| Customer Information Fields explanation |
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| Account Number | This is the account number assigned to this loan by the finance company. |
| Insured Name | This is the name of the insured. |
| Address | The address where mail is sent for the insured. |
| City | The city where mail is sent for the insured. |
| State | The state where mail is sent for the insured. |
| Zip | The zip code where mail is sent for the insured. |
| Insured Phone | The telephone number for the insured. |
| Agent Code | The code number assigned to the retail agent/broker by the finance company. |
| Agent Name | The name of the retail agent/broker on this loan. |
| Agent Phone | The telephone number of the retail agent/broker. |
| Total Premium | This displays the total of all policy premiums, plus all fully earned and financeable taxes and fees. |
| Down Pay | This is the amount of Total Premium that is paid up front by the borrower. |
| Amount Financed | The Amount Financed is the principal portion of an insurance premium loan. This figure is calculated by subtracting the Down Payment from the Total Premium. |
| Finance Charge | This is the pre-computed amount of interest to be charged on a loan. |
| Total of Payments | This is the sum of all periodic payments scheduled to be made by the borrower. |
| Number of Installments | This displays the number of installments the borrower is required to pay. |
| Original Installment Amount | The amount of the original periodic installment due from the insured. |
| Payments Retained | The amount of installments that are retained by the retail agent/broker. |
| A.P.R. | This is the interest rate charged on a loan, annualized and expressed as a percentage of declining principal balance. |
| Sys. Create Date | The date for when the loan was processed by the finance company. |
| First Due | This is the date the first periodic payment is due from the borrower. |
| Next Due | This is the date the next periodic payment is due from the borrower. |
| Intent Due | This is a warning date to inform the insured they have a certain number of days to pay their next installment before the cancellation date. |
| Cancel Date | This is the date the premium finance company has requested/will request to cancel the policy(s) from the insurance carrier. |
| Reinstate Req. Date | This is the date the finance company has requested to reinstate the policy(s) from the insurance company. |
| Bill Cycle/Bill Proc. | The billing cycle shows the period of time between installment due dates. The options for billing cycle are determined by your finance company. The Bill Process displays the method in which you will bill the borrower. The options may include (1) Monthly Bill, (2) Coupon Book or (3) ACH Withdrawal. |
| Current Installment Amount | This displays the current Installment amount that is due from the borrower. |
| Late Charge Amount | This is the amount of a late charge if a payment is not received on time. |
| Ledger Balance | This is the total amount still owed to the finance company from the borrower. |
| Payments Made/Remaining | This displays the number of payments that have been made to the finance company and the total number of payments still remaining. |
| Payments and Late Charges Due | The amount of the late charge for the account (if one were to be assessed), plus the payment due. |
| Shortage Amount | This is the amount of any shortage on the loan that resulted from previous payments. |
| Current Amount Due | This is the amount due for the current installment. This figure includes the amount of the regular installment, plus any shortages from previous installments that were due. |
