Add loan Note

Notes can be associated with customers and loans. Note the following when using this request:

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.

For an example of how customer notes work within the UI, take a look at our Create a Loan Note article.

Database

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

Database – Notes Entity (note_entity)

Database – Note Category Info (note_category_entity)

Database – Loan Table (loan_entity)

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