Jaa


InfoQuery

InfoQuery allows you to automate your business by leveraging your Resware data in a low-code solution. You can view, create, delete and update files, documents, partners, etc.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name InfoQuery Support
URL https://infoquery.pro/support/
Email support@infoquery.pro
Connector Metadata
Publisher InfoQuery LLC
Website https://infoquery.pro/
Privacy policy https://infoquery.pro/privacy/
Categories Content and Files;Data

InfoQuery Title Explorer allows you to automate changes to your Resware system. You'll have the ability to add, delete or edit files, actions, notes, documents, etc.

Prerequisites

  • API key is required, must sign up at https://connector.infoquery.pro/
  • A Resware account is also required. Username, password and portal URL will be needed to form connection.

How to get credentials

Get started with your connector

  • Go to Power Automate at https://powerautomate.microsoft.com.
  • Create a new flow or edit an existing flow.
  • Add a new step to the flow, search for InfoQuery Title Explorer to see all available actions.
  • After selecting the action you will need to create a new connection.
  • Enter the connection name, API key, Resware username, password and portal URL. The portal URL must be in the format of https://portal.infoquery.com/API.
  • Contact support@infoquery.pro or visit https://infoquery.pro/support/ if assistance is required.

Known issues and limitations

Each business that utilizes Resware has the ability to customize it to meet their specific needs. Depending on your Resware set up, certain actions may require specific information be provided for the connector to work properly. Knowledge of your Resware system will be needed.

Common errors and remedies

Actions may give a 200 response, but the expected information is not returned. This will most likely be due to the required information of your specific Resware set up not be provided. The information you did provide was successfully sent to Resware, giving the 200 response, but actions may not have occurred as expected. Your Resware administrator or portal will be able to provide you with the information needed to complete the actions.

FAQ

  1. Where do I find my Resware portal URL?

    Your Resware administrator will provide the portal URL.

  2. How do I get an API key?

    Go to https://connector.infoquery.pro/signup and create an account. From here you are able to pick a subscription of your choice, API key will be provided after selection.

Creating a connection

The connector supports the following authentication types:

Default Parameters for creating connection. All regions Not shareable

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Name Type Description Required
API Key securestring The API Key for this api True
ResWare Username string The username for ResWare True
ResWare Password securestring The password for ResWare True
ResWare Portal URL string The portal url for ResWare True

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Add Action To File

Adds an action to the specified file.

Add New Partner Employee To Partner Company

Adds a new partner employee to a partner company.

Add Note To File

Adds a new note to the specified file.

Add Or Update Custom Field On Specific Document

Adds or updates custom fields on the specified document on the specified file.

Add Or Update Custom Field On Specific File

Adds or updates custom fields on the specified file.

Add Partner To Specific File

Adds a partner to the specified file.

Cancels Previously Placed Order

Cancels a previously placed order.

Create New Document On Specific File

Creates a new document on the specified file.

Create New File

Creates a new file.

Delete Partner On Specific File

Removes a partner from the specified file.

Delete Previously Placed Order

Cancels a previously placed order.

Estimate Closing Fee

Estimates the closing fees.

Get Actions For Specific File

Gets all the actions on the specified file.

Get Closing Fee Estimate Receipt

Gets the closing fee estimate receipt.

Get Closing Fee Estimate Receipt PDF

Gets the closing fee estimate receipt in the pdf format.

Get Current User Info

Gets the information on the currently connected user.

Get Custom Fields For Specific File

Gets the custom fields for the specified file.

Get Custom Fields On Specific Document

Get the custom fields on the specified document.

Get Document

Gets information on a document with the specified ID.

Get Documents For Specific File

Gets all information regarding the documents on the specified file.

Get Note

Gets the note with the specified ID.

Get Notes For Specific File

Gets a list of the notes on the specified file.

Get Parties For Specific File

Gets a list of the parties and their information on the specified file.

Get Partner Information

Gets information on a partner with the specified ID.

Get Partners For Specific File

Gets a list of partners and their information on the specified file.

Get Transaction And Product Types For Estimation And Order Placement

Get transaction types and product types for fee estimation and placing orders.

Gets Files From Given Search Criteria

Gets a list of files and their information based on the given search criteria.

Update Action For File

Updates an action for a given file. Can update the Action Group ID and start/complete Coordinator Type ID, Partner Type ID, Due Date, Due Date Locked and Done Date Locked. This API call cannot be used to mark an action as started or completed.

Update Partner Employee

Updates the information of a partner employee.

Update Partner Information For Specific File

Updates the partner information on the specified file.

Upload Web URL Document To Specific File

Loads the Web URL document on the specified file.

Add Action To File

Adds an action to the specified file.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

ActionTypeID
ActionTypeID integer

The action type identification number.

ActionGroupID
ActionGroupID integer

The action group identification number.

CoordinatorTypeID
CoordinatorTypeID integer

The coordinator type identification number.

DueDate
DueDate string

The due date of the action.

PartnerTypeID
PartnerTypeID integer

The partner type identification number.

DueDate
DueDate string

The due date of the action.

Returns

Name Path Type Description
FileActionID
FileActionID integer

The file action identification number.

Add New Partner Employee To Partner Company

Adds a new partner employee to a partner company.

Parameters

Name Key Required Type Description
Partner Company ID
PartnerCompanyID True string

Partner company identification number.

Password
Password string

Password for the new employee.

PasswordExpirationDate
PasswordExpirationDate string

The date the password will expire.

Enabled
Enabled boolean

Whether or not the new employee will be enabled for use.

