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Prospect Table (Field Library)
Column A contains the UI names, while Column B includes the Values that should be posted (ex., First Name = First_Name).Dropdown Value Mappings
Dropdown fields that require a specific value to be posted (Proposed Loan Purpose, Proposed Loan Type, etc.).
JSON Sample Post
{
"root": {
"row": [
{
"Ref_Id": "Test123",
"First_Name": "Test",
"Last_Name": "Lead",
"Phone": "9999999999",
"Work": "8888888888",
"Mobile": "999777-999777-99997777",
"Email": "borrower@test.com",
"SSN": "",
"DOB": "",
123-45-6789",
"Address": "1300 Test Ave.",
"City_Name": "Orange County",
"State_Name": "CA",
"Zip_Code": "92626",
"DateOfBirthMailing_Address1": "1/1/19801400 Test Blvd.",
"ResidenceTypeIdMailing_City": "PrimaryPurple County",
"PropertyTypeIdMailing_State": "CondominiumTX",
"Borrower_Is_First_Home_BuyerMailing_Zipcode": "true95555",
"VeteranDateOfBirth": "true1/1/1980",
"Is_spanish_speaker "Veteran": "true",
"WorkingBorrower_with_realtormarried": "true",
"Loan1Home_Rate_ProposedValue": "3%300000",
"Loan1_PurposeType_Proposed": "PurchaseRefinance Cash Out",
"Loan1_Type_Proposed": "Conventional",
"Loan1_InitialAmountRate_Proposed": "3%",
"Home_Value": "300000", "Cashout_AmountLoan1_InitialAmount_Proposed": "0250000",
"Down_PaymentPurchase_Amount": "10000",
"Credit_Score": "700", "Credit_RatingLos_Loan_Number": "Excellent",
"Mailing_Address1": "", "Mailing_CityFirst_Name_Co": "TestCo",
"Mailing_State": "", "Mailing_ZipcodeLast_Name_Co": "LeadCo",
"Employer": "",
"Employment_Address "Phone_Co": "9999999998",
"EmploymentWork_CityCo": "8888888887",
"EmploymentMobile_StateCo": "777-777-7776",
"EmploymentEmail_ZipcodeCo": "borrower2@test.com",
"SelfSSN_EmployedCo": "false234-56-7890",
"Bankruptcy": "false",
"Foreclosure": "false",
"Sale_Date": "",
"Purchase_Amount": "",
"Funded_Date": "",
"AssignToEmail": "assigneduser@test.com",
"Notes": "This is a test post.",
"First_Name "Mailing_Address1_Co": "1500 Test Blvd.",
"Mailing_City_Co": "Purpleish County",
"LastMailing_NameState_Co": "TX",
"EmailMailing_Zipcode_Co": "94444",
"SSNDateOfBirth_Co": "2/2/1980",
"DateOfBirthVeteran_Co": "true",
"PhoneEmployment_CoStatus": "self-employed",
"Work_CoEmployer": "Adidas",
"MobileEmployment_CoAddress": "2701 NW Vaughn Street",
"VeteranEmployment_CoCity": "Portland",
"Is_spanish_speaker_coEmployment_State": "OR",
"CreditEmployment_Score_CoZipcode": "97210",
"Credit_RatingEmployer_Co": "Nike",
"MailingEmployment_Address1Address_Co": "One Bowerman Dr",
"MailingEmployment_City_Co": "Beaverton",
"MailingEmployment_State_Co": "OR",
"MailingEmployment_Zipcode_Co": "", "Employer_Co": ""97005",
"Employment_Address_Co "BaseIncome":"8000",
"Employment_CityBaseIncome_Co":"9000",
"EmploymentBorrower_Stateother_Coincome": "350",
"Employment_Zipcode_CoNotes": "This is a test post."
