Get Loan Checklist Values

This request allows you to pull the ChecklistsChecklists - Tool that helps users manage processes for loans that aren't natively supported by LoanPro. When a checklist item is marked as complete, the date and time is recorded in LoanPro so you can see when each item was completed. Checklists are useful in classifying loans and automating loan processes. Checklists can be created in Settings > Loan > Checklist. values for a loan.

General

Lenders use ChecklistsChecklists - Tool that helps users manage processes for loans that aren't natively supported by LoanPro. When a checklist item is marked as complete, the date and time is recorded in LoanPro so you can see when each item was completed. Checklists are useful in classifying loans and automating loan processes. Checklists can be created in Settings > Loan > Checklist. to track their loan servicing practices. Here's what you need to know about checklists:

  • Checklists are created at the entity-level and then apply to each loan individually.

  • Users can manually complete checklist items; or, users can use Rules Applied to automatically complete them when rule criteria is met.

  • This request displays which checklists within a loan have been completed. The payload will show IDs instead of checklist names, and here is a breakdown of what each ID parameter means:

    id: This is the database entity ID of the checklist (essentially, this is the primary key for the table)
    checklistId: This is the ID of the checklist itself.
    checklistItemId: This is the ID of the item within the checklist.
    checklistItemValue: This is a boolean value that determines whether a checklist item has been completed.

For more information on checklist API requests, read our API – Loan Checklists article on our help site.

For an example of how checklists work within the UI, take a look at our Checklists article.

Database

For more information on checklist database tables, see the following articles:

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