Add Agent Actions & Results Notes to Loan

This request adds a new Actions and Results note.

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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.


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

   "note":"This action and result note was created via the API",
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