--- schema_version: "1" id: a8593908e0aba54ce04733ece646b3ae3be6d2491e1e33dcbd6309f4a0822c62 title: LoanApplicationFinancial collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/sforce_api_objects_loanapplicationfinancial.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_objects_loanapplicationfinancial.htm source_site: developer.salesforce.com content_type: documentation content_hash: 56fdbb35ad33b6e1e571c322a06345a06630f37cde3a87951b80d9d22cdb8a22 description: Represents transaction details for a loan application. This object is available in API version 47.0 and later. --- # LoanApplicationFinancial Represents transaction details for a loan application. This object is available in API version 47.0 and later. ## Supported Calls create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert() ## Fields ### BorrowerClosingCostAmt - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Total closing costs due from borrower, including prepaid and initial escrow payments. ### CashFromOrToBorrowerAmt - **Type**: currency - **Properties**: Filter, Nillable, Sort - **Description**: Cash the borrower pays or receives at closing, not including reserves or other funds that may still require lender verification. - **Formula**: PurchasePriceAmount + RemodelAndRepairsAmount + LandAcquiredSeparatelyAmount + OutstandingLoanAmount + TotalDebtPaidOffAmount + BorrowerClosingCostAmt + DiscountPointCostAmount - LoanExclFinMortInsAmt - FinancedMortgageInsAmt - CreditFromSeller - OtherCredit ### CounselingAgencyName - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Counseling provider's name if agency isn't HUD approved or if Housing Counseling Agency ID is unknown ### CounselingAgencyProvName - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Education provider's name if agency isn't HUD-approved or if Housing Counseling Agency ID is unknown. ### CounselingComplBorrName - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Name of borrower or borrowers who completed housing counseling. ### CounselingCompletionDate - **Type**: dateTime - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Date borrower completed housing counseling. ### CreditFromSeller - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Total amount of closing costs due from seller. ### DiscountPointCostAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Total cost of discount points purchased by the borrower due at closing. ### EdCompletedBorrowerName - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Name of borrower or borrowers who completed homeownership education. ### EstFirstMortgagePmtAmt - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Proposed monthly first mortgage payment for loan application property, including principal and interest. ### EstHomeownersInsPmtAmt - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Proposed monthly payment for homeowners insurance on application property. ### EstMortgageInsPmtAmt - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Proposed monthly mortgage insurance payment on application property. ### EstOtherDuesPaymentAmt - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Proposed total monthly payment on application property for payments like homeowners association, co-op, condo, or planned unit development dues. ### EstOtherPaymentAmt - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Proposed total monthly payment for other housing expenses on application property. ### EstPropertyTaxesPmtAmt - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Proposed monthly payment for real estate taxes on application property. ### EstSubordinateLienPmtAmt - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Proposed total monthly payment for other mortgages or liens on loan application property, including principal and interest. ### EstSuppPropertyInsPmtAmt - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Proposed monthly payment for supplemental property insurance like flood, earthquake, or umbrella policies on application property. ### FinancedMortgageInsAmt - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Total amount of financed mortgage insurance or financed mortgage insurance equivalent. ### FinancialExtIdentifier - **Type**: string - **Properties**: Create, Filter, Group, idLookup, Nillable, Sort, Update - **Description**: ID that uniquely identifies imported data in an external data source (if applicable). This field is unique within your organization. ### HasCompletedCounseling - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Indicates whether one or more borrowers completed housing counseling within the last 12 months. ### HasHoEducation - **Type**: boolean - **Properties**: Create, Defaulted on create, Filter, Group, Sort, Update - **Description**: Indicates whether one or more borrowers completed homeownership education within the last 12 months. ### HoEducationCompletedDate - **Type**: dateTime - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Date borrower completed homeownership education. ### HoEducationFormat - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Indicates the format of homeownership education attended by borrower. - **Possible values**: - Attended Workshop in Person - Completed Web-Based Workshop ### HousingCounselingFormat - **Type**: picklist - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Indicates the format of the housing counseling completed by borrower. - **Possible values**: - Face-to-Face - Internet - Telephone ### HudApprAgencyIdentifier - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Home counseling provider's Housing Counseling Agency ID if agency is HUD-approved. ### HudApprovedProvIdentifier - **Type**: string - **Properties**: Create, Filter, Group, Nillable, Sort, Update - **Description**: Homeownership education provider's Housing Counseling Agency ID if agency is HUD-approved. ### LandAcquiredSeparatelyAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Price of land if purchased separately from the building or structure. ### LastReferencedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The timestamp for when the current user last viewed a record related to this record. ### LastViewedDate - **Type**: dateTime - **Properties**: Filter, Nillable, Sort - **Description**: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed. ### LoanAmount - **Type**: currency - **Properties**: Filter, Nillable, Sort - **Description**: Total amount of loan including financed mortgage insurance or mortgage insurance equivalent. - **Formula**: LoanExclFinMortInsAmt + FinancedMortgageInsAmt ### LoanApplicationId - **Type**: reference - **Properties**: Create, Filter, Group, Sort - **Description**: ID of the loan application associated with this loan transaction. ### LoanExclFinMortInsAmt - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Loan amount excluding financed mortgage insurance or financed mortgage insurance equivalent. ### Name - **Type**: string - **Properties**: Create, Filter, Group, idLookup, Sort, Update - **Description**: Name of the loan application financial. ### OtherCredit - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Total amount of all purchase credits like borrower credits, credits from third parties, and non-cash seller credits. ### OtherNewMortgageLoanAmt - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Total amount of other new borrower mortgages, both first lien and subordinate lien, on the application property. ### OutstandingLoanAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Total amount of all mortgage loans on application property to be paid off by refinance loan. ### PurchasePriceAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Purchase price for the property. ### RemodelAndRepairsAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Cost of any alterations, improvements, and repairs on the property. ### TotalCashDueFromBorrower - **Type**: currency - **Properties**: Filter, Nillable, Sort - **Description**: Total cash due from borrower at closing. - **Formula**: PurchasePriceAmount + RemodelAndRepairsAmount + LandAcquiredSeparatelyAmount + OutstandingLoanAmount + TotalDebtPaidOffAmount + BorrowerClosingCostAmt + DiscountPointCostAmount ### TotalCredit - **Type**: currency - **Properties**: Filter, Nillable, Sort - **Description**: Total borrower credits. - **Formula**: CreditFromSeller + OtherCredit ### TotalDebtPaidOffAmount - **Type**: currency - **Properties**: Create, Filter, Nillable, Sort, Update - **Description**: Total amount of all non-application property liabilities borrower indicated would be paid off on or before closing. ### TotalEstPaymentAmt - **Type**: currency - **Properties**: Filter, Nillable, Sort - **Description**: Proposed total monthly payment for application property. - **Formula**: EstFirstMortgagePmtAmt + EstSubordinateLienPmtAmt + EstHomeownersInsPmtAmt + EstSuppPropertyInsPmtAmt + EstPropertyTaxesPmtAmt + EstMortgageInsPmtAmt + EstOtherDuesPaymentAmt + EstOtherPaymentAmt ### TotalMortgageLoanAndCreditAmt - **Type**: currency - **Properties**: Filter, Nillable, Sort - **Description**: Total mortgage loans plus total credits. - **Formula**: LoanExclFinMortInsAmt + FinancedMortgageInsAmt + CreditFromSeller + OtherCredit ### TotalMortgageLoansAmount - **Type**: currency - **Properties**: Filter, Nillable, Sort - **Description**: Total amount of loan. - **Formula**: LoanExclFinMortInsAmt + FinancedMortgageInsAmt ## Associated Objects This object has the following associated objects. Unless noted, they are available in the same API version as this object. [LoanApplicationFinancialChangeEvent](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_change_event.htm "A ChangeEvent object is available for each object that supports Change Data Capture. You can subscribe to a stream of change events using Change Data Capture to receive data tied to record changes in Salesforce. Changes include record creation, updates to an existing record, deletion of a record, and undeletion of a record. A change event isn’t a Salesforce object—it doesn’t support CRUD operations or queries. It’s included in the object reference so you can discover which Salesforce objects support change events.") Change events are available for the object. [LoanApplicationFinancialFeed](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_feed.htm "StandardObjectNameFeed is the model for all feed objects associated with standard objects. These objects represent the posts and feed-tracked changes of a standard object.") Feed tracking is available for the object. [LoanApplicationFinancialHistory](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/sforce_api_associated_objects_history.htm "StandardObjectNameHistory is the model for all history objects associated with standard objects. These objects represent the history of changes to the values in the fields of a standard object.") History is available for tracked fields of the object.