Mapping Data from Charlie to Usherpa

Modified on Wed, 5 Nov at 11:28 AM

This article provides a complete reference for mapping data fields from Charlie to corresponding fields in Usherpa. Use this guide to understand which information is transferred, how it is labeled in each system, and any special notes about the mapping process.

Key Field Mappings

Below is a summary of how common data fields from Charlie correspond to Usherpa fields. Required fields are marked as “Yes.”

Full Field Mapping Table

Charlie Field (Source)	Usherpa Field (Destination)	Description / Notes	Required?
Parties.Individual.Name.FirstName	borrowerFirstName	Borrower’s first name	Yes
Parties.Individual.Name.LastName	borrowerLastName	Borrower’s last name	Yes
Parties.Individual.ContactMethod.PersonalEmailValue	borrowerEmail	Borrower’s email address
Parties.Individual.ContactMethod.HomePhoneValue	borrowerHomePhone	Borrower’s home phone
Parties.Individual.ContactMethod.MobilePhoneValue	borrowerMobilePhone	Borrower’s mobile phone
Borrowers.BorrowerDetail.BorrowerBirthDate	borrowerBirthDay	Borrower’s date of birth
Loans.CreditHistories.LoanLevelScore	borrowerFicoScore	Borrower’s credit score
Addresses.AddressLineText	borrowerAddress	Borrower’s current address
Addresses.CityName	borrowerCity	Borrower’s city
Addresses.StateCode	borrowerState	Borrower’s state
Addresses.PostalCode	borrowerZip	Borrower’s zip code
Parties.Individual.Name.FirstName	coBorrowerFirstName	Co-borrower’s first name
Parties.Individual.Name.LastName	coBorrowerLastName	Co-borrower’s last name
Parties.Individual.ContactMethod.PersonalEmailValue	coBorrowerEmail	Co-borrower’s email address
Parties.Individual.ContactMethod.HomePhoneValue	coBorrowerHomePhone	Co-borrower’s home phone
Parties.Individual.ContactMethod.MobilePhoneValue	coBorrowerMobilePhone	Co-borrower’s mobile phone
Borrowers.BorrowerDetail.BorrowerBirthDate	coBorrowerBirthDay	Co-borrower’s date of birth
DO NOT MAP YET- New calc coming	coBorrowerFicoScore	Co-borrower’s credit score (pending)
Borrowers.BorrowerDetail.BorrowerApplicationSignedDate	applicationDate	Application signed date
Loans.LoanDetail.LoanApprovalDate	approvalDate	Loan approval date
Loans.Underwriting.UnderwritingDetail.LoanUnderwritingLastDecisionDatetime	decisionDate	Underwriting decision date
Loans.TridSummary.FirstClosingDisclosureSentDate	cdSentDate	First closing disclosure sent date
Loans.TridSummary.LastClosingDisclosureActualReceivedDate	cdReceiptDate	Last closing disclosure received date
Loans.ClosingInformation.ClosingInformationDetail.ClearedToCloseDate	clearedToCloseDate	Cleared to close date
Loans.CreditHistories.CreditRunDate	creditPulledDate	Latest credit pulled date (borrower 1)
Loans.LoanProduct.LoanProductDetail.LockBuySideDatetime	lockDate	Lock date
Loans.LoanProduct.LoanProductDetail.LockBuySideExpirationDatetime	lockExpirationDate	Lock expiration date
Loans.ClosingInformation.ClosingInformationDetail.ClosingDate	actualCloseDate	Actual closing date
Loans.ClosingInformation.ClosingInformationDetail.LoanEstimatedClosingDate	estimatedCloseDate	Estimated closing date
SubjectProperty.PropertyDetail.LastValuationReportOrderedDate	appraisalOrderedDate	Appraisal ordered date
SubjectProperty.PropertyDetail.ValuationReportLastRevisionReceivedDate	appraisalReceivedDate	Appraisal received date
Loans.Payment.PaymentRule.ScheduledFirstPaymentDate	firstPaymentDueDate	First payment due date
Loans.TermsOfLoan.BaseLoanAmount	loan1LoanAmount	Base loan amount
SubjectProperty.SalesContract.SalesContractAmount	purchasePrice	Purchase price
Loans.LoanDetail.LenderLoanNumber	loanId	Unique loan identifier	Yes
Loans.LoanDetail.LenderLoanNumber	loan1LoanNumber	Loan number	Yes
Loans.TermsOfLoan.NoteRatePercent	loan1IntRate	Loan interest rate
Loans.Amortization.AmortizationRule.LoanAmortizationPeriodCount	loanTerm	Loan term (months/years)
Loans.TermsOfLoan.LienPriorityType	lienPosition	Lien position
Loans.Amortization.AmortizationRule.AmortizationType	loan1LoanType	Loan type (e.g., Fixed, Adjustable Rate)
SubjectProperty.PropertyDetail.PropertyUsageType	occupancy	Property usage type
Loans.TermsOfLoan.LoanPurposeType	loanPurpose	Loan purpose
