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  1. Maxwell Business Intelligence

Data Dictionary

Learn the essential meanings, interpretations and sources of key data to better understand and utilize reports.

Name
Description
Encompass Definition
MeridianLink Definition

Loan Number

The alpha-numeric identifier assigned to the loan.

Field 364

sLNm

Legal Entity Identifier

The HMDA Legal Entity Identifier.

Field HMDA.X70

sLegalEntityIdentifier

HMDA Census Tract

Subject Property Census Tract.

Field 700

sHmda2018CensusTract

Total Loan Amount

The total amount of the loan, including any funds for PMI/MIP financing.

Field 2

sFinalLAmt

Trid Completed Date (Application Submitted)

The date when all TRID data was captured for a loan.

Field 3142 (GFE Application Date)

sRespa6D (RESPA 6 Date)

LOS Loan Created At

The date when a loan was created inside the LOS.

Field 2025

sCreatedD

Borrower Intent to Proceed Date

The date when the borrower(s) provide the intent to proceed with the loan.

Field 3197

sIntentToProceedD

Initial Disclosure Date

The date when the initial disclosure (LE) was issued to the borrowers.

We use the date_utc value from the first disclosure with the type = "initial" in the disclosure tracking logs.

sInitialLoanEstimateIssuedD

Final Disclosure Date

We use the date_utc value from the first disclosure with the type = "final" in the disclosure tracking logs.

sFinalClosingDisclosureIssuedD

Rate Locked At

The date of the current lock on a loan.

Field 761 (Loan Submission Rate Date)

sRLckdD (Date) sRLckdDTime (Time)

Conditional Approved At

Date of initial underwriting conditional approval.

Field 1038 (Commitment Terms Action Date)

sApprovD (Date) sApprovDTime (Time)

Closed At

The final closing date for an originated loan.

Field 748

(This field is often populated for abandoned loans. Because of this, we only use this date when field 1393 (hmda Action Taken) = "Loan Originated")

sClosedDc(Date) sClosedDTime (Time)

Funded At

The date when loan funds were disbursed to the borrower.

Field 2553

sFundD (Date) Funded Date (Time)

Borrower Requested Total Loan Amount

Field 1109

sLAmtCalc

Purchase Amount

The purchase price of the subject property.

Field 136

sPurchPrice

Property Usage Type

Subject property usage type.

Field 190

sOccTPe

Property Type

The property type of the subject property.

Field 1041

sGseSpT

Occupancy Type

If the property is occupied.

Field 3335

sIsOwnerOccupied

Loan Purpose

Purpose of the loan. Ex Purchase, Refinance...

Field 19

sLPurposeT

Loan Type

The type of loan. Ex Conventional, FHA...

Field 1172

sLT

Amortization Type

Field 608

sFinMethT

Channel

Field 2626

sBranchChannelT

Amortization Term

The length of time (in months) over which the payments for the loan are spread.

Field 4

sTerm

Has Private Mortgage Insurance

Field 3336

sHasPrivateMortgageInsurance

Current Milestone name

The current status of the loan.

Field MS.STATUS

sStatusT

Current Milestone Started At

The date the current milestone was started.

Field MS.STATUSDATE

We don't use a specific field from MeridianLink but rather a timestamp when we receive an updated milestone.

Loan Officer Name

The name of the loan officer assigned to the loan.

Field 317

sEmployeeLoanRepName

Loan Officer Email

The email of the loan officer assigned to the loan.

Field 1407

sEmployeeLoanRepEmail

Loan Officer Login

the login ID of the loan officer assigned to the loan.

Field LOID

Processor Name

The name of the loan processor assigned to the loan.

Field 362

sEmployeeProcessorname

Processor Email

The email of the loan processor assigned to the loan.

Field 1409

sEmployeeProcessorEmail

Processor Login

The login ID of the loan processor assigned to the loan.

Field LPID

Underwriter Name

The name of the underwriter assigned to the loan.

Field 2574

sEmployeeUnderwriterName

Underwriter Email

The email of the underwriter assigned to the loan.

Field 2576

sEmployeeUnderwriterEmail

Underwriter Login

The login ID of the loan underwriter assigned to the loan.

Field UWID

Closer Name

The name of the loan closer assigned to the loan.

Field 1855

sEmployeeCloserName

Closer Email

The email of the loan closer assigned to the loan.

Field 1857

sEmployeeCloserEmail

Closer Login

The login ID of the loan closer assigned to the loan.

Field CLID

Is Closed

T/F identifying if the loan has closed.

HMDA Action Taken

The current status of the loan.

Field 1393

sHmdaActionTakenT

HMDA Action Taken Date

The date the loan status was changed.

Field 749

sHmdaActionD

Combined LTV

Combined loan to value percent.

Field 353

sLtvR

Down Payment

Down payment dollar amount.

