public MortgageLead ToMortgageLead(int clientID, bool saveToDB = false)
{
string[] names = (FullName + " ").Split(' ');
var loanTekLead = new MortgageLead()
{
FullName = FullName,
FirstName = names[0],
LastName = names[1],
MailCity = City,
MailState = State,
MailZip = Zip,
ClientID = clientID,
SourceCreated = Created,
Created = DateTime.Now
};
if (saveToDB)
{
loanTekLead.Save();
}
return(loanTekLead);
}
private ActionResponse <Lead> duplicateCheck(int clientId, MortgageLead dataLead)
{
Lead lead = new Lead();
//these need to initialized for DuplicateCheck
lead.ClientID = clientId;
lead.UserID = dataLead.UserId.ToInt();
lead.FirstName = dataLead.Borrower?.FirstName;
lead.LastName = dataLead.Borrower?.LastName;
lead.Email = dataLead.ContactInfo?.Email;
return(lead.DuplicateCheck(DataConnections.DataContextBankrateRead));
}
public static Lead ConvertXmlSchema(MortgageLead dataLead)
{
if (dataLead == null)
{
return(null);
}
Lead lead = new Lead();
LoanTekAPI.SetLeadDefaults(lead);
lead.UserID = dataLead.UserId.ToInt();
if (string.IsNullOrEmpty(dataLead.Status))
{
dataLead.Status = LeadStatus.Assigned.ToString();
}
LeadStatus leadStatus;
if (Enum.TryParse(dataLead.Status, out leadStatus))
{
lead.StatusID = (int)leadStatus;
}
else
{
lead.StatusID = (int)LeadStatus.Unassigned;
}
#region Address update / cleanup
var state = string.Empty;
var zip = string.Empty;
if (dataLead.Borrower != null)
{
if (string.IsNullOrEmpty(dataLead.Borrower?.MailState))
{
if (dataLead.Property != null)
{
state = dataLead.Property?.PropertyState;
zip = dataLead.Property?.PropertyZip;
}
}
else
{
state = dataLead.Borrower?.MailState;
zip = dataLead.Borrower?.MailZip;
}
}
if (string.IsNullOrEmpty(state) && !string.IsNullOrEmpty(zip))
{
using (LeadsDataContext dc = new LeadsDataContext())
{
var result = dc.LeadsGetStateAbbreviationByZipCode(zip).FirstOrDefault();
if (result != null)
{
state = NullSafe.NullSafeString(result.stateabbv);
}
}
}
if (!string.IsNullOrEmpty(state))
{
if (dataLead.Borrower != null)
{
if (string.IsNullOrEmpty(dataLead.Borrower?.MailState))
{
dataLead.Borrower.MailState = state;
}
}
if (dataLead.Property != null)
{
if (string.IsNullOrEmpty(dataLead.Property?.PropertyState))
{
dataLead.Property.PropertyState = state;
}
}
}
#endregion
#region Name update / cleanup
if (dataLead.Borrower != null)
{
if (dataLead.Borrower?.FirstName != null)
{
lead.FirstName = NullSafe.NullSafeString(dataLead.Borrower?.FirstName);
}
if (dataLead.Borrower?.LastName != null)
{
lead.LastName = NullSafe.NullSafeString(dataLead.Borrower?.LastName);
}
if (string.IsNullOrEmpty(dataLead.Borrower?.LastName))
{
var nameList = NullSafe.NullSafeString(dataLead.Borrower?.FirstName).Split(' ').ToList();
switch (nameList.Count)
{
case 1:
lead.FirstName = nameList[0];
break;
case 2:
lead.FirstName = nameList[0];
lead.LastName = nameList[1];