WebsiteAccess
WebsiteAccess boolean

Whether or not the new employee has website access.

Name
Name string

The full name of the new employee.

FirstName
FirstName string

The first name of the new employee.

LastName
LastName string

The last name of the new employee.

EmailAddress
EmailAddress string

The email address of the new employee.

Returns

Name Path Type Description
PartnerCompanyID
Employee.PartnerCompanyID integer

The partner company identification number.

Enabled
Employee.Enabled boolean

Whether or not the new employee has been enabled for use.

WebsiteAccess
Employee.WebsiteAccess boolean

Whether or not the employee has website access.

UserID
Employee.UserID integer

The identification number of the new employee.

Name
Employee.Name string

The full name of the employee.

FirstName
Employee.FirstName string

The first name of the employee.

LastName
Employee.LastName string

The last name of the employee.

EmailAddress
Employee.ContactInformation.EmailAddress string

The email address of the employee.

Add Note To File

Adds a new note to the specified file.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

Subject
Subject string

The note subject.

Body
Body string

The note body.

Returns

Name Path Type Description
NoteID
note.NoteID integer

The note identification number.

Add Or Update Custom Field On Specific Document

Adds or updates custom fields on the specified document on the specified file.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

Document ID
DocumentID True string

Document identification number.

Name
Name string

The name of the custom field.

Value
Value string

The value of the custom field.

Returns

response
object

Add Or Update Custom Field On Specific File

Adds or updates custom fields on the specified file.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

Name
Name string

The name of the custom field.

Value
Value string

The value of the custom field.

Returns

response
object

Add Partner To Specific File

Adds a partner to the specified file.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

UserID
UserID integer

The user identification number.

UserID
UserID integer

The user identification number.

PartnerTypeID
PartnerTypeID integer

The partner type identification number.

PartnerID
PartnerID integer

The partner identification number.

PartnerTypeID
PartnerTypeID integer

The partner type identification number.

Returns

response
object

Cancels Previously Placed Order

Cancels a previously placed order.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

FileID
FileID integer

The file identification number.

Returns

response
object

Create New Document On Specific File

Creates a new document on the specified file.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

DocumentName
DocumentName string

The document name.

DocumentTypeID
DocumentTypeID integer

The document type identification number.

Description
Description string

The description of the document.

InternalOnly
InternalOnly string

Whether or not the document is internal only.

DocumentBody
DocumentBody string

The document body.

Returns

Name Path Type Description
DocumentID
Document.DocumentID integer

The document identification number.

Create New File

Creates a new file.

Parameters

Name Key Required Type Description
EntityType
EntityType string

The name of the entity type. Individual, corporation, etc.

IsPrimaryTransactee
IsPrimaryTransactee boolean

Whether or not the buyer is the primary transactee.

First
First string

The first name of the buyer.

Last
Last string

The last name of the buyer.

UsePropertyAddress
UsePropertyAddress boolean

Whether or not the mailing address should be used as the property address of the new file.

Address1
Address1 string

The street number and name.

City
City string

The city name.

State
State string

The two letter state abbreviation.

Zip
Zip string

The ZIP code.

MaritalStatus
MaritalStatus string

The marital status of the buyer.

Email
Email string

The email address of the buyer.

EntityType
EntityType string

The name of the entity type. Individual, corporation, etc.

IsPrimaryTransactee
IsPrimaryTransactee boolean

Whether or not the seller is the primary transactee.

First
First string

The first name of the seller.

Last
Last string

The last name of the seller.

UsePropertyAddress
UsePropertyAddress boolean

Whether or not the mailing address should be used as the property address of the new file.

Address1
Address1 string

The street number and name.

City
City string

The city name.

State
State string

The two letter state abbreviation.

Zip
Zip string

The ZIP code.

MaritalStatus
MaritalStatus string

The marital status of the seller.

Email
Email string

The email address of the seller.

EstimatedSettlementDate
EstimatedSettlementDate string

The estimated settlement date of the order.

TransactionTypeID
TransactionTypeID integer

The transaction type identification number.

ProductTypeID
ProductTypeID integer

The product type identification number.

SalesPrice
SalesPrice integer

The sales price of the property.

ClientFileNumber
ClientFileNumber string

The clients file number.

PiggybackFileNumber
PiggybackFileNumber string

The piggyback file number.

MainFileNumber
MainFileNumber string

The main file number.

SourceOfBusinessID
SourceOfBusinessID integer

The source of business identification number.

Note
Note string

A note to add to the new file.

Name
Name string

The name of the custom field.

Value
Value string

The value of the custom field

LienPosition
LienPosition integer

The lien position.

LoanNumber
LoanNumber string

The loan number.

LoanAmount
LoanAmount integer

The amount of the loan.

LoanType
LoanType string

The type of loan.

IsPrimary
IsPrimary boolean

Whether or not this is the primary property address.

StreetNumber
StreetNumber string

The street number.

StreetName
StreetName string

The street name.

City
City string

The city name.

State
State string

The two letter state abbreviation.

County
County string

The county the property is located in.

Zip
Zip string

The ZIP code.

Returns

Name Path Type Description
FileID
FileID integer

The identification number of the new file.

FileNumber
FileNumber string

The file number of the new file.

Warnings
Warnings array of string

Warnings concerning the new file.

Delete Partner On Specific File

Removes a partner from the specified file.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

PartnerTypeID
PartnerTypeID integer

The partner type identification number.

PartnerID
PartnerID integer

The partner identification number.

PartnerTypeID
PartnerTypeID integer

The partner type identification number.

