Add Agent Actions & Results Notes to Loan

Actions and Results are used by lenders to track the effectiveness of servicing operations and standardize practices for their personnel:

• This request adds an agent action, result, and note to a loan.
• This request does not update the loan's follow-up date. When you add or update agent actions and results within the UI, the system actually sends two requests: one for the action and result and one to update the follow-up date. This page—or any REST client—won't send the two requests at the same time, so it's necessary to send a separate request to update the follow-up date by editing the loan settings.

Database

For information on agent actions database tables, see the following articles:

• Database – Action Entity (action_entity)
• Database – Action & Result Selection (action_result_selection_entity)
• Database – Action & Result Note (action_result_note_entity)
• Database – Action Notes Relationship Table (action__notes)
• Database – Action and Results Mapping Table (action__result)

{  
   "note":"This action and result note was created via the API",
   "loanId":"9114",
   "ActionResultSelectionItems":{  
      "results":[  
         {  
            "Action":{  
               "__id":1
            },
            "Result":{  
               "__id":2
            }
         }
      ]
   }
}