LoanTransaction Class - quandis/qbo3-Documentation GitHub Wiki

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

LoanTransaction properties

Column Type Required Description
Active string
ActiveStatus string
AssigneeID integer
AssignmentDate dateTime
AssignorID integer
Batch integer
BeneficiaryID integer
Book string
BuyerContactID integer
CanDelete string
CanInsert string
CanUpdate string
CreatedDate dateTime
CreatedPersonID integer
DeedType string RQ.SaleDeedTypeDescription
DocumentNumber string RQ.SaleDocumentNumberIdentifier
Extranet string
FinalStatus string
FinanceDocumentNumber string
FinanceDownpayment double RQ.FinanceCashDownAmount
FinanceInterestRate double
FinanceInterestRateType string
FinanceLenderID integer
FinanceLoanAmount double
FinanceRecordingDate dateTime
FinanceTerm integer
FinanceTermUnits string
FinanceTitleCompanyID integer
FinanceTransferType string
Form string
InDecisionID string
InImportFileID string
LinkedFrom string
LinkedTo string
LoanID integer
LoanTransaction string yes Label for the table.
LoanTransactionID integer yes Identity column and primary key for the table.
LoanTransactionType string Enumerated values; set by power user in ObjectType table.
MaturityDate dateTime
MetaXml string Deprecated
MortgageNote string
NotLinkedFrom string
NotLinkedTo string
Object string
ObjectID integer
Page string
PublicRecordID integer
RecordingCounty string
RecordingDate dateTime RQ.SaleRecordingDate
SaleAmount double RQ.SalesPriceAmount
SaleDate dateTime RQ.SaleDate
SaleTitleCompanyID integer
SecondDocumentNumber string
SecondDownpayment double
SecondInterestRate double
SecondInterestRateType string
SecondLenderID integer
SecondLoanAmount double
SecondRecordingDate dateTime
SecondTerm integer
SecondTermUnits string
SecondTitleCompanyID integer
SecondTransferType string
SellerContactID integer
Source string
SourceXml string Deprecated
StampAmount double RQ.SaleStampAmount
Status string
Tags string
TrusteeContactID integer
UnreadNotifications string
UpdatedDate dateTime
UpdatedPersonID integer
VestingDescription string
ViewAsRole string
Worklist string

Related modules

Related Objects Module Relationship
Access Child
Attachments Attachment Child
Beneficiary qbo.Contact.ContactObject Foreign Key
BuyerContact qbo.Contact.ContactObject Foreign Key
Collections CollectionMember Child
ConfigurationEntryCollection ConfigurationEntry Child
Contacts Contact Child
Decisions Decision Child
FinanceLender qbo.Contact.OrganizationObject Foreign Key
FinanceTitleCompany qbo.Contact.OrganizationObject Foreign Key
Forms ImportForm Child
Labels CollectionMember Child
Ledgers Ledger Child
Loan qbo.Mortgage.LoanObject Foreign Key
Messages Message Child
PublicRecord qbo.Mortgage.PublicRecordObject Foreign Key
Regions Geography Child
SaleTitleCompany qbo.Contact.OrganizationObject Foreign Key
Scores Score Child
SearchIndexes SearchIndex Child
SecondLender qbo.Contact.OrganizationObject Foreign Key
SecondTitleCompany qbo.Contact.OrganizationObject Foreign Key
SellerContact qbo.Contact.ContactObject Foreign Key
Worklists SmartWorklistMember Child

