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 making this request:

Source Company information is stored within the SourceCompany entity.

For an example of how a Source Tracking works within the UI, take a look at our Source Tracking Manager article on our help site.

Database

For information on Source Tracking 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)