Generate Dynamic Templates

Dynamic Templates are a powerful tool often used to communicate with borrowers and generate agreement documents. Each template can include LoanPro's context engine variables to dynamically reflect the loan's information. Note the following when using this request to generate Dynamic Templates:

This request only generates a template. A follow-up request is used to download a generated form.

The ID of the Dynamic Template is required to generate it. Dynamic Template IDs can be found within the UI by navigating to Settings > Loan > Dynamic Templates > Dynamic Template Management. To pull Dynamic Template IDs via the API, send a GET request to the CustomForms endpoint:

https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomForms()

The response from this request can be lengthy. Thus, if you'd like to pull only the dynamic templates' IDs, names, and entity that they're associated with, you can use a $select parameter:

https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomForms()?$select=id,name,entityType

When generating multiple forms in one request, include a list of Dynamic Template IDs. Instead of using the id parameter, the payload will look sort of like an index. Here's an example of how a payload with multiple forms is formatted:

{
    "0": 63,
    "1": 68,
    "2": 69,
    "3": 70,
    "4": 71,
    "5": 74
}

For an example of how generating a Dynamic Template works within the UI, read our Dynamic Templates – Next Steps article.

Database

(Please note: Dynamic Templates are referred to as Custom Forms within the database.)

For information on Dynamic Templates database tables, see the following articles:

Database – Custom Form Entity (custom_form_entity)

Database – Custom Form Tool to Loan Map (custom_form_tool__loan)

Database – Custom Form Tool Entity (custom_form_tool_entity)

Database – Custom Form Section Entity (custom_form_section_entity)

{
   "id": 71
}