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. Note the following when using this request:

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 using the PUT update loan settings request.

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
            }
         }
      ]
   }
}