Field 1335

sEquityCalc

Down Payment Percent

Percentage of total purchase price that the down payment makes up.

Field 1771

sDownPmtPc

Credit Score

The credit score of the borrower.

Field 2853

sCreditScoreType2

Bottom Ratio Percent

The borrower's primary housing expenses and other liabilities divided by total income.

Field 742

sQualBottomR

Current Lock Expires Date

Date the rate lock expires

Field 2147

sRLckdExpiredD

Current Rate

The base rate of the current lock.

Field 2036

sNoteIR

First Credit Pull Date

The date the first credit score was pulled.

We use the minimum date of the following fields: DISCLOSURE.X51, DISCLOSURE.X11, DISCLOSURE.X31

sCrOd

Disclosure Signed At

The date the disclosure was signed.

Field 3153

sInitialLoanEstimateSignedD

Final Approval At

The date the underwriter recommended approval of the loan.

Field 2301

sClearToCloseD (Date) sClearToCloseDTime (Time)

Appraisal Completed At

The date the original appraisal was completed.

Field 2353

sApprRprtRd

Shipped At

The date the initial set of documents was shipped to the investor.

Field 2014

sShippedToInvestorD (Date) SShippedToInvestorDTime (Time)

Sold At

The purchase advice date provided by the investor who is purchasing the loan.

Field 2370

sLPurchaseD (Date) sLPurchaseDTime (Time)

Purchased At

The date the loan is being purchased.

Field 3567

sPurchaseD (Date) sPurchaseDTime (Time)

Calculated Closing Date

We calculate this field by checking if Scheduled Closing Date is null or has already occurred. If this is true we use Estimated Closing Date otherwise we use Scheduled Closing Date.

Scheduled Closing Date

Field 748

sDocMagicClosingD

Estimated Closing Date

Field 763

sEstCloseD

Appraisal Value

The appraised value of the subject property.

Field 356

sApprVal

Lien Status

Lien position.

Field 420

sLienPosT

First Payment Date

The date of the first loan payment.

Field 682

sSchedDueD1

Units Num

Number of seperate living spaces in the subject property.

Field 16

sUnitsNum

Doc Type

Fannie Mae Loan Doc Type Code.

Field MORNET.X67

sProdDocT

Life Cap Rate

The maximum percentage (above the inital note rate) the rate can adjust during the life of the loan.

Field 247

sRAdjLifeCapR

Initial Cap Rate

The maximum percentage the loan rate can adjust at the first adjustment period.

Field 697

sRAdj1stCapR

Sub Cap Rate

The maximum percentage the loan rate can change at each adjustment, after the first adjustment.

Field 695

sRAdjCapR

Margin Rate

The set percentage added to the index rate to calculate the final loan rate.

Field 689

sRAdjMarginR

Index Rate

The basis for the rate of the loan. The index is adjusted during the life of the loan as fluctuations occur in the market rate on which the index is based.

Field 688

sRAdjIndexR

Property Inspection Waiver

Field ULDD.X95 if not NULL else Field ULDD.X38

sSpGseCollateralProgramT

HMDA MSA NUM

The 5-digit (Metropolitan Statistical Area) MSA code for the area in which the subject property is located.

Field 699

sHmdaMsaNum

HMDA County Code

The HMDA County Code consisting of the state code field and the County Code

Field HMDA.X111

sSpCountyFips

Property Appraisal Method

Field ULDD.X29

sSpValuationMethodT

Property Appraisal Date

Effective date of the property valuation.

Field ULDD.X30

sSpsValuationEffectiveD

Total Loan Costs

Field CD2.XSTD

sTRIDClosingDisclosureTotalLoanCosts

Total Other Costs

Field CD2.XSTI

sTRIDClosingDisclosureTotalOtherCosts

Total Lender Credits

Field CD2.XSTLC

sTRIDClosingDisclosureGeneralLenderCredits

Total Closing Costs

Field CD2.XSTJ

sTRIDClosingDisclosureTotalClosingCosts

Is Jumbo

Field 3331

sJumboT

QM Status

HMDA.X26

sIsUsingNonQMProgram

Builder Name

The contact person at the builder.

Field 714

where AgentRoleTDesc in ('BUILDER' , 'Builder')

Lender Case Number

The lender's tracking number for the loan.

Field 305

sLenderCaseNum

Registered At

The registration date of the loan.

TPO.X3

sSubmitD (Date) sSubmitDTime (Time)

Appraisal Ordered At

The date the original appraisal was ordered.

Field 2352

sApprRprtOd

Title Ordered At

sPrelimRprtOd

AUS Last Submission At

AUS tracking first submission date and time.

AUS.X4 (Date) , AUS.X174 (Time)

Property Street Address

The street address of the subject property.

