Broker Bookmarks

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Broker Bookmarks

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UnderwriterCENTRAL™ Template Editor Bookmarks

A brief explanation of each of the bookmark fields for use in Document generation

 

BROKER BOOKMARKS

Image

Details

clip3654

This will retrieve the ABN of the broker as entered in the Broker Detail screen.

clip3655

This will retrieve the address of the company site of the broker flagged as primary in the Admin-Site List.

clip3656

This will retrieve the AFS license of the broker as entered in the Broker Detail screen.

clip3657

This will retrieve the authorised rep number of the broker as entered in the Broker Detail screen.

clip3658

This will retrieve the Account Name of the bank entered for the broker in the Broker Detail screen.

clip3659

This will retrieve the Account Number of the bank entered for the broker in the Broker Detail screen.

clip3661

This will retrieve the Bank Name entered for the broker in the Broker Detail screen.

clip3660

This will retrieve the Branch Name of the bank entered for the broker in the Broker Detail screen.

clip3662

This will retrieve the Branch Number of the bank entered for the broker in the Broker Detail screen.

clip3663

This will retrieve the name of the broker entered in the Broker Detail screen.

clip3664

This will retrieve the text of the category of the broker entered in the Broker Detail Screen.

clip3665

This will retrieve the Country in which that broker is located.

clip3666

This will retrieve the Email Address as applicable for the Broker.

clip3667

This will retrieve the Fax Number as applicable for the Broker.

clip3668

This will retrieve the Mobile Number as applicable for the Broker.

clip3669

This will retrieve the other names associated with the client based on what has been entered in the Other Names web grid in Broker-

Profile tab. This can only be used within a Broker Other Names repeat type.

clip3670

This will retrieve the type of name (i.e. Trading Name, Subsidiary) associated with the broker based on what has been entered in the Other Names web grid in Profile tab. This can only be used within a Broker Other Names repeat type.

clip3671

This will retrieve the number of days of the payment terms for the broker. This is retrieved from the Broker Detail Screen.

clip3672

This will retrieve the payment terms (i.e. 14 Days) of the broker. This is retrieved from the Broker Details tab.

clip3673

This will retrieve the Phone Number of the company site of the broker flagged as primary in the contact details tab.

clip3674

This will retrieve the second Phone Number of the company site of the broker flagged as primary in the contact details tab.

clip3675

This will retrieve the type of phone number the Phone Number 2 is which is specified in the broker contact details tab.

clip3676

This will retrieve the type of phone number the Phone Number  is which is specified in the broker contact details tab.

clip3677

This will retrieve the description of the profile item as entered in the Profile Data-Admin web grid and assigned to the broker table.

clip3678

This will retrieve the label of the profile item as entered in the Profile Data-Admin web grid and assigned to the broker table. This label will

then appear in the Profile list under the broker-Profile tab.

clip3679

This will retrieve the value of the profile item as entered in the Profile list under the Broker-Profile tab.

clip3680

This will retrieve the Rating Text assigned to the broker of the Rating combo on the Broker Detail screen.

clip3681

This will retrieve the Reference Number that has been entered for the broker in the Admin-Company List screen.

clip3682

This will retrieve the Short Name of the broker as entered on the Broker Detail screen.

clip3683

This will retrieve the Company Since date that has been entered for the broker in the Broker Detail screen.

clip3684

This will retrieve the status of the Broker as entered via the Broker Detail Screen.

clip3685

This will retrieve the Payment Method of the Broker entered via the Broker Detail Screen.

clip3686

This will retrieve the Web Address that has been entered for the broker in the Broker Detail screen.