Select/Deselect Checklist Items

General

Lenders use Checklists to track their loan servicing practices. Here's what you need to know about checklists:

• Checklists are created at the entity-level and then apply to each loan individually.
• Users can manually complete checklist items; or, users can use Rules Applied to automatically complete them when rule criteria is met.
• This request manually marks checklist items as completed.

For an example of how checklists work within the UI, take a look at our Checklists article.

Database

For more information on checklist database tables, see the following articles:

• Database – Checklist Entity (checklist_entity)
• Database – Tenant Checklist Entity (tenant_checklist_entity)
• Database – Tenant Checklist Category Entity (tenant_checklist_category_entity)
• Database – Checklist item Entity (checklist_item_entity)
• Database – Checklist Item To Checklist Entity Map (checklist_item__entity)

{
     "ChecklistItemValues": {
          "results": [
               {
                    "checklistId": 4,
                    "checklistItemId": 5,
                    "checklistItemValue": 0
               }
          ]
     }
}

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Try It Instructions

Our requests often provide sample payload information so that you can receive a 200 response from simply hitting the Try It button. This request is ready for you—expand the object by clicking the "+" symbol and hit Try It to send the request.

If you would like to try this request with your own tenant account, make sure to change the headers to match your own authentication information.