A complete list to the available fields for use as secondary trigger criteria in your automation rules


This article provides a  list of all the data fields that can be used as secondary trigger criteria within the automation rules feature. These fields allow you to create more granular and powerful automation by reacting to specific changes in your data.

Note: The fields listed below can only be used as secondary trigger criteria and are not available as primary triggers. Additionally, while many of these fields can be used to trigger an automation, not all of them can have their values changed or set by an automation rule at this time.

Available Fields for Secondary Trigger Criteria

The following is a list of all fields available for selection, organized by category.

Loan Info

  • Loan Status
  • Loan Pipeline
  • Purchase Price
  • Appraised Value
  • LTV
  • Net Tangible Benefit
  • Note Rate
  • Subordinate Lien
  • Subordinate Lien - Lien Type
  • Subordinate Lien - Creditor Name
  • Subordinate Lien - Lien Position
  • Subordinate Lien - Monthly Payment
  • Subordinate Lien - Loan Amount
  • Subordinate Lien - Fund Source Type
  • Subordinate Lien - Credit Limit
  • Broker Compensation
  • Broker Compensation Percentage
  • Broker Compensation Paid By
  • Lender Loan Number
  • Business Purpose Loan
  • Processor Type
  • Adverse Reason
  • Loan Creation Source
  • Processor Reviewed By
  • Branch
  • Loan Channel Type
  • Refinance Type
  • Cash Out Purpose
  • CRM Reference ID
  • Lien Position
  • Alternate Doc Loan
  • Smart Fees
  • Mortgage Insurance
  • AUS
  • LPA Offering
  • LPA Offering Identifier
  • Pre-Pay Penalty
  • Penalty Term
  • Max Penalty Amount
  • Seasoning
  • Seasoning Term
  • Balloon
  • Balloon Term
  • Mortgage Lates
  • Mortgage Lates x 30 days
  • Mortgage Lates x 60 days
  • Mortgage Lates x 90 days
  • Mortgage Lates x 120 days
  • Seller Provided Below Market Financing
  • Negative Amortization
  • Affordable Loan
  • Doctor Loan
  • Skip Income Check
  • Loan Limit Type
  • Purchase Advice Received
  • Exclude from MCR
  • Existing Loan Info - Loan Balance
  • Existing Loan Info - Mortgage Type
  • Existing Loan Info - Note Amount
  • Existing Loan Info - Amortization Type
  • Existing Loan Info - Interest Rate
  • Existing Loan Info - Monthly Payment
  • Existing Loan Info - Monthly PMI
  • Existing Loan Info - Total of Remaining Scheduled Payments
  • Existing Loan Info - Remaining Term (months)
  • Existing Loan Info - Prepayment Penalty
  • Existing Loan Info - Date of Loan
  • Existing Loan Info - Loan Number
  • Amortization
  • Lead Source
  • Lead Provided By
  • Mortgage Type
  • Loan Purpose
  • Refinance Program
  • Base Loan Amount
  • Estimated Closing Costs Amount
  • MI Fund Fee Financed Amount
  • MI Fund Fee Total Amount
  • Seller Paid Closing Costs Amount
  • Total Seller Credits Amount
  • Discount Points Total Amount
  • Total Subordinate Financing Amount
  • Total Assets Value
  • Refinance Amount
  • Lender Credit
  • Liquid Assets Total Value
  • Non Liquid Assets Total Value
  • Gift Total Value
  • Purchase Credit Type
  • Purchase Credit Amount
  • Impound Waiver
  • Loan FICO
  • Total Loan Amount

Property Info

  • Subject Property Occupancy Type
  • Subject Property Type
  • Subject Property State
  • Subject Property TBD
  • Subject Property Street Address
  • Subject Property City
  • Subject Property Zip Code
  • Subject Property County
  • Subject Property Attachment Type
  • Subject Property No. of Units
  • Subject Property No. of Stories
  • Subject Property Design Type
  • Subject Property Non-Warrantable
  • Subject Property in Community Property State
  • Subject Property Located in Project
  • Subject Property Construction Method
  • Subject Property Structure Type
  • Subject Property Year Built
  • Subject Property Acreage (acres)
  • Subject Property Improvements
  • Subject Property Improvement Costs
  • Subject Property Accessory Dwelling Unit Count
  • Subject Property Construction Status
  • Subject Property Project Name
  • Subject Property Condo Project Manager ID
  • Subject Property Legal Description
  • Cooperative Property - Apartment Number
  • Cooperative Property - Number of Shares
  • Cooperative Property - Lease Date
  • Cooperative Property - Lease Assign Date
  • Cooperative Property - Lien Search Date
  • Cooperative Property - Lien Search Number
  • Cooperative Property - Stock Certificate Number
  • Cooperative Property - Form of Ownership
  • Cooperative Property - Real Property
  • Manufactured Property - Make
  • Manufactured Property - Model
  • Manufactured Property - Year
  • Manufactured Property - Length
  • Manufactured Property - Width
  • Manufactured Property - Manufacturer
  • Manufactured Property - Serial #
  • Manufactured Property - HUD Label #
  • Manufactured Property - New/Used
  • Manufactured Property - Certificate of Title #
  • Manufactured Property - Anchored
  • Manufactured Property - Certificate of Title Type
  • Manufactured Property - Property Classification

Title Info

  • Manner In Which Title Will Be Held
  • Indian Country Land Tenure
  • Estate to be Held In
  • Title to the property will be held in what name(s)
  • Vesting To Read

