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How To: Post a Lead to Insellerate

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This article will help you post a lead to Insellerate. If you plan to use Zapier to post leads into Insellerate, you can take a look at our Zapier-specific posting instructions HERE.

Instructions

Prerequisites

Provide Insellerate with your static posting IP address so that we may have it whitelisted.

Posting URL

This will be generated automatically when a campaign is created within the system. If you are a vendor and do not have access to create a campaign, then Insellerate’s support team may be able to assist.

Documents You May Need

  • 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": "",

                            "Mobile": "999-999-9999",

                            "Email": "borrower@test.com",

                            "SSN": "",

                            "DOB": "",

                            "Address": "1300 Test Ave.",

                            "City_Name": "Orange County",

                            "State_Name": "CA",

                            "Zip_Code": "92626",

                            "DateOfBirth": "1/1/1980",

                            "ResidenceTypeId": "Primary",

                            "PropertyTypeId": "Condominium",

                            "Borrower_Is_First_Home_Buyer": "true",

                            "Veteran": "true",

                            "Is_spanish_speaker": "true",

                            "Working_with_realtor": "true",

                            "Loan1_Rate_Proposed": "3%",

                            "Loan1_PurposeType_Proposed": "Purchase",

                            "Loan1_Type_Proposed": "Conventional",

                            "Loan1_InitialAmount_Proposed": "",

                            "Home_Value": "300000",

                            "Cashout_Amount": "0",

                            "Down_Payment_Amount": "",

                            "Credit_Score": "700",

                            "Credit_Rating": "Excellent",

                            "Mailing_Address1": "",

                            "Mailing_City": "",

                            "Mailing_State": "",

                            "Mailing_Zipcode": "",

                            "Employer": "",

                            "Employment_Address": "",

                            "Employment_City": "",

                            "Employment_State": "",

                            "Employment_Zipcode": "",

                            "Self_Employed": "false",

                            "Bankruptcy": "false",

                            "Foreclosure": "false",

                            "Sale_Date": "",

                            "Purchase_Amount": "",

                            "Funded_Date": "",

                            "AssignToEmail": "assigneduser@test.com",

                            "Notes": "This is a test post.",

                            "First_Name_Co": "",

                            "Last_Name_Co": "",

                            "Email_Co": "",

                            "SSN_Co": "",

                            "DateOfBirth_Co": "",

                            "Phone_Co": "",

                            "Work_Co": "",

                            "Mobile_Co": "",

                            "Veteran_Co": "",

                            "Is_spanish_speaker_co": "",

                            "Credit_Score_Co": "",

                            "Credit_Rating_Co": "",

                            "Mailing_Address1_Co": "",

                            "Mailing_City_Co": "",

                            "Mailing_State_Co": "",

                            "Mailing_Zipcode_Co": "",

                            "Employer_Co": "",

                            "Employment_Address_Co": "",

                            "Employment_City_Co": "",

                            "Employment_State_Co": "",

                            "Employment_Zipcode_Co": ""

                  }]

          }

}

 

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>

                    <Mobile>999-999-9999</Mobile>

                    <Email>borrower@test.com</Email>

                    <SSN></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></Loan1_InitialAmount_Proposed>

                    <Home_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></First_Name_Co>

                    <Last_Name_Co></Last_Name_Co>

                    <Email_Co></Email_Co>

                    <SSN_Co></SSN_Co>

                    <DateOfBirth_Co></DateOfBirth_Co>

                    <Phone_Co></Phone_Co>

                    <Work_Co></Work_Co>

                    <Mobile_Co></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></Mailing_Address1_Co>

                    <Mailing_City_Co></Mailing_City_Co>

                    <Mailing_State_Co></Mailing_State_Co>

                    <Mailing_Zipcode_Co></Mailing_Zipcode_Co>

                    <Employer_Co></Employer_Co>

                    <Employment_Address_Co></Employment_Address_Co>

                    <Employment_City_Co></Employment_City_Co>

                    <Employment_State_Co></Employment_State_Co>

                    <Employment_Zipcode_Co></Employment_Zipcode_Co>

            </row>

</root>

 

Field Definitions

See Prospect Table (Field Library) for our complete field name library.

