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Requires CamoAg Enterprise subscription and Mortgage module add-on to access this feature.

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Requirements: Read First

1
Column names must appear exactly as written below (lowercase, with underscores). Columns you don’t use can be left blank or removed.
2
Every row must include the four required values: county_geoid, recording_date, assessor_parcel_number, and at least one recorded document number (recorded_document_number, recorded_document_book_number, or recorded_document_page_number).
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One row per parcel. A mortgage that covers several parcels is written as several rows with the same county, recording date, and document number(s). They’re combined into a single mortgage during the import.
4
Dates use YYYY-MM-DD format (for example, 2024-03-15).

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Mortgage Import Template

Download the mortgage import template

A CSV with the header row for every supported column. Fill in the columns you have and leave the rest blank.

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How rows become mortgages

CamoAg identifies each mortgage by its county, recording year, and recorded document number(s). Rows that share those values are grouped into one mortgage:
  • Mortgage fields are read from the first row in the group.
  • Parcel fields are read from every row, so each row adds a parcel to the mortgage.
  • Borrower and Lender fields are read from every row, and duplicate names are merged.
Re-importing a row with the same county, recording year, and document number(s) updates the existing mortgage rather than creating a duplicate.

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Value formats

The file may be comma (,) or pipe (|) delimited.

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Required fields

Rows missing any of these values are rejected. The other rows in the file still import.
  • county_geoid (String) - The 5-digit county FIPS code (2-digit state code + 3-digit county code). Keep any leading zero.
    • Examples: 17037 (DeKalb County, IL), 01001 (Autauga County, AL)
  • recording_date (Date) - Date the mortgage was recorded with the county
    • Examples: 2024-03-15
  • assessor_parcel_number (String) - The parcel number (APN / PIN) the mortgage is recorded against. Used to match the mortgage to a parcel on the map.
    • Examples: 123-44-55-66-777, 0912345001
  • recorded_document_number (String) OR recorded_document_book_number (String) OR recorded_document_page_number (String) - At least one is required; provide all that appear on the recorded document.
    • Examples: document number 2024R-01202; book 345, page 3

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Mortgage fields

These describe the loan itself. For a multi-parcel mortgage, they only need to be filled in on the first row.

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Required

  • county_geoid, recording_date, and a recorded document number (see Required fields)

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Optional: common

  • amount (Number) - Loan amount
    • Examples: 250000
  • date (Date) - Date the mortgage was signed
    • Examples: 2024-03-01
  • due_date (Date) - Maturity date of the loan
    • Examples: 2054-03-01
  • interest_rate (Number) - Interest rate, as a percent
    • Examples: 4.25
  • term (Integer) - Length of the loan, in the unit given by camo_term_code
    • Examples: 360
  • camo_term_code (Choice) - Unit for term. One of: days, months, year
  • camo_loan_type_code (Choice) - Loan type. See Loan type values below
    • Examples: conventional, farmers_home_administration, usda
  • camo_interest_rate_type_code (Choice) - Interest rate type. One of: fixed, adjustable, variable_rate, balloon, unknown
  • active (Boolean) - Whether the mortgage is still active. Defaults to true
  • should_delete (Boolean) - Set to true to remove a previously imported mortgage that matches this row’s county, recording year, and document number(s). Defaults to false
  • document_type_code (String) - Recorded document type code from your source
  • type_code (String) - Mortgage type code from your source
  • purpose_code (String) - Loan purpose code from your source
  • primary_category_code (String) - Primary category code from your source
  • sequence_number (Integer) - Position of this mortgage when several are recorded against the same property (for example, 1 for a first mortgage, 2 for a second)
  • subordinate_type_code (String) - Subordinate loan type code
  • multi_or_split_parcel_code (String) - Code indicating the mortgage covers multiple or split parcels
  • borrower_etal_code (String) - Code indicating additional borrowers beyond those listed
  • subject_transaction_document_number (String) - Document number of the related sale (deed) transaction
  • subject_transaction_document_book_number (String) - Book number of the related sale transaction
  • subject_transaction_document_page_number (String) - Page number of the related sale transaction
  • subject_transaction_recording_date (Date) - Recording date of the related sale transaction
  • transfer_info_purchase_downpayment (Integer) - Down payment on the related purchase
  • transfer_info_purchase_loan_to_value (Number) - Loan-to-value ratio on the related purchase
  • assumption_amount (Number) - Amount assumed, for an assumed loan
  • prepayment_expiration_date (Date) - Date the prepayment penalty expires
  • prepayment_penalty_expiration_period (Integer) - Length of the prepayment penalty period
  • reverse_mortgage_indicator (String) - Reverse mortgage flag from your source
Each is true or false.
  • conforming_loan_indicator
  • non_conforming_loan_indicator
  • conventional_loan_indicator
  • construction_loan_indicator
  • equity_loan_indicator
  • fha_loan_indicator
  • fixed_rate_loan_indicator
  • variable_rate_loan_indicator
  • refinance_loan_indicator
  • small_business_administration_loan_indicator
  • veterans_administration_loan_indicator
  • private_party_lender_indicator
  • seller_carry_back_indicator
  • other_subordinate_loan_indicator
  • mobile_home_indicator
Each is true or false.
  • condominium_rider_indicator
  • multifamily_rider_indicator
  • planned_unit_development_rider_indicator
  • second_home_rider_indicator
  • variable_rider_indicator
  • govt_sponsored_enterprise_eligible_mortgage_rider_indicator
  • camo_arm_index_type (Choice) - Index the rate adjusts against. See ARM index values below
  • intial_interest_rate_type_code (Choice) - Interest rate type at origination. Same values as camo_interest_rate_type_code. Note the column spelling: intial
  • interest_index (Number) - Index rate
  • interest_margin (Integer) - Margin added to the index
  • interest_only_period_years (Integer) - Length of any interest-only period, in years
  • fix_step_conversion_rate (String) - Fixed/step conversion rate
  • arm_category_code (String) - ARM category code from your source
  • arm_frequency (String) - How often the rate adjusts
  • arm_change_interval (Integer) - Interval between rate changes
  • arm_change_percent_limit (Number) - Maximum change per adjustment, as a percent
  • arm_calculation_change (Number) - Rate change calculation value
  • arm_initial_change_max_percent (Number) - Maximum change at the first adjustment, as a percent
  • arm_initial_reset_date (Date) - Date of the first rate adjustment
  • arm_payment_change_date (Date) - Date the payment amount changes
  • arm_lookback_period (Integer) - Lookback period used to pick the index value
  • arm_maximum_interest_rate (Number) - Lifetime rate cap
  • arm_interest_only_indicator (Boolean)
  • arm_negative_amortization_indicator (Boolean)
  • arm_pay_option_indicator (Boolean)
  • arm_prepayment_rider_indicator (Boolean)
Up to two principals who signed on behalf of the borrower.
  • principal_one_full_name, principal_one_first_name, principal_one_middle_initial, principal_one_last_name, principal_one_title (String)
  • principal_two_full_name, principal_two_first_name, principal_two_middle_initial, principal_two_last_name, principal_two_title (String)
    • Examples: Jane Smith, Jane, A, Smith, Managing Member
Usually only needed when the file comes from a data provider.
  • transaction_key (String) - Leave blank. CamoAg calculates it from the county, recording year, and document number(s); a value that doesn’t match is rejected
  • transaction_batch_date (Date) - Date of the provider batch this row came from
  • updated_at (Date and time) - When the record was last updated at the source

