Merge Field List
Adam Evans
Samir Vora
James Caldwell
Monty Hollings (Unlicensed)
Owned by Adam Evans
Articles in this series...
Contents
Introduction
This article lists all the available (standard) merge fields in the eKeeper CRM.
The merge fields listed here are standard merge fields only and do not include any merge fields that have been created through user customisation of the eKeeper CRM.
Using Merge fields
To utilise a merge field, simply find the one you wish to us from the sections below and copy the Merge field place holder and then paste it into your document template.
What are merge fields?
Merge fields are place holders for information. When setting up a template in your eKeeper CRM you have the opportunity to add a merge field place holder in place of some information you want to appear e.g. valuation amount, proc fee, applicants name etc. You can place as many merge fields as you like into your letter templates. Once you have built your template, and you produce it against a product.
Applicant Merge fields
Applicant merge fields contain information such as the applican'ts forename, surname, date of birth, contact number and much more. The following expanding links provide merge field placeholders for applicants 1 through 4 and also commercial company merge fields.
Applicant 1 Merge fields
| Merge field placeholder | Description | Example |
|---|---|---|
| <<AppInitial>> | The first letter of the first applicant's forename | P |
| <<Person1Title>> | The title of first applicant. | Mr |
| <<AppForename>> | The first applicant's forename | Paul |
| <<AppSurname>> | The first applicant's surname | Marks |
| <<App1MiddleName>> | The first applicant's middlename. | Geoffrey |
| <<App1FullName>> | The first applicants full name (including title and middle name if present) | Mr Paul Geoffrey Marks |
| <<ApplicantAddress>> | The address of the first applicant on the mortgage. | 75 Ashmore Road Cheadley Chelterfield CH5 6HG |
| <<App1AddressOneLine>> | The address of the first applicant on the mortgage (all on one line) | 75 Ashmore Road, Cheadley, Chelterfield, CH5 6HG |
| <<App1DaytimePhone>> | The first applicant's daytime phone number | 01823 332567 |
| <<App1EveningPhone>> | The first applicant''s evening phone number | 01823 481451 |
| <<App1MobilePhone>> | The first applicant's mobile phone number | 07742859455 |
| <<App1DOB>> | The first applicant's date of birth | 28/09/1976 |
| <<App1Email>> | The first applicant's email address | Paul@hotmail.com |
| <<App1Email2>> | The first applicant's secondary email address | kieran@hotmail.com |
| <<AppRef1>> | The first applicants customer reference | 123 |
| <<Applicant1RetirementAge>> | Retirement age for the first applicant | 60 |
| <<Applicant1Income>> | Annual income for the first applicant | 23000 |
| <<Applicant1Occupation>> | Occupation for the first applicant | Plasterer |
| <<Applicant1TaxBracket>> | Tax bracket for the first applicant | 22 |
| <<Applicant1EmploymentStatus>> | Employment status for the first applicant | Full-time |
| <<Applicant1Sex>> | Gender for the first applicant | Male |
| <<Applicant1Smoker>> | Is the first applicant a smoker | Yes |
| <<CustLoginUserIDApp1>> | The user ID for the customer login system (if in use) for applicant one | Paul@hotmail.com |
| <<CustLoginPasswordApp1>> | password | Applicant one password for the customer login system (if in use) |
Applicant 2 Merge fields
| Merge Field Placeholder | Description | Example |
|---|---|---|
| <<AppInitial2>> | The first letter of the second applicant's forename | J |
| <<Person2Title>> | The title of second applicant. | Mrs |
| <<App2Forename>> | The second applicant's forename | Jane |
| <<App2Surname>> | The second applicant's surname | Smith |
| <<App2MiddleName>> | The second applicant's middlename. | Claire |
| <<App2FullName>> | The second applicants full name (including title and middle name if present) | Mrs Jane Claire Smith |
| <<Applicant2Address>> | The address of the second applicant on the mortgage. | 75 Ashmore Road Cheadley Chelterfield CH5 6HG |
| <<App2AddressOneLine>> | The address of the second applicant on the mortgage (all on one line) | 75 Ashmore Road, Cheadley, Chelterfield, CH5 6HG |
| <<App2DaytimePhone>> | The second applicant's daytime phone number | 01823 332567 |
| <<App2MobilePhone>> | The second applicant's mobile phone number | 07964468211 |
