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Eligibility > Jobs tab fields migration to Tracking > Jobs Tracking menu
504 loan types
| 2 Year Anniversary Field | Jobs Tracking Type | Job Tracking Record field |
| Confirmed Date | Jobs at 2 Years | As of Date if Confirmed Date was entered previously. If Confirmed Date was blank, then this field will show as Not Confirmed. |
| 2 Year Anniversary Date | Jobs at 2 Years | 2 Year Anniversary Date locked field |
| Existing at 2 Years | Jobs at 2 Years | Existing field |
| Retained at 2 Years | Jobs at 2 Years | Retained field |
| Created at 2 Years | Jobs at 2 Years | Created field |
| 1st Verification | Jobs at 2 Years | 1st Attempt |
| 2nd Verification | Jobs at 2 Years | 2nd Attempt |
| 3rd Verification | Jobs at 2 Years | 3rd Attempt |
| Confirmed Date | Jobs at 2 Years | As of Date, if previously entered |
Non-504 loan types
| 2 Year Anniversary Field | Jobs Tracking Type | Job Tracking Record field |
| 2 Year Anniversary Date | Servicing | As of Date UNLESS Confirmed Date was entered previously |
| Existing at 2 Years | Servicing | Existing field |
| Retained at 2 Years | Servicing | Retained field |
| Created at 2 Years | Servicing | Created field |
| 1st Verification | Servicing | 1st Attempt |
| 2nd Verification | Servicing | 2nd Attempt |
| 3rd Verification | Servicing | 3rd Attempt |
| Confirmed Date | Servicing | As of Date, if previously entered |
All loan types
| Current Jobs (Servicing) fields | Jobs Tracking Type | Job Tracking Record field |
| As of | Servicing | As of Date |
| Current Jobs | Servicing | Existing field |
Report Fields
- Loan Eligibility General
- Jobs Last Year does not pull any data
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Jobs Total the same as Loan: Latest Jobs Created field
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Jobs Current the same as Loan: Latest Jobs Existing field
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Jobs Current As of Date the same as Loan: Latest As of Date
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Jobs existing, created, and retained fields will pull origination record information
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SBA Annual Jobs report (Reports & Letters > Bulk Letters) works as follows:
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If no values in either Existing, Created, Retained fields in the 2 year job record, then it will not return the As of Date. If there are values in in either Existing, Created, and/or Retained fields then it will return the As of Date as Date Verified.
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Merge Fields
*Note Non 504 loan types will not be able to use 2 year merge fields
| Merge Field | Jobs Tracking Type | Job Tracking Record field |
| Latest Jobs Existing f/k/a Current Jobs | Servicing or Jobs at 2 Years | Latest recorded added - Existing field |
| Latest Jobs Existing Date f/k/a Current Jobs Date | Servicing or Jobs at 2 Years | Latest recorded added - As of Date |
| Jobs 2 Year Confirmed date Date | Jobs at 2 Years | As of Date UNLESS Confirmed Date was entered previously |
| Jobs Existing 2 Years | Jobs at 2 Years | Existing field |
| Retained at 2 Years | Jobs at 2 Years | Retained field |
| Created at 2 Years | Jobs at 2 Years | Created field |
| Jobs Existing | Origination |
Exisiting field
|
| Jobs Created | Origination | Created field |
| Jobs Retained f/k/a Jobs Preserved | Origination | Retained field |
