Closing Class - quandis/qbo3-Documentation GitHub Wiki

The Mortgage module's Closing table is based on the MISMO data dictionary standard.

Closing properties

Column Type Required Description
Active string
ActiveStatus string
ActiveWorkflow string
AssignedOrganizationID integer
AssignedPersonID integer
Batch integer
BuyerBrokerContactID integer
BuyerContactID integer
BuyerLedgerID integer
CanDelete string
CanInsert string
CanUpdate string
ClientID integer
ClientPersonID integer
Closed string
ClosedReason string
Closing string yes Label for the table.
ClosingActual dateTime
ClosingEstimated dateTime
ClosingID integer yes Identity column and primary key for the table.
ContractID integer
ContractReceived dateTime
CostLedgerID integer
CreatedDate dateTime
CreatedPersonID integer
CurrentDecisionID integer
DateClosed dateTime
DateDue dateTime
DateOpened dateTime
DaysOnMarket integer
DecisionStep string
Entity string
EntityParent string
EscrowCompanyID integer
EscrowType string
Extranet string
FinalStatus string
Form string
InDecisionID string
InImportFileID string
LinkedFrom string
LinkedTo string
LoanApproved dateTime
LoanID integer
LoanSubmitted dateTime
LocationID integer
MetaXml string Deprecated
NotLinkedFrom string
NotLinkedTo string
Object string
ObjectID integer
Open string
OpenAsOf string
OpenedReason string
Priority integer
ProceedsActual double
ProceedsExpected double
ProceedsReceived dateTime
Process string
ProcessID integer
ProcessTemplateID integer
ProcessType string
PropertyID integer
SaleDate dateTime
SalePrice double
SellerLedgerID integer
SellingBrokerContactID integer
SellingContactID integer
Sibling string
SiblingID integer
SourceXml string Deprecated
State string
Status string
Tags string
TitleContactID integer
UnreadNotifications string
UpdatedDate dateTime
UpdatedPersonID integer
VendorID integer
VendorPersonID integer
ViewAsRole string
Worklist string

Related modules

Related Objects Module Relationship
Access Child
AssignedOrganization qbo.Contact.OrganizationObject Foreign Key
AssignedPerson qbo.Security.PersonObject Foreign Key
Attachments Attachment Child
BuyerBrokerContact qbo.Contact.ContactObject Foreign Key
BuyerContact qbo.Contact.ContactObject Foreign Key
BuyerLedger qbo.Accounting.LedgerObject Foreign Key
Client qbo.Contact.OrganizationObject Foreign Key
ClientPerson qbo.Security.PersonObject Foreign Key
Collections CollectionMember Child
ConfigurationEntryCollection ConfigurationEntry Child
Contacts Contact Child
Contract qbo.Attachment.AttachmentObject Foreign Key
CostLedger qbo.Accounting.LedgerObject Foreign Key
CurrentDecision qbo.Decision.DecisionObject Foreign Key
Decisions Decision Child
Delays DecisionDelay Child
EscrowCompany qbo.Contact.OrganizationObject Foreign Key
Forms ImportForm Child
Labels CollectionMember Child
Ledgers Ledger Child
Loan qbo.Mortgage.LoanObject Foreign Key
Location qbo.Contact.ContactObject Foreign Key
Messages Message Child
ProcessTemplate qbo.Process.ProcessTemplateObject Foreign Key
Property qbo.Mortgage.PropertyObject Foreign Key
Regions Geography Child
Scores Score Child
SearchIndexes SearchIndex Child
SellerLedger qbo.Accounting.LedgerObject Foreign Key
SellingBrokerContact qbo.Contact.ContactObject Foreign Key
SellingContact qbo.Contact.ContactObject Foreign Key
TitleContact qbo.Contact.ContactObject Foreign Key
Vendor qbo.Contact.OrganizationObject Foreign Key
VendorPerson qbo.Security.PersonObject Foreign Key
Worklists SmartWorklistMember Child

Method signatures

Mortgage/Closing.ashx/Search?{Parameters}

The search method will return all records matching the {Parameters} criteria. For searches, {Parameters} may include any property listed in the table above. The following standard optional parameters also apply:

  • Output: determines the formatting of the returned data. Valid values are Xml, Json, JsonP. If omitted, XHTML is returns based on the Closing.Search.xslt template.
  • DisplaySize: determines the maximum number of rows returned. Default is 25. DisplaySize=0 will return all matching rows.
  • RecordStart: the starting record to return; defaults to 0. Used for pagination.
  • OrderBy: a series of properties to order by.
  • Request: Closing.ashx/Search?Closing=ABC123
  • Response:
<ClosingCollection>
  <ClosingItem>
    <ClosingID>4</ClosingID>
    <Closing>17-LA1415156</Closing>
    <PropertyID>629</PropertyID>
    <LoanID>639</LoanID>
    <BuyerContactID>
    </BuyerContactID>
    <BuyerBrokerContactID>
    </BuyerBrokerContactID>
    <SellingContactID>
    </SellingContactID>
    <SellingBrokerContactID>
    </SellingBrokerContactID>
    <TitleContactID>
    </TitleContactID>
    <SaleDate>
    </SaleDate>
    <SalePrice>
    </SalePrice>
    <LoanSubmitted>
    </LoanSubmitted>
    <LoanApproved>
    </LoanApproved>
    <ContractReceived>
    </ContractReceived>
    <ProceedsExpected>
    </ProceedsExpected>
    <ProceedsActual>
    </ProceedsActual>
    <ProceedsReceived>
    </ProceedsReceived>
    <ContractID>
    </ContractID>
    <ClosingEstimated>
    </ClosingEstimated>
    <ClosingActual>
    </ClosingActual>
    <SellerLedgerID>
    </SellerLedgerID>
    <BuyerLedgerID>
    </BuyerLedgerID>
    <ProcessID>531</ProcessID>
    <EscrowType>
    </EscrowType>
    <EscrowCompanyID>
    </EscrowCompanyID>
    <LocationID>
    </LocationID>
    <DaysOnMarket>
    </DaysOnMarket>
    <Process>17-LA1415156</Process>
    <ProcessTemplateID>10</ProcessTemplateID>
    <Sibling>Closing</Sibling>
    <SiblingID>4</SiblingID>
    <ProcessType>
    </ProcessType>
    <Priority>
    </Priority>
    <AssignedOrganizationID>
    </AssignedOrganizationID>
    <AssignedPersonID>
    </AssignedPersonID>
    <VendorID>
    </VendorID>
    <VendorPersonID>
    </VendorPersonID>
    <DateOpened>2017-08-04T00:00:00-07:00</DateOpened>
    <OpenedReason>
    </OpenedReason>
    <DateClosed>
    </DateClosed>
    <ClosedReason>
    </ClosedReason>
    <DateDue>
    </DateDue>
    <CostLedgerID>
    </CostLedgerID>
    <CurrentDecisionID>
    </CurrentDecisionID>
    <SourceXml>
    </SourceXml>
    <MetaXml>
    </MetaXml>
    <ClientID>1</ClientID>
    <ClientPersonID>
    </ClientPersonID>
    <Object>Loan</Object>
    <ObjectID>639</ObjectID>
    <Status>Escrow Delay</Status>
    <CreatedPersonID>42</CreatedPersonID>
    <CreatedDate>2017-08-04T09:46:33.147-07:00</CreatedDate>
    <UpdatedPersonID>42</UpdatedPersonID>
    <UpdatedDate>2017-08-04T09:53:55.923-07:00</UpdatedDate>
    <ServicerID>1</ServicerID>
    <Servicer>Demo Servicer</Servicer>
    <ServicerLoanID>10229637</ServicerLoanID>
    <AgencyID>334</AgencyID>
    <Agency>Unkn</Agency>
    <AgencyLoanID>1361024</AgencyLoanID>
    <ContextIdentifierLoanID>
    </ContextIdentifierLoanID>
    <InvestorID>124</InvestorID>
    <Investor>GLAV FUND III TRUST</Investor>
    <InvestorLoanID>1361024</InvestorLoanID>
    <Address>2016 58th Place</Address>
    <City>San Diego</City>
    <State>LA</State>
    <PostalCode>70601</PostalCode>
    <Property>2016 58th Place</Property>
    <Loan>10229637</Loan>
    <BuyerContact>
    </BuyerContact>
    <BuyerBrokerContact>
    </BuyerBrokerContact>
    <SellingContact>
    </SellingContact>
    <SellingBrokerContact>
    </SellingBrokerContact>
    <TitleContact>
    </TitleContact>
    <Contract>
    </Contract>
    <SellerLedger>
    </SellerLedger>
    <BuyerLedger>
    </BuyerLedger>
    <EscrowCompany>
    </EscrowCompany>
    <Location>
    </Location>
    <ProcessTemplate>Closing</ProcessTemplate>
    <AssignedOrganization>
    </AssignedOrganization>
    <AssignedPerson>
    </AssignedPerson>
    <Vendor>
    </Vendor>
    <VendorPerson>
    </VendorPerson>
    <CostLedger>
    </CostLedger>
    <CurrentDecision>
    </CurrentDecision>
    <Client>Demo Servicer</Client>
    <ClientPerson>
    </ClientPerson>
    <CreatedPerson>[email protected]</CreatedPerson>