break;
case 3:
lead.FirstName = nameList[0];
lead.MiddleName = nameList[1];
lead.LastName = nameList[2];
break;
case 4:
if (nameList.Count(w => w == "and") > 0)
{
lead.FirstName = $"{nameList[0]} {nameList[1]} {nameList[2]}";
lead.MiddleName = string.Empty;
lead.LastName = nameList[3];
}
else
{
lead.FirstName = nameList[0];
lead.MiddleName = nameList[1];
lead.LastName = $"{nameList[2]} {nameList[3]}";
}
break;
}
}
}
#endregion
if (dataLead.Borrower != null)
{
if (NullSafe.NullSafeString(dataLead?.Borrower?.GrossMonthlyIncome).Split('-').Length > 1)
{
var income = NullSafe.NullSafeString(dataLead?.Borrower?.GrossMonthlyIncome).Split('-')[0];
dataLead.Borrower.GrossMonthlyIncome = income;
}
if (NullSafe.NullSafeString(dataLead?.Borrower?.FicoScore).Split('-').Length > 1)
{
var fico = NullSafe.NullSafeString(dataLead?.Borrower?.FicoScore).Split('-')[0];
dataLead.Borrower.FicoScore = fico;
}
}
lead.LenderId = dataLead.LenderId;
lead.PartnerId = dataLead.PartnerId;
lead.EmailScore = NullSafe.NullSafeString(dataLead?.EmailScore);
lead.HasMobilePhone = NullSafe.NullSafeString(dataLead?.HasMobilePhone);
lead.HasRecentPhoneActivity = NullSafe.NullSafeString(dataLead?.HasRecentPhoneActivity);
lead.PhoneScore = NullSafe.NullSafeString(dataLead?.PhoneScore);
lead.ReferralType = NullSafe.NullSafeString(dataLead?.ReferralType);
lead.JornayaLeadId = NullSafe.NullSafeString(dataLead?.JornayaLeadId);
lead.CountyID = 0;
lead.AdditionalInformation = NullSafe.NullSafeString(dataLead.AdditionalInformation).Replace("Unknown", "");
lead.Age = NullSafe.NullSafeInteger(dataLead?.Borrower?.Age, 0);
lead.AnnualIncome = NullSafe.NullSafeInteger(dataLead?.Borrower?.GrossMonthlyIncome, 0) * 12;
lead.Assigned = DateTime.Now;
lead.Created = DateTime.Now;
lead.CreditProfile = NullSafe.NullSafeString(dataLead?.Borrower?.CreditRating).Replace("Unknown", "");
lead.DateOfBirth = NullSafe.NullSafeString(dataLead?.Borrower?.DateOfBirth).Replace("Unknown", "");
lead.EmployerName = NullSafe.NullSafeString(dataLead?.Borrower?.EmployerName).Replace("Unknown", "");
lead.EmploymentLength = NullSafe.NullSafeString(dataLead?.Borrower?.EmploymentLength).Replace("Unknown", "");
lead.EmploymentLengthPeriod = NullSafe.NullSafeString(dataLead?.Borrower?.EmploymentLengthPeriod).Replace("Unknown", "");
lead.EmploymentStatus = NullSafe.NullSafeString(dataLead?.Borrower?.EmploymentStatus).Replace("Unknown", "");
lead.FicoScore = NullSafe.NullSafeInteger(dataLead?.Borrower?.FicoScore, 0);
if (string.IsNullOrEmpty(lead.CreditProfile))
{
lead.CreditProfile = LoanTekAPI.GetCreditProfile((int)lead.FicoScore);
}
lead.FirstName = StringUtilities.PropCase(StringUtilities.RemoveCharactersButKeepSpaces(lead.FirstName));
lead.GrossMonthlyIncome = NullSafe.NullSafeInteger(dataLead?.Borrower?.GrossMonthlyIncome, 0);
lead.HasCoBorrower = dataLead.CoBorrower != null;
