Create Refinance Transaction

Create a Refinance Transaction/Order

While not all fields are required, we encourage you to send over as much information as possible so that we can begin processing your order as soon as possible.

Refinance Contacts:
Refinance transaction can accept Buyer, Buyer Agent, Lender, Loan Officer, or Loan Processor contacts.

When submitting a contact that is part of your organization, you should include "is_company_user": true. At least one "company user" is required, and must include an email. All Lender, Loan Officer, or Loan Processor contacts must be company users.

All Buyer or Buyer Agent contacts must be submitted with "is_company_user": false and may optionally include an email.

Field	Type	Required?	Additional Notes
property_address	object	Required
property_address.address_1	String	Required
property_address.address_2	String	Optional
property_address.city	String	Required
property_address.state	String	Required	Two-Letter (Ex: MA)
property_address.zip_code	String	Required	5-Digit
property_address.county	String	Required
contacts	array of objects	Required
contacts.*.name	String	Required when present
contacts.*.email	String (email)	Optional, Required when is_company_user is true
contacts.*.phone	String	Optional
contacts.*.role	String	Required	Buyer, Buyer Agent, Lender
contacts.*.is_company_user	Boolean	Required	true for Lender false for Buyer, Buyer Agent
closing_date	date (Format: "Y-m-d")	Required
loan_details	object	Required
loan_details.lenders_loan_id	String	Optional
loan_details.amount	Integer (in cents)	Optional	$400,000 becomes 40000000
loan_details.rate_type	String	Optional
loan_details.mortgage	String	Optional

You should store the order_id locally in order to track Callbacks, upload, view & download related Documents, and other operations related to the Transaction / Order.