This guide explains how your data is transferred from Charlie to GoHighLevel (GHL). It lists which fields in Charlie are mapped to GHL, so you know exactly how your information is handled.
Data Group | Charlie Field Path | GoHighLevel Field Name | GHL Field ID (if available) | Required? / Notes |
|---|---|---|---|---|
Borrower | Parties.Individual.Name.FirstName | contact.firstName |
| Yes (Primary Borrower) |
| Parties.Individual.Name.LastName | contact.lastName |
| Yes (Primary Borrower) |
| Parties.Individual.Name.FullName |
|
| |
| Parties.Individual.ContactMethod.PersonalEmailValue | contact.email |
| Yes (Primary Borrower) |
| Parties.Individual.ContactMethod.HomePhoneValue | contact.phone |
|
|
| Addresses.AddressLineText | contact.address1 |
| Current Residence |
| Addresses.CityName | contact.city |
| Current Residence |
| Addresses.StateCode | contact.state |
| Current Residence |
| Addresses.PostalCode | contact.postalCode |
| Current Residence |
Co-Borrower | Parties.Individual.Name.FirstName | contact.coborrowerfirstname | M6ST38mv6Le6Hx8icjbX | Conditional (if co-borrower present) |
| Parties.Individual.Name.LastName | contact.coborrowerlastname | P6nAcL4LpRbwdJmWE9gF | Conditional |
| Parties.Individual.ContactMethod.PersonalEmailValue | contact.coborroweremail | sMmmxBFwO9EUgQ92OQJg | Conditional |
| Parties.Individual.ContactMethod.HomePhoneValue | contact.coborrower_home_phone | AM7GLuwAYCkzfpxH7nQ8 |
|
Important Dates | Loans.TridSummary.TridConditionsMetDate | contact.trid_date | LHAa1bgiPkYYX2me4cYp |
|
| Loans.TridSummary.FirstLoanEstimateSentDate | contact.first_le_date | p2Co33RktpcF5HMRMWQY |
|
| SubjectProperty.PropertyDetail.FirstValuationReportOrderedDate | contact.appraisal_order_date | bJzgXr1wMLJHNwdD1UxN |
|
| Loans.RegulationB.AppraisalReceipt.LastValuationReportProvidedToBorrowerDate | contact.appraisal_received_date | DFBwCNdtdRzo2yeaFmfM |
|
| Loans.Underwriting.UnderwritingEvents.UnderwritingEventRequestDatetime | contact.underwriting_requested_date | 9ogmejm5IKVkZnyTTYPr | First event in collection |
| Loans.Underwriting.UnderwritingDetail.LoanUnderwritingLastDecisionDatetime | contact.underwriting_decision_date | AZA5nP088JImSv68BTat |
|
| Loans.ClosingInformation.ClosingInformationDetail.ClearedToCloseDate | contact.cleared_to_close_date | VUMkHb1Kbmd0vENt8dw9 |
|
| Loans.ClosingInformation.ClosingInformationDetail.ClosingPackageSentToClosingAgentDate | contact.closing_package_date | r45oYp82f7M61ChNCpYx |
|
| Loans.TridSummary.FirstClosingDisclosureSentDate | contact.cd_sent_date | 3tnH6lp2c9vhkHi0SDpJ |
|
| Loans.ClosingInformation.ClosingInformationDetail.LoanFundingWireSentDate | contact.funding_wire_date | 5fBw3VjTGthF13jx3eEv |
|
| Loans.LoanProduct.LoanProductDetail.LockBuySideExpirationDatetime | contact.lock_exp_date | v6PEdPAb1FaEOZ3E73sY |
|
| Loans.LoanDetail.LoanFundingDate | contact.funding_date | I7BlkCmML1UF0q1UYrGD |
|
| Loans.LoanDetail.LoanApprovalDate | contact.approval_date | NvF5o3SODtgKNKJ3mqYy |
|
| Loans.ClosingInformation.ClosingInformationDetail.ClosingDocumentReceivedDate | contact.doc_rec_date | iy00wyUbGIeg53eQ5HfT |
|
| Loans.LoanProduct.LoanProductDetail.LockBuySideTotalDurationDaysCount | contact.lockdurationdays | 60LO9Wfa8SAicrXet9t1 |
|
| Borrowers.BorrowerDetail.BorrowerApplicationSubmittedDate | contact.application_submitted_date | SktDA4BurvvSti4nmnmK | Primary Borrower party |
Loan Details | Loans.LoanDetail.LenderLoanNumber | contact.loannumber | vgAgUK2KlMmT7dKdakfk |
|
| Loans.TermsOfLoan.BaseLoanAmount | contact.loanAmount | fBiOeViwuQSNjyr1RmtQ | Yes |
| SubjectProperty.SalesContract.SalesContractAmount | contact.purchasePrice | nQFH4928Tipkp1TIL745 |
|
| SubjectProperty.PropertyDetail.PropertyEstimatedValueAmount | contact.propertyValue | pYEb3D7prgIIbUC4ovui |
|
| Loans.TermsOfLoan.NoteRatePercent | contact.rate | NP0wbeL2f1qwsRGNe5Np |
|
| Loans.Amortization.AmortizationRule.LoanAmortizationPeriodCount | contact.term | oIdvTbV4tctE6Dk6qPtk |
|
| Loans.Amortization.AmortizationRule.AmortizationType | contact.loanType | d9opS49rtIfGlekfAJC5 |
|
| Loans.TermsOfLoan.MortgageType | contact.mortgageType | nbw6RnTFoH1Uueop5jy5 |
|
| Loans.TermsOfLoan.LoanPurposeType | contact.loanPurpose | 1t3igXWMSh4TtYVGYWgC |
|
Subject Property | SubjectProperty.Address.AddressLineText | contact.subjectAddresss | wmcbkmKDnTZj6eJz5Jmw |
|
| SubjectProperty.Address.CityName | contact.subjectCity | Qa5HmWio7RO5YKlqapcQ |
|
| SubjectProperty.Address.StateCode | contact.subjectState | KQrSXcapaMHC03NgL8ZX |
|
| SubjectProperty.Address.PostalCode | contact.subjectPostalCode | bZvw6BhW8HwbwspGR6Gq |
|
System | From Credential Manager | contact.locationId |
| Yes (Credential setup) |
|
|
| Store returned value on new contact result | |
Loan Originator | Parties.Individual.ContactMethod.WorkEmailValue | contact.loemail | w92LlbpEHqUKc41mgQpg | Where party type is Loan Originator |
| Loans.LoanDetail.LoanOriginatorNmlsIdentifier | contact.lonmls | umUe2EKM67pJtZaJIwqn | Where party type is Loan Originator |
| Parties.Individual.Name.FullName | contact.loname | a85elt4inyHhrofAe8xS | Where party type is Loan Originator |
Processor | Parties.Individual.ContactMethod.WorkEmailValue | contact.procemail | 91DyPhP5zLhGaulDftc3 | Where party type = Processor |
| Parties.Individual.ContactMethod.WorkPhoneValue | contact.processor_phone | YMjHyfgTsdN6VmbRplTs | Where party type = Processor |
| Parties.Individual.Name.FullName | contact.procname | GiuVRlq8zqpoC2iwFxIx | Where party type = Processor |
Tips
Use the GHL Field ID for mapping if it exists; otherwise, use the field name.
Only required fields must be filled in; optional fields can be left blank.
Double-check names and emails for accuracy.
If you have questions about a specific field, please contact support.
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