lead.IPAddress = NullSafe.NullSafeString(dataLead.IPAddress);
if (lead.IPAddress.Length > 24)
{
lead.IPAddress = lead.IPAddress.Substring(0, 24);
}
lead.IsDeleted = false;
lead.IsVerified = true;
lead.LastName = StringUtilities.PropCase(StringUtilities.RemoveCharactersButKeepSpaces(lead.LastName));
lead.LiquidAssetsValue = NullSafe.NullSafeInteger(dataLead?.Borrower?.LiquidAssetsValue, 0);
lead.MailAddress = StringUtilities.PropCase(NullSafe.NullSafeString(dataLead?.Borrower?.MailAddress).Replace("Unknown", ""));
lead.MailAddress2 = StringUtilities.PropCase(NullSafe.NullSafeString(dataLead?.Borrower?.MailAddress2).Replace("Unknown", ""));
lead.MailCity = StringUtilities.PropCase(NullSafe.NullSafeString(dataLead?.Borrower?.MailCity).Replace("Unknown", ""));
lead.MailState = LocationServices.GetStateAbbreviation(NullSafe.NullSafeString(dataLead?.Borrower?.MailState).Replace("Unknown", "")).ToUpper();
lead.MailZip = NullSafe.NullSafeString(dataLead?.Borrower?.MailZip).Replace("Unknown", "");
lead.MaritalStatus = NullSafe.NullSafeString(dataLead?.Borrower?.MaritalStatus).Replace("Unknown", "");
lead.MiddleName = StringUtilities.PropCase(StringUtilities.RemoveCharacters(lead.MiddleName ?? string.Empty));
lead.MonthlyDebt = NullSafe.NullSafeInteger(dataLead?.Borrower?.MonthlyDebt, 0);
lead.ResidenceLength = NullSafe.NullSafeString(dataLead?.Borrower?.ResidenceLength).Replace("Unknown", "");
lead.ResidenceLengthPeriod = NullSafe.NullSafeString(dataLead?.Borrower?.ResidenceLengthPeriod).Replace("Unknown", "");
lead.SourceCreated = NullSafe.NullSafeDate(dataLead.SourceCreated);
lead.SourceFilterID = LoanTekAPI.GetSourceFilterId(NullSafe.NullSafeInteger(dataLead.LeadSourceId, 0), NullSafe.NullSafeString(dataLead?.Loan?.LoanType).Replace("Unknown", ""));
lead.SourceID = NullSafe.NullSafeInteger(dataLead.LeadSourceId, 0);
lead.SourceLeadID = string.IsNullOrEmpty(dataLead.SourceLeadId) ? Guid.NewGuid().ToString() : NullSafe.NullSafeString(dataLead.SourceLeadId).Replace("Unknown", "");
lead.SpouseFirstName = StringUtilities.PropCase(NullSafe.NullSafeString(dataLead?.Borrower?.SpouseFirstName).Replace("Unknown", ""));
lead.SpouseLastName = StringUtilities.PropCase(NullSafe.NullSafeString(dataLead?.Borrower?.SpouseLastName).Replace("Unknown", ""));
lead.SSN = StringUtilities.RemoveCharacters(NullSafe.NullSafeString(dataLead?.Borrower?.SSN).Replace("Unknown", ""));
if (dataLead.Property != null)
{
lead.StateID = NullSafe.NullSafeInteger(dataLead?.Property?.PropertyState, 0);
}
//lead.StatusID = (int)LeadStatus.Assigned;
if (dataLead.Declarations != null)
{
lead.Bankruptcy = NullSafe.NullSafeBoolean(dataLead.Declarations.Bankruptcy);
lead.BankruptcyType = NullSafe.NullSafeString(dataLead.Declarations.BankruptcyType).Replace("Unknown", "");
lead.FirstTimeBuyer = NullSafe.NullSafeBoolean(dataLead.Declarations.FirstTimeBuyer);
