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Dynamic fee type configurations

Dynamic fee types define the rules for fees that can be charged on loans — late fees, NSF fees, service fees, modification fees, purchase fees, and foreign transaction fees. Each dynamic fee type is associated with a specific loan type. The Admin Portal provides a read-only view of your configured dynamic fee types.

Availability: All clients Required permissions: loan.type:list (to view)

Note: Dynamic fee type configurations are read-only in the Admin Portal. To create or modify dynamic fee types, use the Peach API.

View dynamic fee types

From the Admin Portal sidebar, select Dynamic Fee Types. Before the table appears, you must select a loan type from the dropdown at the top of the page. Dynamic fee types are always viewed in the context of a specific loan type.

  1. From the Dynamic Fee Types page, select a loan type from the dropdown.
  2. The table displays all dynamic fee types configured for that loan type.
ColumnDescription
IDThe dynamic fee type identifier (DFT-XXXX-XXXX). Select to view the full configuration.
Configuration NameThe display name of the fee type.
Fee TypeThe category of fee: lateFee, modificationFee, purchaseFee, nsfFee, serviceFee, membershipFee, or foreignTransactionFee.
Last UpdatedThe date and time the configuration was last modified.

The list displays 10 fee types per page.

View a dynamic fee type configuration

Select a fee type's ID to open the configuration detail page. The page displays the full configuration as formatted JSON, with an icon toggle in the upper right to switch between Pretty and Raw JSON views.

Key configuration sections

The dynamic fee type JSON object contains these major sections:

SectionWhat it controls
nameThe display name (displayName) and API name (apiName) of the fee. The API name is unique per loan type.
feeTypeThe category of fee (late fee, NSF fee, service fee, etc.).
chargeLogicWhen and how the fee is charged: timing (per loan period, calendar period, ad hoc), buffer days before charging, and conditions (e.g., whether to charge when no outstanding principal).
amountLogicHow the fee amount is calculated: fixed amount, percentage of principal, percentage of overdue balance, or custom calculation. Includes geographic variations by country and state.
capLogicLimits on fee amounts: annual caps, total caps, or unlimited. Includes geographic variations and year-range specifications.
appliedToDrawsWhether this fee applies to individual draws (relevant for line of credit loans).
drawApplicationLogicIf applied to draws, whether it applies to all draws or selected draws.
sendNoticeWhether a notification is sent to the borrower when this fee is charged.
capitalizationLogicWhen the fee is capitalized into the loan balance (e.g., on charge).

Supported fee types

Fee typeDescription
lateFeeCharged when a payment is overdue. Supports buffer periods, pyramiding rules, and per-period or calendar-based charge timing.
nsfFeeCharged when a payment fails due to insufficient funds. Triggered ad hoc based on failure reasons.
serviceFeeA recurring or ad hoc fee for loan servicing. Can be applied to individual draws on line of credit loans.
modificationFeeCharged when loan terms are modified.
purchaseFeeCharged on purchase transactions (line of credit only).
membershipFeeA recurring or ad hoc membership fee charged for access to the loan product.
foreignTransactionFeeCharged on foreign transactions (line of credit only).