Returns

response
object

Delete Previously Placed Order

Cancels a previously placed order.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

FileID
FileID integer

The file identification number.

Returns

response
object

Estimate Closing Fee

Estimates the closing fees.

Parameters

Name Key Required Type Description
TransactionTypeID
TransactionTypeID integer

The transaction type identification number.

ProductTypeID
ProductTypeID integer

The product type identification number.

SettlementStatementVersion
SettlementStatementVersion string

The settlement statement version.

SalesPrice
SalesPrice integer

The sales price.

LienPosition
LienPosition integer

The lien position.

LoanAmount
LoanAmount integer

The loan amount.

LoanType
LoanType string

The loan type.

IsPrimary
IsPrimary boolean

Whether or not this is the primary property.

StreetNumber
StreetNumber string

The street number.

StreetName
StreetName string

The street name.

City
City string

The city name.

State
State string

The two letter state abbreviation.

County
County string

The county name.

Zip
Zip string

The ZIP code.

PartnerTypeID
PartnerTypeID integer

The partner type identification number.

PartnerID
PartnerID integer

The partner identification number.

PartnerTypeID
PartnerTypeID integer

The partner type identification number.

Name
Name string

Name of the endorsement.

Returns

Name Path Type Description
ClosingFeeEstimateID
ClosingFeeEstimate.ClosingFeeEstimateID integer

The closing fee estimate identification number.

HUDFees
ClosingFeeEstimate.HUDFees array of object

The HUD fees.

Amount
ClosingFeeEstimate.HUDFees.Amount integer

The amount of the HUD fee.

Description
ClosingFeeEstimate.HUDFees.Description string

The description of the fee.

LineNumber
ClosingFeeEstimate.HUDFees.LineNumber string

The line number.

BuyerAmount
ClosingFeeEstimate.HUDFees.BuyerAmount integer

The buyer amount.

BuyerPOCAmount
ClosingFeeEstimate.HUDFees.BuyerPOCAmount integer

The buyer POC amount.

SellerAmount
ClosingFeeEstimate.HUDFees.SellerAmount integer

The seller amount.

SellerPOCAmount
ClosingFeeEstimate.HUDFees.SellerPOCAmount integer

The seller POC amount.

OtherPOCAmount
ClosingFeeEstimate.HUDFees.OtherPOCAmount integer

The other POC amount.

PartnerTypeID
ClosingFeeEstimate.HUDFees.OtherPOCPartnerType.PartnerTypeID integer

The partner type identification number.

PartnerTypeName
ClosingFeeEstimate.HUDFees.OtherPOCPartnerType.PartnerTypeName string

The partner type name.

GFE
ClosingFeeEstimate.GFE array of object

The good faith estimates.

Description
ClosingFeeEstimate.GFE.Description string

What the estimate is for.

Amount
ClosingFeeEstimate.GFE.Amount integer

The amount of the estimate.

LendersPremium
ClosingFeeEstimate.Premiums.LendersPremium integer

The lenders premium.

FullLendersPremium
ClosingFeeEstimate.Premiums.FullLendersPremium integer

The full lenders premium.

Timestamp
ClosingFeeEstimate.Timestamp string

The timestamp.

Get Actions For Specific File

Gets all the actions on the specified file.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

Returns

Name Path Type Description
Actions
Actions array of object

List of actions.

FileActionID
Actions.FileActionID integer

The file action identification number.

ActionTypeID
Actions.ActionType.ActionTypeID integer

The action type identification number.

Name
Actions.ActionType.Name string

The name of the action.

DisplayName
Actions.ActionType.DisplayName string

The display name.

ActionGroupID
Actions.Group.ActionGroupID integer

The action group identification number.

Name
Actions.Group.Name string

The name of the action.

CoordinatorTypeID
Actions.StartTask.CoordinatorTypeID integer

The coordinator type identification number.

DueDate
Actions.StartTask.DueDate string

The due date of the action.

DueDateLocked
Actions.StartTask.DueDateLocked boolean

whether or not the due date is locked.

DoneDate
Actions.StartTask.DoneDate string

The done date of the action.

DoneDateLocked
Actions.StartTask.DoneDateLocked boolean

Whether or not the done date is locked.

UserID
Actions.StartTask.DoneBy.UserID integer

The user identification number.

Name
Actions.StartTask.DoneBy.Name string

The user name.

CoordinatorTypeID
Actions.CompleteTask.CoordinatorTypeID integer

The coordinator type identification number.

DueDate
Actions.CompleteTask.DueDate string

The due date of the action.

DueDateLocked
Actions.CompleteTask.DueDateLocked boolean

Whether or not the due date is locked.

DoneDateLocked
Actions.CompleteTask.DoneDateLocked boolean

Whether or not the done date is locked.

UserID
Actions.CompleteTask.DoneBy.UserID integer

The user identification number.

Name
Actions.CompleteTask.DoneBy.Name string

The name of the user.

Get Closing Fee Estimate Receipt

Gets the closing fee estimate receipt.

Parameters

Name Key Required Type Description
Closing Fee ID
ClosingFeeID True string

Closing fee identification number.

Returns

Name Path Type Description
EstimateDate
EstimateDate string

The date of the estimate.

TransactionTypeID
Request.TransactionProductType.TransactionTypeID integer

The transaction type identification number.

ProductTypeID
Request.TransactionProductType.ProductTypeID integer

The product type identification number.

SettlementStatementVersion
Request.SettlementStatementVersion string

The settlement statement version.

SalesPrice
Request.SalesPrice integer

The sales price.

Loans
Request.Loans array of object

Information regarding the loans.