Borrower

  • Borrower Role
  • Borrower Current Address
  • Borrower Phone
  • Borrower Email
  • Borrower Name
  • Borrower Date of Birth
  • Borrower Demographic - Race
  • Borrower Demographic - Race Not Provided
  • Was Borrower's Race Collected Visually or Surname?
  • Borrower Demographic - Ethnicity
  • Borrower Demographic - Ethnicity Not Provided
  • Was Borrower's Ethnicity Collected Visually or Surname?
  • Borrower Demographic - Gender
  • Borrower Demographic - Gender Not Provided
  • Was Borrower's Gender Collected Visually or Surname?
  • Borrower Demographic Information Source
  • Borrower Credit Pulled
  • Borrower Credit Pull Type
  • Borrower CAIVRID #

Primary Borrower

  • Primary Borrower Current Address
  • Primary Borrower Phone
  • Primary Borrower Email
  • Primary Borrower Name
  • Primary Borrower Date of Birth
  • Primary Borrower Demographic - Race
  • Primary Borrower Demographic - Race Not Provided
  • Was Primary Borrower's Race Collected Visually or Surname?
  • Primary Borrower Demographic - Ethnicity
  • Primary Borrower Demographic - Ethnicity Not Provided
  • Was Primary Borrower's Ethnicity Collected Visually or Surname?
  • Primary Borrower Demographic - Gender
  • Primary Borrower Demographic - Gender Not Provided
  • Was Primary Borrower's Gender Collected Visually or Surname?
  • Primary Borrower Demographic Information Source
  • Primary Borrower Credit Pulled
  • Primary Borrower Credit Pull Type
  • Primary Borrower CAIVRID #
  • Housing Expense Type
  • Housing Expense Timing Type
  • First Time Home Buyer
  • Primary Borrower Self Employed
  • Primary Borrower Self Employment Form
  • Primary Borrower Marital Status
  • Primary Borrower Military Status
  • Primary Borrower Income Type

Co-Borrower

  • Co-Borrower
  • Co-Borrower Role
  • Co-Borrower Current Address
  • Co-Borrower Phone
  • Co-Borrower Email
  • Co-Borrower Name
  • Co-Borrower Date of Birth
  • Co-Borrower Demographic - Race
  • Co-Borrower Demographic - Race Not Provided
  • Was Co-Borrower's Race Collected Visually or Surname?
  • Co-Borrower Demographic - Ethnicity
  • Co-Borrower Demographic - Ethnicity Not Provided
  • Was Co-Borrower's Ethnicity Collected Visually or Surname?
  • Co-Borrower Demographic - Gender
  • Co-Borrower Demographic - Gender Not Provided
  • Was Co-Borrower's Gender Collected Visually or Surname?
  • Co-Borrower Demographic Information Source
  • Co-Borrower Credit Pulled
  • Co-Borrower Credit Pull Type
  • Co-Borrower CAIVRID #

Assets

  • Asset Type
  • Asset Verified
  • Asset Liquidity
  • Asset Cash or Market Value

Liabilities

  • Liability Lien Position
  • Liability Type
  • Liability Current Rating Type
  • Liability Account Status Type
  • Liability Unpaid Balance Amount

Income Details

  • Agency Case Number - (VA,FHA)
  • Borrowers Married to Each Other - (VA)
  • VA Title Vesting Type
  • Seller Concession - (VA,FHA,Reverse)
  • Mortgage Credit Cert - (VA,FHA,Reverse)
  • VA Title Vesting Type Description

Disclosures Info

  • First Name of the Relative
  • Last Name of the Relative
  • Relationship with the Relative
  • Phone Number of the Relative
  • Address of the Relative
  • 13. Lender / Mortgage ID Code - (VA,FHA)
  • 14. Agent / Sponsor ID Code
  • 20. Purpose of Loan
  • AUS Result - (VA,FHA,Reverse)
  • DE's ID Number - (VA,FHA,Reverse)
  • Past Credit Record
  • Does loan meet VA credit standards?
  • Utilities Included?
  • Add remarks on VA credit standards
  • Application Recommended?
  • 56. Final Loan Action
  • 7. Entitlement ID (01 to 11, from VA Certificate of Eligiblity)
  • 12. VA Loan Procedure Type
  • 25. Appraisal Type
  • 29. MICRV No.
  • 39. Lender SAR ID No.
  • 40. Gross Living Area (Sq Ft)
  • 42. Date SAR Issued Notification of Value
  • 43. Total Room Count
  • 44. Baths (No.)
  • 45. Bedrooms (No.)
  • 46. If processed under LAPP, was the fee appraisal's original value estimate changed or repair recommendations revised, or the SAR otherwise make significant adjustments?
  • 7. I hereby certify that I do have a VA benefit-related indebtedness to my knowledge.
  • 10B. Are you a purple heart recipient?
  • 10C. Do you have a pre-discharge claim pending with VA?
  • 31A. Underwriter
  • 31B. Underwriter VA ID Number
  • 36. The undersigned veteran, certify that:

Loan Officer

  • Loan Officer License State
  • Loan Officer License
  • Loan Officer

Loan Officer Assistant

  • Loan Officer Assistant

Loan Processor

  • Loan Processor

Disclosure Desk

  • Disclosure Desk

Funder

  • Funder

Payroll

  • Payroll

Lock Desk

  • Lock Desk

Closer

  • Closer

Milestone Dates

  • App Intake Date
  • Qualification Date
  • Pre-Approved Date
  • Loan Setup Date
  • Disclosed Date
  • Submitted to UW Date
  • Approved w/ Conditions Date
  • Re-Submittal Date
  • Clear To Close Date
  • Docs Out Date
  • Docs Signed Date
  • Loan Funded Date
  • Broker Check Received Date
  • Loan Finalized Date
  • Adverse Date
  • Suspended Date

Document Dates

  • Appraisal Ordered Date
  • Appraisal Delivery Date
  • Tax Transcript Ordered Date
  • Tax Transcript Received Date
  • Title Ordered Date