| <<App2EveningPhone>> | The second applicant''s evening phone number | 01823 481451 |
| <<App2DOB>> | The second applicant's date of birth | 18/02/1972 |
| <<App2Email>> | The second applicant's email address | Jane@hotmail.com |
| <<App2Email2>> | The second applicant's secondary email address | chris@hotmail.com |
| <<AppRef2>> | The second applicants customer reference | 124 |
| <<Applicant2RetirementAge>> | Retirement age for the second applicant | 60 |
| <<Applicant2Income>> | Annual income for the second applicant | 22500 |
| <<Applicant2Occupation>> | Occupation for the second applicant | Sales Assistant |
| <<Applicant2TaxBracket>> | Tax bracket for the second applicant | 22 |
| <<Applicant2EmploymentStatus>> | Employment status for the second applicant | Full-time |
| <<Applicant2Sex>> | Gender for the second applicant | Male |
| <<Applicant2Smoker>> | Is the second applicant a smoker | No |
| <<CustLoginUserIDApp2>> | The user ID for the customer login system (if in use) for applicant two | Jane@hotmail.com |
| <<CustLoginPasswordApp2>> | password | Applicant two password for the customer login system (if in use) |
Applicant 3 Merge fields
| Merge Field Placeholder | Description | Example |
|---|---|---|
| <<AppInitial3>> | The first letter of the third applicant's forename | F |
| <<Person3Title>> | The title of third applicant. | Mr |
| <<App3Forename>> | The third applicant's forename | Fred |
| <<App3Surname>> | The third applicant's surname | Smith |
| <<App3MiddleName>> | The third applicant's middlename. | Jeremy |
| <<App3FullName>> | The third applicants full name (including title and middle name if present) | Mr Fred Jeremy Smith |
| <<Applicant3Address>> | The address of the third applicant on the mortgage. | 75 Ashmore Road Cheadley Chelterfield CH5 6HG |
| <<App3AddressOneLine>> | The address of the third applicant on the mortgage (all on one line) | 75 Ashmore Road, Cheadley, Chelterfield, CH5 6HG |
| <<App3DaytimePhone>> | The third applicant's daytime phone number | 01823 332567 |
| <<App3EveningPhone>> | The third applicant''s evening phone number | 01823 481451 |
| <<App3MobilePhone>> | The third applicant's mobile phone number | 07742859455 |
| <<App3DOB>> | The third applicant's date of birth | 28/09/1976 |
| <<App3Email>> | The third applicant's email address | Fred@hotmail.com |
| <<App3Email2>> | The third applicant's secondary email address | trevor@hotmail.com |
| <<AppRef3>> | The third applicants customer reference | 123 |
| <<Applicant3RetirementAge>> | Retirement age for the third applicant | 60 |
| <<Applicant3Income>> | Annual income for the third applicant | 17000 |
| <<Applicant3Occupation>> | Occupation for the third applicant | Mechanic |
| <<Applicant3TaxBracket>> | Tax bracket for the third applicant | 22 |
| <<Applicant3EmploymentStatus>> | Employment status for the third applicant | Part-time |
| <<Applicant3Sex>> | Gender for the third applicant | Female |
| <<Applicant3Smoker>> | Is the third applicant a smoker | No |
| <<CustLoginUserIDApp3>> | The user ID for the customer login system (if in use) for applicant three | Fred@hotmail.com |
| <<CustLoginPasswordApp3>> | password | Applicant three password for the customer login system (if in use) |
Applicant 4 Merge fields
| Merge Field Placeholder | Description | Example |
|---|---|---|
| <<AppInitial4>> | The first letter of the fourth applicant's forename | R |
| <<Person4Title>> | The title of fourth applicant. | Mr |
| <<App4Forename>> | The fourth applicant's forename | Rolland |
| <<App4Surname>> | The fourth applicant's surname | Birkwood |
| <<App4MiddleName>> | The fourth applicant's middlename. | Seymour |
| <<App4FullName>> | The fourth applicants full name (including title and middle name if present) | Mr Rolland Seymour Birkwood |
| <<Applicant4Address>> | The address of the fourth applicant on the mortgage. | 75 Ashmore Road Cheadley Chelterfield CH5 6HG |
| <<App4AddressOneLine>> | The address of the fourth applicant on the mortgage (all on one line) | 75 Ashmore Road, Cheadley, Chelterfield, CH5 6HG |
| <<App4DaytimePhone>> | The fourth applicant's daytime phone number | 01823 332567 |
| <<App4EveningPhone>> | The fourth applicant''s evening phone number | 01823 481451 |
| <<App4MobilePhone>> | The fourth applicant's mobile phone number | 07742859455 |