LienPosition
Request.Loans.LienPosition integer

The lien position.

LoanAmount
Request.Loans.LoanAmount integer

The loan amount.

LoanType
Request.Loans.LoanType string

The loan type.

Properties
Request.Properties array of object

Properties in the estimate.

IsPrimary
Request.Properties.IsPrimary boolean

Whether or not this is the primary property.

StreetNumber
Request.Properties.StreetNumber string

The street number.

StreetName
Request.Properties.StreetName string

The street name.

City
Request.Properties.City string

The city name.

State
Request.Properties.State string

The two letter state abbreviation.

County
Request.Properties.County string

The county name.

Zip
Request.Properties.Zip string

The ZIP code.

FilePartners
Request.FilePartners array of object

Partners on the file.

PartnerTypeID
Request.FilePartners.PartnerTypeID integer

The partner type identification number.

PartnerID
Request.FilePartners.PartnerID integer

The partner identification number.

PartnerTypeID
Request.FilePartners.PartnerType.PartnerTypeID integer

The partner type identification number.

Endorsements
Request.Endorsements array of object

The endorsements.

Name
Request.Endorsements.Name string

Name of the endorsement.

ClosingFeeEstimateID
Response.ClosingFeeEstimateID integer

The closing fee estimate identification number.

HUDFees
Response.HUDFees array of object

The HUD fees.

Amount
Response.HUDFees.Amount integer

The amount of the HUD fee.

Description
Response.HUDFees.Description string

The description of the fee.

LineNumber
Response.HUDFees.LineNumber string

The line number.

BuyerAmount
Response.HUDFees.BuyerAmount integer

The buyer amount.

BuyerPOCAmount
Response.HUDFees.BuyerPOCAmount integer

The buyer POC amount.

SellerAmount
Response.HUDFees.SellerAmount integer

The seller amount.

SellerPOCAmount
Response.HUDFees.SellerPOCAmount integer

The seller POC amount.

OtherPOCAmount
Response.HUDFees.OtherPOCAmount integer

The other POC amount.

PartnerTypeID
Response.HUDFees.OtherPOCPartnerType.PartnerTypeID integer

The partner type identification number.

PartnerTypeName
Response.HUDFees.OtherPOCPartnerType.PartnerTypeName string

The partner type name.

GFE
Response.GFE array of object

The good faith estimates.

Description
Response.GFE.Description string

What the estimate is for.

Amount
Response.GFE.Amount integer

The amount of the estimate.

LendersPremium
Response.Premiums.LendersPremium integer

The lenders premium.

FullLendersPremium
Response.Premiums.FullLendersPremium integer

The full lenders premium.

Timestamp
Response.Timestamp string

The timestamp.

Get Closing Fee Estimate Receipt PDF

Gets the closing fee estimate receipt in the pdf format.

Parameters

Name Key Required Type Description
Closing Fee ID
ClosingFeeID True string

Closing fee identification number.

Returns

response
object

Get Current User Info

Gets the information on the currently connected user.

Returns

Name Path Type Description
Title
Title string

Title of the user.

PasswordExpirationDate
PasswordExpirationDate string

The date the password will expire.

UserID
UserID integer

The user identification number.

Name
Name string

The name of the user.

FirstName
FirstName string

The first name of the user.

LastName
LastName string

The last name of the user.

CellPhoneNumber
ContactInformation.CellPhoneNumber string

The cell phone number of the user.

EmailAddress
ContactInformation.EmailAddress string

The email address of the user.

PreferredCommunicationMethod
ContactInformation.PreferredCommunicationMethod string

The users preferred communication method.

PhoneNumber
ContactInformation.PhoneNumber string

The phone number of the user.

FaxNumber
ContactInformation.FaxNumber string

The fax number of the user.

Website
ContactInformation.Website string

The website of the user.

Get Custom Fields For Specific File

Gets the custom fields for the specified file.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

Returns

Name Path Type Description
CustomFields
CustomFields array of object

List of custom fields on the file.

Name
CustomFields.Name string

The name of the custom field.

Value
CustomFields.Value string

The value of the custom field.

CustomFieldListCount
CustomFieldListCount integer

the number of custom fields on the file.

Get Custom Fields On Specific Document

Get the custom fields on the specified document.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

Document ID
DocumentID True string

Document identification number.

Returns

Name Path Type Description
CustomFields
CustomFields array of object

the custom fields.

Name
CustomFields.Name string

The name of the custom field.

Value
CustomFields.Value string

The value of the custom field.

CustomFieldListCount
CustomFieldListCount integer

The number of custom fields on the file.

Get Document

Gets information on a document with the specified ID.

Parameters

Name Key Required Type Description
Document ID
DocumentID True string

Document identification number.

Returns

Name Path Type Description
DocumentID
DocumentID integer

The document identification number.

DocumentName
DocumentName string

The document name.

DocumentTypeID
DocumentType.DocumentTypeID integer

The document type name.

Name
DocumentType.Name string

The name of the document type.

Description
Description string

The description of the document.

InternalOnly
InternalOnly boolean

Whether or not the document is internal only.

Approved
Approved boolean

Whether or not the document is approved.

UserID
CreateUser.UserID integer

The user identification number.

CreateDate
CreateDate string

The date the document was created.

Get Documents For Specific File

Gets all information regarding the documents on the specified file.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

Returns

Name Path Type Description
Documents
Documents array of object

List of documents on the file.

DocumentID
Documents.DocumentID integer

The document identification number.

DocumentName
Documents.DocumentName string

The document name.

