Variables
Lend Sign enables you to create custom templates that automatically adapt based on dynamic content (variables). These variables insert essential data into the final document, helping ensure accuracy and personalisation.
What Are Variables?
Variables allow you to insert real-time data directly into your template. Common variables include details like:
Business Name
Client Name
Address
Email
Current Date
Variables are grouped into specific data categories, helping you organise and locate the right information to customise your templates.
Consumer Settings
Consumer
This data comes from the consumer settings page and is only available for broker companies that have consumer finance enabled.
CS_Broker_ABN (broker ABN in consumer settings)
CS_Broker_ACL(ACL in consumer settings)
Broker Company
All
The data comes from the brokers partner account.
Partner_Company_Name
Partner_Addr
Broker User
All
This data comes from the broker user.
Partner_User_Name
Partner_User_Phone
Consumer Application Excluding applicants (recipients)
Consumer
This data come from the consumer lead.
Loan_Amt_Requested
Commercial Application Excluding applicants (recipients)
Commercial
This data come from the commercial lead.
Business_ABN
Business_Name
Recipients Data
All
This data comes from the lead's applicants (recipients you will send the document to). Read below for important information about Recipient variables.
recipients.Recipient_Full_Name
recipients.Recipient_Addr
Recipient Variables and Blocks
When requesting signatures, you may need multiple recipients to sign. Lend Sign makes this easy by repeating recipient data for each individual, which is managed using Blocks.
Each template must include at least one Recipient Block, which consists of:
Recipient Variables (e.g., name, email, role)
Signature Block for collecting signatures from each recipient
Using Blocks ensures that all recipient details are automatically applied for each individual who needs to sign, streamlining the signing process.
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