Mortech Integration
Overview
Automating the mortgage rate search process. Our loan officers close more loans by managing prospects.
Appended Fields
Mortech will append the following data to your lead.
Appended Field | Description |
---|---|
Outcome | Did Mortech accept this lead? |
Reason | If the outcome is a failure, this is the reason |
Fields
The following fields are used by this integration and automatically added to your flow when missing.
Field | Description |
---|---|
First Name Required fieldMortech needs this data to function. | First name |
Last Name Required fieldMortech needs this data to function. | Last name |
Email Required fieldMortech needs this data to function. | Email address |
Phone 1 | Phone 1 (home) |
Phone 2 | Phone 2 (work) |
Address 1 | Address 1 |
Address 2 | Address 2 |
City | City |
State Required fieldMortech needs this data to function. | State |
Postal Code | Postal code |
Price | |
Reference | Vendor-supplied reference ID |
Dob | Date of birth |
Title | Job title |
Company Name | Name of company/employer |
Company | Employer company name |
Monthly Salary | Monthly salary |
Credit Rating | Credit rating: excellent, good, fair or poor |
Mortgage Bankruptcy Was Declared | Bankruptcy declared in the last 7 years? |
Mortgage Bankruptcy Discharged Months Ago | Bankruptcy discharged time in months |
Mortgage Loan Amount Required fieldMortech needs this data to function. | Amount of loan required |
Mortgage Loan Down Payment | Amount of down payment |
Mortgage Loan Purpose | Purpose of loan: refi, purchase, or equity |
Mortgage New Property Value Required fieldMortech needs this data to function. | Value of property being applied for |
Mortgage Property Type | Property type: single family, multi family, condo, town home, coop, or mobile home |
Mortgage Property Use Required fieldMortech needs this data to function. | Property use: primary, vacation or investment |
Mortgage Property Address | Address where property is located |
Mortgage Property City | City where property is located |
Mortgage Property Postal Code | Postal code where property is located |
Mortgage Property State | State where property is located |
Mortgage Property County | County where property is located |
Lendingtree Filter Routing Id | Lendingtree Filter Routing Id |
Mortgage Application Credit Rating | (deprecated) Credit rating: excellent, good, fair or poor |
Mortgage Application Bankruptcy | (deprecated) Bankruptcy declared in the last 7 years? |
Custom Input Variables
The following are configuration options (typically not collected with lead data).
Variable | Description |
---|---|
Mortech Mapping Id | Customer ID assigned by Mortech |
Mortech Source | Source ID assigned by Mortech |
Timeout Seconds | Produce an "error" outcome if the server fails to respond within this number of seconds (default: 360) |