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nCino Mortgage API
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milestone_created
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Organizations
Companies
Companies
Retrieve all companies
get
Retrieve a company record
get
Update a company record
patch
Perform action on a company
post
Company Images
Delete a company's image
del
Update a company's image
put
Company Links
Retrieve all company links
get
Create a company link
post
Delete a company link
del
Retrieve a company link
get
Update a company link
patch
Company Milestones
Retrieve all company milestones
get
Create a company milestone
post
Delete a company milestone
del
Retrieve a company milestone record
get
Updates a company milestone
patch
Company Regions
Retrieve a company's regions
get
Create a new region
post
Delete a region
del
Retrieve a specific region
get
Update a region
patch
Company Reports
Generate a company report
post
Download a report for a company
get
Company State License Templates
Retrieve all company state license templates
get
Create a company state license template
post
Retrieve a company state license template
get
Update a company state license template
patch
Company State Licenses
Retrieve all company state licenses
get
Create a company state license
post
Delete a company state license
del
Retrieve a company state license
get
Update a company state license
patch
Regions
Region Branches
Retrieve a region's branches
get
Create a new branch for given region
post
Delete a branch
del
Retrieve a specific branch
get
Update a branch's information
patch
Region Images
Delete a region's image
del
Update a region's image
put
Region Links
Retrieve region links
get
Create a region link
post
Delete a region link
del
Retrieve a region link
get
Update a region link
patch
Region Reports
Generate a region report
post
Download a region's report
get
Region State Licenses
Retrieve all region state licenses
get
Create a region's state license
post
Delete a region state license
del
Retrieve a region state license
get
Update a region state license
patch
Branches
Branch Images
Delete branch image
del
Update a branch's image
put
Branch Links
Retrieve branch links
get
Create a branch link
post
Delete a branch link
del
Retrieve a branch link
get
Update a branch link
patch
Branch Reports
Generate a branch report
post
Download a branch report
get
Branch State Licenses
Retrieve all branch state licenses
get
Create a branch state license
post
Delete a branch state license
del
Retrieve a branch state license
get
Update a branch state license
patch
User Management
Borrowers
Retrieve all borrower accounts
get
Create a borrower account
post
Delete a borrower account
del
Retrieve a borrower account
get
Update a borrower account
patch
Perform action on a borrower account
post
Partners
Partner Images
Delete a partner's image
del
Update a partner's image
put
Partner Links
Retrieve partner links
get
Create a partner link
post
Delete a partner link
del
Retrieve a partner's link
get
Update a partner link
patch
Loan Officers
Loan Officers
Retrieve all loan officers
get
Create a loan officer record
post
Retrieve a loan officer
get
Update a loan officer
patch
Perform action on a loan officer
post
Loan Officer Aliases
Retrieve loan officer aliases
get
Create a loan officer alias
post
Delete a loan officer alias
del
Retrieve a loan officer alias
get
Loan Officer Assignments
Retrieve loan officer assignments
get
Create a loan officer assignment
post
Delete a loan officer assignment
del
Retrieve a loan officer assignment
get
List available assignments for a loan officer
get
Loan Officer Images
Delete a loan officer's image
del
Update a loan officer's image
put
Loan Officer Links
Retrieve loan officer links
get
Create a loan officer link
post
Delete a loan officer link
del
Retrieve a loan officer link
get
Update a loan officer link
patch
Loan Officer Partners
Retrieve all partners for a loan officer
get
Create a partner record for a loan officer
post
Delete a loan officer's partner
del
Retrieve a loan officer's partner
get
Update a loan officer's partner
patch
Perform action on a loan officer's partner
post
Loan Officer Prospects
Retrieve all of a loan officer's prospects
get
Retrieve a loan officer prospect
get
Loan Officer State Licenses
Retrieve loan officer state licenses
get
Create a loan officer state license
post
Delete a loan officer state license
del
Retrieve a loan officer state license
get
Update a loan officer state license
patch
Team Members
Team Members
Retrieve all team members
get
Create a team member record
post
Retrieve a team member
get
Update a team member
patch
Delete a team member
del
Perform action on a team member account
post
Team Member Assignments
Retrieve team member assignments
get
Create a team member assignment
post
Delete a team member assignment
del
Retrieve a team member assignment
get
List available assignments for a team member
get
Team Member Images
Delete a team member's image
del
Update a team member's image
put
Loans
Doc Package Orders
🚧 List doc package orders for a loan (BETA)
get
🚧 Create a doc package order (BETA)
post
🚧 Retrieve a doc package order (BETA)
get
Loans
Loans
Retrieve all loans
get
Create a loan
post
Delete a loan
del
Retrieve a loan
get
Update a loan
patch
Perform action on a loan
post
Loan Borrower Verifications
Retrieve all loan borrower verification records
get
Loan Borrowers
🚧 Retrieve all loan borrowers (BETA)
get
🚧 Create a loan borrower record (BETA)
post
🚧 Delete a loan borrower (BETA)
del
🚧 Retrieve a loan borrower (BETA)
get
🚧 Update a loan borrower (BETA)
patch
Perform action on a loan borrower
post
Loan Applications
Loan Application Borrowers
🚧 Retrieve all loan application borrowers (BETA)
get
🚧 Retrieves a loan application borrower (BETA)
get
🚧 Perform action on a loan application borrower (BETA)
post
Loan Applications
🚧 Retrieve all loan application records (BETA)
get
🚧 Create a loan application record (BETA)
post
🚧 Delete a loan application (BETA)
del
🚧 Retrieve a loan application (BETA)
get
🚧 Update a loan application (BETA)
patch
🚧 Perform action on a loan application (BETA)
post
Foundation
Authentication
Retrieve access token information
get
Initiate authentication workflow
post
Perform an action on access token
post
Jobs
Retrieve a job record
get
Links
Retrieve links
get
State Licenses
Retrieve all state licenses
get
Services
Verifications
Retrieve all verification records
get
Retrieve a verification record
get
Perform action on a verification record
post
Download a verification report
get
Webhooks
Events
Account Assignment Webhooks
account_assignment_created
post
account_assignment_deleted
post
Job Webhooks
job_status_changed
post
Loan Application Webhooks
loan_app_abandoned
post
loan_app_imported
post
loan_app_submitted
post
Loan Officer Webhooks
loan_officer_demoted
post
loan_officer_promoted
post
Loan Webhooks
loan_activated
post
loan_created
post
loan_deactivated
post
loan_deleted
post
loan_updated
post
Milestone Webhooks
milestone_created
post
milestone_deleted
post
milestones_reordered
post
Organization Webhooks
organization_created
post
organization_deleted
post
State License Webhooks
state_license_created
post
state_license_deleted
post
state_license_updated
post
User Webhooks
user_created
post
user_deleted
post
user_disabled
post
user_enabled
post
user_first_login
post
user_updated
post
Verification Webhooks
verification_available
post
Subscriptions
Retrieve all of a webhook's subscription records
get
Create a subscription for a webhook
post
Delete a webhook's subscription record
del
Retrieve a webhook's subscription record
get
Update a webhook's subscription record
patch
Webhooks
Retrieve all webhook records
get
Create a new webhook record
post
Delete a webhook record
del
Retrieve a webhook record
get
Update a webhook record
patch
Perform action on a webhook
post
Perform test event on a webhook
post
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milestone_created
wbhk
milestone_created
A
webhook
notification sent out when
milestone
is created.
