Merge Field Directory
Looking for the right merge field to bring in your desired data point to an automation or template? This guide contains a visual pointer for merge fields found within the application.
Primary Applicant
The primary applicant is indicated by having the 'Primary Applicant' tick box selected. In our example, Homer Simpson is the primary applicant.
%PRIMARY_APPLICANT.FIRSTNAME%
%PRIMARY_APPLICANT.LASTNAME%
%PRIMARY_APPLICANT.MIDDLENAME%
This field is available in Leads, not Deals.
%PRIMARY_APPLICANT.OTHERNAME%
This field is available in Leads, not Deals.
%PRIMARY_APPLICANT.DOB%
%PRIMARY_APPLICANT.CITIZENSHIP%
%PRIMARY_APPLICANT.SIN%
%PRIMARY_APPLICANT.MARITALSTATUS%
%PRIMARY_APPLICANT.SELFEMPLYMENT%
%PRIMARY_APPLICANT.CREDITRANGE%
%PRIMARY_APPLICANT.INCOMERANGE%
%PRIMARY_APPLICANT.PRIMARY_EMAIL_ADDRESS%
%PRIMARY_APPLICANT.SECONDARY_EMAIL_ADDRESS%
This field is available in Leads, not Deals.
%PRIMARY_APPLICANT.WORK_PHONE_NUMBER%
%PRIMARY_APPLICANT.MOBILE_PHONE_NUMBER%
%PRIMARY_APPLICANT.FAX_PHONE_NUMBER%
%PRIMARY_APPLICANT.WEBSITE%
This field is available in Leads, not Deals.
%PRIMARY_APPLICANT.FACEBOOK%
This field is available in Leads, not Deals.
%PRIMARY_APPLICANT.TWITTER%
This field is available in Leads, not Deals.
%PRIMARY_APPLICANT.LINKEDIN%
This field is available in Leads, not Deals.
%PRIMARY_APPLICANT.INSTAGRAM%
This field is available in Leads, not Deals.
%PRIMARY_APPLICANT.CURRENT_ADDRESS%
Co-Applicant 1
The co-applicant is indicated by any applicant who does not have the 'Primary Applicant' tick box clicked. For example, Marge is one of our co-applicants here.
%CO_APPLICANT1.FIRSTNAME%
%CO_APPLICANT1.LASTNAME%
%CO_APPLICANT1.MIDDLENAME%
This field is available in Leads, not Deals.
%CO_APPLICANT1.OTHERNAME%
This field is available in Leads, not Deals.
%CO_APPLICANT1.DOB%
%CO_APPLICANT1.CITIZENSHIP%
%CO_APPLICANT1.SIN%
%CO_APPLICANT1.MARITALSTATUS%
%CO_APPLICANT1.LANGUAGEPREFERENCE%
%CO_APPLICANT1.RESIDENTIALSTATUS%
%CO_APPLICANT1.SELFEMPLOYMENT%
%CO_APPLICANT1.CREDITRANGE%
%CO_APPLICANT1.INCOMERANGE%
%CO_APPLICANT1.PRIMARY_EMAIL_ADDRESS%
%CO_APPLICANT1.SECONDARY_EMAIL_ADDRESS%
This field is available in Leads, not Deals.
%CO_APPLICANT1.HOME_PHONE_NUMBER%
This field is available in Leads, not Deals.
%CO_APPLICANT1.WORK_PHONE_NUMBER%
%CO_APPLICANT1.MOBILE_PHONE_NUMBER%
%CO_APPLICANT1.FAX_PHONE_NUMBER%
%CO_APPLICANT1.WEBSITE%
This field is available in Leads, not Deals.
%CO_APPLICANT1.FACEBOOK%
This field is available in Leads, not Deals.
%CO_APPLICANT1.TWITTER%
This field is available in Leads, not Deals.
%CO_APPLICANT1.LINKEDIN%
This field is available in Leads, not Deals.
%CO_APPLICANT1.INSTAGRAM%
This field is available in Leads, not Deals.
%CO_APPLICANT1.CURRENT_ADDRESS%
Co-Applicant 2 Information
Fields in this section are the same as for Co-Applicant 1, but located within the second co-applicant
Co-Applicant 3 Information
Fields in this section are the same as for Co-Applicant 1, but located within the third co-applicant
Mortgage 1 Information
%MORTGAGE1.SEARCHSTATUS%
%MORTGAGE1.PROPERTYUSAGE%
%MORTGAGE1.PROPERTYTYPE%
%MORTGAGE1.LOANTYPE%
%MORTGAGE1.PURCHASEPRICE%
%MORTGAGE1.PROPERTYVALUE%
%MORTGAGE1.DOWNPAYMENT%
%MORTGAGE1.REMAININGMORTGAGE%
%MORTGAGE1.PROPERTY_ADDRESS%
Mortgage 2 Information
Fields in this section are the same as for Mortgage 1, but located within the second mortgage
Mortgage 3 Information
Fields in this section are the same as Mortgage 1, but located within the third mortgage
Lead Owner Information
Note: The information in this section is tied to your back-end user profile with Scarlett Mortgage. For changes to this field, contact support.