Mortgage Application Velocity Mapping

Mortgage Application Velocity Mapping

Mortgage Application Mapping

When a mortgage is pulled from Velocity into your BluMortgage CRM, a Mortgage will be created (or updated) and all applicants associated with the mortgage application in Velocity will be created (or updated) as Contacts, and associated with the Mortgage in your CRM.

The following table outlines how each field in Velocity is mapped to a corresponding Module and Field in your BluMortgage CRM.

BluMortgage Module
BluMortgage Field
Velocity Deal Section
Velocity Field
Mortgages
Closing Date
Deal
Closing Date
Mortgages
Name
Deal
Loan Code
Mortgages
Stage
Deal
Status
Mortgages
Amortization
Deal - Mortgage Request
Amortization
Mortgages
First Payment Date
Deal - Mortgage Request
First Payment Date
Mortgages
Maturity Date
Deal - Mortgage Request
Maturity Date
Mortgages
Rate
Deal - Mortgage Request
Net Rate
Mortgages
Payment Amount
Deal - Mortgage Request
Payment
Mortgages
Payment Frequency
Deal - Mortgage Request
Payment Frequency
Mortgages
Transaction Type
Deal - Mortgage Request
Purpose
Mortgages
Rate Type
Deal - Mortgage Request
Rate Type
Mortgages
Term
Deal - Mortgage Request
Term
Mortgages
Amount
Deal - Mortgage Request - Mortgages
Amount
Mortgages
Occupancy
Deal - Subject Property
Intended Use
Mortgages
Street
Deal - Subject Property
Combined Street Address
Mortgages
City
Deal - Subject Property
City
Mortgages
Postal Code
Deal - Subject Property
Postal Code
Mortgages
Province
Deal - Subject Property
Province
Lenders
Name
Deal - Mortgage Request
Lender Name
Borrowers
First Name
Deal - Borrowers
First Name
Borrowers
Last Name
Deal - Borrowers
Last Name
Borrowers
Date of Birth
Deal - Borrowers
Date of Birth
Borrowers
Email
Deal - Borrowers
Email
Borrowers
Phone
Deal - Borrowers
Business Phone
Borrowers
Mobile
Deal - Borrowers
Cell Phone
Borrowers
Home Phone
Deal - Borrowers
Home Phone
Borrowers
Income
Deal - Borrowers - Employment History
Gross Revenue
Borrowers
Income Frequency
Deal - Borrowers - Employment History
Income Period
Borrowers
Income Type
Deal - Borrowers - Employment History
Income Type
Borrowers
Mailing City
Deal - Borrowers - Mailing Address
City
Borrowers
Mailing Street
Deal - Borrowers - Mailing Address
Combined Street Address
Borrowers
Mailing Country
Deal - Borrowers - Mailing Address
Country
Borrowers
Mailing Zip
Deal - Borrowers - Mailing Address
Postal Code
Borrowers
Mailing State
Deal - Borrowers - Mailing Address
Province or State


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