| <<App4DOB>> | The fourth applicant's date of birth | 28/09/1976 |
| <<App4Email>> | The fourth applicant's email address | roly@hotmail.com |
| <<App4Email2>> | The fourth applicant's secondary email address | alan@hotmail.com |
| <<AppRef4>> | The fourth applicants customer reference | 123 |
| <<Applicant4RetirementAge>> | Retirement age for the fourth applicant | 60 |
| <<Applicant4Income>> | Annual income for the fourth applicant | 44500 |
| <<Applicant4Occupation>> | Occupation for the fourth applicant | Director |
| <<Applicant4TaxBracket>> | Tax bracket for the fourth applicant | 40 |
| <<Applicant4EmploymentStatus>> | Employment status for the fourth applicant | Full-time |
| <<Applicant4Sex>> | Gender for the fourth applicant | Female |
| <<Applicant4Smoker>> | Is the fourth applicant a smoker | No |
| <<CustLoginUserIDApp4>> | The user ID for the customer login system (if in use) for applicant four | roly@hotmail.com |
| <<CustLoginPasswordApp4>> | password | Applicant four password for the customer login system (if in use) |
ALL Applicants Merge fields
| Merge Field Placeholder | Description | Example |
|---|---|---|
| <<AppTitleInitialSurname>> | The applicants title, initial and surname | Mr J Jones and Mrs S Smith |
| <<AppTitleInitialSurnameCombi>> | The applicants title, initial and surname combined if the surname is shared | Mr & Mrs J Jones |
| <<AppTitleForenameSurname>> | For a mortgage with only one applicant this is the applicant title, forename and surname.<br> For a mortgage with two applicants this is the title, forename and surname of both applicants with the word 'and' in between | Mr John Smith and Mrs Jane Smith |
| <<AppTitleSurname>> | For a mortgage with only one applicant this is the applicant title and surname.<br> For a mortgage with two applicants this is the title and surname of both applicants with the word 'and' in between | Mr Smith and Mrs Smith |
| <<ForenameOnly>> | For a mortgage with only one applicant this is the applicant forename.<br> For a mortgage with two applicants this is the forenames of both applicants with the word 'and' in between. | John and Jane |
| <<ForenameSurname>> | For a mortgage with only one applicant this is the applicant forename and surname.<br> For a mortgage with two applicants this is the forename and surname of both applicants with the word 'and' in between | John Smith and Jane Smith |
| <<AppFullName>> | All applicants title, forename, middlename and surname | Mr John Fredrick Smith and Mrs Jane Louise Smith |
Commercial Customer Merge fields
| Merge Field Placeholder | Description | Example |
|---|---|---|
| <<CVCompanyName>> | The name of the company on a commercial case | Birkwood Technologies Ltd |
| <<CVAddress>> | The address of the company on a commercial case | Birkwood Technologies Ltd |
| <<CVTelephone>> | The phone number of the company on a commercial case | 01275 376191 |
| <<CVFax>> | The fax number of the company on a commercial case | 01275 376181 |
| <<CVEmail>> | The email address of the company on a commercial case | roly@birwoodtechnologies.co.uk |
| <<CVWebsite>> | The website address of the company on a commercial case | www.birwoodtechnologies.co.uk |
| <<CVNotes>> | The additional information for the company on a commercial case | Example notes! |
| <<CVCompanyRegistrationNo>> | The company registration number for the company on a commercial case | 510021698 |
| <<CVIncorporationDate>> | The company incorporation date for the company on a commercial case | 14/04/2004 |
| <<CVLegalStatus>> | The legal status of the company on a commercial case | Limited Company |
| <<CVCompaniesHouseCompanyType>> | Companies House Company Type | Company Limited by Guarantee with No Share Capital |
| <<CVCompaniesHouseStatus>> | Companies House Status | Active |
| <<CVNatureOfBusiness>> | Nature of Business | 66190 - Activities auxiliary to financial intermediation n.e.c., 66300 - Fund management activities |
Recipient Merge fields
Recipient merge fields are context sensitive and come into effect when you click any of the letter or email symbols throughout the system 
. These can appear next to lenders, applicants and participants. Instead of the merge fields being associated with a particular field, the merge field placeholder is associated with the same piece of information across multiple ares.
