put https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers()
This request allows you to add, edit, or delete a customer reference.
Click here to learn more about this request
References can help lenders contact their borrowers and provide additional information during the underwriting and servicing steps of a loan's life. Here's what you need to know about this request:
- The
References
object is nested within theCustomers
entity. Thus, this request is sent through theCustomers
endpoint. - Each customer can have multiple references.
- A valid customer ID is required to update reference information. You can find a customer's ID by using a GET Customer Information request.
- View our sample payloads below for examples of updating and removing references.
For an example of how reference information is saved within the UI, take a look at our Intro to References article.
Database
For information regarding reference database tables, see the following articles:
- Database – Customer Reference Entity (customer_reference_entity)
- Database – Customer Main Table (customer_entity)
{
"References": {
"results": [
{
"name": "Tim Whitaker",
"relation": "customerReference.Relation.father",
"primaryPhone": "8992163320",
"Address": {
"address1": "2600 Sheridan Road",
"city": "Evanston",
"state": "geo.state.IL",
"zipcode": "60602",
"country": "company.country.USA"
}
}
]
}
}
{
"References": {
"results": [
{
"name": "Tim Whitaker",
"relation": "customerReference.relation.brother",
"primaryPhone": "2024456655",
"Address": {
"country": "company.country.usa",
"address1": "2608 Sheridan Road",
"zipcode": "60201",
"city": "Evanston",
"state": "geo.state.IL",
"__update": true,
"__id": 3506
},
"__update": true,
"__id": 199
}
]
}
}
{
"References": {
"results": [
{
"__id": 199,
"__destroy": "true"
}
]
}
}