Valuation Class - quandis/qbo3-Documentation GitHub Wiki

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

Valuation properties

Column Type Required Description
Active string
ActiveStatus string
ActiveWorkflow string
AmenityLedgerID integer
AssignedDate dateTime Date the Valuation is assigned to a Broker.
AssignedOrganizationID integer
AssignedPersonID integer
AttachmentID integer Foreign key to document associated with Valuation (e.g. Appraisal PDF).
Batch integer
BecamePastStandard string
BestValue boolean Flag indicating that this is the best Valuation for the Property.
BrokerID integer Foreign key to the broker peforming the Valuation.
CanDelete string
CanInsert string
CanUpdate string
Category string
ClientID integer
ClientKeyID string Client's tracking number for the Valuation.
ClientPersonID integer
Closed string
ClosedReason string
CompletedDate dateTime Date the Valuation was performed by the Broker.
CompletedPersonID integer Foreign key to Person completing the Valuation.
Condition string Brief text description of the condition of the property.
ConditionInt integer Numeric score associated with the property.
ConditionNeighborhood string Brief text description of the condition of the neighborhood.
Confidence double Subjective confidence in the accuracy of the Valuation (usually a percentage).
ConfidenceChar string Subjective character grade of the confidence in the Valuation.
ConfidenceScoreID integer Foreign key to Score table reflecting the confidence in the Valuation.
CostLedgerID integer
CreatedDate dateTime
CreatedPersonID integer
CurrentDecisionID integer
CurrentlyAssigned string
DataSource string Text description of the MLS from where data was gathered.
DateClosed dateTime
DateDue dateTime
DateOpened dateTime
DecisionStep string
DecisionTemplate string
Entity string
EntityParent string
ExcludePendingSteps string
Extranet string
FinalStatus string
Form string
InDecisionID string
InImportFileID string
InspectionDate dateTime Date the broker visited the property.
LinkedFrom string
LinkedTo string
ListingURL string URL to MLS entry for this Property.
LitigationDelays string
LoanState string
LockBoxCode string
LotSize double Square feet associated with the land the Property is situated upon. (UI may translated to acerage.)
MetaXml string Deprecated
NonCompliant string
NotLinkedFrom string
NotLinkedTo string
Object string
ObjectID integer
Open string
OpenAsOf string
OpenedReason string
OtherDelays string
ParentValuationID integer
PastStandardInflow string
PastStandardOutflow string
Priority integer
Process string
ProcessID integer
ProcessSiblingList string
ProcessTemplateID integer
ProcessType string
PropertyBuilt integer Year the property was built.
PropertyID integer Foreign key to Property record upon which the Valuation is performed.
PropertyState string
PropertyType string Enumerated property type (e.g. 'Single Family Residence', 'Condo')
ReconciledDate dateTime Date the Valuation was reconciled.
ReconciledPersonID integer Foreign key to Person reconciling the Valuation.
ReviewDate dateTime Date the Valuation was Reviewed as part of quality control checks.
ReviewPersonID integer Foreign key to Person reviewing the Valuation.
RoomsBath double Number of bathrooms in the property.
RoomsBedroom double Number of bedrooms in the property.
RoomsTotal double Number of livable rooms in the property.
ServicerID string
Sibling string
SiblingID integer
SourceXml string Deprecated
SquareFeet double Square feet associated with the property structure.
State string
Status string
Step string
StepExists string
Tags string
TimeSpan string
Units integer Number of units that comprise the property.
UnreadNotifications string
UpdatedDate dateTime
UpdatedPersonID integer
VacancyStatus string Enumerated status ('Vacant'
Valuation string yes Description of valuation being done (Appraisal, BPO, AVM, etc.)
ValuationID integer yes Primary Key of Valuation
ValueAsIs double Value of the property if sold on the market today.
ValueLand double Value of the land associated with the property.
ValueListDate dateTime Current listing date for this property at the ValueListPrice (e.g. most recent list price adjustment).
ValueListDateOriginal dateTime Original
ValueListPrice double Current listing price for this property.
ValueListPriceOriginal double Original listing price for this property (e.g. ValueListPriceOriginal - ValueListPrice = price reductions).
ValueNeighborhoodHigh double Highest value property in the neighborhood.
ValueNeighborhoodLow double Lowest value property in the neighborhood.
ValueQuickSale double Value of the property if minimal repairs are made.
ValueReconciled double Subjective reconciliated value of property (e.g. a bank's override of the ValueAsIs).
ValueRepaired double Maximum value of property if repairs and improvements are made.
ValueSaleDate dateTime Most recent sale date for this property.
ValueSalePrice double Most recent sale price for this property.
VendorID integer
VendorKeyID string Broker's tracking number for the Valuation.
VendorPersonID integer
ViewAsRole string
Worklist string

