Purchase Advice

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This form type provides a detailed summary of a loan purchase transaction, including loan-level data and pricing information. It also records the terms under which a loan was acquired.

To use the Upload PDF endpoint for this document, you must use PURCHASE_ADVICE in the form_type parameter.

Field descriptions

The following fields are available on this document type:

JSON Attribute	Data Type	Description
`purchase_advice-Part01-General:loanInformation:borrowerName1`	Text	Borrower Name 1
`purchase_advice-Part01-General:loanInformation:borrowerName2`	Text	Borrower Name 2
`purchase_advice-Part01-General:loanInformation:sellerLoanNumber`	Text	Seller Loan Number
`purchase_advice-Part01-General:loanInformation:alternativeLoanNumber`	Text	Alternative Loan Number
`purchase_advice-Part01-General:loanInformation:purchaseDate`	Date	Purchase Date
`purchase_advice-Part01-General:loanInformation:originalLoanAmount`	Money	Original Loan Amount
`purchase_advice-Part01-General:loanInformation:dateClosed`	Date	Date Closed
`purchase_advice-Part01-General:loanInformation:1stPaymentDueOnLoan`	Date	1st Payment Due On Loan
`purchase_advice-Part01-General:summaryLoanPurchaseInformation:unpaidPrincipalBalance(Upb)`	Money	Unpaid Principal Balance (UPB)
`purchase_advice-Part01-General:summaryLoanPurchaseInformation:price`	Money	Price
`purchase_advice-Part01-General:summaryLoanPurchaseInformation:interestPaidOrDeducted`	Money	Interest Paid Or Deducted
`purchase_advice-Part01-General:summaryLoanPurchaseInformation:fees`	Money	Fees
`purchase_advice-Part01-General:summaryLoanPurchaseInformation:escrowBalance`	Money	Escrow Balance
`purchase_advice-Part01-General:summaryLoanPurchaseInformation:buydownSubsidy`	Money	Buydown Subsidy
`purchase_advice-Part01-General:summaryLoanPurchaseInformation:totalPurchaseWireAmount`	Money	Total Purchase Wire Amount
`purchase_advice-Part01-General:fees:acquisitionFee`	Money	Acquisition Fee
`purchase_advice-Part01-General:fees:corr.TargetProfit`	Money	Corr. Target Profit
`purchase_advice-Part01-General:escrows:mip/pmiInsurance`	Money	MIP/PMI Insurance

Sample document

drive.google.com

PURCHASE_ADVICE.pdf

Sample JSON result

{
  "pk": 62572122,
  "uuid": "f3d244f4-4c4e-4f0f-b526-f76c7e1c36f5",
  "name": "PURCHASE_ADVICE",
  "created": "2025-07-01T16:49:50Z",
  "created_ts": "2025-07-01T16:49:50Z",
  "verified_pages_count": 2,
  "book_status": "ACTIVE",
  "id": 62572122,
  "forms": [
    {
      "pk": 69848952,
      "uuid": "79cdc5a7-e204-408b-934b-c9cd41eb8253",
      "uploaded_doc_pk": 102985947,
      "form_type": "PURCHASE_ADVICE",
      "form_config_pk": 1667433,
      "tables": [],
      "attribute_data": null,
      "raw_fields": {
        "purchase_advice-Part01-General:fees:acquisitionFee": {
          "value": "-100.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        },
        "purchase_advice-Part01-General:fees:corr.TargetProfit": {
          "value": "20000.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        },
        "purchase_advice-Part01-General:escrows:mip/pmiInsurance": {
          "value": "0.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        },
        "purchase_advice-Part01-General:summaryLoanPurchaseInformation:fees": {
          "value": "20000.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        },
        "purchase_advice-Part01-General:summaryLoanPurchaseInformation:price": {
          "value": "-10000.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        },
        "purchase_advice-Part01-General:summaryLoanPurchaseInformation:escrowBalance": {
          "value": "0.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        },
        "purchase_advice-Part01-General:summaryLoanPurchaseInformation:buydownSubsidy": {
          "value": "0.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        },
        "purchase_advice-Part01-General:summaryLoanPurchaseInformation:interestPaidOrDeducted": {
          "value": "100.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        },
        "purchase_advice-Part01-General:summaryLoanPurchaseInformation:totalPurchaseWireAmount": {
          "value": "510100.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        },
        "purchase_advice-Part01-General:summaryLoanPurchaseInformation:unpaidPrincipalBalance(Upb)": {
          "value": "500000.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        },
        "purchase_advice-Part01-General:loanInformation:dateClosed": {
          "value": "01/22/2025",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        },
        "purchase_advice-Part01-General:loanInformation:purchaseDate": {
          "value": "02/01/2025",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        },
        "purchase_advice-Part01-General:loanInformation:borrowerName1": {
          "value": "JOHN FAKE, SAMPLE",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        },
        "purchase_advice-Part01-General:loanInformation:borrowerName2": {
          "value": "",
          "is_empty": true,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        },
        "purchase_advice-Part01-General:loanInformation:sellerLoanNumber": {
          "value": "A123456",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        },
        "purchase_advice-Part01-General:loanInformation:originalLoanAmount": {
          "value": "500000.00",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        },
        "purchase_advice-Part01-General:loanInformation:1stPaymentDueOnLoan": {
          "value": "03/01/2025",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        },
        "purchase_advice-Part01-General:loanInformation:alternativeLoanNumber": {
          "value": "1234567890",
          "is_empty": false,
          "alias_used": null,
          "source_filename": "PURCHASE_ADVICE.pdf",
          "confidence": 1.0
        }
      }
    }
  ],
  "book_is_complete": true
}

Updated 23 days ago