Field 11

sHmdaSpAddr

Property City

The city of the subject property.

Field 12

sHmdaSpCity

Property State

The state of the subject property.

Field 14

sHmdaSpState

Property Postal Code

The postal code of the subject property.

Field 15

sSpZip

Property County

The county of the subject property.

Field 13

sSpCounty

Borrower First Name

The borrower's first name.

Field 4000

Consumers.FirstName

Borrower Last Name

The borrower's last name.

Field 4002

Consumers.LastName

Borrower Schooling Term Years

The number of years of school completed by the borrower.

Field 39

SchoolYears

Borrower Dependent Count

Number of dependents borrower has

Field 53

Borrower Base Monthly Income Amount

Field 1088

Borrower Total Liabilities Amount

URLA.X62

Borrower Total Present Housing Expense Amount

The total present monthly housing expense.

Field 737

Borrower Total Assets

The total borrower assets.

Borrower Total Present Housing Expense Amount

The total present monthly housing expense.

Field 737

Borrower Total Assets

The total borrower assets.

Field URLA.X55

Borrower Marital Status Type

Marital status of the borrower.

Field 52

Borrower HMDA Gender Type

Borrower sex Male/Female

Field 471

Consumers:Gender

Borrower HMDA Ethnicity Type

Borrower ethnicity.

Field 1523

Borrower HMDA Age

Borrower age.

Field 4183

Consumers:Age

Borrower HMDA Race Reported Fields

Borrower race reported fields.

Field 4237

Borrower Homeowner Past Three Years Indicator

Field 403

Borrower Language Preference

Borrower language preference.

Field URLA.X21

Borrower First Time Home Buyer

Indicates if this is the first time the borrower is purchasing a home.

Field USDA.X3

Borrower Self Declared Military Service Indicator

Borrower military service indicator.

Field URLA.X13

Closing Cost Paid by Lender

Sum of all closing costs paid by the lender

Sum of (closingCost:gfe2010:gfe2010Fees:lenderAmountPaid2015)

Closing Cost Paid by Borrower

Sum of all the closing costs paid by the borrower.

Sum of (closingCost:gfe2010:gfe2010Fees:borrowerAmountPaid2015)

Closing Cost Paid by Seller

Sum of all the closing costs paid by the seller.

Sum of (closingCost:gfe2010:gfe2010Fees:sellerAmountPaid2015)

Closing Cost Paid by Broker

Sum of all the closing costs paid by the broker.

Sum of (closingCost:gfe2010:gfe2010Fees:brokerAmountPaid2015)

Closing Cost Paid by Other

Sum of all the closing costs paid by other.

Sum of (closingCost:gfe2010:gfe2010Fees:otherAmountPaid2015)

Closing Cost Paid to Lender

Sum of all the closing costs paid to the lender.

Sum of all "Closing Cost paid by ..." Fields where closingCost:gfe2010:gfe2010Fees:ptbType = 'Lender'

Closing Cost Paid to Seller

Sum of all the closing costs paid to the seller.

Sum of all "Closing Cost paid by ..." Fields where closingCost:gfe2010:gfe2010Fees:ptbType = 'Seller'

Closing Cost Paid to Borrower

Sum of all the closing costs paid to the borrower.

Sum of all "Closing Cost paid by ..." Fields where closingCost:gfe2010:gfe2010Fees:ptbType = 'Borrower'

Closing Cost Paid to Broker

Sum of all the closing costs paid to the broker.

Sum of all "Closing Cost paid by ..." Fields where closingCost:gfe2010:gfe2010Fees:ptbType = 'Broker'

Closing Cost Paid to Other

Sum of all the closing costs paid to other.

Sum of all "Closing Cost paid by ..." Fields where closingCost:gfe2010:gfe2010Fees:ptbType = 'Other'

TPO Organization Name

TPO company name.

Field TPO.X14

sOriginatingCompanyName

TPO Organization AE Name

TPO company AE name.

Field TPO.X30

TPO Processor ID

The ID of the TPO processor.

Field TPO.X75

TPO Processor Name

The name of the TPO loan processor.

Field TPO.X74

sAgentDataSet.AgentName where contact_rel_typ = 'Processor (External)'

TPO Processor Email

The email of the TPO loan processor.

Field TPO.X76

sAgentDataSet.AgentName.EmailAddr where contact_rel_typ = 'Processor (External)'

TPO Loan Officer ID

The ID of the TPO loan officer.

Field TPO.X62

TPO Loan Officer Name

Name of the 3rd party loan officer.

Field TPO.X61

sAgentDataSet.AgentName where contact_rel_typ = 'Loan Officer'

TPO Loan Officer Email

The email of the 3rd party loan officer.

Field TPO.X63

sAgentDataSet.AgentName.EmailAddr where contact_rel_typ = 'Loan Officer'

Broker Lender NMLS ID

The national mortgage lender system ID of your company.

