🏷️ Tags
CRM merge field reference — click any tag to copy.
Client Information
{ID}
Contact ID (e.g. XXX1234)
ID
{CUSTOMERID}
Contact ID with account prefix (e.g. ABC-XXX1234)
ID
{EXTERNALID}
Alternative external ID for the contact
ID
{ENROLLED_DATE}
Date the client was enrolled
Date
{GRADUATED_DATE}
Date the client graduated
Date
{CREATED_DATE}
Date the contact was created
Date
{FULLNAME}
Client full name
Text
{LASTNAME}
Client last name
Text
{SSN}
Client SSN (full)
Text
{ENCSSN}
Client SSN (last 4 digits)
Text
{DOB}
Client date of birth
Date
{ADDRESS}
Client address (full line)
Text
{PHONE}
Client phone 1 (primary)
Contact
{PHONE2}
Client phone 2 (secondary)
Contact
{EMAIL}
Client email
Contact
{SIGNATURE}
Client signature
Text
{SIGNDATE}
Signature date
Date
Co-Applicant / Co-Client
{COFULLNAME}
Co-Applicant full name
Text
{COSSN}
Co-Applicant SSN
Text
{COFULLADDRESS}
Co-Applicant address
Text
{COPHONE}
Co-Applicant phone number
Contact
{COSIGNATURE}
Co-Applicant signature
Text
{COINITIAL}
Co-Applicant initials (required to complete signing)
Text
{COSIGNDATE}
Date the document was signed by co-applicant
Date
{CODOB}
Co-Applicant date of birth
Date
Creditor & Account
{CREDITOR_NAME}
Original creditor name
Text
{CREDITOR_ACCT}
Creditor account number
ID
{COLLECTION_NAME}
Collection agency name
Text
{DEBT_ACCOUNTNUM}
Debt account number
ID
{DEBT_ENC_ACCOUNTNUM}
Encrypted debt account number (last 4 visible)
ID
{DEBT_ID}
Debt ID (auto-resolves, webhook-compatible)
ID
{DEBT}
Debt ID (internal)
ID
Debt Balances
{DEBT_ORIGINAL}
Original balance (amount when enrolled)
Currency
{DEBT_AMOUNT}
Current balance
Currency
{DEBT_VERIFIED_AMOUNT}
Verified balance
Currency
{TOTALDEBT}
Total debt enrolled
Currency
{TOTAL_CURRENT_DEBT_PAYMENTS}
Sum of current payments for all debts
Currency
{NUMDEBTS}
Number of enrolled debts
Text
{UNSETTLED_DEBT}
Unsettled debt / enrollment plan info
Text
Settlement
{OFFER_AMOUNT}
Settlement offer amount
Currency
{DEBT_SETTLEAMT}
Settle amount
Currency
{SETTLEMENT_AMOUNT}
Settlement amount
Currency
{NUM_SETT_PAYMENTS}
Number of settlement payments
Text
{PERCENT_OF_CURRENT}
Settlement percentage (of current balance)
Text
{SETTLEMENT_OFFER_INDIVIDUAL}
Settlement payment schedule
Text
{NEXT_SETTLEMENT_PAYMENT_DATE}
Next settlement payment date (per current schedule)
Date
{DEBT_SETTLEMENT_SCHEDULE}
Full settlement payment schedule (table with dates)
Text
{NUM_ACCOUNTS_SETTLED}
Number of settled debts
Text
{OFFER_VALID_DATE}
Settlement offer valid date
Date
Fees & Escrow
{DEBT_SETTLE_FEE}
Service fee (settlement)
Currency
{FEE1_TOTAL}
Fee 1 total amount
Currency
{BALANCE}
Available balance in escrow
Currency
{FEEX_NAME}
Fee name as labeled on enrollment plan (replace X)
Text
{FEEX_PERCENT}
Fee percentage (if based on % of debt, replace X)
Text
{FEEX_TOTAL}
Total amount charged from fee (replace X)
Currency
{FEEX_LENGTH}
Number of payments for fee (replace X)
Text
{FEEX_START_DATE}
Date the first payment of a fee occurs (replace X)
Date
Program
{PROGRAM_NAME}
Name of enrollment plan
Text
{TimeInProgram}
Total length of the enrollment plan
Text
{EstProgramCost}
Estimated total cost of enrollment plan
Currency
{StartDate}
Recurring start date of enrollment plan
Date
{PROGRAM_MONTHS}
Debt relief program duration (months)
Text
{MonthlyPayment}
Average monthly payment (balance ÷ term)
Currency
{TOTALINCOME}
Income source and amount
Text
{CF:Hardship Description}
Hardship and additional information
Text
Staff / Team
{ROLE_CLIENT_SERVICES}
CSR name
Text
{ROLE_CLIENT_SERVICES_EMAIL}
CSR email
Contact
{ROLE_CLIENT_SERVICES_PHONE}
CSR phone number
Contact
{ROLE_NEGOTIATOR}
Negotiator name
Text
{ROLE_NEGOTIATOR_EMAIL}
Negotiator email
Contact
{ROLE_NEGOTIATOR_PHONE}
Negotiator phone number
Contact
{ROLE_ACCOUNT_MANAGER}
Account Manager name
Text
{ROLE_ACCOUNT_MANAGER_EMAIL}
Account Manager email
Contact
{ROLE_ACCOUNT_MANAGER_PHONE}
Account Manager phone number
Contact
Bank Account
{NAMEONACCT}
Name on account (account holder)
Text
{BANKNAME}
Bank name
Text
{BANKADDRESS}
Bank address
Text
{BANKCITY}
Bank city
Text
{BANKSTATE}
Bank state
Text
{BANKZIP}
Bank zip code
Text
{BANKPHONE}
Bank phone number
Contact
{FORM_BANKING}
Banking data collection form
Text
{ACCTTYPE}
Account type (Checking or Savings)
Text
{ACCOUNTNUM}
Full account number
ID
{ROUTINGNUM}
Full routing number
ID
{ACCOUNTNUM_ENC}
Encrypted account number
ID
{ROUTINGNUM_ENC}
Encrypted routing number
ID
Assigned User
{ASSIGNED_TO}
Assigned user's full name
Text
{ASSIGNED_TO_FIRSTNAME}
Assigned user's first name
Text
{ASSIGNED_TO_LASTNAME}
Assigned user's last name
Text
{ASSIGNED_TO_USERNAME}
Assigned user's username
Text
{ASSIGNED_TO_SIGNATURE}
Assigned user's email signature
Text
{ASSIGNED_TO_PHONE}
Assigned user's phone number
Contact
{ASSIGNED_TO_EMAIL}
Assigned user's email address
Contact
Dates & Meta
{DATE}
Today's date
Date
{CREATED_AT}
Record creation date/time
Date
{MONTH}
Month of date the document was generated
Text
{DAY}
Day of date the document was generated
Text
{YEAR}
Year the document was generated
Text
{LASTNOTE}
Last note on the client dashboard
Text
Payment Returned
{PAYMENT_AMOUNT}
Payment amount
Currency
{RETURN_DATE}
Payment return date
Date
{RETURN_REASON}
Return reason
Text
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