Document Templates
PLEASE READ THIS DISCLAIMER BEFORE USING THESE DOCUMENT TEMPLATES...
Legal Disclaimer: The following are sample document templates. They are provided as examples of how to create various automated documents in Bryt. These samples are not intended to be legal documents as laws and regulations vary greatly by state and by type of business. It is important to have your document templates reviewed by your legal counsel before use.
Document Variables: The Bryt system uses numerous document variables in our system. Be sure that you understand the function of the document variable used in your template(s). Using an incorrect document variable may cause your template to produce an inaccurate document. You should thoroughly test your document templates against a variety of your loans to ensure accuracy before using them. If you need assistance with document variables please contact Bryt support.
You can access our list of available variables here: Document Variables.
Creating a Document Template: Want to create your own document template from scratch? The following document explains how to insert merge fields into your WORD document... CUSTOM DOCUMENT TEMPLATE INSTRUCTIONS
Template Name - click to download | Description |
|---|---|
Welcome Letter | Welcome letter using contact information and loan information. |
Amortization Schedule | Amortized schedule of payments for the term of the loan. NOTE: This template is intended to be used prior to accepting loan payments. Once principal or interest payments are made on the loan, those payments may not be accurately reflected in the schedule. |
ACH Authorization | Recurring ACH Payment Authorization through ACHQ template with contact and loan information. |
Statement H-30(A) | Sample Template modeled from Regulation Z Appendix H - H-30(A) Sample Form of Periodic Statement - Click Here to View Reg Z Sample |
Loan Summary (Invoice) | Periodic Loan Summary Statement containing contact and loan information with next payment breakdown, YTD paid amounts and outstanding balances. |
Payment Request (Notices) | This template is a copy of the Payment Request template from the Notices feature. Note: This excludes the ACH payment link since that's not available under custom documents but you can grab an ACH Payment Link and manually insert it before sending to the borrower. |
Payment Receipt | Payment receipt for last payment made by borrower. |
Payoff Statement - Simple | Payoff Demand Letter with borrower information, payoff date, table containing payoff items, and per diem. The "Payoff Demand - Simple" table returns a payoff table with all lender fees and late fees combined (no details). |
Payoff Statement - Detailed | Payoff Demand Letter with borrower information, payoff date, table containing payoff items, and per diem. The "Payoff Demand - Detailed" table returns a payoff table with all lender fees and late fees detailed. |
Lender Statement of Account | Only for Investments Module users - show's a Lender's (Investor) Investment portfolio, Funding Activity, and Account Activity as table variables which output data dependent on the selected Date Range option set for the document template. |