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Loan type values

Use one of these for camo_loan_type_code. Note the column values are spelled exactly as shown, including line_of_credt and wrap_around_mortage.
adjustable_rate, assumption, balloon, building_or_construction, cash, closed_end, commercial, community_development_authority, conventional, conventional_with_pmi, farmers_home_administration, fha, land_contract, lease_hold_mortgage, line_of_credt, loan_modification, negative_amortization, private_party_lender, purchase_money_mortgage, reverse_mortgage, second_mortgage_to_cover_down_payment, seller_take_back, small_business_administration, small_business_association, stand_alone_first, stand_alone_refi, stand_alone_second, state_veterans, unknown, usda, veterans_administration, wrap_around_mortage

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ARM index values

Use one of these for camo_arm_index_type.
constant_maturity_treasury, constant_maturity_treasury_1_year, constant_maturity_treasury_3_year, constant_maturity_treasury_5_year, constant_maturity_treasury_index_10_year, cost_of_funds, eleventh_district, fannie_mae, federal_home_loans_bank_of_new_york, lama, libor_1_month, libor_1_year, libor_3_month, libor_6_month, london_interbank_offered_rate, monthly_treasury_average, monthly_treasury_average_1_year, other, prime, secondary_market_cd_rate_6_month, secured_overnight_financing_rate, t_bill_1_year, t_bill_6_months, treasury_bill, treasury_note_10_year, treasury_note_3_year, treasury_note_5_year, unknown

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Example

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Parcel fields

These describe the parcel the mortgage is recorded against. Fill them in on every row; each row adds one parcel to the mortgage.

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Required

  • assessor_parcel_number (String) - The parcel number (APN / PIN). Formatting such as dashes and spaces is ignored when matching.
    • Examples: 08-16-200-004, 0816200004

