Get all mortgage searches Run in API Explorer
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This endpoint will return all mortgage searches in the firm.
Query parameters
-
Filter by a comma separated list of UUIDs.
-
Filter by a comma separated list of account UUIDs (through applicants).
-
Filter by a comma separated list of case UUIDs.
-
Filter by status.
-
Filter by provider.
-
Comma separated list of relationships to include in the response. Valid relationships are [applicants, cases].
-
Field to sort by. Valid fields are [created_at, updated_at, status, provider]. Negative sign to denote DESC. Defaults to '-created_at'.
-
Number of results to return with pagination (Default 15. Max 500).
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": "65c6e62b-a49c-4c82-9299-f0f06af818ef",
"cases": [
{
"name": "finance",
"slug": "finance",
"type": "App\\Http\\Resources\\CasesTypeResource",
"uuid": "415af3fe-cfae-43f3-a143-0ed19d964d1f",
"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": "2026-03-20T13:25:17+00:00",
"created_at": "2026-03-20T13:25:17+00:00",
"updated_at": "2026-03-20T13:25:17+00:00",
"group_uuids": [
"46e34af0-35e9-4e38-a7ed-3dbeebd15cb0"
],
"completed_at": "2026-03-20T13:25:17+00:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "610dd707-b691-4a09-b8b8-0a2da40bba58",
"assigned_to_uuids": [
"3912d892-f883-45ca-a0ec-a107d6ec5dc6"
],
"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": "66b22f37-e5ad-43aa-907d-9a8468429bfe",
"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": "81e2e0cb-b53d-4dc1-b8fa-75989bf2935b"
},
"created_at": "2026-03-20T13:25:17+00:00",
"updated_at": "2026-03-20T13:25:17+00:00",
"folder_name": "folder 2",
"uploaded_at": "2026-03-20T13:25:17+00:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/c5d50f22-22e4-46fc-87d0-22ffd62e1117/download",
"last_modified": "2026-03-20T13:25:17+00:00",
"documentable_type": "account",
"original_created_at": "2026-03-20T13:25:17+00:00"
}
],
"status": "pending",
"products": [
{
"uuid": "61fa6efb-50eb-4f59-8955-71c99c432f45",
"files": "App\\Http\\Resources\\FileResource",
"created_at": "2026-03-20T13:25:17+00:00",
"updated_at": "2026-03-20T13:25:17+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": "a180e4d7-22bf-4851-9801-5e34c951430a",
"account": "App\\Http\\Resources\\MinimalAccountResource",
"created_at": "2026-03-20T13:25:17+00:00",
"updated_at": "2026-03-20T13:25:17+00:00"
}
],
"created_at": "2026-03-20T13:25:17+00:00",
"updated_at": "2026-03-20T13:25:17+00:00",
"provider_data": [],
"provider_reference": "123456789"
}
]
}