Send Data to a CRM
Once a proposed loan meets specified business criteria, all relevant objects should be requested upon to get up to date information to send to the CRM.
Push updated data from Abrigo back to CRM
- Get the most recent proposed loan data from Abrigo for use in CRM
GET /v1/proposed-loans
{
"id": 106680333,
"name": "Example, LLC",
"dba": "",
"firstName": null,
"middleInitial": null,
"lastName": null,
"nameSuffix": null,
"userDefinedFields": null,
"creditScore": 0,
"secondaryCreditScore": null,
"businessType": "other",
"dnbScore": "",
"namePrefix": null,
"jobTitle": null,
"addresses": [
{
"line1": "123 Main St",
"line2": "Apt 4B",
"city": "Example City",
"state": "NY",
"postalCode": "00101",
"country": "US",
"addressType": "primary"
}
],
"phoneNumbers": [],
"type": "business",
"emailAddress": "",
"industryCode": "99999",
"isDeleted": false,
"uniqueIdentifier": "746318",
"taxId": "111111111",
"branch": "",
"department": "",
"website": "",
"description": "",
"restricted": false,
"checkingBalance": 15000,
"savingsBalance": 100000,
"cDsBalance": 50000,
"averageChecking": 14500,
"averageSavings": 125000,
"averageCDs": 60000,
"citizenshipStatus": null,
"maritalStatus": null,
"isActiveMiltaryDuty": null,
"isDependentOfActiveMiltaryDuty": null,
"civDescription": null,
"employer": null,
"numberOfYearsEmployed": 0,
"ofacDesignation": null,
"dateOfBirth": null,
"idDescription": null,
"idNumber": null,
"idIssueDate": null,
"idExpirationDate": null,
"idIssuingAuthority": null,
"comments": null,
"msa": 16980,
"stateCode": 12,
"countyCode": "123",
"tractCode": "3453",
"longitude": -87.656376,
"latitude": 41.94763,
"medianHouseholdIncome": 107250,
"metropolitanDivision": "Chicago-Naperville-Evanston, IL",
"metropolitanDivisionCode": "1234242",
"loanOfficer": null,
"loanOfficerId": null,
"loanAdministrator": null,
"equifaxCreditScore": null,
"equifaxCreditScoreDate": null,
"experianCreditScore": null,
"experianCreditScoreDate": null,
"transunionCreditScore": null,
"transunionCreditScoreDate": null,
"ficoSbssCreditScore": null,
"ficoSbssCreditScoreDate": null,
"bankruptcies": null,
"dateOfLastBankruptcy": null,
"historical30DayDelinquencies": null,
"historical60DayDelinquencies": null,
"historical90DayDelinquencies": null,
"historicalOtherDelinquencies": null,
"currentMortgagePastDue": null,
"currentInstallmentPastDue": null,
"currentAutoPastDue": null,
"currentEducationPastDue": null,
"currentOpenPastDue": null,
"currentRevolvingPastDue": null,
"currentOtherPastDue": null,
"currentTotalPastDue": null,
"entryMethod": "operatingCompany",
"professionalLLC": true,
"yearFounded": 1999,
"businessRegistered": "NY",
"farmRegistered": null,
"stateOfFormation": "NY",
"franchiseName": null,
"franchiseLegalName": null,
"franchiseStartDate": null,
"sbaCode": null,
"cityHQ": null,
"stateHQ": null,
"franchiseDataImportDate": null,
"franchiseDataFinancialPeriod": null,
"historicalSuccessRate": null,
"systemSupportAndExpenseCommitment": null,
"resaleActivityLevel": null,
"mngmtExperienceStability": null,
"averageUnitRevenueGrowth": null,
"prospectScreening": null,
"unitEconomics": null,
"franchiseAgreementAssessment": null,
"franchiseeRelationship": null,
"projectedUnitSuccess": null,
"recurringRevenueSelfSufficiency": null,
"totalFundScore": null,
"finStatementStrength": null,
"franchisedUnits": null,
"minInitial": null,
"maxInitial": null,
"avgInitial": null,
"companyOwnedUnits": null,
"projectedOpenings": null,
"compoundAnnualUnitGrowthRate": null,
"compoundedUnitSuccessRate": null,
"experianDBT": null,
"equifaxDBT": null,
"dbdbt": null,
"dbPaydex": null,
"ansoniaCreditRating": null,