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Optional

  • formatted_assessor_parcel_number (String) - The parcel number as the county formats it. Also used to match the parcel
  • original_assessor_parcel_number (String) - A previous parcel number, if it has changed. Also used to match the parcel
  • alternate_parcel_id (String) - Any other parcel ID the county uses. Also used to match the parcel
  • tax_account_number (String) - County tax account number. Also used to match the parcel
  • apn_sequence_number (Integer) - Sequence number when one APN has several records
  • land_use_code (String) - Land use code
    • Examples: AG
  • county_use_description (String) - The county’s land use description
    • Examples: Agricultural Land
  • state_use_description (String) - The state’s land use description
  • property_indicator_code (String) - Property type code from your source
  • zoning_code (String) - Zoning code
  • actual_year_built (Integer) - Year the main structure was built
  • effective_year_built (Integer) - Effective year built, adjusted for renovations
  • total_number_of_buildings (Integer) - Number of buildings on the parcel
The address of the parcel itself, not the borrower’s mailing address.
  • deed_situs_street_address (String) - Full street address line
    • Examples: 1234 County Road 7
  • deed_situs_house_number (String)
  • deed_situs_house_number_suffix (String)
  • deed_situs_house_number_two (String)
  • deed_situs_direction (String) - Street direction prefix (N, S, E, W)
  • deed_situs_street_name (String)
  • deed_situs_mode (String) - Street type (Rd, St, Ave)
  • deed_situs_quadrant (String) - Street direction suffix
  • deed_situs_unit_number (String)
  • deed_situs_city (String)
  • deed_situs_county (String)
  • deed_situs_state (String) - Two-letter state abbreviation
  • deed_situs_zip_code (String)
  • deed_situs_carrier_route (String)
  • standardized_address_confidence_code (String)
Usually only needed when the file comes from a data provider.
  • third_party_id (String) - The provider’s property ID (for example, an Attom ID or CoreLogic CLIP)
  • previous_third_party_id (String) - A previous provider property ID
  • third_party_transaction_id (String) - The provider’s transaction ID
  • composite_property_linkage_key (String)
  • transaction_batch_sequence_number (Integer)
  • pending_record_indicator (Boolean)
  • record_action_indicator (String)

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Example

A single mortgage recorded against two parcels uses two rows with the same county, recording date, and document number. Mortgage fields only need to be filled in on the first row:

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Borrower fields

Up to four borrowers per row. For each borrower, provide either the full name or both the first name and middle initial and last name. A borrower without a name is skipped.

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Required

None. A mortgage can import without borrowers, but we strongly recommend including at least borrower_one_full_name so the mortgage shows who it belongs to.

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Optional

Names
  • borrower_one_full_name (String) - Full name of the first borrower
    • Examples: John A Smith, Smith Family Farms LLC
  • borrower_one_first_name_and_middle_initial (String) - Used with borrower_one_last_name when no full name is given
    • Examples: John A
  • borrower_one_last_name (String)
    • Examples: Smith
  • borrower_one_corporate_indicator (Boolean) - true if the borrower is a business, trust, or other entity rather than a person. Blank is treated as false
  • The same four columns exist for borrowers two, three, and four: borrower_two_full_name, borrower_two_first_name_and_middle_initial, borrower_two_last_name, borrower_two_corporate_indicator, and so on
Mailing address One mailing address is shared by all borrowers on the mortgage. Provide either the single-line borrower_full_address or the broken-out components.
  • borrower_full_address (String) - Mailing address, as a single line
    • Examples: 1234 Red St, Sycamore, IL 60178
OR
  • borrower_address_line_1 (String)
    • Examples: 1234 Red St
  • borrower_address_line_2 (String)
    • Examples: Suite 400
  • borrower_post_office_box_number (String)
    • Examples: PO Box 55
  • borrower_city (String)
    • Examples: Sycamore
  • borrower_state (String)
    • Examples: IL
  • borrower_zipcode (String)
    • Examples: 60178
  • borrower_country (String)
    • Examples: United States

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Example

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Lender fields

One lender per row. For the lender name, provide lender_full_name, lender_company_name, or lender_first_name and lender_last_name; the first one present is used. A row without a lender name adds no lender.

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Required

None, but we strongly recommend including lender_full_name or lender_company_name so the mortgage shows who holds it.

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Optional

  • lender_full_name (String) - Lender name
    • Examples: First State Bank
  • lender_company_name (String) - Lender company name, used if no full name is given
  • lender_first_name (String) - For an individual lender, used with lender_last_name if no full or company name is given
  • lender_last_name (String)
  • lender_company_code (String) - Lender code from your source
  • lender_address (String) - Lender street address
    • Examples: 100 Main St
  • lender_city (String)
  • lender_state (String)
  • lender_zip_code (String)
  • lender_post_to_name (String) - “Post to” name on the recorded document
  • lender_post_to_code (String)
  • lender_seller_carry_black_flag (Boolean) - Seller carry-back flag. Note the column spelling: black
NMLS
  • loan_company_nmls_id_one (Integer) - NMLS ID of the lending company
    • Examples: 123456
  • loan_company_nmls_name_one (String) - NMLS name of the lending company
  • loan_company_nmls_id_two (Integer) - NMLS ID of a second lending company
  • loan_company_nmls_name_two (String)
  • loan_officer_nmls_id (Integer) - NMLS ID of the loan officer
  • loan_officer_nmls_name (String) - Loan officer name

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Example

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Full example

A minimal file with one mortgage on one parcel, as it would look in a text editor:
Questions about the format, or ready to send a file? Email support@camo.ag.
Last modified on November 12, 2026