List of all decision tree variables

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• Application document decision tree

  Once it has been identified which documents are to be used by borrowers in the “document to be supplied by borrowers” it is possible to define a decision tree that CAN be used in order to request documents from borrows based on the information they ...

• List of display/document variables

  Email templates, document templates, note content .. etc  can have placeholders where data is inserted at the time they are created.  Display/document variables lists all the variable placeholders that can be used in email templates, document ...

• Display variables in Clearmatch

  A display variable is a data point that can be taken from Clearmatch and used in a document template or note or email template. For example the first line of a customer address is a display variable called dvAddressName1 . If you wished to use this ...

• Document / display variables (example)

  When creating the soft copy document that is attached to the document template, there are specific document variables that can be used, which will automatically populate those fields with the information that has been recorded from the loan ...

• List pending direct debit transactions

  Clearmatch produces direct debit and direct credit bank files that can be uploaded to the bank for processing. There is an option in Fusion that will display all of the pending direct debit transactions for the bank account of the selected ...