Merge fields are fields that are used as placeholders in an email or document to allow you to merge client information into the document. For example, a document with merge fields would look as follows:
Dear {[BorrowerFirstName]}
Thank you for choosing....
Sincerly,
{[LoanOfficerFullName]}
{[LoanOfficerTitle]}
When the document is merged, it will create a customized letter or email to your client that would look as follows:
Dear Ryan,
Thank you for choosing...
Sincerly,
Michael Spencer
Senior Loan Officer