Import Mortgages

Import mortgage company information into CAMA.

The imported information displays in the Parcel record > Assessments tab > Assessment Details panel.

Prerequisites

Mortgage Import permission is required to run this process.

Generate a tax roll export

  1. From the left-side navigation, select Processes.

  2. Under the Imports section, select Import Mortgages.

  3. Populate the required fields.

  • Tax Year: Enter the tax year.

  • Import Template: Select an import template type (i.e, Citi Mortgage).

  • Choose Import File: Drag and drop or select the file to import.

  1. Select Import.

  2. On the Import Mortgage Log panel, select Refresh.

The completed process displays in the grid and the imported information displays in the Parcel record > Assessments tab > Assessment Details panel.

View mortgage import errors

After selecting Import, the application validates that the input file is in the correct format and uses proper data types.

  1. In the Import Mortgages Log panel grid, locate the process.

    The Summary of Results column displays the number of valid rows and the number of rows with errors, if applicable.

  1. To view errors, select the Error Log button.

    The Error Log downloads as an .xlsx file.

    The types of errors are as follows:

  • No Map Number: Parcel Identifier cannot be blank.

  • Duplicate Parcels: Duplicate Parcel Identifier [0001-0002-0003-0005] found in file.

  • Parcel Tax Year Not Open: Parcel is not open for updates.

  • Tax Year does not exist for Parcel: Parcel [0001-0002-0003-0005] not found in tax year 2024.

  • Invalid Loan Date: Loan Date must be a valid date.

  • No Mortgage Code: Mortgage Code cannot be blank.

  • Invalid Mortgage Code: Mortgage Code [CITI] is invalid or not found.

  • Loan Number too long: Loan Number must be less than 31 characters in length.

You can now fix the errors and run the import process again.

 

View process parameters

View the Process Parameters selected for a process.

  1. From the left-side navigation, select Processes.

  2. Under the Imports section, select Import Mortgages.

  3. Locate the process in the Import Mortgages Log panel.

  4. Select the expander icon (+) next to the process.

The Process Parameters display.