Related modules

Related Objects Module Relationship
Access Child
AmenityLedger qbo.Accounting.LedgerObject Foreign Key
AssignedOrganization qbo.Contact.OrganizationObject Foreign Key
AssignedPerson qbo.Security.PersonObject Foreign Key
Attachment qbo.Attachment.AttachmentObject Foreign Key
Attachments Attachment Child
Broker qbo.Mortgage.BrokerObject Foreign Key
Client qbo.Contact.OrganizationObject Foreign Key
ClientPerson qbo.Security.PersonObject Foreign Key
Collections CollectionMember Child
Comparables ValuationComparable Child
CompletedPerson qbo.Security.PersonObject Foreign Key
ConfidenceScore qbo.Score.ScoreObject Foreign Key
ConfigurationEntryCollection ConfigurationEntry Child
Contacts Contact Child
CostLedger qbo.Accounting.LedgerObject Foreign Key
CurrentDecision qbo.Decision.DecisionObject Foreign Key
Decisions Decision Child
Delays DecisionDelay Child
Forms ImportForm Child
Labels CollectionMember Child
Ledgers Ledger Child
Messages Message Child
ProcessTemplate qbo.Process.ProcessTemplateObject Foreign Key
Projections ValuationProjection Child
Property qbo.Mortgage.PropertyObject Foreign Key
ReconciledPerson qbo.Security.PersonObject Foreign Key
Regions Geography Child
ReviewPerson qbo.Security.PersonObject Foreign Key
Scores Score Child
SearchIndexes SearchIndex Child
Vendor qbo.Contact.OrganizationObject Foreign Key
VendorPerson qbo.Security.PersonObject Foreign Key
Worklists SmartWorklistMember Child

