The following operations are supported. For a formal definition, please review the Service Description.

• AddBorrower
  Adds a borrower. [sTicket] Ticket returned by AuthServices.asmx. [optionsXml] LoXml with loanid / loan reference number / loan number, optional borrowerid, optional uladApplicationId. [returns] xml which can have CreatedLegacyApplicationId, CreatedUladApplicationId, CreatedCoborrowerId, CreatedBorrowerId, LegacyApplicationId, or UladApplicationId elements.
• BreakBrokerRateLock
• CheckValidAppStatus
• ClearModifiedLoanByName
  [OBSOLETE] Use ClearModifiedLoanByNameByAppCode.
• ClearModifiedLoanByNameByAppCode
  Remove a particular loan name [loanName] from the list of recently modified loans.
• ClearModifiedLoansList
  [OBSOLETE]. Use ClearModifiedLoansListByAppCode
• ClearModifiedLoansListByAppCode
  Clear the list of recently modified loans with a Modified Date older than the [lastModifiedDate]
• ConvertLeadToLoan
  Convert lead to loan and return a loan number. [sTicket] Ticket returned by AuthService.asmx. [sTemplateNm] - The loan template number used to initialized the lead file. [sLNm] The MeridianLink Mortgage Loan Name.
• Create
  Create a new loan file and return a randomly generated loan name. [sTemplateNm] - The loan template number used to initialized the loan file. This value can be left blank.
• CreateClosingDisclosureArchive
  Triggers the creation of a Closing Disclosure Archive for the specified loan file. Returns XML containing the created archive's ID and status.
• CreateClosingDisclosureArchiveByReferenceNumber
  Triggers the creation of a Closing Disclosure Archive for the loan file with the specified reference number. Returns XML containing the created archive's ID and status.
• CreateConsumerDocumentRequest
  Creates either a document request or a document share for the loan and app that matches the given criteria.
• CreateLead
  Create new lead and return a lead name.[sTemplateNm] - The loan template number used to initialized the lead file. This value can be left blank.
• CreateWithCalyxPointFile
• CreateWithDesktopUnderwriter
• CreateWithFannieMaeFile
• CreateWithOptions
  Create a new loan file and return a service result for the newly created loan.
• CreateWithULDD
• DeleteApplicant
  Delete an applicant from an application. [sTicket] Ticket returned by AuthServices.asmx. [sLNm] The MeridianLink Mortgage Loan Name. [applicantSSN] The SSN of the borrower/coborrower we'll delete.
• DeleteLoan
• DocumentFrameworkDownloadGeneratedDocument
  Downloads the generated documents using the download key provided in DocumentFrameworkGenerateDocs.
• DocumentFrameworkGenerateDocs
  Generates Documents via ML-M Document Framework.
• DocumentFrameworkGetAvailableDocPackagesAndPlanCodes
  Loads available document packages and plan codes for given loan through the ML-M Document Framework. AccountId may be empty if not required by the document vendor.
• DocumentFrameworkGetFormsList
  Requests a list of individual forms that can be generated at document request via ML-M Document Framework.
• DocumentFrameworkPerformAudit
  Requests an audit through the ML-M Document Framework. AccountId may be empty if not required by the document vendor.
• DownloadEdocsByShippingTemplate
  [DEPRECATED] Please use the EDocsService version of this method instead. This method returns a PDF containing EDocs on the given loan file [sLNm] that are included in the shipping template [sShippingTemplateName]. EDocs with Protected status are included by default. Obsolete/Rejected docs are omitted. Does not preserve electronic signatures.
• DownloadEdocsPdfById
  [DEPRECATED] Please use the EDocsService version of this method instead.
• GenerateClosestCounselingOrganization
  Generates the 10 closest counseling orgniazations and populates them to the loan.
• GetAuditLog
  Retrieves the loan's audit log
• GetDesktopUnderwriterCasefileStatus
  This method returns casefile status from DU/DO. isDo determines whether the user credentials are for Desktop Originator.
• GetDesktopUnderwriterCasefileStatusByLoanFile
  This method returns casefile status from DU/DO. isDo determines whether the user credentials are for Desktop Originator. This method obtains CasefileID from the specified loan file.
• GetPdfByLoanName
  Retrieve a PDF document for a particular loan file. [Result] - The PDF content in base64 format.
• ImportFromFannieMae
• ImportFromFannieMaeWithInstitutionId
• ImportFromFreddieMac
  Import loan file data from Freddie Mac into an existing or new loan.
• IsLoanExisted
  Returns a TRUE if the loan # exists.
