Portfolios allow lenders to categorize their accounts. Portfolios can be used in tandem with the Automation Engine to create powerful automations within LoanPro. Note the following when adding a portfolio to a loan.

A loan can be associated with multiple Portfolios at a time and with a single request.

For more granular categorization, Sub-Portfolios can be associated with loans as well.

For an example of how Portfolios work within the UI, take a look at our Portfolios article on our help site.

Database

For information regarding Portfolio database tables, see the following articles:

Database – Portfolio entity (portfolio_entity)

Database – Portfolio Category Entity (portfolio_category_entity)

{
    "Portfolios": {
        "results": [
            {
                "__id": 26
            },
            {
                "__id": 1
            }
        ]
    }
}