nCino

nCino Loan App Doc Tasks API

Endpoints pertaining to loan doc >s

GitHub OpenAPI
Business capability
Credit Origination Management BC-1320.10

Operations 6

POST /loan_applications/{loan_application_id}/loan_doc_tasks Create a loan doc task #
GET /loan_applications/{loan_application_id}/loan_doc_tasks 🚧 Retrieve all loan doc tasks belonging to the loan application (BETA) #
GET /loan_applications/{loan_application_id}/loan_doc_tasks/{loan_doc_task_id} 🚧 Retrieve a loan doc task (BETA) #
DELETE /loan_applications/{loan_application_id}/loan_doc_tasks/{loan_doc_task_id} 🚧 Delete a loan doc task (BETA) #
PUT /loan_applications/{loan_application_id}/loan_doc_tasks/{loan_doc_task_id} 🚧 Update a loan doc task (BETA) #
POST /loan_applications/{loan_application_id}/loan_doc_tasks/{loan_doc_task_id}/actions Mark a loan doc task as complete #

Documentation

📖
Documentation
https://developer.ncinomortgage.com/mortgage/docs/getting-started
📖
APIReference
https://developer.ncinomortgage.com/mortgage/reference
📖
Authentication
https://developer.ncinomortgage.com/mortgage/docs/authentication-1
📖
Documentation
https://developer.ncinomortgage.com/mortgage/docs/webhooks
📖
Documentation
https://developer.ncino.com/e-vault/docs/getting-started
📖
APIReference
https://developer.ncino.com/e-vault/reference
📖
Authentication
https://developer.ncino.com/e-vault/docs/authentication

Specifications

⚙
OpenAPI
https://artifacts.apis.io/ncino/openapi/ncino-loan-app-doc-tasks-api-openapi.yml

Other Resources

🔗
Postman
https://api.ncinomortgage.com/developer_info/postman_collection/1.0
🔗
Webhooks
https://artifacts.apis.io/ncino/asyncapi/ncino-mortgage-webhooks.yml

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OpenAPI Specification

ncino-loan-app-doc-tasks-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: nCino Mortgage Loan App Doc Tasks API
  description: API framework built from the ground up to be more a robust, forward thinking solution with tools to support our developer community
  version: '1.0'
  license:
    name: Apache 2.0
    url: http://www.apache.org/licenses/LICENSE-2.0.html
servers:
- url: https://api.ncinomortgage.com
  description: Production server
security:
- OAuth2: []
tags:
- name: Loan App Doc Tasks
  description: Endpoints pertaining to loan doc >s
paths:
  /loan_applications/{loan_application_id}/loan_doc_tasks:
    post:
      tags:
      - Loan App Doc Tasks
      operationId: loan_app_doc_tasks-create
      parameters:
      - name: loan_application_id
        description: Loan application ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - $ref: '#/components/parameters/ApiVersionHeader'
      responses:
        '201':
          description: Created loan doc task
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ResourceCreated'
          headers:
            X-Api-Version:
              $ref: '#/components/headers/ApiVersionResponseHeader'
            X-Api-Supported-Versions:
              $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
        '400':
          $ref: '#/components/responses/BadRequestError'
        '401':
          $ref: '#/components/responses/UnauthorizedError'
        '403':
          $ref: '#/components/responses/ForbiddenError'
        '404':
          $ref: '#/components/responses/NotFoundError'
        '500':
          $ref: '#/components/responses/InternalServerError'
      description: This endpoint will create a loan doc task for a loan.
      summary: Create a loan doc task
      requestBody:
        description: ''
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/LoanDocTaskPostBody'
    get:
      tags:
      - Loan App Doc Tasks
      operationId: loan_app_doc_tasks-index
      parameters:
      - name: doc_type
        description: Doc type by which to filter loan doc tasks.
        required: false
        in: query
        schema:
          type: string
      - name: loan_application_id
        description: Loan application ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - name: loan_borrower_id
        description: Loan borrower ID by which to filter loan doc tasks.
        required: false
        in: query
        schema:
          type: string
          format: uuid
      - $ref: '#/components/parameters/Page'
      - $ref: '#/components/parameters/PageSize'
      - $ref: '#/components/parameters/CreatedAfter'
      - $ref: '#/components/parameters/CreatedBefore'
      - $ref: '#/components/parameters/UpdatedAfter'
      - $ref: '#/components/parameters/UpdatedBefore'
      - $ref: '#/components/parameters/ApiVersionHeader'
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LoanDocTaskPagination'
          headers:
            X-Api-Version:
              $ref: '#/components/headers/ApiVersionResponseHeader'
            X-Api-Supported-Versions:
              $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
        '400':
          $ref: '#/components/responses/BadRequestError'
        '401':
          $ref: '#/components/responses/UnauthorizedError'
        '403':
          $ref: '#/components/responses/ForbiddenError'
        '404':
          $ref: '#/components/responses/NotFoundError'
        '500':
          $ref: '#/components/responses/InternalServerError'
      description: '> 🚧 Under construction

        > **This endpoint is in beta.** Functionality may change without notice, support is limited, and use in production is not recommended. Your feedback is appreciated.


