Mortgage Application

Use a single API call to get and update mortgage application information like borrowers, declarations, incomes, addresses, financial transactions, liabilities, assets, properties, and title holders. You can use both the loanApplicationId and the externalID of an external system to get a mortgage application.

Resource

1/connect/financialservices/mortgages/loanId

Available version

48.0

Authentication

Use OAuth to connect to Salesforce and get an access token. Pass the access token in your requests. For more information, see Connect to Connect REST API Using OAuth.

HTTP methods

GET, PATCH

Path Parameters

Parameter Name	Type	Description	Required	Available version
`loanId`	String	`id` or `externalId` associated with a loan application.	Yes	48.0

Request body JSON Example

1{
2  "amortizationTerm": 30
3}

Response body for GET and PATCH

Property Name	Type	Description	Filter Group and Version	Available Version
`message`	String	Error message, if any.	Small, 48.0	48.0
`result`	Mortgage Information Output[]	Data of the mortgage result.	Small, 48.0	48.0

Sample response body for GET and PATCH

1{
2  "result" : {
3    "accountId" : "001RM000004Xra2YAC",
4    "assets" : [ ],
5    "borrowers" : [ ],
6    "createdById" : "005RM000001vbghYAA",
7    "createdDate" : "2019-11-06T19:29:10.000Z",
8    "extendedFields" : [ ],
9    "externalId" : "tt2",
10    "financials" : [ ],
11    "hasOtherLoanFeature" : false,
12    "hasPrepaymentPenalty" : false,
13    "id" : "0cdRM00000000n5YAA",
14    "isBalloon" : false,
15    "isBorrowerInCommunityPropState" : false,
16    "isConstructionToPermanent" : false,
17    "isContractForDeed" : false,
18    "isDeleted" : false,
19    "isEnergyRelatedImprovement" : false,
20    "isInterestOnly" : false,
21    "isNegativeAmortization" : false,
22    "isPropInCommunityPropState" : false,
23    "isRenovation" : false,
24    "isSingleClosing" : false,
25    "isSubjectToPriorityLien" : false,
26    "isTempIntRateBuydown" : false,
27    "lastModifiedById" : "005RM000001vbghYAA",
28    "lastModifiedDate" : "2019-11-06T19:31:07.000Z",
29    "lastReferencedDate" : "2019-11-06T19:35:31.000Z",
30    "lastViewedDate" : "2019-11-06T19:35:31.000Z",
31    "liabilities" : [ ],
32    "name" : "tt2",
33    "ownerId" : "005RM000001vbghYAA",
34    "properties" : [ ],
35    "systemModstamp" : "2019-11-06T19:31:07.000Z",
36    "titleHolders" : [ {
37      "createdById" : "005RM000001vbghYAA",
38      "createdDate" : "2019-11-06T19:29:10.000Z",
39      "extendedFields" : [ ],
40      "externalId" : "tt1",
41      "id" : "0cTRM000000009e2AA",
42      "isCurrentTitleHolder" : false,
43      "isDeleted" : false,
44      "lastModifiedById" : "005RM000001vbghYAA",
45      "lastModifiedDate" : "2019-11-06T19:31:07.000Z",
46      "lastReferencedDate" : "2019-11-06T19:31:07.000Z",
47      "lastViewedDate" : "2019-11-06T19:31:07.000Z",
48      "loanApplicationId" : "0cdRM00000000n5YAA",
49      "name" : "tt2",
50      "systemModstamp" : "2019-11-06T19:31:07.000Z"
51    } ]
52  }
53}

Financial Services Cloud Developer Guide

Mortgage Application