Method signatures

Mortgage/Valuation.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 Valuation.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: Valuation.ashx/Search?Valuation=ABC123
  • Response:
<ValuationCollection>
  <ValuationItem>
    <ValuationID>33987</ValuationID>
    <Valuation>000121843</Valuation>
    <PropertyID>804550</PropertyID>
    <ProcessID>54844</ProcessID>
    <AttachmentID>
    </AttachmentID>
    <ValueAsIs>221228.0000</ValueAsIs>
    <ValueQuickSale>
    </ValueQuickSale>
    <ValueRepaired>
    </ValueRepaired>
    <ValueReconciled>
    </ValueReconciled>
    <ClientKeyID>
    </ClientKeyID>
    <VendorKeyID>
    </VendorKeyID>
    <ReviewDate>
    </ReviewDate>
    <CompletedDate>2013-05-28T00:00:00-07:00</CompletedDate>
    <PropertyBuilt>
    </PropertyBuilt>
    <Units>
    </Units>
    <RoomsTotal>
    </RoomsTotal>
    <RoomsBedroom>
    </RoomsBedroom>
    <RoomsBath>
    </RoomsBath>
    <Condition>Good</Condition>
    <ConditionInt>
    </ConditionInt>
    <ValueLand>
    </ValueLand>
    <ValueNeighborhoodHigh>
    </ValueNeighborhoodHigh>
    <ValueNeighborhoodLow>
    </ValueNeighborhoodLow>
    <BrokerID>
    </BrokerID>
    <InspectionDate>
    </InspectionDate>
    <VacancyStatus>Owner Occupied</VacancyStatus>
    <SquareFeet>
    </SquareFeet>
    <LotSize>
    </LotSize>
    <ConditionNeighborhood>
    </ConditionNeighborhood>
    <Confidence>
    </Confidence>
    <BestValue>
    </BestValue>
    <ConfidenceScoreID>
    </ConfidenceScoreID>
    <ConfidenceChar>H</ConfidenceChar>
    <PropertyType>
    </PropertyType>
    <AssignedDate>
    </AssignedDate>
    <ReviewPersonID>
    </ReviewPersonID>
    <CompletedPersonID>
    </CompletedPersonID>
    <ReconciledDate>
    </ReconciledDate>
    <ReconciledPersonID>
    </ReconciledPersonID>
    <DataSource>
    </DataSource>
    <ListingURL>
    </ListingURL>
    <ValueListPrice>
    </ValueListPrice>
    <ValueListDate>
    </ValueListDate>
    <ValueListPriceOriginal>
    </ValueListPriceOriginal>
    <ValueListDateOriginal>
    </ValueListDateOriginal>
    <ValueSaleDate>
    </ValueSaleDate>
    <ValueSalePrice>
    </ValueSalePrice>
    <AmenityLedgerID>
    </AmenityLedgerID>
    <LockBoxCode>
    </LockBoxCode>
    <ParentValuationID>
    </ParentValuationID>
    <Category>
    </Category>
    <Process>000121843</Process>
    <ProcessTemplateID>
    </ProcessTemplateID>
    <Sibling>Valuation</Sibling>
    <SiblingID>33987</SiblingID>
    <ProcessType>Auto Val - Exterior/Curbside</ProcessType>
    <Priority>
    </Priority>
    <AssignedOrganizationID>
    </AssignedOrganizationID>
    <AssignedPersonID>
    </AssignedPersonID>
    <VendorID>
    </VendorID>
    <VendorPersonID>
    </VendorPersonID>
    <DateOpened>2013-06-05T09:17:33.543-07:00</DateOpened>
    <OpenedReason>
    </OpenedReason>
    <DateClosed>
    </DateClosed>
    <ClosedReason>
    </ClosedReason>
    <DateDue>
    </DateDue>
    <CostLedgerID>
    </CostLedgerID>
    <CurrentDecisionID>
    </CurrentDecisionID>
    <SourceXml>
    </SourceXml>
    <MetaXml>
    </MetaXml>
    <ClientID>
    </ClientID>
    <ClientPersonID>
    </ClientPersonID>
    <Object>
    </Object>
    <ObjectID>
    </ObjectID>
    <Status>
    </Status>
    <CreatedPersonID>
    </CreatedPersonID>
    <CreatedDate>
    </CreatedDate>
    <UpdatedPersonID>
    </UpdatedPersonID>
    <UpdatedDate>
    </UpdatedDate>
    <Address>12134 HUNTERGREEN DR</Address>
    <City>CINCINNATI</City>
    <State>OH</State>
    <PostalCode>45251</PostalCode>
    <Property>000121843</Property>
    <Attachment>
    </Attachment>
    <Broker>
    </Broker>
    <ConfidenceScore>
    </ConfidenceScore>
    <ReviewPerson>
    </ReviewPerson>
    <CompletedPerson>
    </CompletedPerson>
    <ReconciledPerson>
    </ReconciledPerson>
    <AmenityLedger>
    </AmenityLedger>
    <ProcessTemplate>
    </ProcessTemplate>
    <AssignedOrganization>
    </AssignedOrganization>
    <AssignedPerson>
    </AssignedPerson>
    <Vendor>
    </Vendor>
    <VendorPerson>
    </VendorPerson>
    <CostLedger>
    </CostLedger>
    <CurrentDecision>
    </CurrentDecision>
    <Client>
    </Client>
    <ClientPerson>
    </ClientPerson>
    <CreatedPerson>
    </CreatedPerson>
    <UpdatedPerson>
    </UpdatedPerson>
    <Address1>12134 HUNTERGREEN DR</Address1>
    <City1>CINCINNATI</City1>
    <State1>OH</State1>
    <PostalCode1>45251</PostalCode1>
    <InvestorID>
    </InvestorID>
    <InvestorLoanID>
    </InvestorLoanID>
    <Investor>
    </Investor>
    <Phone>
    </Phone>
    <Email>
    </Email>
    <RecordCount>500</RecordCount>
  </ValuationItem>
  <ValuationItem>
    <ValuationID>50606</ValuationID>
    <Valuation>000216682</Valuation>
    <PropertyID>1200162</PropertyID>
    <ProcessID>64785</ProcessID>
    <AttachmentID>