        Retrieves a list of loan doc tasks on a loan.'
      summary: 🚧 Retrieve all loan doc tasks belonging to the loan application (BETA)
  /loan_applications/{loan_application_id}/loan_doc_tasks/{loan_doc_task_id}:
    get:
      tags:
      - Loan App Doc Tasks
      operationId: loan_app_doc_tasks-show
      parameters:
      - name: loan_application_id
        description: Loan application ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - name: loan_doc_task_id
        description: Loan doc task ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - $ref: '#/components/parameters/ApiVersionHeader'
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/LoanDocTask'
          headers:
            X-Api-Version:
              $ref: '#/components/headers/ApiVersionResponseHeader'
            X-Api-Supported-Versions:
              $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
        '400':
          $ref: '#/components/responses/BadRequestError'
        '401':
          $ref: '#/components/responses/UnauthorizedError'
        '403':
          $ref: '#/components/responses/ForbiddenError'
        '404':
          $ref: '#/components/responses/NotFoundError'
        '500':
          $ref: '#/components/responses/InternalServerError'
      description: '> 🚧 Under construction

        > **This endpoint is in beta.** Functionality may change without notice, support is limited, and use in production is not recommended. Your feedback is appreciated.


        This endpoint will retrieve a single loan doc >.'
      summary: 🚧 Retrieve a loan doc task (BETA)
    delete:
      tags:
      - Loan App Doc Tasks
      operationId: loan_app_doc_tasks-destroy
      parameters:
      - name: loan_application_id
        description: Loan application ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - name: loan_doc_task_id
        description: Loan doc task ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - $ref: '#/components/parameters/ApiVersionHeader'
      responses:
        '204':
          description: Successfully deleted loan doc task
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/NoContent'
          headers:
            X-Api-Version:
              $ref: '#/components/headers/ApiVersionResponseHeader'
            X-Api-Supported-Versions:
              $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
        '400':
          $ref: '#/components/responses/BadRequestError'
        '401':
          $ref: '#/components/responses/UnauthorizedError'
        '403':
          $ref: '#/components/responses/ForbiddenError'
        '404':
          $ref: '#/components/responses/NotFoundError'
        '500':
          $ref: '#/components/responses/InternalServerError'
      description: '> 🚧 Under construction

        > **This endpoint is in beta.** Functionality may change without notice, support is limited, and use in production is not recommended. Your feedback is appreciated.


        This endpoint will delete a loan doc >.'
      summary: 🚧 Delete a loan doc task (BETA)
    put:
      tags:
      - Loan App Doc Tasks
      operationId: loan_app_doc_tasks-update
      parameters:
      - name: loan_application_id
        description: Loan application ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - name: loan_doc_task_id
        description: Loan doc task ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - $ref: '#/components/parameters/ApiVersionHeader'
      responses:
        '204':
          description: Successfully updated loan doc task
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/NoContent'
          headers:
            X-Api-Version:
              $ref: '#/components/headers/ApiVersionResponseHeader'
            X-Api-Supported-Versions:
              $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
        '400':
          $ref: '#/components/responses/BadRequestError'
        '401':
          $ref: '#/components/responses/UnauthorizedError'
        '403':
          $ref: '#/components/responses/ForbiddenError'
        '404':
          $ref: '#/components/responses/NotFoundError'
        '500':
          $ref: '#/components/responses/InternalServerError'
      description: '> 🚧 Under construction

        > **This endpoint is in beta.** Functionality may change without notice, support is limited, and use in production is not recommended. Your feedback is appreciated.


