AccountId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The account that's associated with the application.
- This field is a relationship field.
- Relationship Name
- Account
- Relationship Type
- Lookup
- Refers To
- Account
|
BranchUnitId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The ID of the branch unit that owns the application.
- This field is a relationship field.
- Relationship Name
- BranchUnit
- Relationship Type
- Lookup
- Refers To
- BranchUnit
|
LastReferencedDate |
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- The timestamp for when the current user last viewed a record
related to this record.
|
LastViewedDate |
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
- The timestamp for when the current user last viewed this record.
If this value is null, it’s possible that this record was
referenced (LastReferencedDate) and not viewed.
|
LeadId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The ID of the lead associated with the application.
- This field is a relationship field.
- Relationship Name
- Lead
- Relationship Type
- Lookup
- Refers To
- Lead
|
Name |
- Type
- string
- Properties
- Autonumber, Defaulted on create, Filter, idLookup, Sort
- Description
- The name of the application.
|
OpportunityId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The ID of the opportunity associated with the application.
- This field is a relationship field.
- Relationship Name
- Opportunity
- Relationship Type
- Lookup
- Refers To
- Opportunity
|
OwnerId |
- Type
- reference
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- ID of the user who created the record.
- This is a polymorphic relationship field.
- Relationship Name
- Owner
- Relationship Type
- Lookup
- Refers To
- Group, User
|
Stage |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The stage in the approval process of the application.
- Possible values are:
- Approved
- Book to Core
- DDE
- In Progress
- In Review
- Initiated
- Intake
- Negotiation
- Operations
- Rejected
- Submitted
- Underwriting
|
SubmissionDate |
- Type
- date
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The date when the application is submitted.
|
ThirdPartyLoanProviderAccountId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The ID of the third party loan provider account associated with
the application.
- This field is a relationship field.
- Relationship Name
- ThirdPartyLoanProviderAccount
- Relationship Type
- Lookup
- Refers To
- Account
|
UsageType |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Restricted picklist, Sort,
Update
- Description
- Specifies the usage of application.
- Possible values are:
- Onboarding
- Loan Origination
- Other
|