GET /api/v2/mortgage-searches
Personal access token & O auth2

This endpoint will return all mortgage searches in the firm.

Headers

  • X-PLANNR-ACCOUNT-UUID string

Query parameters

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • filter[account_uuids] string

    Filter by a comma separated list of account UUIDs (through applicants).

  • filter[case_uuids] string

    Filter by a comma separated list of case UUIDs.

  • filter[status] string

    Filter by status.

  • filter[provider] string

    Filter by provider.

  • include string

    Comma separated list of relationships to include in the response. Valid relationships are [applicants, cases].

  • sort string

    Field to sort by. Valid fields are [created_at, updated_at, status, provider]. Negative sign to denote DESC. Defaults to '-created_at'.

  • per_page integer

    Number of results to return with pagination (Default 15. Max 500).

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • data array[object]
      Hide data attributes Show data attributes object
      • uuid string

        The UUID of the resource.

      • created_at string

        The timestamp of when the resource was created.

      • updated_at string

        The timestamp of when the resource was updated.

      • name string

        The name of the mortgage search

      • status string

        The status of the mortgage search

      • provider string

        The provider that the mortgage search is for

      • provider_reference string

        The provider reference of the mortgage search

      • provider_data array

        Any provider data related to the mortgage search

      • applicants array[object]

        The applicants of the mortgage search

        Hide applicants attributes Show applicants attributes object
        • uuid string
        • created_at string
        • updated_at string
        • account string
      • cases array[object]

        The cases that are related to the mortgage search

        Hide cases attributes Show cases attributes object
        • uuid string
        • created_at string
        • updated_at string
        • name string
        • slug string
        • status string
        • type string
        • review_at string
        • assigned_to_uuids array[string]
        • group_uuids array[string]
        • completed_at string
        • value object
          Hide value attributes Show value attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
        • status_position integer
        • participants_count integer
        • participants string
        • task_board_uuid string
        • plans string
        • custom_fields string
      • products array[object]

        The products that are related to the mortgage search

        Hide products attributes Show products attributes object
        • uuid string
        • created_at string
        • updated_at string
        • provider_reference string
        • provider_scenario_name string
        • provider_scenario_data array
        • lender_name string
        • product_title string
        • files string
      • files array[object]

        The files that are related to the mortgage search

        Hide files attributes Show files attributes object
        • uuid string
        • created_at string
        • original_created_at string
        • updated_at string
        • uploaded_at string
        • status string
        • filename string
        • name string
        • extension string
        • type string
        • size string
        • path string
        • last_modified string
        • progress string
        • download_url string
        • folder_name string
        • folder string
        • documentable_type string
        • documentable string
        • navigator object
          Hide navigator attributes Show navigator attributes object
          • model_type string
          • model_uuid string
        • firm string
        • account string
        • tags string
GET /api/v2/mortgage-searches 
curl \
 --request GET 'https://api.plannrcrm.com/api/v2/mortgage-searches' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    {
      "name": "My Mortgage Search",
      "uuid": "78d662ef-6c3b-4aad-94d5-16c0fb1d907a",
      "cases": [
        {
          "name": "finance",
          "slug": "finance",
          "type": "App\\Http\\Resources\\CasesTypeResource",
          "uuid": "773784bc-3997-4be5-b645-e1c06f3acb7e",
          "plans": "App\\Http\\Resources\\Plans\\PlanResource",
          "value": {
            "amount": {
              "example": "4000",
              "description": "Money amount at their lowest denominator (for example: pennies)"
            },
            "currency": {
              "example": "GBP",
              "description": "Currency of the money"
            },
            "formatted": {
              "example": "£40.00",
              "description": "Money amount formatted with currency"
            }
          },
          "status": "App\\Http\\Resources\\CasesStatusResource",
          "review_at": "2026-02-26T15:22:28+00:00",
          "created_at": "2026-02-26T15:22:28+00:00",
          "updated_at": "2026-02-26T15:22:28+00:00",
          "group_uuids": [
            "3ebd2982-670a-4b84-b6c6-8a6425a9cc09"
          ],
          "completed_at": "2026-02-26T15:22:28+00:00",
          "participants": "App\\Http\\Resources\\AccountResource",
          "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
          "status_position": 4,
          "task_board_uuid": "6745ac84-9230-4059-8a77-b1c87f1215d9",
          "assigned_to_uuids": [
            "d757dea4-bbbd-4189-926d-5f2d674d7d35"
          ],
          "participants_count": 4
        }
      ],
      "files": [
        {
          "firm": "App\\Http\\Resources\\FirmResource",
          "name": "Welcome to Plannr",
          "path": "Gareth Thompson/Subfolder/Welcome to Plannr.pdf",
          "size": "21691783",
          "tags": "App\\Http\\Resources\\TagResource",
          "type": "type",
          "uuid": "99b3e2a7-de0c-4c9f-ac9f-7346e32153a4",
          "folder": "App\\Http\\Resources\\FolderResource",
          "status": "uploaded",
          "account": "App\\Http\\Resources\\MinimalAccountResource",
          "filename": "Welcome to Plannr.pdf",
          "progress": "100",
          "extension": "pdf",
          "navigator": {
            "model_type": "account",
            "model_uuid": "f9e1f30d-f88a-4ef4-98f8-45b1dd504772"
          },
          "created_at": "2026-02-26T15:22:28+00:00",
          "updated_at": "2026-02-26T15:22:28+00:00",
          "folder_name": "folder 2",
          "uploaded_at": "2026-02-26T15:22:28+00:00",
          "documentable": "Object",
          "download_url": "https://api.plannrcrm.com/file/31ef205a-b9ac-48cf-bb35-1eb6b34c9b36/download",
          "last_modified": "2026-02-26T15:22:28+00:00",
          "documentable_type": "account",
          "original_created_at": "2026-02-26T15:22:28+00:00"
        }
      ],
      "status": "pending",
      "products": [
        {
          "uuid": "98e04996-7eb3-4570-a207-e9cc7cbf80d0",
          "files": "App\\Http\\Resources\\FileResource",
          "created_at": "2026-02-26T15:22:28+00:00",
          "updated_at": "2026-02-26T15:22:28+00:00",
          "lender_name": "HSBC",
          "product_title": "5% Fixed Rate - 5 year",
          "provider_reference": "example-reference",
          "provider_scenario_data": [],
          "provider_scenario_name": "Single Applicant, Small Deposit"
        }
      ],
      "provider": "Mortgage Brain",
      "applicants": [
        {
          "uuid": "d2aec201-6fd8-4ebc-909b-81713f4bc900",
          "account": "App\\Http\\Resources\\MinimalAccountResource",
          "created_at": "2026-02-26T15:22:28+00:00",
          "updated_at": "2026-02-26T15:22:28+00:00"
        }
      ],
      "created_at": "2026-02-26T15:22:28+00:00",
      "updated_at": "2026-02-26T15:22:28+00:00",
      "provider_data": [],
      "provider_reference": "123456789"
    }
  ]
}