Method signatures

Mortgage/LoanTransaction.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 LoanTransaction.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: LoanTransaction.ashx/Search?LoanTransaction=ABC123
  • Response:
<LoanTransactionCollection>
  <LoanTransactionItem>
    <LoanTransactionID>1</LoanTransactionID>
    <LoanTransaction>abc</LoanTransaction>
    <LoanID>733</LoanID>
    <LoanTransactionType>
    </LoanTransactionType>
    <Source>
    </Source>
    <DocumentNumber>
    </DocumentNumber>
    <DeedType>
    </DeedType>
    <SaleDate>
    </SaleDate>
    <RecordingDate>
    </RecordingDate>
    <SaleAmount>
    </SaleAmount>
    <StampAmount>
    </StampAmount>
    <SellerContactID>
    </SellerContactID>
    <BuyerContactID>
    </BuyerContactID>
    <SaleTitleCompanyID>
    </SaleTitleCompanyID>
    <FinanceLenderID>
    </FinanceLenderID>
    <TrusteeContactID>
    </TrusteeContactID>
    <FinanceLoanAmount>
    </FinanceLoanAmount>
    <FinanceDownpayment>
    </FinanceDownpayment>
    <FinanceInterestRate>
    </FinanceInterestRate>
    <FinanceInterestRateType>
    </FinanceInterestRateType>
    <FinanceTerm>
    </FinanceTerm>
    <FinanceTermUnits>
    </FinanceTermUnits>
    <FinanceDocumentNumber>
    </FinanceDocumentNumber>
    <FinanceTitleCompanyID>
    </FinanceTitleCompanyID>
    <FinanceTransferType>
    </FinanceTransferType>
    <FinanceRecordingDate>
    </FinanceRecordingDate>
    <SecondLenderID>
    </SecondLenderID>
    <SecondLoanAmount>
    </SecondLoanAmount>
    <SecondDownpayment>
    </SecondDownpayment>
    <SecondInterestRate>
    </SecondInterestRate>
    <SecondInterestRateType>
    </SecondInterestRateType>
    <SecondTerm>
    </SecondTerm>
    <SecondTermUnits>
    </SecondTermUnits>
    <SecondDocumentNumber>
    </SecondDocumentNumber>
    <SecondTitleCompanyID>
    </SecondTitleCompanyID>
    <SecondTransferType>
    </SecondTransferType>
    <SecondRecordingDate>
    </SecondRecordingDate>
    <VestingDescription>
    </VestingDescription>
    <Book>
    </Book>
    <Page>
    </Page>
    <MortgageNote>
    </MortgageNote>
    <RecordingCounty>
    </RecordingCounty>
    <SourceXml>
    </SourceXml>
    <MetaXml>
    </MetaXml>
    <PublicRecordID>
    </PublicRecordID>
    <BeneficiaryID>
    </BeneficiaryID>
    <AssignorID>
    </AssignorID>
    <AssigneeID>
    </AssigneeID>
    <AssignmentDate>
    </AssignmentDate>
    <MaturityDate>
    </MaturityDate>
    <Object>Loan</Object>
    <ObjectID>733</ObjectID>
    <Status>
    </Status>
    <CreatedPersonID>26</CreatedPersonID>
    <CreatedDate>2017-06-20T08:43:19.27-07:00</CreatedDate>
    <UpdatedPersonID>26</UpdatedPersonID>
    <UpdatedDate>2017-06-20T10:25:32.327-07:00</UpdatedDate>
    <ServicerID>
    </ServicerID>
    <Servicer>
    </Servicer>
    <ServicerLoanID>
    </ServicerLoanID>
    <AgencyID>
    </AgencyID>
    <Agency>
    </Agency>
    <AgencyLoanID>
    </AgencyLoanID>
    <ContextIdentifierLoanID>
    </ContextIdentifierLoanID>
    <InvestorID>
    </InvestorID>
    <Investor>
    </Investor>
    <InvestorLoanID>
    </InvestorLoanID>
    <Address>100 N WILLOW AVENUE</Address>
    <City>TRUMANN</City>
    <State>AR</State>
    <PostalCode>72472</PostalCode>
    <Loan>191689116</Loan>
    <SellerContact>
    </SellerContact>
    <BuyerContact>
    </BuyerContact>
    <SaleTitleCompany>
    </SaleTitleCompany>
    <FinanceLender>
    </FinanceLender>
    <FinanceTitleCompany>
    </FinanceTitleCompany>
    <SecondLender>
    </SecondLender>
    <SecondTitleCompany>
    </SecondTitleCompany>
    <PublicRecord>
    </PublicRecord>
    <Beneficiary>
    </Beneficiary>
    <CreatedPerson>[email protected]</CreatedPerson>
    <UpdatedPerson>[email protected]</UpdatedPerson>
    <ParentLabel>191689116</ParentLabel>
    <Grandparent>Property</Grandparent>
    <GrandparentID>743</GrandparentID>
    <RecordCount>4</RecordCount>
  </LoanTransactionItem>
  <LoanTransactionItem>
    <LoanTransactionID>4</LoanTransactionID>
    <LoanTransaction>Mortgage</LoanTransaction>
    <LoanID>401504</LoanID>
    <LoanTransactionType>MORTGAGE</LoanTransactionType>
    <Source>ORSS</Source>
    <DocumentNumber>
    </DocumentNumber>
    <DeedType>
    </DeedType>
    <SaleDate>
    </SaleDate>
