Link customer to account

A Customer is a representation of your borrower, and the Customers endpoint stores borrower information. Customers and LineOfCredits are separate entities, but they can be associated to create a link between the account and its borrower(s). Note the following when using this request:

This request is sent through the LineOfCredits endpoint. Thus, the Customers object is included in the payload.

Both lines of credit and customers can be created without being associated to each other.

It's possible to link multiple customers to a line of credit in a single request.

Many users tend to want to simultaneously link a customer when they create a new line of credit within one request. If this is the case, you will need to have created a new customer first. Here's why:

When you create a new line of credit and link a customer all within the same request, you send it through the LineOfCredits endpoint. Therefore, you will need a valid customer ID since you can't create a new customer through the LineOfCredits endpoint.

For information on how to simultaneously link a customer while creating a new loan, view the POST Create line of credit account request.

💭 Want to learn more about Customers?

Take a look at our Customers documentation.

Database

For information regarding Line of Credit and Customer database tables, see the following articles:

Database – Line of Credit Account (line_of_credit_entity)

Database – Line of Credit Settings (line_of_credit_settings_entity)

Database – Customer Main Table (customer_entity)

{
	"Customers": {
      	"results": [
            {
                "__id": 1183,
                "__setLoanRole": "loan.customerRole.primary"
            }
        ]
    }
}