DocumentTypeID
Documents.DocumentType.DocumentTypeID integer

The document type identification number.

Name
Documents.DocumentType.Name string

The name of the document type.

Description
Documents.Description string

The description of the document.

InternalOnly
Documents.InternalOnly boolean

Whether or not the document is internal only.

Approved
Documents.Approved boolean

Whether or not the document is approved.

AssociatedNotes
Documents.AssociatedNotes array of object

Notes associated with the document.

NoteID
Documents.AssociatedNotes.NoteID integer

Note identification number.

UserID
Documents.CreateUser.UserID integer

The user identification number.

Name
Documents.CreateUser.Name string

The name of the user.

CreateDate
Documents.CreateDate string

The date the document was created.

UserID
Documents.ModifyUser.UserID integer

The user identification number.

Name
Documents.ModifyUser.Name string

The name of the user.

ModifyDate
Documents.ModifyDate string

The date the document was modified.

Get Note

Gets the note with the specified ID.

Parameters

Name Key Required Type Description
Note ID
NoteID True string

Note identification number.

Returns

Name Path Type Description
NoteID
NoteID integer

The note identification number.

Subject
Subject string

The note subject.

Body
Body string

The note body.

UserID
CreatedBy.UserID integer

The user identification number.

CreatedDate
CreatedDate string

The date the note was created.

FileID
FileID integer

The file identification number.

Get Notes For Specific File

Gets a list of the notes on the specified file.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

Returns

Name Path Type Description
Notes
Notes array of object

The list of notes on the file.

NoteID
Notes.NoteID integer

The note identification number.

Subject
Notes.Subject string

The note subject.

Body
Notes.Body string

The note body.

UserID
Notes.CreatedBy.UserID integer

The user identification number.

Name
Notes.CreatedBy.Name string

The full name of the user.

FirstName
Notes.CreatedBy.FirstName string

The first name of the user.

LastName
Notes.CreatedBy.LastName string

The last name of the user.

PhoneNumber
Notes.CreatedBy.ContactInformation.PhoneNumber string

The users phone number.

EmailAddress
Notes.CreatedBy.ContactInformation.EmailAddress string

The users email address.

CreatedDate
Notes.CreatedDate string

The date the note was created.

FileID
Notes.FileID integer

The file identification number.

Expedite
Notes.Expedite boolean

Whether or not the note was expedited.

Get Parties For Specific File

Gets a list of the parties and their information on the specified file.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

Returns

Name Path Type Description
Buyers
Buyers array of object

Information regarding the buyers.

LegalEntityID
Buyers.LegalEntityID integer

The legal entity identification number.

EntityType
Buyers.EntityType string

The name of the entity type.

Prefix
Buyers.Primary.Prefix string

Prefix of the buyer.

First
Buyers.Primary.First string

First name of the buyer.

Middle
Buyers.Primary.Middle string

Middle name of the buyer.

Last
Buyers.Primary.Last string

Last name of the buyer.

Suffix
Buyers.Primary.Suffix string

Suffix of the buyer.

Prefix
Buyers.Secondary.Prefix string

Prefix of the secondary buyer.

First
Buyers.Secondary.First string

First name of the secondary buyer.

Middle
Buyers.Secondary.Middle string

Middle name of the secondary buyer.

Last
Buyers.Secondary.Last string

Last name of the secondary buyer.

UsePropertyAddress
Buyers.UsePropertyAddress boolean

Whether or not to use the address.

Address1
Buyers.Address.Address1 string

The street number and name.

City
Buyers.Address.City string

The city name.

State
Buyers.Address.State string

The two letter state abbreviation.

Zip
Buyers.Address.Zip string

The ZIP code.

MaritalStatus
Buyers.MaritalStatus string

The marital status of the party.

Email
Buyers.Email string

The email address of the party.

HomePhone
Buyers.HomePhone string

The home phone number of the party.

EmailSecondary
Buyers.EmailSecondary string

The email address of the secondary party.

Sellers
Sellers array of object

Information regarding the sellers.

LegalEntityID
Sellers.LegalEntityID integer

The legal entity identification number.

EntityType
Sellers.EntityType string

The entity type.

BusinessName
Sellers.Primary.BusinessName string

The business name.

UsePropertyAddress
Sellers.UsePropertyAddress boolean

Whether or not to use the address.

Address1
Sellers.Address.Address1 string

The street number and name.

City
Sellers.Address.City string

The city name.

State
Sellers.Address.State string

The two letter state abbreviation.

Zip
Sellers.Address.Zip string

The ZIP code.

MaritalStatus
Sellers.MaritalStatus string

The marital status of the party.

Email
Sellers.Email string

The email address of the party.

Customers
Customers array of string

Information regarding the customers.

Get Partner Information

Gets information on a partner with the specified ID.

Parameters

Name Key Required Type Description
Partner Company ID
PartnerCompanyID True string

Partner company identification number.

Returns

Name Path Type Description
PartnerCompanyID
PartnerCompanyID integer

The partner company identification number.

PartnerTypes
PartnerTypes array of object

Information regarding the partner type.

PartnerTypeID
PartnerTypes.PartnerTypeID integer

The partner type identification number.

PartnerTypeName
PartnerTypes.PartnerTypeName string

The partner type name.

OfficeID
OfficeID integer

The office identification number.

PartnerName
PartnerName string

The partner name.

CompanyAbbreviation
CompanyAbbreviation string

The company abbreviation.

ProperCompanyName
ProperCompanyName string

The full company name.

Address1
MailingAddress.Address1 string

The street number and name.

Address2
MailingAddress.Address2 string

Further address information.