"ansoniaRiskScore": null,
"creditLogicScore": null,
"dbViabilityRating": null,
"lastReportRun": null,
"bankruptciesCount": null,
"collectionsCount": null,
"judgmentsCount": null,
"chargeOffsCount": null,
"liensCount": null,
"nsfChecksCount": null,
"dataDepthScore": null,
"underFormation": null,
"dateBusinessEstablished": null
}
- Get the most recent portfolio loan data from Abrigo for use in CRM
GET /v1/portfolio-loans
{
"id": 1299967899,
"loanNumber": "100041235",
"name": "Loan Name",
"customerId": 1201567899,
"currentBalance": 573000.32,
"unamortizedPremium": 1312,
"bookBalance": 573000.32,
"riskRating": 4,
"paymentAmount": 5523,
"paymentFrequency": "monthly",
"paymentType": "fixedPayment",
"loanOfficerId": 123456789,
"interestRate": 0.097,
"floorRate": 0.03,
"ceilingRate": 0.25,
"indexRateDescription": "fhlbChicago",
"spread": 0.02,
"indexRate": 0.02,
"callCode": "1a",
"collateralCode": "Office Building",
"loanTypeCode": "Real Estate - Owner Occupied",
"productCode": "Real Estate",
"purposeCode": "110",
"industryCode": "110210",
"nonAccrual": false,
"troubledDebtRestructure": false,
"defaultStartDate": "2017-04-18",
"adjustableInterestRate": true,
"timesPastDue3060": 1,
"timesPastDue6090": 0,
"timesPastDue90Plus": 1,
"daysCurrentlyPastDue": 13,
"chargedOffAmount": 418.92,
"amountPastDue": 615.91,
"prepaymentPenalty": false,
"remainingTermInMonths": 60,
"dayCountConvention": "c_30_360",
"currentAvailableCredit": 0,
"maturityDate": "2030-12-15",
"netDeferredFeesOrCosts": 1200,
"totalFees": 500,
"expectedUtilizationRate": 0.25,
"upfrontFee": 100,
"annualFee": 100,
"unusedCommitmentFee": 100,
"originationExpenses": 300,
"overheadExpenses": 200,
"servicingExpenses": 200,
"accruedInterest": 274.23,
"originalLoanAmount": 1250000,
"originationDate": "2007-01-31",
"originalTermInMonths": 60,
"renewalDate": "2017-12-15",
"governmentGuaranteed": false,
"watchList": false,
"points": 0,
"refinance": false,
"latestPaymentDate": "2023-04-08",
"loanToValueRatio": 0.754,
"isDeleted": false,
"userDefinedString1": "Commercial",
"userDefinedString2": "Fixed Rate",
"userDefinedString3": "",
"userDefinedString4": "",
"userDefinedString5": "",
"userDefinedString6": "",
"userDefinedString7": "Another User Defined Value",
"userDefinedString8": "",
"userDefinedString9": "",
"userDefinedString10": "",
"userDefinedString11": "",
"userDefinedString12": "",
"userDefinedString13": "",
"userDefinedString14": "",
"userDefinedString15": "",
"userDefinedString16": "",
"userDefinedString17": "",
"userDefinedString18": "",
"userDefinedString19": "",
"userDefinedString20": "",
"userDefinedNumber1": 13.77,
"userDefinedNumber2": 1044,
"userDefinedNumber3": 0.0045,
"userDefinedNumber4": 7,
"userDefinedNumber5": 7,
"userDefinedNumber6": 7,
"userDefinedNumber7": 7,
"userDefinedNumber8": 7,
"userDefinedNumber9": 7,
"userDefinedNumber10": 7,
"userDefinedNumber11": 7,
"userDefinedNumber12": 7,
"userDefinedNumber13": 7,
"userDefinedNumber14": 7,
"userDefinedNumber15": 7,
"userDefinedNumber16": 7,
"userDefinedNumber17": 7,
"userDefinedNumber18": 7,
"userDefinedNumber19": 7,
"userDefinedNumber20": 7,
"userDefinedDate1": "2023-05-08",
"userDefinedDate2": "2023-05-07"
}
- Get the most recent collateral data from Abrigo for use in CRM
GET /v1/collaterals
[
{
"id": 45613213,
"description": "45687 Walker Ave",
"currentValue": 1250000,
"mostRecentAppraisalValue": 1250000,
"mostRecentAppraisalDate": "2023-02-08",
"collateralCode": "330",
"collateralType": "RealEstate",
"customerId": 48561333,
"originalValue": 990000,
"discountRate": 0.2,
"isDeleted": false,
"propertyAddress": "123 Main Street",
