Get a note

Notes are a servicing tool that can log important information within an account, such as borrower interactions. When a note is created, it is associated with an account—in this context, a line of credit account. Note the following when using this request:

The Notes entity stores note information for several entity types. Notes can be created for loan accounts, line of credit accounts, and transactions. The entity that a note is associated with is stored within the "parentType" field listed within the response of this request.

There are two types of notes: NOTICE and STANDARD. Notices display immediately in the UI when a loan is opened; standard notes display in the Servicing tab.

For an example of how notes work within the UI, take a look at our Note type management and search article.

Database

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

Database – Notes Entity (note_entity)

Database – Note Category Info (note_category_entity)