Add Customer Note

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:

• The Notes object holds customer note information, and it's nested within the Customers entity.
• Customer notes are associated with borrowers—not loans. To add a note to a loan, create a loan note.

For an example of how the Note Manager works within the UI, take a look at our Create a Customer Note 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)

{
    "Notes": {
        "results": [
            {
                "body": "This is a sample note.",
                "categoryId": 29,
                "subject": "Testing"
            }
        ]
    }
}