• ListClosingCostTemplateName
• ListEdocsByLoanNumber
  [DEPRECATED] Please use the EDocsService version of this method instead.
• ListModifiedEDocsByAppCode
  [DEPRECATED] Please use the EDocsService version of this method instead. Returns an XML string containing a list of recently modified eDocs. This method is used if the client wants to poll the LO/PML system on a fixed interval (try to keep this interval big) for recently modified files so that they can be imported into a 3rd-party LOS. Contact support for valid appCode. THIS METHOD ONLY RETURN EDOCS MODIFIED SINCE THE LAST MODIFIED DATE.
• ListModifiedLoans
  [OBSOLETE] Use ListModifiedLoansByAppCode.
• ListModifiedLoansByAppCode
  Returns an XML string containing a list of recently modified loans. This method is used if the client wants to poll the LO/PML system on a fixed interval (try to keep this interval big) for recently modified files so that they can be imported into a 3rd-party LOS. Contact support for valid appCode. THIS METHOD ONLY RETURN LOANS MODIFIED IN LAST 90 DAYS.The tracking of modified loan is not enabled by default. To have it enabled you need to contact our integration team, and they will turn on the tracking feature.
• ListMyActiveTaskList
• Load
  Query data from a loan file. [sTicket] Ticket returned by AuthService.asmx. [sLNm] The MeridianLink Mortgage Loan Name. [sXmlQuery] The Xml defines the list of fields to be included in the response. Refer to lo_xmlquery_blank.xml for an example. [format] Identifies the output format to use. 0 - LO XML Query. 3 - Calyx Point (This is returned as an encoded base-64 Xml encased string. This is because the Calyx Point file is a binary file.) 4 - Fannie Mae 3.2. 9 - MISMO 2.6, 10 - MISMO 3.3, 12 - MISMO 3.4 Vanilla, 13 - MISMO 3.4 LPA, 14 - MISMO 3.4 DU, 15 - MISMO 3.4 Combined
• LoadByRefNumber
  Query data from a loan file. [sTicket] Ticket returned by AuthService.asmx. [sLRefNm] The MeridianLink Mortgage Loan Reference Number. [sXmlQuery] The Xml defines the list of fields to be included in the response. Refer to lo_xmlquery_blank.xml for an example. [format] Identifies the output format to use. 0 - LO XML Query. 3 - Calyx Point (This is returned as an encoded base-64 Xml encased string. This is because the Calyx Point file is a binary file.) 4 - Fannie Mae 3.2. 9 - MISMO 2.6, 10 - MISMO 3.3, 12 - MISMO 3.4
• LoadMismo23ByLoanName
  Load the loan identified by the sLNm in Mismo 2.3.1 Format. [sTicket] Ticket returned by AuthService.asmx. [sLNm] The MeridianLink Mortgage Loan Name. [sXmlQuery] The Xml defines the list of fields to be included in the response. Refer to lo_xmlquery_blank.xml for an example.
• LockLoanProgram
• LockLoanProgramAndSkipDuplicateCheck
• LockLoanProgramWithOptions
  Locks a loan program. Options can be passed in using an LOXmlFormat payload.
• LockLoanProgramWithRateOptionId
• LockLoanProgramWithRateOptionIdAndSkipDuplicateCheck
• ParseFnma32ToLoXml
• PrepareLoanForResubmission
• RecievePdf
  PDF upload for integrations
• RecordInitialDisclosureEventWithPartnerKey
  Allows users to record an initial disclosure in the system.
• RegisterLoanProgram
• RegisterLoanProgramAndSkipDuplicateCheck
• RegisterLoanProgramWithOptions
  Registers a loan program. Options can be passed in using an LOXmlFormat payload.
• RegisterLoanProgramWithRateOptionId
• RegisterLoanProgramWithRateOptionIdAndSkipDuplicateCheck
• RemoveBorrower
  Removes the specified borrower. [sTicket] Ticket returned by AuthServices.asmx. [optionsXml] LoXml with loanid/ loan reference number / loan number, borrowerid. [returns] xml which if successful has properties SwappedBorrower, DeletedLegacyApplicationId, DeletedUladApplicationId.
• RemoveRequestedRate
• RetrieveClosingCostTemplateFeeList
• RetrieveConsumerDocumentRequestDocument
  Returns the byte content for the pdf associated with a shared document request.
• RetrieveConsumerDocumentRequests
  Returns xml containing all the Consumer Requests that have been sent to the user.
• RetrieveCustomReport
  This method is deprecated. Please use the RetrieveCustomReport method in Reporting.asmx instead.
