueAsString(931379)}} {{yearsLabel}} {{getFieldValueAsString(931380)}} {{monthsLabel}} 
          {{getLabel('Closing_Date', 'Closing Date')}}:   {{closingDate()}}   {{getLabel('Insurer', 'Insurer')}}: {{getLabel('Lender Fee', 'Lender Fee')}}:   {{insurerName()}} {{getFieldValueAsString(957003)}}
          {{getLabel('First_Payment_Date', 'First Payment Date')}}:   {{firstPaymentDate()}}   {{getLabel('Insurer_Ref_Number', 'Insurer Ref. Number')}}: {{getLabel('Payment_Frequency', 'Payment Frequency')}}:   {{insurerReferenceNumber()}} {{paymentFrequency()}}
          {{getLabel('Solicitor_Name', 'Solicitor Name')}}:   {{solicitorName()}}   {{getLabel('Insurance_Premium', 'Insurance Premium')}}:     {{insurancePremium()}}  
          {{getLabel('Solicitor_Firm', 'Solicitor Firm')}}:   {{solicitorFirm()}}   {{getLabel('Payment_Frequency', 'Payment Frequency')}}:     {{paymentFrequency()}}  
          {{getLabel('GDS/TDS', 'GDS/TDS')}}:   {{dealGDS()}}/{{dealTDS()}}   {{getLabel('NetWorth', 'Net Worth')}}:   {{getFieldAmount(1000573)}}
          {{getLabel('ID', 'ID')}}:   {{oComponent.RMR_SeqNumber}}        
          {{getLabel('Requested_Amount', 'Requested Amount')}}:   {{componentRequestedAmount(oComponent)}}   {{getPaymentLabel($index)}}:   {{componentPayment(oComponent)}}
          {{getLabel('Interest_Rate', 'Interest Rate')}}:   {{componentInterestRate(oComponent)}}   {{getLabel('Payment_Frequency', 'Payment Frequency')}}:   {{componentPaymentFrequency(oComponent)}}
          {{getLabel('Product_Type', 'Product Type')}}:   {{componentProductType(oComponent)}}   {{getLabel('First_Payment_Date', 'First Payment Date')}}:   {{componentFirstPaymentDate(oComponent)}}
          {{getLabel('Term', 'Term')}}:   {{oComponent.TermYears}} {{yearsLabel}} {{oComponent.TermMonths}} {{monthsLabel}}   {{getLabel('Sub-Account Type', 'Sub-Account Type')}}:     {{getLabelSubAccountType(oComponent)}}  
          {{x.Name}}
          {{headerType}} {{headerDetails}} {{headerValue}}
          {{labelNA}} {{labelNA}} {{labelNA}}
          {{oneAsset.Type}} {{oneAsset.Detail}} {{assetValue(oneAsset)}}
          {{labelTotal}} {{totalAssets(x)}}
          {{headerProperty}} {{headerValue}}
          {{labelNA}} {{labelNA}}
          {{oneAsset.Property}} {{assetValue(oneAsset)}}
          {{labelTotal}} {{totalPropertyAssets(x)}}
          {{x.Name}}
          {{headerType}} {{headerCreditProvider}} {{headerOutstandingBalance}} {{headerMonthlyPayment}} {{headerLimit}} {{headerPayoff}}
          {{labelNA}} {{labelNA}} {{labelNA}} {{labelNA}} {{labelNA}} {{labelNA}}
          {{oneLiability.Type}} {{oneLiability.CreditProvider}} {{outstandingBalance(oneLiability)}} {{monthlyPayment(oneLiability)}} {{limit(oneLiability)}} {{oneLiability.Payoff}}
          {{labelTotal}} {{totalOutstandingBalance(x)}} {{totalMonthlyPayment(x)}}
          {{headerOtherMortgageLiabilities}} {{headerRemainingBalance}} {{headerMonthlyPayment}}
          {{labelNA}} {{labelNA}} {{labelNA}}
          {{oneLiability.Property}} {{remainingBalance(oneLiability)}} {{mortgageMonthlyPayment(oneLiability)}}
          {{labelTotal}} {{totalRemainingBalance(x)}} {{totalMortgageMonthlyPayment(x)}}
          • {{x.DMR_FileDisplayName}} {{x.DMR_DateCreated}}
          • {{Detail(x)}} {{Date(x)}}
          • {{x.StatusName}} {{Date(x)}}
          • {{noteLink(x,$index)}}
            {{noteLink(x,$index)}}
            {{getLabel('Reply', 'Reply')}}
             
           
          • {{formatName(decodeRUBI(x.From))}} {{decodeRUBI(NameFor(x))}} {{createLabel()}} {{Date(x)}}
          {{ErrorMessage}}
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                • Status: Timeline
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                  • Control
                  • Dates
                    • Start Date: Due Date: Completed Date:
                  • Priority (1-Highest ... 9-Lowest)
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                      • Volume Status Chart
                      • Trend Indicator Chart
                      • Staff Workload Chart
                      • Search: Results
                      • Deals
                      Legend
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                      Please note: The symbols used, represent the time the account has been active for.
                      • Search: Results
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