Standard Information Tags pull specific data points from a loan file into your emails. 


Handlebar Expressions take this a step further by allowing you to add logic (like conditional text) and data formatting (like currency and date styles) directly into your templates.

Logic Functions

Logic functions allow you to control which parts of an email are shown based on whether a data field is populated in ARIVE.


{{#if}} ... {{/if}}

The "If" function checks if a field contains any data. If the field is populated, the text inside the block will appear. If the field is empty, the entire block is hidden.

Hi {{BorrowerFirstName}}{{#if CoBorrowerFirstName}} and {{CoBorrowerFirstName}}{{/if}},


{{else}}

Used inside an {{#if}} block, the "Else" function provides fallback text if the primary field is empty. This prevents gaps or "missing" data in your sentences.
 Subject: Update regarding {{#if SubjectPropertyAddress}}{{SubjectPropertyAddress}}{{else}}your upcoming home purchase{{/if}}


{{#unless}} ... {{/unless}}

The opposite of "If." This function only displays content if a specific field is empty. This is useful for reminding borrowers to provide missing information.
{{#unless BorrowerMobilePhone}}We noticed your mobile number is missing from your profile. Please provide it at your earliest convenience.{{/unless}}

Formatting Functions

These functions modify how raw data from ARIVE is displayed to ensure it looks professional to the borrower.


formatCurrency

Converts a raw number into a standardized currency format, including a dollar sign, commas, and two decimal places.
The estimated loan amount for this request is {{formatCurrency LoanAmount}}.


formatDate

Converts system timestamps into a readable date. You can specify the desired format (e.g., "MM/DD/YYYY" or "MMMM Do, YYYY") after the tag.
 Your appraisal was received on {{formatDate AppraisalReceivedDate "MM/DD/YYYY"}}.

Implementation & Best Practices


How to apply these to templates

  • Open an Email Template in Settings.
  • Click the Code View icon (</>) in the toolbar. This is required for complex Handlebar nesting to ensure the HTML doesn't interfere with the logic.
  • Type your expression directly into the code editor.
  • Preview the email using a sample loan to ensure the logic renders correctly.


Important Rules

  • Case Sensitivity: Tag names must match exactly (e.g., {{BorrowerFirstName}} works, {{borrowerfirstname}} does not
    .
  • Closing Blocks: Every {{#if}} or {{#unless}}must have a corresponding closing tag ({{/if}} or {{/unless}}). Failing to close a block will cause the email to fail.

  • No Spaces: Do not add spaces inside the curly braces of the function (e.g., use {{#if}}, not {{ #if }}).

Common Use Case Example


Below is a common snippet used for a joint borrower greeting that ensures the "and" only appears when a Co-Borrower exists:


 Hi {{BorrowerFirstName}}{{#if CoBorrowerFirstName}} and {{CoBorrowerFirstName}}{{/if}}, Your loan #{{LoanNumber}} is currently in {{LoanStatus}}.