}
]
}
}
XML Sample Post
<root>
<row>
<Ref_Id>Test123</Ref_Id>
<First_Name>Test</First_Name>
<Last_Name>Lead</Last_Name>
<Phone>9999999999</Phone>
<Work>< <Work>8888888888</Work>
<Mobile>999 <Mobile>777-999777-9999<7777</Mobile>
<Email>borrower@test.com</Email>
<SSN>< <SSN>123-45-6789</SSN> <DOB></DOB>
<Address>1300 Test Ave.</Address>
<City_Name>Orange County</City_Name>
<State_Name>CA</State_Name>
<Zip_Code>92626</Zip_Code>
<DateOfBirth>1/1/1980</DateOfBirth>
<ResidenceTypeId>Primary</ResidenceTypeId>
<PropertyTypeId>Condominium</PropertyTypeId>
<Borrower_Is_First_Home_Buyer>true</Borrower_Is_First_Home_Buyer>
<Veteran>true</Veteran>
<Is_spanish_speaker>true</Is_spanish_speaker>
<Working_with_realtor>true</Working_with_realtor>
<Loan1_Rate_Proposed>3%</Loan1_Rate_Proposed>
<Loan1_PurposeType_Proposed>Purchase</Loan1_PurposeType_Proposed>
<Loan1_Type_Proposed>Conventional</Loan1_Type_Proposed>
<Loan1_InitialAmount_Proposed>< <Mailing_Address1>1400 Test Blvd.</Mailing_Address1>
<Mailing_City>Purple County</Mailing_City>
<Mailing_State>TX</Mailing_State>
<Mailing_Zipcode>95555</Mailing_Zipcode>
<DateOfBirth>1/1/1980</DateOfBirth>
<Veteran>true</Veteran>
<Borrower_married>true</Borrower_married>
<Home_Value>300000</Home_Value>
<Loan1_PurposeType_Proposed>Refinance Cash Out</Loan1_PurposeType_Proposed>
<Loan1_Type_Proposed>Conventional</Loan1_Type_Proposed>
<Loan1_Rate_Proposed>3%</Loan1_Rate_Proposed>
<Loan1_InitialAmount_Proposed>250000</Loan1_InitialAmount_Proposed>
<Home <Purchase_Value>300000</Home_Value>
<Cashout_Amount>0</Cashout_Amount>
<Down_Payment_Amount></Down_Payment_Amount>
<Credit_Score>700</Credit_Score>
<Credit_Rating>Excellent</Credit_Rating>
<Mailing_Address1></Mailing_Address1>
<Mailing_City></Mailing_City>
<Mailing_State></Mailing_State>
<Mailing_Zipcode></Mailing_Zipcode>
<Employer></Employer>
<Employment_Address></Employment_Address>
<Employment_City></Employment_City>
<Employment_State></Employment_State>
<Employment_Zipcode></Employment_Zipcode>
<Self_Employed>false</Self_Employed>
<Bankruptcy>false</Bankruptcy>
<Foreclosure>false</Foreclosure>
<Sale_Date></Sale_Date>
<Purchase_Amount></Purchase_Amount>
<Funded_Date></Funded_Date>
<AssignToEmail>assigneduser@test.com</AssignToEmail>
<Notes>This is a test post.</Notes>
<First_Name_Co><Amount>10000</Purchase_Amount>
<Los_Loan_Number></Los_Loan_Number>
<First_Name_Co>TestCo</First_Name_Co>
<Last_Name_Co><Co>LeadCo</Last_Name_Co>
<Email_Co></Email_Co>
<SSN_Co></SSN_Co>
<DateOfBirth_Co></DateOfBirth_Co>
<Phone_Co><Co>9999999998</Phone_Co>
<Work_Co><Co>8888888887</Work_Co>
<Mobile_Co><Co>777-777-7776</Mobile_Co>
<Veteran_Co></Veteran_Co>
<Is_spanish_speaker_co></Is_spanish_speaker_co>
<Credit_Score_Co></Credit_Score_Co>
<Credit_Rating_Co></Credit_Rating_Co>
<Mailing_Address1_Co>< <Email_Co>borrower2@test.com</Email_Co>
<SSN_Co>234-56-7890</SSN_Co>
<Mailing_Address1_Co>1500 Test Blvd.</Mailing_Address1_Co>
<Mailing_City_Co><Co>Purpleish County</Mailing_City_Co>
<Mailing_State_Co><Co>TX</Mailing_State_Co>
<Mailing_Zipcode_Co><Co>94444</Mailing_Zipcode_Co>
<DateOfBirth_Co>2/2/1980</DateOfBirth_Co>
<Veteran_Co>true</Veteran_Co> <Employer_Co><
<Employment_Status>self-employed</Employment_Status>
<Employer>Adidas</Employer>
<Employment_Address>2701 NW Vaughn Street</Employment_Address>
<Employment_City>Portland</Employment_City>
<Employment_State>OR</Employment_State>
<Employment_Zipcode>97210</Employment_Zipcode>
<Employer_Co>Nike</Employer_Co>
<Employment_Address_Co><Co>One Bowerman Dr</Employment_Address_Co>
<Employment_City_Co><Co>Beaverton</Employment_City_Co>
<Employment_State_Co><Co>OR</Employment_State_Co>
<Employment_Zipcode_Co><Co>97005</Employment_Zipcode_Co>
<BaseIncome>8000</BaseIncome>
<BaseIncome_Co>9000</BaseIncome_Co>
<Borrower_other_income>350</Borrower_other_income>
<Notes>This is a test post.</Notes>
</row>
</root>
Field Definitions
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