question

Ivan Oliveras avatar image
Ivan Oliveras asked

Leads import API issues

Hi,


When send leads from the CRM just can see with a lender account, cannot see with a loan officer account and we sent the NMLS ID to identify the loan officer in Mortgagebot LOS. The another issue is the loan purpose field value, just import the loan purpose field with the value purchase but not refinance.
API - Lending
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Gabriel Dascalu B2E avatar image
Gabriel Dascalu B2E answered

Hello,

We're looking into this issue and we'll get back to you when we have an update.


Thanks and regards,

Gabriel

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Fu Annie avatar image
Fu Annie answered

Hi Ivan,


Could you please share us more details of the issues?

Could you please send some screenshots related to the request body and response details?


Best Regards,

Annie Fu

1 comment
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Fu Annie avatar image
Fu Annie answered

Hi Ivan,


Accoding to the API specification, we can pass information of borrowers, loan, realtor, seller and subjectProperty to create a new loan. Only borrowers is required, the other information is optional. If we provide the loan-level details, we pass the NMLS number of the loan officer assigned to the loan.

About loanPurposeType, we can pass purpose with the following values:

[

"Construction",

"ConstructionPermanent",

"Other",

"Purchase",

"Refinance"

]

leadimport.png


Best Regards,

Annie Fu


leadimport.png (56.0 KiB)
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If we sent the NMLS ID to Mortgagebot LOS the loan officer with this number if supposed to see the loan?

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Ivan Oliveras avatar image
Ivan Oliveras answered

I did, when sent the loan purpose value refinance and NMLS ID but for some reason does not import the value Refinance but Purchase does recognize. If we sent the NMLS ID to Mortgagebot LOS the loan officer with this number if supposed to see the loan?

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Fu Annie avatar image
Fu Annie answered

Hi Ivan,

May I confirm where did you verify the results? Could you please share screenshots of the resutls (for both Purchase does recognize and Refinance doesn't recognize)?

For loan officer, where do you expect to see the number? I will forward the information to our Product specialist.


Best Regards,

Annie Fu

2 comments
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We found the solution in the field name loan purpose. Mortgagebot does not import the value Refinance or Purchase if does not have the value in the field name Property will be (Primary residence, second home, etc...) the only that we need to know if how I can assign a loan to specific loan officer to close this case. thanks

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The loan officer only can see the loan if a user with a lender account transfer the loan to it but the loan officer have the loan assigned before make this step.

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Ivan Oliveras avatar image
Ivan Oliveras answered

Hi,

Are there any updates?

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Hello Ivan,

we have reached out for further support on this question from MortgageBot FFDC API Specialists. As soon as we will have update we will share it in this thread.

Best Regards,

Szymon Patacz
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Ivan Oliveras avatar image Ivan Oliveras Szymon Patacz ♦♦ ·

Hi Szymon,

The MortgageBot FFDC API Specialists found something?

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Ivan Oliveras avatar image Ivan Oliveras Szymon Patacz ♦♦ ·

We found the problem. Thanks

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