Get Loan Checklist Values

This request allows you to pull the Checklists values for a loan.

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Lenders use Checklists 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 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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