City
MailingAddress.City string

The city name.

State
MailingAddress.State string

The two letter state abbreviation.

Zip
MailingAddress.Zip string

The ZIP code.

PhoneNumber
ContactInformation.PhoneNumber string

The partner phone number.

HomePhoneNumber
ContactInformation.HomePhoneNumber string

The partner home phone number.

CellPhoneNumber
ContactInformation.CellPhoneNumber string

The partner cell phone number.

Voicemail
ContactInformation.Voicemail string

The partner voicemail number.

FaxNumber
ContactInformation.FaxNumber string

The partner fax number.

EmailAddress
ContactInformation.EmailAddress string

The partner email address.

PreferredCommunicationMethod
ContactInformation.PreferredCommunicationMethod string

The partners preferred way of communication.

Website
ContactInformation.Website string

The partner website URL.

ID
CompanyInformation.ParentCompany.ID integer

The identification number.

Name
CompanyInformation.ParentCompany.Name string

The parent company name.

ID
CompanyInformation.PartnerEntity.ID integer

The identification number.

name
CompanyInformation.PartnerEntity.name string

The partner entity name.

IsBillable
CompanyInformation.IsBillable boolean

Whether or not the partner is billable.

IsInvoiceable
CompanyInformation.IsInvoiceable boolean

Whether or not the property is invoiceable.

TaxID
CompanyInformation.TaxID string

The partner tax identification number.

AccountingCode
CompanyInformation.AccountingCode string

The accounting code.

CommentsSpecialInstructions
CompanyInformation.CommentsSpecialInstructions string

Comments on the partner.

DontAllowSelectionInSettlement
CompanyInformation.DontAllowSelectionInSettlement boolean

Whether or not to allow selection in settlement.

Needs1099
CompanyInformation.Needs1099 boolean

Whether or not a 1099 is required.

MWBE
CompanyInformation.MWBE boolean

Whether or not the partner is a MWBE?

SendDocumentsAsWebLinks
SendDocumentsAsWebLinks boolean

Whether or not to send the documents as web links.

WireConfirmationEmailTemplateID
WireConfirmationEmailTemplateID integer

The wire confirmation template identification number.

UseOnDisbursements
CourierAddress.UseOnDisbursements boolean

Whether or not this is to be used on disbursements.

Address1
CourierAddress.Address1 string

The street number and name.

Address2
CourierAddress.Address2 string

Further address information.

City
CourierAddress.City string

The city name.

State
CourierAddress.State string

The two letter state abbreviation.

Zip
CourierAddress.Zip string

The ZIP code.

Get Partners For Specific File

Gets a list of partners and their information on the specified file.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

Returns

Name Path Type Description
Partners
Partners array of object

Information regarding the partners.

UserID
Partners.PrimaryEmployee.UserID integer

The user identification number.

Name
Partners.PrimaryEmployee.Name string

The full name of the employee.

FirstName
Partners.PrimaryEmployee.FirstName string

The first name of the employee.

LastName
Partners.PrimaryEmployee.LastName string

The last name of the employee.

PhoneNumber
Partners.PrimaryEmployee.ContactInformation.PhoneNumber string

The phone number of the employee.

EmailAddress
Partners.PrimaryEmployee.ContactInformation.EmailAddress string

The email address of the employee.

PartnerTypeID
Partners.PartnerTypeID integer

The partner type identification number.

PartnerID
Partners.PartnerID integer

The partner identification number.

PartnerTypeID
Partners.PartnerType.PartnerTypeID integer

The partner type identification number.

PartnerTypeName
Partners.PartnerType.PartnerTypeName string

The partner type name.

PartnerName
Partners.PartnerName string

The partner name.

Get Transaction And Product Types For Estimation And Order Placement

Get transaction types and product types for fee estimation and placing orders.

Parameters

Name Key Required Type Description
State
State string

State of estimated property location.

County
County string

County of estimated property location.

Returns

Name Path Type Description
array of object
TransactionType
TransactionType string

The transaction type.

TransactionTypeID
TransactionTypeID integer

The transaction type identification number.

ProductType
ProductType string

The product type.

ProductTypeID
ProductTypeID integer

The product type identification number.

AncillaryProducts
AncillaryProducts array of object

The ancillary products.

Name
AncillaryProducts.Name string

The name of the ancillary product.

ID
AncillaryProducts.ID integer

The identification number of the product.

Options
AncillaryProducts.Options array of object

The options.

ID
AncillaryProducts.Options.ID integer

The identification number of the option.

Name
AncillaryProducts.Options.Name string

The name of the option.

AddOnProducts
AddOnProducts array of object

The added on products.

TransactionType
AddOnProducts.TransactionType string

The transaction type.

TransactionTypeID
AddOnProducts.TransactionTypeID integer

The transaction type identification number.

ProductType
AddOnProducts.ProductType string

The product type.

ProductTypeID
AddOnProducts.ProductTypeID integer

The product type identification number.

Gets Files From Given Search Criteria

Gets a list of files and their information based on the given search criteria.

Parameters

Name Key Required Type Description
FileNumber
FileNumber string

The file number.

FileID
FileID integer

The file identification number.

OfficeID
OfficeID integer

The office identification number.

ClientsFileNumber
ClientsFileNumber string

The clients file number.

TransactionTypeID
TransactionTypeID integer

The transaction type identification number.

ProductTypeID
ProductTypeID integer

The product type identification number.

StatusID
StatusID integer

The status identification number.

Name
Name string

The name of the status.

PolicyNumber
PolicyNumber string

The policy number.