lead.FHAEligible = NullSafe.NullSafeBoolean(dataLead.Declarations.FHAEligible);
lead.Foreclosed = NullSafe.NullSafeBoolean(dataLead.Declarations.Foreclosed);
lead.HomeOwner = NullSafe.NullSafeBoolean(dataLead.Declarations.HomeOwner);
lead.NeedPurchaseREAgent = NullSafe.NullSafeBoolean(dataLead.Declarations.NeedPurchaseREAgent);
lead.NeedSellingREAgent = NullSafe.NullSafeBoolean(dataLead.Declarations.NeedSellingREAgent);
lead.RealEstateAgentName = StringUtilities.PropCase(NullSafe.NullSafeString(dataLead.Declarations.RealEstateAgentName).Replace("Unknown", ""));
lead.RealEstateAgentPhone = StringUtilities.RemoveCharacters(NullSafe.NullSafeString(dataLead.Declarations.RealEstateAgentPhone).Replace("Unknown", ""));
lead.VADisabled = NullSafe.NullSafeBoolean(dataLead.Declarations.VADisabled);
lead.VAEligible = NullSafe.NullSafeBoolean(dataLead.Declarations.VAEligible);
lead.VAFirstTime = NullSafe.NullSafeBoolean(dataLead.Declarations.VAFirstTime);
lead.VAType = NullSafe.NullSafeString(dataLead.Declarations.VAType).Replace("Unknown", "");
lead.Veteran = NullSafe.NullSafeBoolean(dataLead.Declarations.Veteran);
lead.WorkingWithRealtor = NullSafe.NullSafeBoolean(dataLead.Declarations.WorkingWithRealtor);
lead.EligibleForFHAStreamline = NullSafe.NullSafeBoolean(dataLead.Declarations.FHAStreamLineEligible);
lead.EligibleForHARP = NullSafe.NullSafeBoolean(dataLead.Declarations.HARPEligible);
}
if (dataLead.CoBorrower != null)
{
if (NullSafe.NullSafeString(dataLead?.CoBorrower?.CoBorrowerFicoScore).Split('-').Length > 1)
{
var fico = NullSafe.NullSafeString(dataLead?.CoBorrower?.CoBorrowerFicoScore).Split('-')[0];
dataLead.CoBorrower.CoBorrowerFicoScore = fico;
}
lead.CoBorrowerAddress = StringUtilities.PropCase(NullSafe.NullSafeString(dataLead?.CoBorrower?.CoBorrowerAddress).Replace("Unknown", ""));
lead.CoBorrowerAge = NullSafe.NullSafeInteger(dataLead?.CoBorrower?.CoBorrowerAge, 0);
lead.CoBorrowerAnnualIncome = NullSafe.NullSafeInteger(dataLead?.CoBorrower?.CoBorrowerAnnualIncome, 0);
lead.CoBorrowerCity = StringUtilities.PropCase(NullSafe.NullSafeString(dataLead?.CoBorrower?.CoBorrowerCity).Replace("Unknown", ""));
lead.CoBorrowerCreditProfile = NullSafe.NullSafeString(dataLead?.CoBorrower?.CreditRating).Replace("Unknown", "");
lead.CoBorrowerDateOfBirth = NullSafe.NullSafeString(dataLead?.CoBorrower?.CoBorrowerDateOfBirth).Replace("Unknown", "");
lead.CoBorrowerFicoScore = NullSafe.NullSafeInteger(dataLead?.CoBorrower?.CoBorrowerFicoScore, 0);
lead.CoBorrowerFirstName = StringUtilities.PropCase(NullSafe.NullSafeString(dataLead?.CoBorrower?.CoBorrowerFirstName).Replace("Unknown", ""));
lead.CoBorrowerLastName = StringUtilities.PropCase(NullSafe.NullSafeString(dataLead?.CoBorrower?.CoBorrowerLastName).Replace("Unknown", ""));