        This endpoint will update a loan doc >.'
      summary: 🚧 Update a loan doc task (BETA)
      requestBody:
        description: ''
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/LoanDocTaskUpdateBody'
  /loan_applications/{loan_application_id}/loan_doc_tasks/{loan_doc_task_id}/actions:
    post:
      tags:
      - Loan App Doc Tasks
      operationId: loan_app_doc_tasks-actions
      parameters:
      - name: loan_application_id
        description: Loan application ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - name: loan_doc_task_id
        description: Loan doc task ID.
        required: true
        in: path
        schema:
          type: string
          format: uuid
      - $ref: '#/components/parameters/ApiVersionHeader'
      responses:
        '204':
          description: No content
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/NoContent'
          headers:
            X-Api-Version:
              $ref: '#/components/headers/ApiVersionResponseHeader'
            X-Api-Supported-Versions:
              $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
        '412':
          description: Loan doc task is already complete
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ErrorSet'
          headers:
            X-Api-Version:
              $ref: '#/components/headers/ApiVersionResponseHeader'
            X-Api-Supported-Versions:
              $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
        '400':
          $ref: '#/components/responses/BadRequestError'
        '401':
          $ref: '#/components/responses/UnauthorizedError'
        '403':
          $ref: '#/components/responses/ForbiddenError'
        '404':
          $ref: '#/components/responses/NotFoundError'
        '500':
          $ref: '#/components/responses/InternalServerError'
      description: 'This endpoint allows a variety of actions to be taken on a >.