For example if you used the <<RecipientName>> merge field placeholder in your letter template and then clicked the 
next to the introducer participant to product your letter, then it would be the introducer participant's name that would be populated into your letter. If you then repeated this process but clicked the 
next to the lender, then it would be the lender's name that would be populated into your letter.
Recipient Merge fields
| Merge Field Placeholder | Description | Example |
|---|---|---|
| <<RecipientTitle>> | The recipient title | Mr |
| <<RecipientPreferredName>> | The recipient preferred name | Johnny |
| <<RecipientForename>> | The recipient forename | John |
| <<RecipientSurname>> | The recipient surname | Smith |
| <<RecipientCompanyName>> | The recipient company name | Wayne Enterprises |
| <<RecipientName>> | The recipient name | John Smith |
| <<RecipientAddress>> | The recipient address | 12 Legal Street Aldermore Chelterfield CH7 3AK |
| <<RecipientDayPhone>> | The recipient daytime phone number | 0114 225667 |
| <<RecipientEveningPhone>> | The recipient evening phone number | 0117 857394 |
| <<RecipientFax>> | The recipient fax number | 0117 8549080 |
Date, User and Branch Merge Fields
eKeeper CRM allows you to add date merge field placeholders to your document templates so that the date is populated into your letter automatically upon production of the letter. There are multiple date merge fields to choose from including today's date, today's date plus 14 days.
Date Merge Fields
| Merge Field Placeholder | Description | Example |
|---|---|---|
| <<TodaysDateShort>> | The letter production date (short format) | 28/09/2004 |
| <<TodaysDateMedium>> | The letter production date with the month using short text | 28-Sept-2004 |
| <<TodaysDateLong>> | The letter production date in full | 28th September 2004 |
| <<TodaysDatePlus14Days>> | Todays date plus 14 days | 12th October 2010 |
| <<TodaysDatePlus1Month>> | Todays date plus one month | 28th October 2010 |
| <<TodaysDatePlus92Days>> | Todays date plus 92 days | 29th December 2010 |
The following merge fields provide information relating to the user that is producing the document i.e. the logged in user. This should not be confused with the user who creates the letter/email template. Some of the merge field placeholders include, the logged on user's name, the user's signature etc, the user's phone number etc.
User Merge Fields
| Merge Field Placeholder | Description | Example |
|---|---|---|
| <<MortgageUserSignature>> | The signature of the advisor recorded against the mortgage | John Smith Mortgage Advisor |
| <<MortgageUserName>> | The name of the advisor recorded against the mortgage | John Smith |
| <<MortgageUserSMSSignature>> | The text messaging signature adviser recorded against the mortgage | Regards, Harry Smith |
| <<MortgageUserDaytimePhone>> | The daytime phone number of the adviser recorded against the mortgage | 01823 532186 |
| <<MortgageUserEveningPhone>> | The evening phone number of the adviser recorded against the mortgage | 01823 412157 |
| <<MortgageUserMobilePhone>> | The mobile phone number of the adviser recorded against the mortgage | 07765432648 |
| <<MortgageUserEmail>> | The email address of the advisor recorded against the mortgage | joe.schultz@safetycam.org |
| <<MortgageUserEmailSignature>> | The email signature of the advisor recorded against the mortgage | Regards, Fred Bloggs |
| <<LoggedOnUserSignature>> | The signature of the logged-on user | John Smith Mortgage Advisor |
| <<LoggedOnUserName>> | The name of the logged-on user | John Smith |
| <<LoggedOnUserSMSSignature>> | The text messaging signature of the logged-on user | Regards, Fred Bloggs |
| <<LoggedOnUserDaytimePhone>> | The daytime phone number of the logged-on user | 01823 532186 |
| <<LoggedOnUserEMailSignature>> | The email signature of the logged-on user | John Smith Mortgage Advisor john@mortgage.com Tel:0123456789 |
| <<LoggedOnUserEveningPhone>> | The evening phone number of the logged-on user | 01823 412157 |