• RetrieveLoanActivityList
  This method is deprecated.
• RetrievePmlLoanList
  This method returns an XML containing the list of loan files accessible to a PML user.
• RetrieveRecentActiveLoanList
• RetrieveTaskById
• RetrieveUsersAssignedToLoan
• RunInternalPricing
• RunQuickPricer
  [Deprecated] Please use the RunQuickPricerV1 method in QuickPricer.asmx instead, or upgrade to RunQuickPricerV2
• RunQuickPricerForLockDesk
  [Deprecated] Please use the RunQuickPricerV1ForLockDesk method in QuickPricer.asmx instead, or upgrade to RunQuickPricerV2
• Save
  Update the loan file with new information. [sDataContent] The information to update. Only fields that needs updating should be sent over. [format] Identifies the output format to use. 0 - LO XML Query. - XML result string indicating if the Save operation succeeded or not.
• SaveByRefNumber
  Update the loan file with new information. [sDataContent] The information to update. Only fields that needs updating should be sent over. [format] Identifies the output format to use. 0 - LO XML Query. - XML result string indicating if the Save operation succeeded or not.
• SaveMismo23
  Do not use this method
• Search
• SubmitToDesktopOriginator
• SubmitToDesktopOriginatorSeamless
  Performs a seamless submission to Desktop Originator.
• SubmitToDesktopUnderwriter
• SubmitToDesktopUnderwriterSeamless
  Performs a seamless submission to Desktop Underwriter. Imports the DU credit report.
• SubmitToDesktopUnderwriterSeamlessReissueCredit
  Performs a seamless submission to Desktop Underwriter. Credit is re-issued according to the creditXml and imported.
• SubmitToDesktopUnderwriterSeamlessReissueCredit_OptionalCreditImport
  Performs a seamless submission to Desktop Underwriter. Credit is re-issued according to the creditXml.
• SubmitToDesktopUnderwriterSeamless_OptionalCredit
  Performs a seamless submission to Desktop Underwriter. Provides an option to not import the credit report.
• SubmitToDesktopUnderwriterWithInstituteId
• SubmitToFannieMaeEarlyCheck
• SubmitTotalScorecard
• TaskEdit
• TaskResolve
• TransferLegacyApplication
  Transfer a legacy application between ULAD applications. [sTicket] Ticket returned by AuthServices.asmx. [optionsXml] LoXml with loanid / loan reference number / loan number, legacyapplicationid, index, and optionally uladapplicationid. [returns] xml which may or may not have a CreatedUladApplicationId.
• TransferULADApplication
  Transfers the specified ULAD application to a different position on the loan file. [sTicket] Ticket returned by AuthServices.asmx. [optionsXml] LoXml with loanid / loan reference number / loan number, uladapplicationid, index. [returns] xml.
• UploadConsumerDocumentRequestDocument
• UploadLONXml
• UploadPDFDocument
  [DEPRECATED] Please use the EDocsService version of this method instead. Add a PDF to a loan file. [sTicket] Ticket returned by AuthService.asmx. [sLNm] The MeridianLink Mortgage Loan Name. [documentType] The PDF document type name. [notes] Notes related to the PDF document. [sDataContent] The base 64 encoded PDF document.
• UploadPDFDocumentAsService
  [DEPRECATED] Please use the EDocsService version of this method instead. Add a PDF to a loan file. [sTicket] Ticket returned by AuthService.asmx. [sLNm] The MeridianLink Mortgage Loan Name. [documentType] The PDF document type name. [notes] Notes related to the PDF document. [sDataContent] The base 64 encoded PDF document. [serviceType] The type of service currently in use.
• UploadPDFDocumentToApp
  [DEPRECATED] Please use the EDocsService version of this method instead. Add a PDF to a loan file. [sTicket] Ticket returned by AuthService.asmx. [sLNm] The MeridianLink Mortgage Loan Name. [aAppId] The Application Id to contain the file. [documentType] The PDF document type name. [notes] Notes related to the PDF document. [sDataContent] The base 64 encoded PDF document.
• UploadPDFDocumentToAppAsService
  [DEPRECATED] Please use the EDocsService version of this method instead. Add a PDF to a loan file. [sTicket] Ticket returned by AuthService.asmx. [sLNm] The MeridianLink Mortgage Loan Name. [aAppId] The Application Id to contain the file. [documentType] The PDF document type name. [notes] Notes related to the PDF document. [sDataContent] The base 64 encoded PDF document. [serviceType] The type of service currently in use.