Loan tapes are scheduled data exports that deliver loan or payment information to investors via SFTP. Each loan tape is based on a loan tape type, which defines the fields, format, and reporting rules for the export. Use the Loan Tapes pages to configure SFTP delivery, encryption, and file naming for your loan tape exports, and to review the loan tape types that define their structure.
Availability: Requires the beta toggle to be enabled. If you don't see the Capital Markets group (containing Loan Tape Types and Loan Tapes) in your sidebar, contact Peach support. Required permissions: loan.tape:list, loan.tape:read (to view tapes); loan.tape:create (to add tapes); loan.tape:update (to edit tapes); loan.tape.type:list, loan.tape.type:read (to view tape types); loan.tape.type:create (to add tape types); loan.tape.type:update (to edit tape types)
The Loan Tapes and Loan Tape Types pages share a tabbed interface. Select the Types tab to view loan tape type configurations, or the Tapes tab to manage loan tape delivery settings. You can switch between the two tabs from either page.
From the Admin Portal sidebar, select Loan Tape Types, or select the Types tab from the Loan Tapes page.
| Column | Description |
|---|---|
| Name | The display name of the loan tape type. |
| Type ID | The Peach-assigned loan tape type identifier. |
| Type | The category of data exported: loans or payments. |
| Fields | The number of fields included in the export, or a dash if no fields are configured. |
Use the search bar to filter the list. Select the column management icon to show, hide, or reorder columns.
- From the Loan Tape Types list, select + New loan tape type.
- In the basic dialog, enter a Name, select a Loan tape type (Loans or Payments), and choose the Fields to include.
- Select Create new loan tape type to save with default settings, or More options to configure additional settings.
- If you select More options, the advanced sheet opens with these sections:
- Basic information — name and tape type.
- Select fields — fields to include in the export.
- Metadata fields — additional metadata fields (required when loan metadata is selected).
- Custom field mapping — overrides for column header names. Use + Add custom field mapping to add a row.
- Reporting options — report LOC draws separately, report days after paid off (minimum 10), and action on missing data.
- Money unit — full unit (decimal) or sub-unit (pennies).
- Output options — tape output format and compression type.
- Select Create new Loan Tape Type to finish.
- From the Loan Tape Types list, select a row to open the detail drawer.
- The drawer displays the full loan tape type configuration.
- Select Edit to modify the configuration. The tape type (Loans or Payments) cannot be changed after creation; all other settings can be updated.
- Select Save to apply changes.
To delete a loan tape type, select Delete from the detail drawer and confirm. Existing tapes already generated from the type are not affected.
From the Admin Portal sidebar, select Loan Tapes, or select the Tapes tab from the Loan Tape Types page.
| Column | Description |
|---|---|
| Loan tape ID | The Peach-assigned loan tape identifier. |
| Loan tape type ID | The name and ID of the loan tape type this tape uses. |
| Investor | The name and ID of the investor this tape reports to, if one is assigned. |
| SFTP Destination | The SFTP hostname and directory where the tape file is delivered. |
| SFTP Encryption | The encryption method (GPG or None) and the SFTP access method (Password or Keys). |
Use the search bar to filter the list. Select the column management icon to show, hide, or reorder columns.
- From the Loan Tapes list, select + Create new.
- Fill in the loan tape details across the four sections described below (see field reference).
- Select Create New Loan Tape.
Select the loan tape type that defines the fields and format for this tape. Optionally select an investor to scope the tape to a single investor's loans. If you leave the investor blank, the tape includes all investors and is sent to the file company.
Configure how the tape file is delivered. Choose an SFTP protocol (username and password, or SSH keys), then enter the hostname and credentials. Optionally specify a directory on the SFTP server where the file should be uploaded.
Choose whether to encrypt the tape file. If you select GPG encryption, provide the public key that Peach uses to encrypt the file before delivery.
Define a custom file name pattern using placeholders and date format codes. Choose whether dates in the file name reflect the report date or the date the file is generated.
| Field | Description | Required | Values / Format |
|---|---|---|---|
| Loan tape type | The loan tape type that defines the export structure. | Yes | Dropdown of loan tape types |
| Investor | The investor whose loans are included. If blank, the tape includes all investors. | No | Dropdown of investors |
| SFTP protocol | The authentication method for SFTP delivery. | Yes | Username and password (default), SSH Keys |
| SFTP hostname | The SFTP server address. May include a port number. | Yes | Text (e.g., sftp.example.com:22) |
| SFTP username | The username for SFTP authentication. Required when the protocol is Username and password. | Conditional | Text |
| SFTP password | The password for SFTP authentication. Required when the protocol is Username and password. | Conditional | Text (masked) |
| SFTP change directory | The directory on the SFTP server where the file is uploaded. | No | Text (e.g., /reports) |
| Encryption method | Whether the file is encrypted before delivery. | Yes | None (default), GPG |
| Public key | The GPG public key used to encrypt the file. Required when the encryption method is GPG. | Conditional | Text (multi-line) |
| Custom file name | A file name pattern using placeholders and strftime format codes. | No | Text (e.g., loantape{{loanTapeId}}%m%d_%Y.csv) |
| Date value in file name | The date used when resolving date format codes in the file name. | Yes | Date of generation (default), Report date |
The following settings define the structure and behavior of a loan tape type. They can be configured in the create flow's advanced sheet or in the detail drawer's edit mode.
| Setting | Description |
|---|---|
| Tape type | The category of data: loans (loan-level balances and status) or payments (transaction-level payment data). |
| Tape name | The display name of the loan tape type. |
| Output format | The file format for the export (CSV). |
| Money unit | How monetary values are expressed: full unit (decimal, e.g., 100.50) or sub-unit (pennies, e.g., 10050). |
| Compression | File compression: none, gzip, or zip. |
| Report draws separately | Whether individual draws on line of credit loans appear as separate rows. |
| Report days when paid off | The number of days a paid-off loan continues to appear in the tape after payoff. |
| Action on missing data | Whether loans with missing data are included with empty fields or excluded from the tape. |
| Field name mappings | Custom column header names that override default field names in the export. |
| Fields | The list of data fields included in the export. Loan tape types support 147 loan fields or 27 payment fields depending on the tape type. |
- Loan tape field reference — Every loan-tape and payment-tape field, with types and meanings
- Manage investors
- Manage settlement instruments
- Admin Portal overview
- Peach API — Loan Tapes