Get loan Smart Checklist values

Lenders use Smart Checklists to track their loan servicing practices. Note the following when using this request:

Smart checklists are created at the entity-level and then apply to each loan individually.

Users can manually complete smart checklist items; or, users can use Rules Applied to automatically complete them when rule criteria is met.

This request displays which smart checklists within a loan have been completed. The payload will show IDs instead of smart checklist names, and here is a breakdown of what each ID parameter means:

id: This is the database entity ID of the smart checklist (essentially, this is the primary key for the table)
checklistId: This is the ID of the smart checklist itself.
checklistItemId: This is the ID of the item within the smart checklist.
checklistItemValue: This is a boolean value that determines whether a smart checklist item has been completed.

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

Database

For more information on smart 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)