    <RecordingDate>2003-08-06T00:00:00-07:00</RecordingDate>
    <SaleAmount>
    </SaleAmount>
    <StampAmount>
    </StampAmount>
    <SellerContactID>
    </SellerContactID>
    <BuyerContactID>108200</BuyerContactID>
    <SaleTitleCompanyID>
    </SaleTitleCompanyID>
    <FinanceLenderID>1886</FinanceLenderID>
    <TrusteeContactID>
    </TrusteeContactID>
    <FinanceLoanAmount>237500.0000</FinanceLoanAmount>
    <FinanceDownpayment>
    </FinanceDownpayment>
    <FinanceInterestRate>
    </FinanceInterestRate>
    <FinanceInterestRateType>
    </FinanceInterestRateType>
    <FinanceTerm>
    </FinanceTerm>
    <FinanceTermUnits>
    </FinanceTermUnits>
    <FinanceDocumentNumber>160144.01</FinanceDocumentNumber>
    <FinanceTitleCompanyID>
    </FinanceTitleCompanyID>
    <FinanceTransferType>
    </FinanceTransferType>
    <FinanceRecordingDate>2003-07-24T00:00:00-07:00</FinanceRecordingDate>
    <SecondLenderID>
    </SecondLenderID>
    <SecondLoanAmount>
    </SecondLoanAmount>
    <SecondDownpayment>
    </SecondDownpayment>
    <SecondInterestRate>
    </SecondInterestRate>
    <SecondInterestRateType>
    </SecondInterestRateType>
    <SecondTerm>
    </SecondTerm>
    <SecondTermUnits>
    </SecondTermUnits>
    <SecondDocumentNumber>
    </SecondDocumentNumber>
    <SecondTitleCompanyID>
    </SecondTitleCompanyID>
    <SecondTransferType>
    </SecondTransferType>
    <SecondRecordingDate>
    </SecondRecordingDate>
    <VestingDescription>
    </VestingDescription>
    <Book>12764</Book>
    <Page>508</Page>
    <MortgageNote>
    </MortgageNote>
    <RecordingCounty>BERGEN</RecordingCounty>
    <SourceXml>
    </SourceXml>
    <MetaXml>
    </MetaXml>
    <PublicRecordID>
    </PublicRecordID>
    <BeneficiaryID>
    </BeneficiaryID>
    <AssignorID>
    </AssignorID>
    <AssigneeID>
    </AssigneeID>
    <AssignmentDate>
    </AssignmentDate>
    <MaturityDate>
    </MaturityDate>
    <Object>Title</Object>
    <ObjectID>178</ObjectID>
    <Status>
    </Status>
    <CreatedPersonID>11</CreatedPersonID>
    <CreatedDate>2018-06-27T12:58:06.223-07:00</CreatedDate>
    <UpdatedPersonID>11</UpdatedPersonID>
    <UpdatedDate>2018-06-27T14:25:12.44-07:00</UpdatedDate>
    <ServicerID>
    </ServicerID>
    <Servicer>
    </Servicer>
    <ServicerLoanID>
    </ServicerLoanID>
    <AgencyID>
    </AgencyID>
    <Agency>
    </Agency>
    <AgencyLoanID>
    </AgencyLoanID>
    <ContextIdentifierLoanID>
    </ContextIdentifierLoanID>
    <InvestorID>
    </InvestorID>
    <Investor>
    </Investor>
    <InvestorLoanID>
    </InvestorLoanID>
    <Address>30 Woodlawn Avenue</Address>
    <City>Waltham</City>
    <State>MA</State>
    <PostalCode>02451</PostalCode>
    <Loan>Data_Integrations</Loan>
    <SellerContact>
    </SellerContact>
    <BuyerContact>KIMBERLY JONES</BuyerContact>
    <SaleTitleCompany>
    </SaleTitleCompany>
    <FinanceLender>HSBC BANK USA</FinanceLender>
    <FinanceTitleCompany>
    </FinanceTitleCompany>
    <SecondLender>
    </SecondLender>
    <SecondTitleCompany>
    </SecondTitleCompany>
    <PublicRecord>
    </PublicRecord>
    <Beneficiary>
    </Beneficiary>
    <CreatedPerson>[email protected]</CreatedPerson>
    <UpdatedPerson>[email protected]</UpdatedPerson>
    <ParentLabel>Sample Title Order</ParentLabel>
    <Grandparent>Loan</Grandparent>
    <GrandparentID>401504</GrandparentID>
    <RecordCount>4</RecordCount>
  </LoanTransactionItem>
</LoanTransactionCollection>

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

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

Mortgage/LoanTransaction.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: LoanTransaction.ashx/ListWhere?LoanTransactionID=1,2,3
  • Response:
<LoanTransactionCollection>
  <LoanTransactionItem>
    <LoanTransactionID>1</LoanTransactionID>
    <LoanTransaction>abc</LoanTransaction>
  </LoanTransactionItem>
  <LoanTransactionItem>
    <LoanTransactionID>3</LoanTransactionID>
    <LoanTransaction>Subject Mortgage</LoanTransaction>
  </LoanTransactionItem>
  <LoanTransactionItem>
    <LoanTransactionID>2</LoanTransactionID>
    <LoanTransaction>test</LoanTransaction>
  </LoanTransactionItem>
</LoanTransactionCollection>
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