Merge tokens & calculated fields

Tokens are placeholders that fill in real values when a document or email is generated. Document templates use {{double.brace}} tokens; the email library uses [bracket.dotted] tokens. Unknown tokens render empty.

Document template tokens

Used in Settings → Document templates. Click a token in the editor to insert it at your cursor.

Merchant

Token	Meaning
`{{merchant.legalName}}`	Legal name
`{{merchant.dbaName}}`	DBA name
`{{merchant.ein}}`	EIN / Federal ID
`{{merchant.email}}`	Email
`{{merchant.phone}}`	Phone
`{{merchant.address}}`	Full address
`{{merchant.city}}`	City
`{{merchant.state}}`	State
`{{merchant.postalCode}}`	Postal code

Deal

Token	Meaning
`{{deal.dealNumber}}`	Deal number
`{{deal.productType}}`	Product type
`{{deal.fundedAmount}}`	Funded amount
`{{deal.factorRate}}`	Factor rate
`{{deal.paybackAmount}}`	Payback amount
`{{deal.purchasedAmount}}`	Purchased amount (= payback)
`{{deal.purchasePrice}}`	Purchase price (= funded amount)
`{{deal.term}}`	Term (business days)
`{{deal.dailyPayment}}`	Daily payment (derived)

Contract

Token	Meaning
`{{company.legalName}}`	Your legal name
`{{company.address}}`	Your legal address (one line)
`{{company.contractEmail}}`	Your contract email
`{{wire.bankName}}`	Wire: bank name
`{{wire.bankAddress}}`	Wire: bank address
`{{wire.routingNumber}}`	Wire: ABA / routing
`{{wire.accountName}}`	Wire: account name
`{{wire.accountNumber}}`	Wire: account number
`{{merchant.dbaNames}}`	All DBAs (comma-separated)
`{{deal.signers}}`	Signers, in signing order
`{{deal.thirdPartyPayoff}}`	Prior balance paid to third parties

ISO / broker

Token	Meaning
`{{iso.name}}`	ISO name
`{{iso.contactName}}`	ISO contact
`{{iso.email}}`	ISO email
`{{iso.phone}}`	ISO phone
`{{iso.website}}`	ISO website
`{{iso.address}}`	ISO address (one line)
`{{iso.addressLine1}}`	ISO address line 1
`{{iso.addressLine2}}`	ISO address line 2
`{{iso.city}}`	ISO city
`{{iso.state}}`	ISO state
`{{iso.zip}}`	ISO postal code
`{{iso.ein}}`	ISO EIN
`{{iso.entityType}}`	ISO entity type
`{{iso.signerName}}`	ISO signer name
`{{iso.signerTitle}}`	ISO signer title

Approval

Token	Meaning
`{{approval.offerDate}}`	Offer sent date
`{{approval.fundedAmount}}`	Approved funded amount
`{{approval.factorRate}}`	Approved factor rate
`{{approval.paybackAmount}}`	Approved payback
`{{approval.termDays}}`	Approved term (days)
`{{approval.expiresAt}}`	Offer expiry

Calculated fields

Calculated fields run a formula over a deal's numbers and expose the result as {{calc.name}}. Formulas may reference these variables: funded factor buyRate payback term daily position net . Each field formats as currency, a percentage, or a plain number.

Ready-made field	Formula	Format
`{{calc.apr}}` APR (annualized cost)	`(payback - funded) / funded / term * 365`	percent
`{{calc.totalCost}}` Total cost of capital	`payback - funded`	currency
`{{calc.costRatio}}` Cost as % of funded	`(payback - funded) / funded`	percent
`{{calc.dailyPayment}}` Daily payment	`payback / term`	currency
`{{calc.netFunded}}` Net funded (after fees)	`net`	currency

Email template tokens

Used in Settings → Email templates.

Advance / deal

[advance.id][advance.status][advance.product][advance.merchant.name][advance.funded_amount][advance.factor_rate][advance.buy_rate][advance.payback][advance.term_days][advance.position][advance.collection_frequency][advance.funded_on][advance.num_payments_expected][advance.bounce_count][advance.balance]

Merchant

[merchant.name][merchant.legal_name][merchant.dba][merchant.email][merchant.phone][merchant.contact.name]

ISO

[iso.name][iso.email][iso.contact.name]

Payment

[payment.amount][payment.type][payment.due_date][payment.bounce_date][payment.return_code][payment.return_reason]

Sender / company

[email.from.name][company.name]

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