Link customer to account

This request links an existing customer to a line of credit account.

 Click here to learn more about linking customers to accounts

Linking Customers to Accounts

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). Here are some things to note about 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.
  • You can 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 for you, 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 Create line of credit account ↗

💭 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:

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