Field

Definition

Ref_Id

Borrower Reference ID

First_Name

Borrower First Name

Last_Name

Borrower Last Name

Phone

Borrower Home Phone

Work

Borrower Work Phone

Mobile

Borrower Mobile Phone

Email

Borrower Email Address

SSN

Borrower Social Security Number

DateOfBirth

Borrower Date Of Birthday (e.g., YYYY-MM-DD)

Address

Borrower Subject Property Address

City_Name

Borrower Subject Property City

State_Name

Borrower Subject Property State

Zip_Code

Borrower Subject Property Postal Code

ResidenceTypeId

Borrower Subject Property Residence Type (e.g., Primary, Secondary, Investment)

PropertyTypeId

Borrower Subject Property Type
(See the Dropdown Value Mappings file for a complete list.)

Borrower_Is_First_Home_Buyer

Borrower is First Home Buyer Indicator (e.g., true/false)

Veteran

Borrower is Veteran Indicator (e.g., true/false)

Is_spanish_speaker

Borrower is Spanish Speaker Indicator (e.g., true/false)

Working_with_realtor

Borrower is Working with Realtor Indicator (e.g., true/false)

Loan1_Rate_Proposed

Borrower Subject Property Rate (e.g., 3%)

Loan1_PurposeType_Proposed

Borrower Subject Loan Purpose Type
(See Dropdown Value Mappings file for complete list.)

Loan1_Type_Proposed

Borrower Subject Loan Type
(See Dropdown Value Mappings file for complete list.) 

Loan1_InitialAmount_Proposed

Borrower Subject Base Loan Amount

Home_Value

Current Estimated Property Value

Cashout_Amount

Borrower Subject Loan Cashout Amount

Down_Payment_Amount

Borrower Subject Loan Down Payment Amount

Credit_Score

Borrower Credit Score

Credit_Rating

Borrower Credit Rating (e.g., Poor, Fair, Good, Excellent)

Mailing_Address1

Borrower Mailing Address

Mailing_City

Borrower Mailing City

Mailing_State:

Borrower Mailing State

Mailing_Zipcode

Borrower Mailing Postal Code

Employer

Borrower Current Employer Name

Employment_Address

Borrower Current Employer Address

Employment_City

Borrower Current Employer City

Employment_State

Borrower Current Employer State

Employment_Zipcode

Borrower Current Employer Postal Code

Self_Employed

Borrower is Self-Employed Indicator (e.g. true/false)

Bankruptcy

Bankruptcy Indicator (e.g., true/false)

Foreclosure

Foreclosure Indicator (e.g., true/false)

Sale_Date

Subject Property Sale Date (e.g., YYYY-MM-DD)

Purchase_Amount

Subject Property Purchase Amount

Funded_Date

Subject Loan Funded Date (e.g., YYYY-MM-DD)

AssignToEmail:

Email of Loan Officer for Assignment
(This assignment parameter is only applied for Distribute Type - Direct. See our list of Distribution Types for more details.)

Notes

Additional Notes

First_Name_Co

Co-Borrower First Name

Last_Name_Co

Co-Borrower Last Name

Email_Co

Co-Borrower Email

SSN_Co

Co-Borrower Social Security Number

DateOfBirth_Co

Co-Borrower Date of Birth (e.g., YYYY-MM-DD)

Phone_Co

Co-Borrower Home Phone

Work_Co

Co-Borrower Work Phone

Mobile_Co

Co-Borrower Mobile Phone

Veteran_Co

Co-Borrower Is Veteran Indicator (e.g., true/false)

Is_Spanish_Speaker_Co

Co-Borrower Is Spanish Speaker Indicator (e.g., true/false)

Credit_Score_Co

Co-Borrower Credit Score

Credit_Rating_Co

Co-Borrower Credit Rating (e.g., Poor, Fair, Good, Excellent)

Mailing_Address1_Co

Co-Borrower Mailing Address

Mailing_City_Co

Co-Borrower Mailing City

Mailing_State_Co

Co-Borrower Mailing State

Mailing_Zipcode_Co

Co-Borrower Mailing Postal Code

Employer_Co

Co-Borrower Employer Name

Employment_Address_Co

Co-Borrower Employment Address

Employment_City_Co

Co-Borrower Employment City

Employment_State_Co

Co-Borrower Employment State

Employment_Zipcode_Co

Co-Borrower Employment Postal Code

 

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