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Exported deal data fields explained

This guide explains all the fields included in your deal data export and what each value represents.

Tracy Bezuidenhout avatar
Written by Tracy Bezuidenhout
Updated yesterday

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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

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

Important Notes:

  • All dates use Eastern Time (EST) and are in YYYY-MM-DD format

  • Percentage values are displayed as decimals (e.g., 4.75 for 4.75%)

  • Boolean fields show true/false values

  • Empty fields indicate the data is not available or not applicable

  • Some fields are calculated based on other application data

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