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SoftPro Integration

This README file describes several API endpoints for integrating with SoftPro, a real estate and title insurance software company. The document provides detailed information on the required fields for each endpoint, including validation rules.

Stage Order

Endpoint

POST https://app.gridbase.io/v1/orders/stage

Required fields and validation

Field NameField DescriptionData TypeValidation
orderDetails.ProductTypeDescProducts Available to orderstringMax 100 characters
orderDetails.transactionTypeDescTransaction TypestringMax 100 characters
orderDetails.NewLoanTypeType of new loanstringMax 50 characters
orderDetails.NewLoanNumberNew loan numberstringMax 30 characters
parties.buyers.lastNameBuyers Last NamestringMax 50 characters, required
parties.buyers.firstNameBuyers First NamestringMax 30 characters, required
parties.lender.companyNameLender Company NamestringMax 250 characters, required
property.address.streetProperty Address 1stringMax 100 characters, required
property.address.cityDescProperty City DescriptionstringMax 30 characters, required
property.address.stateIdProperty StatestringMax 2 characters, required
property.address.zipProperty ZipstringMax 10 characters, required
integrationIdIntegration ID (use the ID of the partner/title agent to send the order to)stringRequired
SystemSystem integration typeenumRequired, must be "Softpro"

Request body example

{
"orderDetails": {
"ProductTypeDesc": "Residential",
"transactionTypeDesc": "Purchase",
"NewLoanType": "Fixed",
"NewLoanNumber": "123456"
},
"parties": {
"buyers": [
{
"lastName": "Doe",
"firstName": "John"
}
],
"lender": {
"companyName": "LenderCorp"
}
},
"property": {
"address": {
"street": "123 Main St",
"cityDesc": "Hometown",
"stateId": "CA",
"zip": "12345"
}
},
"integrationId": "your-integration-id",
"System": "Softpro"
}

Update Order

Endpoint

PUT https://app.gridbase.io/v1/orders/update

Required fields and validation

Updates will take the full order, anything left null should not replace an existing value.

Field NameField DescriptionData TypeValidation
orderDetails.ProductTypeDescProducts Available to orderstringMax 100 characters
orderDetails.transactionTypeDescTransaction TypestringMax 100 characters
orderDetails.NewLoanTypeType of new loanstringMax 50 characters
orderDetails.NewLoanNumberNew loan numberstringMax 30 characters
parties.buyers.lastNameBuyers Last NamestringMax 50 characters, required
parties.buyers.firstNameBuyers First NamestringMax 30 characters, required
parties.lender.companyNameLender Company NamestringMax 250 characters, required
property.address.streetProperty Address 1stringMax 100 characters, required
property.address.cityDescProperty City DescriptionstringMax 30 characters, required
property.address.stateIdProperty StatestringMax 2 characters, required
property.address.zipProperty ZipstringMax 10 characters, required

Request body example

{
"orderDetails": {
"ProductTypeDesc": "Residential",
"transactionTypeDesc": "Refinance",
"NewLoanType": "Variable",
"NewLoanNumber": "654321"
},
"parties": {
"buyers": [
{
"lastName": "Smith",
"firstName": "Jane"
}
],
"lender": {
"companyName": "FinanceInc"
}
},
"property": {
"address": {
"street": "456 Elm St",
"cityDesc": "Smalltown",
"stateId": "TX",
"zip": "67890"
}
}
}

Add Document

Endpoint

POST https://app.gridbase.io/v1/documents/{orderId}

Required fields and validation

Field NameField DescriptionData TypeValidation
fileNameName of file without extensionstringRequired, Max 50 characters
documentBodyDocument as a Base64 stringstringRequired, Must be Base64 format
extensionExtension of the uploaded file txt, pdf, etcstringRequired, Max 10 characters

Request body example

{
"fileName": "contract",
"documentBody": "base64encodedstring",
"extension": "pdf"
}

Add Note

Endpoint

POST https://app.gridbase.io/v1/notes/{orderId}

Required fields and validation

Field NameField DescriptionData TypeValidation
noteSubjectNote SubjectstringMax 100 characters, required
noteBodyNote BodystringMax 500 characters, required
descriptionAdditional detailsstringOptional
documentIdRelated Document IDstringOptional

Request body example

{
"noteSubject": "Inspection",
"noteBody": "The property inspection is scheduled for next week.",
"description": "Additional note details",
"documentId": "document-id-123"
}

Cancel Order

Endpoint

PUT https://app.gridbase.io/v1/orders/cancel

Required fields and validation

Field NameField DescriptionData TypeValidation
orderIdUnique identifier of the orderstringRequired
cancelReasonReason for cancelling orderstringRequired

Request body example

{
"orderId": "63f---------------443413",
"cancelReason": "Client request"
}