| <<LoggedOnUserMobilePhone>> | The mobile phone number of the logged-on user | 07765432648 |
| <<AdminUserSignature>> | The signature of the administrator recorded against the mortgage | Kieran Hyde Mortgage Administrator |
| <<AdminUserName>> | The name of the administrator recorded against the mortgage | Kieran Hyde |
| <<AdminUserSMSSignature>> | The text messaging signature of the administrator recorded against the mortgage | Regards, Kieran Hyde |
| <<AdminUserDaytimePhone>> | The daytime phone number of the administrator recorded against the mortgage | 01275 376190 |
| <<AdminUserEveningPhone>> | The evening phone number of the administrator recorded against the mortgage | 0117 123456 |
| <<AdminUserMobilePhone>> | The mobile phone number of the administrator recorded against the mortgage | 07765432648 |
| <<AdminUserEmail>> | The email address of the administrator recorded against the mortgage | kieran.hyde@youremailaddress.co.uk |
| <<AdminUserEmailSignature>> | The email address of the administrator recorded against the mortgage | Regards, Fred Bloggs |
| <<User3DaytimePhone>> | The daytime phone number of the user 3 recorded against the mortgage | 07765432648 |
| <<User3Email>> | The email address of the user 3 recorded against the mortgage | kieran.hyde@youremailaddress.co.uk |
| <<User3EmailSignature>> | The email signature of the user 3 recorded against the mortgage | Regards, Fred Bloggs |
| <<User3EveningPhone>> | The evening phone number of the user 3 recorded against the mortgage | 0117 123456 |
| <<User3MobilePhone>> | The mobile phone number of the user 3 recorded against the mortgage | 07765432648 |
| <<User3RoleDescription>> | The role description for user 3 recorded against the mortgage | BDM |
| <<User3SMSSignature>> | The SMS signature for the user 3 recorded against the mortgage | Regards, Fred Bloggs |
| <<User3UserName>> | The user name for the user 3 recorded against the mortgage | Doug_Baldwin |
| <<User3UserSignature>> | The signature of the user 3 recorded against the mortgage | Regards, Fred Bloggs |
| <<User4DaytimePhone>> | The daytime phone number of the user 4 recorded against the mortgage | 07765432648 |
| <<User4Email>> | The email address of the user 4 recorded against the mortgage | kieran.hyde@youremailaddress.co.uk |
| <<User4EmailSignature>> | The email signature of the user 4 recorded against the mortgage | Regards, Fred Bloggs |
| <<User4EveningPhone>> | The evening phone number of the user 4 recorded against the mortgage | 0117 123456 |
| <<User4MobilePhone>> | The mobile phone number of the user 4 recorded against the mortgage | 07765432648 |
| <<User4RoleDescription>> | The role description for user 4 recorded against the mortgage | BDM |
| <<User4SMSSignature>> | The SMS signature for the user 4 recorded against the mortgage | Regards, Fred Bloggs |
| <<User4UserName>> | The user name for the user 4 recorded against the mortgage | Doug_Baldwin |
| <<User4UserSignature>> | The signature of the user 4 recorded against the mortgage | Regards, Fred Bloggs |
If you have branches setup in your eKeeper system, the following merge field placeholders provider information against the branch associated with the product/case you produce the letter against. Items include, branch name, branch address, branch email etc.
Branch Merge fields
| Merge Field Placeholder | Description | Example |
|---|---|---|
| <<BranchName>> | The name of the branch recorded on the mortgage | Bristol Branch |
| <<BranchCode>> | The code of the branch recorded on the mortgage | BRISTOL1 |
| <<BranchAddress>> | The address of the branch recorded on the mortgage | 1 High Street Bristol BS20 0DD |
| <<BranchPhone>> | The phone number of the branch recorded on the mortgage | 01275 376190 |
| <<BranchFax>> | The fax number of the branch recorded on the mortgage | 01275 376181 |
| <<BranchEmail>> | The email address of the branch recorded on the mortgage | postmaster@bristol.com |
| <<BranchAddressOneLine>> | The address of the branch (all on one line) | 1 High Street, Bristol, BS20 0DD |