Get account's notes

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:

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.

This request retrieves a line of credit account's notes. Alternatively, use the GET a note request.

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)