lead.CoBorrowerLiquidAssetsValue = NullSafe.NullSafeInteger(dataLead?.CoBorrower?.CoBorrowerLiquidAssetsValue, 0);
lead.CoBorrowerMonthlyIncome = NullSafe.NullSafeInteger(dataLead?.CoBorrower?.CoBorrowerMonthlyIncome, 0);
lead.CoBorrowerSSN = StringUtilities.RemoveCharacters(NullSafe.NullSafeString(dataLead?.CoBorrower?.CoBorrowerSSN).Replace("Unknown", ""));
lead.CoBorrowerState = NullSafe.NullSafeString(dataLead?.CoBorrower?.CoBorrowerState).Replace("Unknown", "").ToUpper();
lead.CoBorrowerVeteran = NullSafe.NullSafeBoolean(dataLead?.CoBorrower?.CoBorrowerVeteran);
lead.CoBorrowerZip = NullSafe.NullSafeString(dataLead?.CoBorrower?.CoBorrowerZip).Replace("Unknown", "");
}
if (dataLead.ContactInfo != null)
{
lead.BestTimeToCall = NullSafe.NullSafeString(dataLead?.ContactInfo?.BestTimeToCall).Replace("Unknown", "");
lead.Email = NullSafe.NullSafeString(dataLead?.ContactInfo?.Email).ToLower();
lead.Phone1 = StringUtilities.RemoveCharacters(NullSafe.NullSafeString(dataLead?.ContactInfo?.Phone1).Replace("Unknown", ""));
lead.Phone1Type = NullSafe.NullSafeString(dataLead?.ContactInfo?.Phone1Type).Replace("Unknown", "");
lead.Phone2 = StringUtilities.RemoveCharacters(NullSafe.NullSafeString(dataLead?.ContactInfo?.Phone2).Replace("Unknown", ""));
lead.Phone2Type = NullSafe.NullSafeString(dataLead?.ContactInfo?.Phone2Type).Replace("Unknown", "");
lead.Phone3 = StringUtilities.RemoveCharacters(NullSafe.NullSafeString(dataLead?.ContactInfo?.Phone3).Replace("Unknown", ""));
lead.Phone3Type = NullSafe.NullSafeString(dataLead?.ContactInfo?.Phone3Type).Replace("Unknown", "");
lead.Phone4 = StringUtilities.RemoveCharacters(NullSafe.NullSafeString(dataLead?.ContactInfo?.Phone4).Replace("Unknown", ""));
lead.Phone4Type = NullSafe.NullSafeString(dataLead?.ContactInfo?.Phone4Type).Replace("Unknown", "");
}
if (dataLead.Loan != null)
{
lead.CashOut = NullSafe.NullSafeDecimal(StringUtilities.RemoveAllButNumericAndDecimal(dataLead?.Loan?.CashOut));
if (lead.CashOut > 0)
{
lead.WantsCashOut = true;
}
lead.DownPayment = NullSafe.NullSafeInteger(dataLead?.Loan?.DownPayment, 0);
lead.FirstMortgageBalance = NullSafe.NullSafeInteger(dataLead?.Loan?.FirstMortgageBalance, 0);
lead.FirstMortgagePayment = NullSafe.NullSafeInteger(dataLead?.Loan?.FirstMortgagePayment, 0);
lead.FirstMortgageRate = NullSafe.NullSafeDecimal(dataLead?.Loan?.FirstMortgageRate);
lead.FirstMortgageRateType = NullSafe.NullSafeString(dataLead?.Loan?.FirstMortgageRateType).Replace("Unknown", "");
lead.FirstMortgageTerm = NullSafe.NullSafeInteger(dataLead?.Loan?.FirstMortgageTerm, 0);
lead.LoanAmount = NullSafe.NullSafeInteger(dataLead?.Loan?.LoanAmount, 0);
lead.LoanPurpose = lead.CashOut > 0 ? "Cash Out" : NullSafe.NullSafeString(dataLead?.Loan?.LoanPurpose).Replace("Unknown", "");
lead.LoanTimeFrame = NullSafe.NullSafeString(dataLead?.Loan?.LoanTimeFrame).Replace("Item", "").Replace("Unknown", "");
