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Step-by-step guide

Posting an API

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enables you to do an integrated search of the application using either

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a Reference ID, Application(lead)

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ID, Servicer Loan ID, phone number or a combination of

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these. You need to know at least one of the above search parameters for the lead being searched.

REG 425.

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wmv

Step-by-Step Guide

1. Download the open source application

   "

   Postman

   "

   to post APIs.

2. The following API script

   will be

   is used to do an integrated search. The script remains constant.
   

 {

 "AppId":"",

 "LosLoanNumber": "",

 "RefId": "",

 "ServicerLoanId":"",

 "PhoneNumber": ""

}

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2. Log in to the application in any

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1. organization as a specific role.

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1. Note down the

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1. Org ID for the

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1. organization used and the

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1. User ID for the role logged in as from the database.

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1. In Postman, use the

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1. Org ID and User ID for the role in the POST URL. For

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1. example, http://qa.insellerate.com/api/integration/SearchResult?orgId=8&userId=126

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1. The User ID can be found in the User Registration table under Admin panel against the name of the agent/role.

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1. Enter details for the lead as search parameters in the script in

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1. Step 4.
   

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1. Click

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1. Send.

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1. Confirm that the:

   1. Status says 200 OK

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1. 1. .

   2. Response below reads

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1. 1. Data: Request successful

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1. 1. .
      

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2. Verify the Lead Search results

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1. popup is displayed on the agent's screen

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1. .
   

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2. Additional information can be found at https://crm.insellerate.com/Help/Api/POST-api-integration-SearchResult_orgId_userId.

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