        > 📌 Available actions

        **MARK_AS_COMPLETE** - Mark a loan doc task as complete'
      summary: Mark a loan doc task as complete
      requestBody:
        description: ''
        content:
          application/json:
            schema:
              oneOf:
              - $ref: '#/components/schemas/MarkAsCompleteLoanDocTask'
              discriminator:
                propertyName: action
                mapping:
                  MARK_AS_COMPLETE: '#/components/schemas/MarkAsCompleteLoanDocTask'
components:
  schemas:
    LoanDocTaskUpdateBody:
      type: object
      properties:
        name:
          type: string
          minLength: 1
          maxLength: 255
          description: Loan doc task's name.
      description: Available properties for updating a loan doc task.
      additionalProperties: false
      minProperties: 1
    NoContent:
      type: object
      properties: {}
      additionalProperties: false
    AbstractPagination:
      allOf:
      - $ref: '#/components/schemas/AbstractCollection'
      - type: object
        properties:
          total_pages:
            type: integer
            description: The total number of pages in the collection.
          total:
            type: integer
            description: The total number of items in the collection.
        additionalProperties: false
    MarkAsCompleteLoanDocTask:
      allOf:
      - $ref: '#/components/schemas/LoanDocTaskAction'
      description: Available properties for marking a loan doc task as complete.
    LoanDocTaskPagination:
      allOf:
      - $ref: '#/components/schemas/AbstractPagination'
      - type: object
        properties:
          contents:
            type: array
            items:
              $ref: '#/components/schemas/LoanDocTask'
        required:
        - contents
    ErrorSet:
      type: object
      properties:
        errors:
          type: array
          items:
            $ref: '#/components/schemas/Error'
      required:
      - errors
      example:
        errors:
        - id: 123abc
          status: 400
          title: Generic title for the error
          detail: Detailed message for the error
          _links:
            resource: contextual resource if applicable
    AbstractCollection:
      allOf:
      - $ref: '#/components/schemas/AbstractModel'
      - type: object
        properties:
          contents:
            type: array
            items:
              type: object
            description: The contents for the collection.
        required:
        - contents
        additionalProperties: false
    LoanDocDefinitionTypes:
      type: string
      enum:
      - null_doc
      - other
      - w2
      - drivers_license
      - paystub
      - bank_statement
      - federal_tax_return
      - divorce_decree
      - '1099'
      - social_security_card
      - dd214
      - k1
      - passport
      - certificate_of_housing_counseling
      description: Types of loan doc definitions.
    AbstractResourceModel:
      allOf:
      - $ref: '#/components/schemas/AbstractModel'
      - type: object
        properties:
          id:
            type: string
            format: uuid
            description: Unique identifier for the record.
        required:
        - id
        additionalProperties: false
    LoanDocTaskAction:
      type: object
      properties:
        action:
          type: string
          enum:
          - MARK_AS_COMPLETE
          description: Action to perform.
      required:
      - action
      description: Available properties for a loan doc task action.
      additionalProperties: false
    Error:
      type: object
      properties:
        id:
          type: string
          description: A unique ID (useful as a reference when debugging an error with support)
        status:
          type: integer
          description: The HTTP status code
        title:
          type: string
          description: A generic title
        detail:
          type: string
          description: A detailed message
        _links:
          type: object
          description: A list of relevant links
      required:
      - id
      - status
      - title
      example:
        id: 123abc
        status: 400
        title: Generic title for the error
        detail: Detailed message for the error
        _links:
          resource: contextual resource if applicable
    LoanDocTask:
      allOf:
      - $ref: '#/components/schemas/AbstractResourceModel'
      - type: object
        properties:
          name:
            type: string
            description: Task title
          description:
            type:
            - string
            - 'null'
            description: Task description.
          current_state:
            type: string
            description: Current state.
          created_at:
            type: string
            format: date-time
            description: Timestamp of when the task record was created.
          updated_at:
            type: string
            format: date-time
            description: Timestamp of when the task record was last updated.
        additionalProperties: false
      description: Loan doc task model
    AbstractModel:
      type: object
      properties:
        _self:
          type: string
          description: The model's resource link to itself.
        _type:
          type: string
          description: The model's type.
        _links:
          type: object
          description: A list of links for the model's associations.
      required:
      - _self
      - _type
      additionalProperties: false
    ResourceCreated:
      allOf:
      - $ref: '#/components/schemas/AbstractResourceModel'
      description: Resource created model
    LoanDocTaskPostBody:
      type: object
      properties:
        name:
          type: string
          minLength: 1
          maxLength: 255
          description: Loan doc task's name.
        description:
          type:
          - string
          - 'null'
          minLength: 1
          maxLength: 255
          description: Loan doc task's description.
        doc_type:
          allOf:
          - $ref: '#/components/schemas/LoanDocDefinitionTypes'
          description: Type of loan doc definition to create.
        loan_borrower_id:
          type: string
          format: uuid
          description: ID of the loan borrower to assign the task to.
      required:
      - name
      - doc_type
      - loan_borrower_id
      description: Available properties for creating a loan doc task.
      additionalProperties: false
  responses:
    BadRequestError:
      description: Bad request
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorSet'
      headers:
        X-Api-Version:
          $ref: '#/components/headers/ApiVersionResponseHeader'
        X-Api-Supported-Versions:
          $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
    NotFoundError:
      description: Not found
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorSet'
      headers:
        X-Api-Version:
          $ref: '#/components/headers/ApiVersionResponseHeader'
        X-Api-Supported-Versions:
          $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
    InternalServerError:
      description: Internal server error
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorSet'
      headers:
        X-Api-Version:
          $ref: '#/components/headers/ApiVersionResponseHeader'
        X-Api-Supported-Versions:
          $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
    UnauthorizedError:
      description: Unauthorized
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorSet'
      headers:
        X-Api-Version:
          $ref: '#/components/headers/ApiVersionResponseHeader'
        X-Api-Supported-Versions:
          $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
    ForbiddenError:
      description: Forbidden
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorSet'
      headers:
        X-Api-Version:
          $ref: '#/components/headers/ApiVersionResponseHeader'
        X-Api-Supported-Versions:
          $ref: '#/components/headers/ApiSupportedVersionsResponseHeader'
  headers:
    ApiSupportedVersionsResponseHeader:
      description: API supported versions for endpoint.
      schema:
        type: string
    ApiVersionResponseHeader:
      description: API version.
      schema:
        type: string
  parameters:
    CreatedAfter:
      name: created_after
      description: The date which a resource must be created after to be returned.
      required: false
      in: query
      schema:
        type: string
        format: date-time
    UpdatedAfter:
      name: updated_after
      description: The date which a resource must be updated after to be returned.
      required: false
      in: query
      schema:
        type: string
        format: date-time
    CreatedBefore:
      name: created_before
      description: The date which a resource must be created before to be returned.
      required: false
      in: query
      schema:
        type: string
        format: date-time
    UpdatedBefore:
      name: updated_before
      description: The date which a resource must be updated before to be returned.
      required: false
      in: query
      schema:
        type: string
        format: date-time
    Page:
      name: page
      description: The page to retrieve.
      required: false
      in: query
      schema:
        type: integer
    ApiVersionHeader:
      name: X-Api-Version
      description: Specify API version, for example '1.0'. By default, the version configured in the company settings is used.
      required: false
      in: header
      schema:
        type: string
    PageSize:
      name: page_size
      description: The number of records returned in each page.
      required: false
      in: query
      schema:
        type: integer
  securitySchemes:
    OAuth2:
      type: oauth2
      description: OAuth 2.0 Access Token (Default)
      flows:
        clientCredentials:
          tokenUrl: /oauth/token
          scopes: {}