Source Tracking is used by lenders to categorize loans by company. Some users use it for tracking business referrals, while others use it as a way to assign loans to a brick-and-mortar locations. Note the following when using this request:

This request is sent through the SourceCompany endpoint, which is how all Source Company information is created, stored, and updated.

Since Source Tracking can be used in different ways, some information within this request may not be applicable to your business. For example, you may not choose to use the Employees object, which assigns your own personnel to the Source Company. You may decide not to set a primary contact for the company as well.

The following Source Company information cannot be altered via the API:

Notes and Documents

Vault information

Cash Drawers

Terminal Numbers

Notifications

For an example of how creating a Source Company works within the UI, take a look at our Create a New Source Company article on our help site.

Database

For information on Source Company database tables, see the following articles:

Database – Source Company Entity (source_company_entity)

Database – Source Company Users (source_company__users)

Database – Source Company Physical Check Account (source_company_physical_check_account_entity)

Database – Source Company Document (source_company_document_entity)

{
     "companyName": "Loan Rangers",
     "contactPhone": "8005594776",
     "Address": {
          "country": "company.country.usa",
          "state": "geo.state.UT",
          "address1": "164 W Promontory",
          "zipcode": 84025,
          "city": "Farmington"
     },
     "PrimaryContact": {
          "__id": 10107
     },
     "Employees": {
          "results": [
               {
                    "userId": 10107
               }
          ]
     },
     "active": 1
}