Due Diligence Mail General Information

The following table provides information regarding how the various data elements of the Due Diligence Mail Information screen are used in the Due Diligence Mail process.

Field Name

Purpose Usage

Invoice Date

This date appears on the Due Diligence letter that is sent to the borrower.

Payoff Date

This date was used to compute the Payoff Amount that appears on the Due Diligence letter. It is also used as the "If Received By" date for when the payoff amount must be provided.

Mail Setup

Include Statement ?

If this value is set to "Yes", a section is included in the Due Diligence letter that reflects their current billing data. This is the same information (different format) that appears on the borrower billing statement. If set to "No", the billing statement is not included. This value can be used to override the value that was used by the job that created this output file.

Sort Letters By

This value specifies how the borrowers are sorted within the Due Diligence Mail data "file". The data is sorted by this value, regardless of Loan Age group. This value can be used to override the value that was used by the job that created this output file.

Tracking Information

Created On Date

This value appears in the Due Diligence Mail List, and is used for control tracking purposes.

Printed On Date

This value appears in the Due Diligence Mail List, and is used for control tracking purposes to indicate when the Due Diligence Mail (for this job) was printed.

Mailed On Date

This value appears in the Due Diligence Mail List, and is used for control tracking purposes to indicate when the Due Diligence Mail (for this job) was mailed.

Return Address

Warning: Any changes made to the fields in this section (including deletion) will be reflected on the school's address that is printed on the Due Diligence Mail associated with this job. For example if the street address is blanked out, no school address will appear on the Mail.

The values that appear here by default are the school's Payment Center address.

Payable To

This value is used in the first line of the school's return address, and also in the "Payable To" line of the amount due block.

Address (Line 1)

Address line 1 that appears on the letter.

Address (Line 2)

Address line 2 that appears on the letter.

City

The City value that appears on the letter.

State

The State value that appears on the letter.

Zip

The Zip Code value that appears on the letter.

Country

The Country value that appears (if outside the U.S.) on the letter.

Phone

The phone number that appears on the letter.

Extension

Not used.

Fax

Not used.

Field Name	Purpose Usage
Invoice Date	This date appears on the Due Diligence letter that is sent to the borrower.
Payoff Date	This date was used to compute the Payoff Amount that appears on the Due Diligence letter. It is also used as the "If Received By" date for when the payoff amount must be provided.
Mail Setup
Include Statement ?	If this value is set to "Yes", a section is included in the Due Diligence letter that reflects their current billing data. This is the same information (different format) that appears on the borrower billing statement. If set to "No", the billing statement is not included. This value can be used to override the value that was used by the job that created this output file.
Sort Letters By	This value specifies how the borrowers are sorted within the Due Diligence Mail data "file". The data is sorted by this value, regardless of Loan Age group. This value can be used to override the value that was used by the job that created this output file.
Tracking Information
Created On Date	This value appears in the Due Diligence Mail List, and is used for control tracking purposes.
Printed On Date	This value appears in the Due Diligence Mail List, and is used for control tracking purposes to indicate when the Due Diligence Mail (for this job) was printed.
Mailed On Date	This value appears in the Due Diligence Mail List, and is used for control tracking purposes to indicate when the Due Diligence Mail (for this job) was mailed.
Return Address	Warning: Any changes made to the fields in this section (including deletion) will be reflected on the school's address that is printed on the Due Diligence Mail associated with this job. For example if the street address is blanked out, no school address will appear on the Mail. The values that appear here by default are the school's Payment Center address.
Payable To	This value is used in the first line of the school's return address, and also in the "Payable To" line of the amount due block.
Address (Line 1)	Address line 1 that appears on the letter.
Address (Line 2)	Address line 2 that appears on the letter.
City	The City value that appears on the letter.
State	The State value that appears on the letter.
Zip	The Zip Code value that appears on the letter.
Country	The Country value that appears (if outside the U.S.) on the letter.
Phone	The phone number that appears on the letter.
Extension	Not used.
Fax	Not used.