Loans.Ltv.LtvRatioPercent	loan1LTV	Loan-to-value ratio
Loans.ProposedHousingExpenseDetail.ProposedHoaAndProjectFeesMonthlyAmount	associationDues	Monthly HOA dues
Loans.ProposedHousingExpenseDetail.ProposedHomeownersInsuranceMonthlyAmount	hazardInsurance	Monthly homeowners insurance
Loans.ProposedHousingExpenseDetail.ProposedMiPremiumMonthlyAmount	pmi	Monthly PMI
Loans.ProposedHousingExpenseDetail.ProposedRealEstateTaxMonthlyAmount	propertyTaxes	Monthly property taxes
Loans.ProposedHousingExpenseDetail.ProposedFirstMortgagePrincipalAndInterestMonthlyAmount	loan1MonthlyPayment	Monthly principal & interest
SubjectProperty.FloodDetermination.FloodDeterminationDetail.SpecialFloodHazardAreaIndicator	isInFloodZone	Flood zone indicator
	documentationType	Always send “Full Doc”
Cltv.CombinedLtvRatioPercent	cltv	Combined loan-to-value ratio
SubjectProperty.Address.AddressLineText	propertyAddress	Subject property address
SubjectProperty.Address.CityName	propertyCity	Subject property city
SubjectProperty.Address.CountyName	propertyCounty	Subject property county
SubjectProperty.Address.StateCode	propertyState	Subject property state
SubjectProperty.Address.PostalCode	propertyZip	Subject property zip code
SubjectProperty.PropertyDetail.PropertyEstimatedValueAmount	appraisedValue	Appraised value
Parties.Individual.ContactMethod.WorkEmailValue	loanOfficerEmail	Loan originator’s email	Yes
Loans.LoanPhaseType	loanStatus	Loan status
EscrowAgents.Escrow Company.LegalEntity.LegalEntityDetail.FullName	escrowCompanyName	Escrow company name
Parties.Individual.Name.FullName	titleAttn	Escrow agent contact
Parties.Address.AddressLineText	escrowAddress	Escrow agent address
Parties.Address.cityName	escrowCity	Escrow agent city
Parties.Address.stateCode	escrowState	Escrow agent state
Parties.Address.postalCode	escrowZip	Escrow agent zip code
Parties.Individual.ContactMethod.WorkPhoneValue	escrowPhone	Escrow agent phone
Parties.Individual.Name.FullName	listingAgentFName	Listing agent name
RealEstateAgents.RealEstateCompany.LegalEntity.LegalEntityDetail.FullName	listingAgentCompany	Listing agent’s company
Parties.Individual.ContactMethod.WorkEmailValue	listingAgentEmail	Listing agent’s email
Parties.Individual.ContactMethod.WorkPhoneValue	listingAgentWorkPhone	Listing agent’s phone
Parties.Address.AddressLineText	listingAgentAddress	Listing agent’s address
Parties.Address.CityName	listingAgentCity	Listing agent’s city
Parties.Address.StateCode	listingAgentState	Listing agent’s state
Parties.Address.PostalCode	listingAgentZipCode	Listing agent’s zip code
Parties.LicenseDetail.StateLicenseIdentifier	listingAgentLicenseNo	Listing agent’s license number
Parties.Individual.Name.FullName	buyerAgentName	Buyer’s agent name
RealEstateAgents.RealEstateCompany.LegalEntity.LegalEntityDetail.FullName	buyerAgentCompany	Buyer’s agent’s company
Parties.Individual.ContactMethod.WorkEmailValue	buyerAgentEmail	Buyer’s agent’s email
Parties.Individual.ContactMethod.WorkPhoneValue	buyerAgentWorkPhone	Buyer’s agent’s phone
Parties.Address.AddressLineText	buyerAgentAddress	Buyer’s agent’s address
Parties.Address.CityName	buyerAgentCity	Buyer’s agent’s city
Parties.Address.StateCode	buyerAgentState	Buyer’s agent’s state
Parties.Address.PostalCode	buyerAgentZipCode	Buyer’s agent’s zip code
Parties.LicenseDetail.StateLicenseIdentifier	buyerAgentLicenseNo	Buyer’s agent’s license number
Pending Field and Calc Creation	newBorrowerActivities	Open activities flag
Pending Field and Calc Creation	openBorrowerActivityCount	Open activities count

Special Notes

For fields that use a list of options (enums), the value sent should be the string representation (e.g., “Fixed” or “Adjustable Rate” for loan types).
For the documentation type, always send the value “Full Doc.”
Some fields are pending further development and may not be available yet.

Helpful Tips

Ensure all required fields are filled out to avoid errors during data transfer.
If you’re unsure about a specific field or mapping, reach out to your support contact for clarification.
Regularly check for updates to the mapping as new fields or requirements may be added.