    <UpdatedPerson>[email protected]</UpdatedPerson>
    <ParentLabel>10229637</ParentLabel>
    <Grandparent>Property</Grandparent>
    <GrandparentID>629</GrandparentID>
    <RecordCount>7</RecordCount>
  </ClosingItem>
  <ClosingItem>
    <ClosingID>2</ClosingID>
    <Closing>17-NJ48562</Closing>
    <PropertyID>608</PropertyID>
    <LoanID>618</LoanID>
    <BuyerContactID>
    </BuyerContactID>
    <BuyerBrokerContactID>
    </BuyerBrokerContactID>
    <SellingContactID>
    </SellingContactID>
    <SellingBrokerContactID>
    </SellingBrokerContactID>
    <TitleContactID>
    </TitleContactID>
    <SaleDate>
    </SaleDate>
    <SalePrice>
    </SalePrice>
    <LoanSubmitted>
    </LoanSubmitted>
    <LoanApproved>
    </LoanApproved>
    <ContractReceived>
    </ContractReceived>
    <ProceedsExpected>
    </ProceedsExpected>
    <ProceedsActual>
    </ProceedsActual>
    <ProceedsReceived>
    </ProceedsReceived>
    <ContractID>
    </ContractID>
    <ClosingEstimated>
    </ClosingEstimated>
    <ClosingActual>
    </ClosingActual>
    <SellerLedgerID>
    </SellerLedgerID>
    <BuyerLedgerID>
    </BuyerLedgerID>
    <ProcessID>529</ProcessID>
    <EscrowType>
    </EscrowType>
    <EscrowCompanyID>
    </EscrowCompanyID>
    <LocationID>
    </LocationID>
    <DaysOnMarket>
    </DaysOnMarket>
    <Process>17-NJ48562</Process>
    <ProcessTemplateID>10</ProcessTemplateID>
    <Sibling>Closing</Sibling>
    <SiblingID>2</SiblingID>
    <ProcessType>
    </ProcessType>
    <Priority>
    </Priority>
    <AssignedOrganizationID>
    </AssignedOrganizationID>
    <AssignedPersonID>
    </AssignedPersonID>
    <VendorID>
    </VendorID>
    <VendorPersonID>
    </VendorPersonID>
    <DateOpened>2017-07-06T00:00:00-07:00</DateOpened>
    <OpenedReason>
    </OpenedReason>
    <DateClosed>
    </DateClosed>
    <ClosedReason>
    </ClosedReason>
    <DateDue>
    </DateDue>
    <CostLedgerID>
    </CostLedgerID>
    <CurrentDecisionID>
    </CurrentDecisionID>
    <SourceXml>
    </SourceXml>
    <MetaXml>
    </MetaXml>
    <ClientID>1</ClientID>
    <ClientPersonID>
    </ClientPersonID>
    <Object>Loan</Object>
    <ObjectID>618</ObjectID>
    <Status>Closed</Status>
    <CreatedPersonID>42</CreatedPersonID>
    <CreatedDate>2017-08-04T09:44:37.053-07:00</CreatedDate>
    <UpdatedPersonID>42</UpdatedPersonID>
    <UpdatedDate>2017-08-04T09:54:04.567-07:00</UpdatedDate>
    <ServicerID>1</ServicerID>
    <Servicer>Demo Servicer</Servicer>
    <ServicerLoanID>10220595</ServicerLoanID>
    <AgencyID>
    </AgencyID>
    <Agency>
    </Agency>
    <AgencyLoanID>4005785793</AgencyLoanID>
    <ContextIdentifierLoanID>
    </ContextIdentifierLoanID>
    <InvestorID>131</InvestorID>
    <Investor>CTX Mortgage Company LLC</Investor>
    <InvestorLoanID>4005785793</InvestorLoanID>
    <Address>20 HEATHER DR</Address>
    <City>EAST HARTFORD</City>
    <State>NJ</State>
    <PostalCode>07407-1327</PostalCode>
    <Property>20 HEATHER DR</Property>
    <Loan>10220595</Loan>
    <BuyerContact>
    </BuyerContact>
    <BuyerBrokerContact>
    </BuyerBrokerContact>
    <SellingContact>
    </SellingContact>
    <SellingBrokerContact>
    </SellingBrokerContact>
    <TitleContact>
    </TitleContact>
    <Contract>
    </Contract>
    <SellerLedger>
    </SellerLedger>
    <BuyerLedger>
    </BuyerLedger>
    <EscrowCompany>
    </EscrowCompany>
    <Location>
    </Location>
    <ProcessTemplate>Closing</ProcessTemplate>
    <AssignedOrganization>
    </AssignedOrganization>
    <AssignedPerson>
    </AssignedPerson>
    <Vendor>
    </Vendor>
    <VendorPerson>
    </VendorPerson>
    <CostLedger>
    </CostLedger>
    <CurrentDecision>
    </CurrentDecision>
    <Client>Demo Servicer</Client>
    <ClientPerson>
    </ClientPerson>
    <CreatedPerson>[email protected]</CreatedPerson>
    <UpdatedPerson>[email protected]</UpdatedPerson>
    <ParentLabel>10220595</ParentLabel>
    <Grandparent>Property</Grandparent>
    <GrandparentID>608</GrandparentID>
    <RecordCount>7</RecordCount>
  </ClosingItem>
</ClosingCollection>