SearchNumber
SearchNumber string

The search number.

LoanNumber
LoanNumber string

The loan number.

IsPrimary
IsPrimary boolean

Whether or not this is the primary property address.

StreetNumber
StreetNumber string

The street number.

StreetName
StreetName string

The street name.

City
City string

The city name.

State
State string

The two letter state abbreviation.

Zip
Zip string

The ZIP code.

Subdivision
Subdivision string

The subdivision the property is located in.

ParcelID
ParcelID string

The parcel identification number.

EntityType
EntityType string

The entity type.

First
First string

The first name of the party.

Last
Last string

The last name of the party.

UsePropertyAddress
UsePropertyAddress boolean

Whether or not this is the primary property address.

MaritalStatus
MaritalStatus string

The marital status of the party.

UserID
UserID integer

The user identification number.

PartnerTypeID
PartnerTypeID integer

The partner type identification number.

PartnerID
PartnerID integer

The partner identification number.

PartnerTypeID
PartnerTypeID integer

The partner type identification number.

OpenedFromDate
OpenedFromDate string

The date the file was opened.

OpenedToDate
OpenedToDate string

The date the file was closed.

Returns

response
object

Update Action For File

Updates an action for a given file. Can update the Action Group ID and start/complete Coordinator Type ID, Partner Type ID, Due Date, Due Date Locked and Done Date Locked. This API call cannot be used to mark an action as started or completed.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

File Action ID
FileActionID True string

Identification number of the action.

CoordinatorTypeID
CoordinatorTypeID integer

The coordinator type identification number.

DueDate
DueDate string

The due date of the action.

DoneDateLocked
DoneDateLocked boolean

Whether or not the done date is locked.

CoordinatorTypeID
CoordinatorTypeID integer

The coordinator type identification number.

DueDate
DueDate string

The due date of the action.

DoneDateLocked
DoneDateLocked boolean

Whether or not the done date is locked.

Returns

Name Path Type Description
FileActionID
FileActionID integer

The identification number of the action.

Update Partner Employee

Updates the information of a partner employee.

Parameters

Name Key Required Type Description
User ID
UserID True string

User identification number.

Partner Company ID
PartnerCompanyID True string

Partner company identification number.

Password
Password string

The employees password.

PasswordExpirationDate
PasswordExpirationDate string

The date the password will expire.

RoleID
RoleID integer

The role identification number.

Name
Name string

The name of the role.

Enabled
Enabled boolean

Whether or not the employee has been enabled for use.

WebsiteAccess
WebsiteAccess boolean

Whether or not the employee has website access.

Name
Name string

The full name of the employee.

FirstName
FirstName string

The first name of the employee.

LastName
LastName string

The last name of the employee.

EmailAddress
EmailAddress string

The email address of the employee.

Returns

Name Path Type Description
PartnerCompanyID
Employee.PartnerCompanyID integer

The partner company identification number.

Roles
Employee.Roles array of object

Roles of the employee.

RoleID
Employee.Roles.RoleID integer

The role identification number.

Name
Employee.Roles.Name string

The name of the role.

Enabled
Employee.Enabled boolean

Whether or not the employee has been enabled for use.

WebsiteAccess
Employee.WebsiteAccess boolean

Whether or not the employee has website access.

UserID
Employee.UserID integer

The user identification number.

Name
Employee.Name string

The full name of the employee.

FirstName
Employee.FirstName string

The first name of the employee.

LastName
Employee.LastName string

The last name of the employee.

EmailAddress
Employee.ContactInformation.EmailAddress string

The email address of the employee.

Update Partner Information For Specific File

Updates the partner information on the specified file.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

Partner ID
PartnerID True string

Partner identification number.

FileID
FileID integer

The file identification number.

UserID
UserID integer

The user identification number.

Name
Name string

The full name of the employee.

FirstName
FirstName string

The first name of the employee.

LastName
LastName string

The last name of the employee.

PhoneNumber
PhoneNumber string

The phone number of the employee.

HomePhoneNumber
HomePhoneNumber string

The home phone number of the employee.

CellPhoneNumber
CellPhoneNumber string

The cell phone number of the employee.

Voicemail
Voicemail string

The voicemail of the employee.

FaxNumber
FaxNumber string

The fax number of the employee.

EmailAddress
EmailAddress string

The email address of the employee.

PreferredCommunicationMethod
PreferredCommunicationMethod string

The employees preferred communication method.

Website
Website string

The web link of the employee.

UserID
UserID integer

The user identification number.

Name
Name string

The full name of the secondary employee.

FirstName
FirstName string

The first name of the secondary employee.

LastName
LastName string

The last name of the secondary employee.

PhoneNumber
PhoneNumber string

The phone number of the secondary employee.

HomePhoneNumber
HomePhoneNumber string

The home phone number of the secondary employee.

CellPhoneNumber
CellPhoneNumber string

The cell phone number of the secondary employee.

Voicemail
Voicemail string

The voicemail of the secondary employee.

FaxNumber
FaxNumber string

The fax number of the secondary employee.

EmailAddress
EmailAddress string

The email address of the secondary employee.

PreferredCommunicationMethod
PreferredCommunicationMethod string

The secondary employees preferred communication method.

Website
Website string

The web link of the secondary employee.

ReferenceNumber
ReferenceNumber string

The reference number.

RemoteFileNumber
RemoteFileNumber string

The remote file number.

PartnerTypeID
PartnerTypeID integer

The partner type identification number.

PartnerID
PartnerID integer

The partner identification number.

PartnerTypeID
PartnerTypeID integer

The partner type identification number.