lead.LoanToValue = NullSafe.NullSafeDecimal(dataLead?.Loan?.LoanToValue);
lead.LoanType = NullSafe.NullSafeString(dataLead?.Loan?.LoanType).Replace("Unknown", "");
lead.SecondMortgageBalance = NullSafe.NullSafeInteger(dataLead?.Loan?.SecondMortgageBalance, 0);
lead.SecondMortgagePayment = NullSafe.NullSafeInteger(dataLead?.Loan?.SecondMortgagePayment, 0);
lead.SecondMortgageRate = NullSafe.NullSafeDecimal(dataLead?.Loan?.SecondMortgageRate);
lead.SecondMortgageRateType = NullSafe.NullSafeString(dataLead?.Loan?.SecondMortgageRateType).Replace("Unknown", "");
lead.SecondMortgageTerm = NullSafe.NullSafeInteger(dataLead?.Loan?.SecondMortgageTerm, 0);
lead.LoanProgramType = NullSafe.NullSafeString(dataLead?.Loan?.LoanProgramType).Replace("Unknown", "");
lead.LoanProgramName = NullSafe.NullSafeString(dataLead?.Loan?.LoanProgramName).Replace("Unknown", "");
lead.CurrentLender = NullSafe.NullSafeString(dataLead?.Loan?.CurrentLender).Replace("\n", "").Replace("Your Current Lender", "");
lead.DateOfLoan = NullSafe.NullSafeString(dataLead?.Loan?.DateOfLoan);
}
if (dataLead.Property != null)
{
lead.PropertyAddress = StringUtilities.PropCase(NullSafe.NullSafeString(dataLead?.Property?.PropertyAddress)).Replace("Unknown", "");
lead.PropertyAddress2 = StringUtilities.PropCase(NullSafe.NullSafeString(dataLead?.Property?.PropertyAddress2)).Replace("Unknown", "");
lead.PropertyCity = StringUtilities.PropCase(NullSafe.NullSafeString(dataLead?.Property?.PropertyCity)).Replace("Unknown", "");
lead.PropertyCounty = StringUtilities.PropCase(NullSafe.NullSafeString(dataLead?.Property?.PropertyCounty)).Replace("Unknown", "");
lead.PropertyDescription = NullSafe.NullSafeString(dataLead?.Property?.PropertyDescription).Replace("Unknown", "");
lead.PropertyFound = NullSafe.NullSafeString(dataLead?.Property?.PropertyFound).Replace("Item", "");
lead.PropertyNumberOfUnits = NullSafe.NullSafeInteger(dataLead?.Property?.PropertyNumberOfUnits, 0);
lead.PropertyPurchasedYear = NullSafe.NullSafeInteger(dataLead?.Property?.PropertyPurchasedYear, 0);
lead.PropertyPurchasePrice = NullSafe.NullSafeInteger(dataLead?.Property?.PropertyPurchasePrice, 0);
lead.PropertyState = LocationServices.GetStateAbbreviation(NullSafe.NullSafeString(dataLead?.Property?.PropertyState).Replace("Unknown", "")).ToUpper();
lead.PropertyType = NullSafe.NullSafeString(dataLead?.Property?.PropertyType).Replace("Unknown", "");
lead.PropertyUsage = NullSafe.NullSafeString(dataLead?.Property?.PropertyUsage).Replace("Unknown", "");
lead.PropertyValue = NullSafe.NullSafeInteger(dataLead?.Property?.PropertyValue, 0);
lead.PropertyYearBuilt = NullSafe.NullSafeInteger(dataLead?.Property?.PropertyYearBuilt, 0);
lead.PropertyZip = NullSafe.NullSafeString(dataLead?.Property?.PropertyZip).Replace("Unknown", "");
}
return(lead);
}
