#

Field Name

Description

Possible Values

1

finmo_id

The internal Finmo ID for the deal

00a2d7c6-b947-4844-9a8b-8ddb95439180

2

application_id

The Lendesk application ID

ABCDF000001

3

external_id

A custom external ID set by API

Any value you specify

4

status

The status of the application

initial, borrower, review, push_to_expert, hidden

5

team_name

The name of the team

Team Hortons

6

deal_agent_first_name

Agent on the deal first name

Bob

7

deal_agent_last_name

Agent on the deal last name

Broker

8

deal_agent_email

Agent on the deal email address

bob@brokerage.com

9

goal

The goal of the purchaser

purchase_plus

10

application_type

The type of application

Approval, Pre-approval

11

created_date

The date the deal was created

2025-01-31

12

latest_submission_date

The date of the most recent submission

2025-01-31

13

funding_date

Funding date if specifically set

2025-01-31

14

closing_date

Closing date from goal

2025-01-31

15

cof_date

Financing condition date from goal

2025-01-31

16

maturity_date

Calculated from: Closing date plus term length (or interest adjustment date, if set)

2025-01-31

17

mortgage_type

The mortgage info type

first, second, third

18

loan_type

Loan type

mortgage, heloc

19

mortgage_classification

Classification of the type of mortgage

privately_funded, residential, commercial, construction, reverse, bridge_loan, qualified_syndicated, non_qualified_syndicated, equity_based_lending, sub_prime

20

mortgage_amount

The mortgage amount

500000.00

21

term_months

Length of the mortgage term in months

60

22

amortization_months

Length of the amortization period in months

300

23

compounding_period

Frequency that interest is compounded

semi_annually, monthly

24

interest_rate

The interest rate of the mortgage

4.75

25

interest_type

Type of interest rate

fixed, variable

26

interest_adjustment_amount

Amount of interest adjustment

750.25

27

interest_adjustment_date

Date of interest adjustment

2025-01-31

28

payment_frequency

How often payments are made

weekly, semi-weekly, semi-monthly, monthly, accelerated_bi-weekly, accelerated_weekly, annually, semi-annually, quarterly

29

payment_term

Term of payment

closed, open, convertible

30

insurance_premium_override

Override value for insurance premium %

3.00

31

include_insurance_premium_in_mortgage

Whether premium is included in mortgage amount

true/false

32

gds

Gross Debt Service ratio

32.5

33

tds

Total Debt Service ratio

39.8

34

ltv

Loan to Value ratio

80.0

35

lender_name

Lender name from compliance

TD Bank, RBC, Scotiabank

36

lender_classification

Classification of the lender (from Compliance)

bank, credit_union, insurance_company, trust_company, mortgage_finance_company_monoline, mortgage_investment_corporation, mortgage_investment_entity, private_lender, self_funding, other

37

product_type

Type of mortgage product

type_a, type_b, unsecured, private, other

38

subject_property_occupancy

Occupancy status of the subject property

owner_occupied, investment, rental, secondary

39

subject_property_province

Province where subject property is located

AB, BC, MB, NB, NL, NT, NS, NU, ON, PE, QC, SK, YT

40

subject_property_address_unit

The address is the subject property address for the application

Any unit number

41

subject_property_address_line1

Street Number + Street Name + Street Type + Street direction

Street address

42

subject_property_address_city

Subject property city

Any city name

43

subject_property_address_province

Subject property province

AB, BC, etc.

44

subject_property_address_country

Subject property country

CA, US

45

subject_property_address_post_code

Subject property postal/ZIP code

Any postal code

46

borrower1_first_name

The 1st borrower's first name

John

47

borrower1_last_name

The 1st borrower's last name

Smith

48

borrower2_first_name

The 2nd borrower's first name (empty if there is no 2nd, 3rd, 4th borrower)

Jane

49

borrower2_last_name

The 2nd borrower's last name

Smith

50

borrower3_first_name

The 3rd borrower's first name

Empty if no 3rd borrower

51

borrower3_last_name

The 3rd borrower's last name

Empty if no 3rd borrower

52

borrower4_first_name

The 4th borrower's first name

Empty if no 4th borrower

53

borrower4_last_name

The 4th borrower's last name (extra borrower names beyond 4 will not be exported)

Empty if no 4th borrower

54

last_submitted_by_borrower_date

The latest date the application was submitted by the borrower.

No date means the application was not submitted by a borrower.

2025-01-31

55

credit_consent

Whether credit consent was provided

true/false

56

credit_pulled

Whether credit was pulled

true/false

57

borrower1_credit_score

Credit score of primary applicant

750

58

submission_count

Number of lender submissions made

1

59

pushed_to_filogix

Whether application was pushed to Filogix

true/false

60

expert_id

The expert deal ID this application relates to

XXXX

61

prospr_referral_status

Status of Prospr referral

not_sent, outreach_in_progress, borrower_not_reachable, offer_in_progress, not_moving_forward, policy_placed

62

compliance_status

Status of compliance check

approved, rejected, pending, initial, paid (BLANK for not sent for compliance)

63

first_time_homebuyer

Is there a first time home buyer in a mortgage application

true/false

64

referral_link_source_type

The source type of the referral link that was used to create this application

realtor, lawyer, social-media, ad-campaign, website, client, financial-planner, other

65

referral_link_name

The name of the referral link that was used to create this application

Any referral source name