LoanPro's Note Manager allows users to create and reference notes that reference borrowers or their account. Customer notes are used by servicers to add small bits of information about borrowers. Note the following when using this request:

The Notes object holds customer note information, and it's nested within the Customers entity.

Customer notes are associated with borrowers—not loans. If you'd like to add a note to a loan, use the PUT add loan note request.

For an example of how the Note Manager works within the UI, take a look at our Customer details article.

Database

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

Database – Notes Entity (note_entity)

Database – Note Category Info (note_category_entity)

Database – Customer Main Table (customer_entity)