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8 total results found

Create Session

MortgageRecEngine.MyCRM API Reference

The Create Session endpoint accepts data about a customer's finances and lending scenario, which it stores in the database as a "session" and returns a SessionID parameter that can be used to load the data from that session in the Mortgage Recommendation Engin...

Lenders

MortgageRecEngine.MyCRM

In the MRE, lenders are referenced in two places: Requesting which lenders should be used in calculation of results Assigning a lender to an existing loan or liability within the customer's financial data Supported lenders for calculation When re...

Integration

MortgageRecEngine.MyCRM

Overview For the first phase of integration between MyCRM and the Mortgage Recommendation Engine (MRE), it was decided to use the MRE's user interface for viewing results – instead of directly integrating the MRE API and rendering the results inside MyCRM's o...

Property Types

MortgageRecEngine.MyCRM

The table below defines the list of accepted values within the Security.PropertyType parameter of the API request payload. This is a hierarchical list, allowing property types to be specified to up to three levels of granularity. This parameter is used to dete...

Generate Report

MortgageRecEngine.MyCRM API Reference

The Generate Report endpoint accepts data about a customer's finances and lending scenario, along with lenders to calculate the report for. The endpoint may take a few seconds to generate a report which consists of a single loan amount case for each of the s...

Export report to PDF

MortgageRecEngine.MyCRM API Reference

The Export Report to PDF endpoint exports a generated mortgage report to PDF format and returns a downloadable PDF file URL. Request Type: POST Path: /engine/export-report-pdf Endpoint The Export Report to PDF endpoint can be accessed from the...

CalculationDetails

At the core of MRE functionality is generating reports for a calculation request. A calculation request may be sent towards a generate report endpoint, in which case the calculation request is immediately calculated against the engine's logic, or, the calculat...

Report

As a result of a calculation request to the MRE, it produces a report which contains all the information for each lender, over several loan amount cases. Schema { "$schema": "http://json-schema.org/draft-07/schema#", "title": "Report Schema", "type"...