Using Merge Fields, Conditional Merge Fields, and Lists in Milestone Templates


The Milestone settings allow for you to make various configuration changes to your milestones, milestone templates, deadlines, and reminders.


Among these settings, you'll have access to using merge fields, conditional merge fields, and lists in milestone templates.


Milestones are the important checkpoints in the life cycle of obtaining a loan. These are incredibly helpful for sending out updates to borrowers and third parties in a matter of seconds. The milestones are completely customizable with HTML. 


Milestone changes apply to future loan flows.


How to Set Up

From your team pipeline, navigate to Settings and select the Milestones tab:






Scroll down to Milestones and select the option to Manage Milestones:






Select the Edit Email Template icon towards the right of the milestone name:






Merge Fields

These are the merge fields you have available to use:


Merge Field Meaning
PreferredName Borrower nick name if available, otherwise first name
FirstName Borrower first name. If there is a co-borrower on this loan, this merge field includes both first names.
LastName Borrower last name
BorrowerFirstName Borrower first name
BorrowerLastName Borrower last name
CoBorrowerFirstName Co-Borrower first name
CoBorrowerLastName Co-Borrower last name
PersonalNote Personal note to be included in the email
PropertyAddress Property address for the loan
Milestone Current milestone for this loan
LoanProgressTable A table that shows milestone progress
LoanName The Loan Name field for this loan flow
Docs List of document names you are asking the borrower to provide
DocInfos List of document names, including their descriptions, you are asking the borrower to provide
Deadline The Deadline for this loan, which is different than the Expected Closing date
ExpectedClosing The Expected Closing date for this loan
Company Name of your company
Logo Company logo
WebsiteLink Web link to your website domain (as set in Settings > Team Info), such as If no website domain is set, defaults to
LenderFirstName Lender first name
LenderLastName Lender last name
LenderEmail Lender email address
LenderJobTitle Lender job title
LenderNMLS Lender NMLS ID
LenderDirectPhone Lender direct phone number
LenderMobilePhone Lender mobile phone number
LenderOfficePhone Lender office phone number
ManagerFirstName Manager first name
ManagerLastName Manager last name
ManagerEmail Manager email address
ManagerJobTitle Manager job title
ManagerDirectPhone Manager direct phone number
ManagerMobilePhone Manager mobile phone number

Manager office phone number


Add the merge field onto the template, and place a '${' at the beginning and a '}' at the end (ex. ${LastName}). Make sure you select Save to confirm any changes:


Note: Merge fields can also be used in the subject line of the message.






The information will be dynamically pulled from the loan flow into the appropriate place on the template.



Conditional Merge Fields

Conditional merge fields will display information based on whether or not certain conditions are met, such as if the field is available for the loan flow.


The 'if' tag will dictate this conditional logic. The example below will display the Lender NMLS ID if available in the profile section:


#{if LenderNMLS}
<br>NMLS # ${LenderNMLS}


Add the conditional merge field onto the template. These will need to be displayed in the format below:


#{if MergeField}




Make sure you select Save to confirm any changes:







Lists allow you to create dynamic lists of items, such as documents, automatically based on what's available for the specific loan flow.


The 'list' tag will dictate a list. The example below will display a list of documents requested from borrowers, including document descriptions:


#{list items:DocInfos, as:'Doc'}
<li>${} &mdash; ${Doc.description}</li>
#{/list} </ol>


Select the code option in the toolbar to switch to HTML. Add the list onto the template. Make sure you select Save to confirm any changes:






Success! Your milestone email template will update based on the information from your account or the borrower's loan flow.


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