Field 3237

Broker Lender Name

The name of the broker lender.

Field 315

Investor Name

The investor providing the rate lock for the loan.

Field 2278

sCalcInvestorNm

Correspondent Underwriting Type

Field TPO.X88

sCorrespondentProcessT

VA Paid Date

The date the funding fee was paid.

Field VASUMM.X82

VA Loan Graduate Cert Receipt

The date the Loan Guarantee Certificate receipt was received.

Field VASUMM.X84

Lender NMLS ID

The lenders NMLS ID

Field 3637

Refinance Cash Out Amount

The difference between the total costs and total credits.

Field 142

sTransNetCash

Origination At

The application or origination date of the loan.

Field 745

sOpenedD (Date) sOpenedDTime (Time)

Loan Program

The loan program associated with the loan.

Field 1401

sLpTemplateNm

Product Type

Field 4 if Amortization Type is 'Fixed'. Fields 694 and 696 if Amortization Type is 'Adjustable Rate'.

sTerm or sRAdjCapMon and sRAdj1stCapMon

Non Specific Lender Credit

Field 4794

Closing Disclosure Sent At

Field 3977

sInitialClosingDisclosureIssuedD

Closing Disclosure Signed At

Field 3978

sInitialClosingDisclosureSignedD

Closing Docs Created At

The last date that closing documents were ordered.

Field 1886

sFinalClosingDisclosureIssuedD

Title Reference Number

The title company's case number for this loan.

Field 187

Title Completed Date

The date that the title report was issued.

Field L362

sPrelimRprtRd

Flood Insurance Determination At

The date determination was made as to whether or not the property requires flood insurance.

Field 2365

sFloodCertRd

Loan Withdrawn At

The date the loan was withdrawn

sWithdrawnD (Date) sWithdrawnDTime (Time)

Suspended At

The date the underwriter's approval was suspended.

Field 2303

sSuspendedD (Date), sSuspendedDTime (Time)

Actual Sell Price

Sell price actually paid by the investor.

Field 3422

sPurchaseAdviceTotalPrice_Field1

Actual Sell Side SRP

SRP points actually paid by the investor.

Field 3426

sPurchaseAdviceSRP_Field3

Actual Sell Amount

Sell amount actually paid by the investor.

Field 3424

sPurchaseAdviceTotalPrice_Field2

Actual SRP Amount

SRP amount actually paid by the investor.

Field 3428

sPurchaseAdviceSRP_Field2

Buy Side Lock Date

The buy side lock day.

Field 2149

sRLckdD (Date) sRLckdDTime (Time)

Buy Side Lock Expire Date

The date when the buy side rate lock expires.

Field 2151

sRLckdExpiredD

Buy Side Number Of Days

The number of days before the buy side lock expires.

Field 2150

sRLckdDays

Buy Side Price Rate

The base buy price for the lock.

Field 2161

sBrokerLockBaseBrokComp1PcPrice

Buy Side Rate

The base buy side base rate (as a percentage) for the lock.

Field 2152

sBrokerLockbaseNoteIR

Buy Side Rate Net Buy Rate

The base buy rate plus the total rate adjustments.

Field 2160

sNoteIR

Buy Side Rate Total Adjustment

The total value of the buy side rate adjustments.

Field 2159

sBrokerLockTotVisibleAdjNoteIR

Date Locked With Investor

Field 2291

sInvestorLockRLckdD

Gain Loss Percentage

Field 2296

sInvestorLockProjectedProfit

Investor Lock Type

Field 2287

sInvestorLockCommitmentT

Sell Side Discount YSP

Field 2277

sLDiscnt and sFinalLAmt

Sell Side Investor Status

Field 2031

sInvestorLockRateLockStatusT

Sell Side Lock Expires

The date the sell side rate lock expires.

Field 2222

sInvestorLockRLckdExpiredD

Sell Side Net Sell Price

The base sell price plus the total price adjustments.

Field 2274

sInvestorLockBrokComp1PcPrice

Sell Side Net Sell Rate

The base sell side rate plus the total rate adjustments.

Field 2231

sInvestorLockNoteIR

Sell Side Number of Days

The number of days for the sell side lock.

Field 2221

sInvestorLockRLckdDays

Sell Side Price Rate

The base sell side price for the lock.

Field 2232

sInvestorLockBaseBrokComp1PcPrice

Sell Side Rate

The base sell side rate (as a percentage) for the lock.

Field 2223

sInvestorLockBaseNoteIR

Servicing Release Indicator

Indicates whether loan servicing is being released or retained.

Field 3338

sPurchaseAdviceSummaryServicingStatus

Total Buy Price

Field 2218

sBrokerLockFinalbrokComp1PcPrice

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