Add Loan Note

General

Notes can be associated with customers and loans. Here, we're adding a note to a loan. Here's what you need to know about adding loan notes:

• Since we're adding a note to a loan, we'll send this request through the Loans endpoint
• Notes can be viewed under the Servicing tab of a loan within the LMS UI.
• There are two types of notes: NOTICE and STANDARD. Notices display immediately when a loan is opened; standard notes display on the Servicing tab.

Database

For information on Notes database tables, see the following articles:

• Database – Notes Entity (note_entity)
• Database – Note Category Info (note_category_entity)

{
    "Notes": {
        "results": [
            {
                "body": "This is a sample note.",
                "categoryId": 27,
                "subject": "Testing",
                "type": "NOTICE",
                "expirationDate": "2022-02-03"
            }
        ]
    }
}

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Try It Instructions

Our requests often provide sample payload information so that you can receive a 200 response from simply hitting the Try It button. This request is ready for you—expand the Notes object and hit Try It to send the request.

However, if you would like to try this request with your own tenant account, make sure to change the headers to match your own authentication information.