Add Loan to Portfolio

General

Portfolios allow lenders to categorize their loans. Many lenders use portfolios in tandem with rules to automate loan categorization. Here's what you need to know about this request:

• A loan can be associated with multiple Portfolios at a time.
• A loan can be added to multiple Portfolios within 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 on 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
            }
        ]
    }
}

📘

Try It Instructions

Our pages often provide sample payload information so that you can try requests yourself. This request is ready for you—hit ‘Try It’ to send the request.

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.