Link Payment Profile

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. Payment Profiles can be associated with Source Companies to make payments.

This request is sent through the SourceCompanies endpoint, which is how all Source Company information is created, stored, and updated:

This request requires a preliminary step. Before linking a payment profile to the Source Company, the payment profile must be created within Secure Payments. Once created, the payment profile is stored within Secure Payments and is represented by a token that's used in this request. To learn how to create a bank account, see Create a bank account ↗

Only bank accounts can be linked to Source Companies. Bank cards cannot be linked to a Source Company.

Only one payment profile can be linked to a Source Company at a time. However, payment profiles can be updated or deleted.

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

Database

For information on Source Company 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)

{
    "CheckingAccount": {
        "accountNumber": "1234567890",
        "routingNumber": "124002971",
        "bankName": "WELLS FARGO BANK NA",
        "cardHolderName": "John Doe",
        "accountType": "bankacct.type.checking",
        "token": "QVFJREFIaStNYmIr...",
        "Address": {
            "address1": "2100 S 1300 E",
            "city": "SALT LAKE CITY",
            "country": "company.country.usa",
            "state": "geo.state.UT",
            "zipcode": "84105"
        }
    }
}

{
    "CheckingAccount": {
        "accountNumber": "1234567890",
        "routingNumber": "124002971",
        "bankName": "WELLS FARGO BANK NA",
        "cardHolderName": "John Doe",
        "accountType": "bankacct.type.savings",
        "token": "QVFJREFIaStNYmIr...",
        "Address": {
            "address1": "2100 S 1300 E",
            "city": "SALT LAKE CITY",
            "country": "company.country.usa",
            "state": "geo.state.UT",
            "zipcode": "84105"
        }
    }
}