Mortech Integration - ActiveProspect

LEADCONDUIT INTEGRATION

Mortech | Send Lead

Automating the mortgage rate search process. Our loan officers close more loans by managing prospects.

SPECIFICATION

Fields & configuration

The exact fields LeadConduit uses, appends, and the configuration options available for this integration.

Appended Fields

Mortech will append the following data to your lead.

Appended FieldDescription
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.

FieldDescription
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).

VariableDescription
Mortech Mapping IdCustomer ID assigned by Mortech
Mortech SourceSource ID assigned by Mortech
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default: 360)

GETTING STARTED

Add Mortech in three steps

1

Add the integration

Find Mortech in your LeadConduit flow and add it as a step, no IT or code required.

2

Map your fields

Match your lead data to Mortech's fields. Required fields are added to your flow automatically when missing.

3

Route & go live

Match your lead data to Mortech's fields. Required fields are added to your flow automatically when missing.

Start routing leads with Mortech

Connect Mortech to your lead flow in minutes, or tell us what else you need and we'll support it.