Mortgage/Closing.ashx/Save?{Parameters}

The save method will return all records matching the {Parameters} criteria. {Parameters} may include any property listed in the table above along with child classes.

  • Output: determines the formatting of the returned data. Valid values are Xml, Json, JsonP.
  • Response: included in the response is {Table}ID; this is the primary key of the {Table} row created
  • With the same Save method, you can also save data to related tables. By using a {Parent}_{Column} pattern, you can update the parent table's data in the same call.
  • Child records may also be updated using a {Child}_{Index}_{Column} pattern.
  • For child records that are templated, you may use the template name in lieu of an index.

Mortgage/Closing.ashx/Delete?ID={Where.IdList}

The delete method will delete all records where ID={comma-delimited list of identifiers} criteria.

Mortgage/Closing.ashx/ListWhere?{Parameters}

The ListWhere method will return all records matching the {Parameters} criteria. {Parameters} may include any property listed in the table.

  • Output: determines the formatting of the returned data. Valid values are Xml, Json, JsonP.
  • Response: 2 columns are returned - {Table}ID and {Table} columns.
  • Request: Closing.ashx/ListWhere?ClosingID=1,2,3
  • Response:
<ClosingCollection>
  <ClosingItem>
    <ClosingID>2</ClosingID>
    <Closing>17-NJ48562</Closing>
  </ClosingItem>
  <ClosingItem>
    <ClosingID>1</ClosingID>
    <Closing>17-OH776443</Closing>
  </ClosingItem>
  <ClosingItem>
    <ClosingID>3</ClosingID>
    <Closing>17-VT9865454.A</Closing>
  </ClosingItem>
</ClosingCollection>
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