"propertyCity": "New York",
"propertyState": "NY",
"propertyZip": "11111",
"propertyCounty": "New York",
"propertyTaxID": "123456789",
"make": "Ford",
"vin": "1XHDN34343DKSDGDHEEA45",
"model": "Fusion",
"year": "2020",
"bodyStyle": "sedan",
"serialNumber": "3409594548354543",
"manufacturer": "",
"aircraftNumber": "12345",
"vesselName": "Test Vessel",
"vesselNumber": "12345",
"possessoryType": "savings",
"accountLOCNumber": "5555555",
"issuedBy": "lender",
"issuer": "Lender 1234",
"shares": 1,
"cusip": "123456789",
"heldBy": "other",
"beneficiary": "Beneficiary XYZ",
"letterOfCreditDate": "2013-01-24",
"govtContractNumber": "34798445854",
"govtContractDate": "2018-05-06",
"titledType": "unknown",
"floodDeterminationDate": "2017-05-02",
"specialFloodHazardArea": 0,
"capitalizationRate": 1234,
"isLOMC": true,
"cbraAndOPADesignationDate": "2016-09-07",
"dwelling": "principal",
"vesselLength": 32,
"floodZone": "a",
"floodZoneCode": "",
"floodProgramType": false,
"isLandImprovements": false,
"lomcCaseNumber": "123467",
"lomcDate": "2017-04-05",
"nfipMapNumber": "12345",
"nfipMapPanelDate": "2015-09-10",
"nfipCommunityName": "Community Name",
"nfipCommunityNumber": "3465656754",
"nfipPropertyDescription": "Test Property",
"constructionMethod": "siteBuilt",
"manufacturedHomeType": "notApplicable",
"manufacturedHomeLandPropertyInterest": "notApplicable",
"totalUnits": 1,
"multiFamilyAffordableUnits": "",
"occupancyType": "principalResidence",
"isForAgriculturalPurpose": false,
"isOwnerOccupied": true,
"isSecondHome": false,
"isProtectedArea": false,
"stateCode": 12,
"countyCode": "123",
"tractCode": "3453",
"latitude": 41.94763,
"longitude": -87.656376,
"metropolitanStatisticalArea": 16980,
"medianHouseholdIncome": 107250,
"metropolitanDivision": "Chicago-Naperville-Evanston, IL",
"metropolitanDivisionCode": "1234242",
"userDefinedFields": {
"User Defined Text": "test 123",
"User Defined Numeric": "54",
"User Defined Currency": "5454.0000",
"User Defined Percent": "4.54",
"User Defined Date": "3/12/2020 12:00:00 AM",
"User Defined Dropdown": "Yes",
"User Defined Yes No": "Yes"
},
"collateralMetadataType": "existing"
},
{
"id": 55613213,
"description": "2015 Honda Odyssey",
"currentValue": 32000,
"mostRecentAppraisalValue": 32000,
"mostRecentAppraisalDate": "2022-10-08",
"collateralCode": "113",
"collateralType": "Vehicle",
"customerId": 78561333,
"originalValue": 45000,
"discountRate": 0.3,
"isDeleted": false,
"titledType": "unknown",
"capitalizationRate": 0,
"collateralMetadataType": "existing",
"collateralIdentifier": "12345"
}
]
- Get the most recent lien data from Abrigo for use in CRM
GET /v1/liens
[
{
"id": 789745312,
"collateralId": 123456,
"loanId": 99999,
"lienPosition": 1,
"lienHolder": "My Bank",
"lienAmount": 20261.12,
"isDeleted": false
},
{
"id": 787945632,
"collateralId": 123456,
"lienPosition": 2,
"lienHolder": "Another Bank",
"lienAmount": 13000.76,
"isDeleted": false
},
{
"id": 754621465,
"collateralId": 123456,
"loanId": 789563,
"lienPosition": 3,
"lienHolder": "My Bank",
"lienAmount": 32030.24,
"isDeleted": false
}
]
- Get the most recent proposed lien data from Abrigo for use in CRM
GET /v1/proposed-liens
[
{
"id": 1231321,
"collateralId": 2355466,
"loanReferenceLoanId": 354545,
"loanReferenceType": "portfolio",
"lienPosition": 1,
"lienHolder": "John Smith",
"lienAmount": 12143,
"isDeleted": false
},
{
"id": 54534,
"collateralId": 564563,
"loanReferenceLoanId": 7582,
"loanReferenceType": "proposed",
"lienPosition": 2,
"lienHolder": "Jane Doe",
"lienAmount": 8543,
"isDeleted": false
}
]
🦉
Send data to the CRM
Open Recipe
Updated about 1 year ago