PartnerTypeName
PartnerTypeName string

The partner type name.

OfficeID
OfficeID integer

The office identification number.

PartnerName
PartnerName string

The partner name.

Address1
Address1 string

The street number and name.

Address2
Address2 string

Further address information.

City
City string

The city name.

State
State string

The two letter state abbreviation.

Zip
Zip string

The ZIP code.

PhoneNumber
PhoneNumber string

The partner phone number.

HomePhoneNumber
HomePhoneNumber string

The partner home phone number.

CellPhoneNumber
CellPhoneNumber string

The partner cell phone number.

Voicemail
Voicemail string

The partner voicemail number.

FaxNumber
FaxNumber string

The partner fax number.

EmailAddress
EmailAddress string

The partner email address.

PreferredCommunicationMethod
PreferredCommunicationMethod string

The partners preferred way of communication.

Website
Website string

The partner website URL.

Returns

Name Path Type Description
FileID
FileID integer

The file identification number.

FileNumber
FileNumber string

The file number

UserID
PrimaryEmployee.UserID integer

The user identification number.

Name
PrimaryEmployee.Name string

The full name of the employee.

FirstName
PrimaryEmployee.FirstName string

The first name of the employee.

LastName
PrimaryEmployee.LastName string

The last name of the employee.

PhoneNumber
PrimaryEmployee.ContactInformation.PhoneNumber string

The phone number of the employee.

HomePhoneNumber
PrimaryEmployee.ContactInformation.HomePhoneNumber string

The home phone number of the employee.

CellPhoneNumber
PrimaryEmployee.ContactInformation.CellPhoneNumber string

The cell phone number of the employee.

Voicemail
PrimaryEmployee.ContactInformation.Voicemail string

The voicemail of the employee.

FaxNumber
PrimaryEmployee.ContactInformation.FaxNumber string

The fax number of the employee.

EmailAddress
PrimaryEmployee.ContactInformation.EmailAddress string

The email address of the employee.

PreferredCommunicationMethod
PrimaryEmployee.ContactInformation.PreferredCommunicationMethod string

The employees preferred communication method.

Website
PrimaryEmployee.ContactInformation.Website string

The web link of the employee.

SecondaryEmployees
SecondaryEmployees array of object

Information regarding the secondary employee.

UserID
SecondaryEmployees.UserID integer

The user identification number.

Name
SecondaryEmployees.Name string

The full name of the secondary employee.

FirstName
SecondaryEmployees.FirstName string

The first name of the secondary employee.

LastName
SecondaryEmployees.LastName string

The last name of the secondary employee.

PhoneNumber
SecondaryEmployees.ContactInformation.PhoneNumber string

The phone number of the secondary employee.

HomePhoneNumber
SecondaryEmployees.ContactInformation.HomePhoneNumber string

The home phone number of the secondary employee.

CellPhoneNumber
SecondaryEmployees.ContactInformation.CellPhoneNumber string

The cell phone number of the secondary employee.

Voicemail
SecondaryEmployees.ContactInformation.Voicemail string

The voicemail of the secondary employee.

FaxNumber
SecondaryEmployees.ContactInformation.FaxNumber string

The fax number of the secondary employee.

EmailAddress
SecondaryEmployees.ContactInformation.EmailAddress string

The email address of the secondary employee.

PreferredCommunicationMethod
SecondaryEmployees.ContactInformation.PreferredCommunicationMethod string

The secondary employees preferred communication method.

Website
SecondaryEmployees.ContactInformation.Website string

The web link of the secondary employee.

ReferenceNumber
ReferenceNumber string

The reference number.

RemoteFileNumber
RemoteFileNumber string

The remote file number.

PartnerTypeID
PartnerTypeID integer

The partner type identification number.

PartnerID
PartnerID integer

The partner identification number.

PartnerTypeID
PartnerType.PartnerTypeID integer

The partner type identification number.

PartnerTypeName
PartnerType.PartnerTypeName string

The partner type name.

OfficeID
OfficeID integer

The office identification number.

PartnerName
PartnerName string

The partner name.

Address1
MailingAddress.Address1 string

The street number and name.

Address2
MailingAddress.Address2 string

Further address information.

City
MailingAddress.City string

The city name.

State
MailingAddress.State string

The two letter state abbreviation.

Zip
MailingAddress.Zip string

The ZIP code.

PhoneNumber
ContactInformation.PhoneNumber string

The partner phone number.

HomePhoneNumber
ContactInformation.HomePhoneNumber string

The partner home phone number.

CellPhoneNumber
ContactInformation.CellPhoneNumber string

The partner cell phone number.

Voicemail
ContactInformation.Voicemail string

The partner voicemail number.

FaxNumber
ContactInformation.FaxNumber string

The partner fax number.

EmailAddress
ContactInformation.EmailAddress string

The partner email address.

PreferredCommunicationMethod
ContactInformation.PreferredCommunicationMethod string

The partners preferred way of communication.

Website
ContactInformation.Website string

The partner website URL.

Upload Web URL Document To Specific File

Loads the Web URL document on the specified file.

Parameters

Name Key Required Type Description
File ID
FileID True string

File identification number.

DocumentName
DocumentName string

The document name.

DocumentTypeID
DocumentTypeID integer

The document type identification number.

Description
Description string

The description of the document.

InternalOnly
InternalOnly boolean

Whether or not the document is internal only.

WebURL
WebURL string

The web URL of the document.

Returns

Name Path Type Description
DocumentID
Document.DocumentID integer

The document identification number.

Definitions

object

This is the type 'object'.