    </AttachmentID>
    <ValueAsIs>74850.0000</ValueAsIs>
    <ValueQuickSale>
    </ValueQuickSale>
    <ValueRepaired>
    </ValueRepaired>
    <ValueReconciled>
    </ValueReconciled>
    <ClientKeyID>
    </ClientKeyID>
    <VendorKeyID>
    </VendorKeyID>
    <ReviewDate>
    </ReviewDate>
    <CompletedDate>2013-04-30T00:00:00-07:00</CompletedDate>
    <PropertyBuilt>
    </PropertyBuilt>
    <Units>
    </Units>
    <RoomsTotal>
    </RoomsTotal>
    <RoomsBedroom>
    </RoomsBedroom>
    <RoomsBath>
    </RoomsBath>
    <Condition>Good</Condition>
    <ConditionInt>
    </ConditionInt>
    <ValueLand>
    </ValueLand>
    <ValueNeighborhoodHigh>
    </ValueNeighborhoodHigh>
    <ValueNeighborhoodLow>
    </ValueNeighborhoodLow>
    <BrokerID>
    </BrokerID>
    <InspectionDate>
    </InspectionDate>
    <VacancyStatus>Owner Occupied</VacancyStatus>
    <SquareFeet>
    </SquareFeet>
    <LotSize>
    </LotSize>
    <ConditionNeighborhood>
    </ConditionNeighborhood>
    <Confidence>
    </Confidence>
    <BestValue>
    </BestValue>
    <ConfidenceScoreID>
    </ConfidenceScoreID>
    <ConfidenceChar>M</ConfidenceChar>
    <PropertyType>
    </PropertyType>
    <AssignedDate>
    </AssignedDate>
    <ReviewPersonID>
    </ReviewPersonID>
    <CompletedPersonID>
    </CompletedPersonID>
    <ReconciledDate>
    </ReconciledDate>
    <ReconciledPersonID>
    </ReconciledPersonID>
    <DataSource>
    </DataSource>
    <ListingURL>
    </ListingURL>
    <ValueListPrice>
    </ValueListPrice>
    <ValueListDate>
    </ValueListDate>
    <ValueListPriceOriginal>
    </ValueListPriceOriginal>
    <ValueListDateOriginal>
    </ValueListDateOriginal>
    <ValueSaleDate>
    </ValueSaleDate>
    <ValueSalePrice>
    </ValueSalePrice>
    <AmenityLedgerID>
    </AmenityLedgerID>
    <LockBoxCode>
    </LockBoxCode>
    <ParentValuationID>
    </ParentValuationID>
    <Category>
    </Category>
    <Process>000216682</Process>
    <ProcessTemplateID>
    </ProcessTemplateID>
    <Sibling>Valuation</Sibling>
    <SiblingID>50606</SiblingID>
    <ProcessType>Auto Val - Exterior/Curbside</ProcessType>
    <Priority>
    </Priority>
    <AssignedOrganizationID>
    </AssignedOrganizationID>
    <AssignedPersonID>
    </AssignedPersonID>
    <VendorID>
    </VendorID>
    <VendorPersonID>
    </VendorPersonID>
    <DateOpened>2013-06-06T09:46:41.093-07:00</DateOpened>
    <OpenedReason>
    </OpenedReason>
    <DateClosed>
    </DateClosed>
    <ClosedReason>
    </ClosedReason>
    <DateDue>
    </DateDue>
    <CostLedgerID>
    </CostLedgerID>
    <CurrentDecisionID>
    </CurrentDecisionID>
    <SourceXml>
    </SourceXml>
    <MetaXml>
    </MetaXml>
    <ClientID>
    </ClientID>
    <ClientPersonID>
    </ClientPersonID>
    <Object>
    </Object>
    <ObjectID>
    </ObjectID>
    <Status>
    </Status>
    <CreatedPersonID>
    </CreatedPersonID>
    <CreatedDate>
    </CreatedDate>
    <UpdatedPersonID>
    </UpdatedPersonID>
    <UpdatedDate>
    </UpdatedDate>
    <Address>8744 COUNTRY PLACE DR</Address>
    <City>8744 COUNTRY PLACE DR</City>
    <State>PA</State>
    <PostalCode>18466</PostalCode>
    <Property>000216682</Property>
    <Attachment>
    </Attachment>
    <Broker>
    </Broker>
    <ConfidenceScore>
    </ConfidenceScore>
    <ReviewPerson>
    </ReviewPerson>
    <CompletedPerson>
    </CompletedPerson>
    <ReconciledPerson>
    </ReconciledPerson>
    <AmenityLedger>
    </AmenityLedger>
    <ProcessTemplate>
    </ProcessTemplate>
    <AssignedOrganization>
    </AssignedOrganization>
    <AssignedPerson>
    </AssignedPerson>
    <Vendor>
    </Vendor>
    <VendorPerson>
    </VendorPerson>
    <CostLedger>
    </CostLedger>
    <CurrentDecision>
    </CurrentDecision>
    <Client>
    </Client>
    <ClientPerson>
    </ClientPerson>
    <CreatedPerson>
    </CreatedPerson>
    <UpdatedPerson>
    </UpdatedPerson>
    <Address1>8744 COUNTRY PLACE DR</Address1>
    <City1>8744 COUNTRY PLACE DR</City1>
    <State1>PA</State1>
    <PostalCode1>18466</PostalCode1>
    <InvestorID>
    </InvestorID>
    <InvestorLoanID>
    </InvestorLoanID>
    <Investor>
    </Investor>
    <Phone>
    </Phone>
    <Email>
    </Email>
    <RecordCount>500</RecordCount>
  </ValuationItem>
</ValuationCollection>

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

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

Mortgage/Valuation.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: Valuation.ashx/ListWhere?ValuationID=1,2,3
  • Response:
<ValuationCollection>
  <ValuationItem>
    <ValuationID>33866</ValuationID>
    <Valuation>277775043</Valuation>
  </ValuationItem>
  <ValuationItem>
    <ValuationID>33867</ValuationID>
    <Valuation>320116980</Valuation>
  </ValuationItem>
</ValuationCollection>
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