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Loan Management System API
Secure Payments API
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Secure Payments API
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/odata.svc/LineOfCreditPayments
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Quickstart Guide 🏁
Search
Search
Search Agent User Profiles
Search AutoPays
Search Customers
Search Loans
Customers
Customer Creation
Search customers
post
Get customer information
get
Create customer
post
Edit basic customer information
put
Delete Customer
delete
Customer Addresses
Get address
get
Edit address
put
Validate address
post
Delete address
delete
Customer Phones
Get customer phones
get
Add customer phone number
put
Edit customer phone number
put
Edit do not call status
put
Employer & References
Get customer employers & references
get
Update customer employer
put
Add/Edit customer references
put
Payment Profiles
Get payment profile information
get
Link payment profile to customer
put
Update payment profile
put
Set payment profile as primary
put
Customer Documents
Get all customer documents
get
Get customer's documents
get
Add customer document
Edit customer document
put
Download customer document
get
Customer Notes
Get customer notes
get
Add customer note
put
Customer Credit Scores
Get customer credit scores
get
Update credit scores
put
Customer Custom Fields
Get customer custom field values
get
Update customer custom field values
put
Loans
Pulling Account Information
Search loans
post
Get loan information
get
Get current loan breakdown
get
Get paid balance
post
Get 10-day payoff
get
Get Loan Setup Information
Get Loan Settings Information
Get Collateral Information
Get Documents
Get Payments
Get Scheduled AutoPays
Get Transactions
Loan Creation
Create loan
post
Activate loan
post
Deactivate loan
put
Link customer to loan
put
Unlink customer from loan
put
Parent-Child loan linking
put
Archive loan
put
Create Quick Quote
post
Convert Quick Quote to live account
put
Loan Setup
Get loan setup
get
Update loan setup values
put
Loan Settings
Get loan settings
get
Update loan settings
put
Update loan settings custom field values
put
Portfolios
Add portfolio to loan
put
Remove portfolio from loan
put
Payment Match
Preview Payment Match
get
Set Payment Match
post
Configurable Payment Schedules
Get configurable payment schedules
get
Add configurable payment schedule
put
Add simple configurable schedule line
post
Use configurable payment schedule template
put
Reset configurable payment schedules
get
Remove configurable payment schedules
put
APR Match
APR match using interest
post
APR match using escrow
post
Loan Modification
Get loan modification
get
Create loan modification
Cancel loan modification
post
Collateral Tracking
Get collateral
get
Add collateral
put
Edit current collateral
put
Remove collateral
put
Add/Edit insurance
put
Escrow Management
Get escrow information
get
Edit escrow bucket settings
put
Add/Edit escrow adjustment
put
Add escrow calculator
put
Add escrow transaction
put
Loan Funding
Enhanced Funding
post
Print physical check
get
Fund a loan (legacy)
put
Loan Servicing
Loan Documents
Get all loan documents
get
Get loan document
get
Add loan document
Download loan document
get
Edit loan document
put
Delete loan document
delete
Loan Notes Manager
Get loan Notes
get
Add loan Note
put
Add/Edit loan alert
put
Promises
Get Promises
get
Add Promise
put
Edit Promise
put
Delete Promise
put
Agent Actions & Results
Get actions
get
Get results
get
Get agent actions & results note
get
Add agent actions & results notes to loan
post
Edit agent actions & results
put
How do I find the agent actions & results selection ID?
Smart Checklists
Get loan Smart Checklist values
get
Update Smart Checklist item(s)
put
Change Due Date
Change due date
put
Past Due Adjustments
Add amount past due adjustment
put
Add days past due adjustment
put
Remove days past due adjustment
put
Interest Rate Changes
Get interest rate changes
get
Create an interest rate change
put
Update an interest rate change
put
Delete an interest rate change
put
Interest Suspensions
Suspend/Resume interest
put
Interest adjustment transaction
put
Payments
Get all payments
get
Get single payment
get
Generate payment receipt URL
get
Predict payment application
post
Log new payment
put
Process new payment
put
Edit existing payment
put
Void/Reverse payment
post
Preview payment split
post
Suspend forecasted payments
post
Clear forecasted payment suspension
post
Split payment
put
Add new Parent-Child payment
put
Log Charge-Off
put
AutoPays
Get all AutoPays
get
Get loan's AutoPays
get
Search AutoPays
post
Create AutoPay
put
Edit AutoPay
put
Cancel AutoPay
put
Loan Transactions
Get all transactions
get
Get single transaction
get
Charges
Get charges
get
Add charge
put
Edit charge
put
Reverse charge
put
Edit recurring charges
put
Advancements & Credits
Add advancement
put
Remove an advancement
put
Add a credit
put
Remove a credit
put
Communication
Send email
post
Generate and upload Dynamic Template
post
Generate Dynamic Templates
post
Download generated Dynamic Template
get
Loan Automation
Enable loan automation
put
Webhooks
Resend webhook
post
Bankruptcies
Add new bankruptcy
put
Servicing Queues
Create a Servicing Queue with a CSV file
Telephony
Telephony solutions
LineS of Credit
Retrieving Account Information
Get account information
get
Get account balance
get
Get daily snapshot
get
Get linked loan account information
get
Get linked account balances
get
Get billing period transactions
Get payment history
Get swipe history
Get statement history
Download statement PDF
Account Creation
Create line of credit account
post
Update line of credit account
put
Link customer to account
put
Unlink customer from account
put
Activate account
put
Deactivate account
put
Link accounts
post
Cards
Get card UUID
get
Create card in LMS
post
Create card in LMS + Secure Payments
post
Manage card status
put
line of credit servicing
Servicing Tools
Bucket transfers
Get a bucket transfer
get
Get account's bucket transfers
get
Log a bucket transfer
post
Edit a bucket transfer
put
Reverse a bucket transfer
put
Balance rollovers
Get a balance rollover
get
Get account's balance rollovers
get
Log a balance rollover
post
Charges
Get a charge
get
Get account's charges
get
Log a charge
post
Edit a charge
put
Reverse a charge
put
Checklists
Update checklist item values
put
Credit limit adjustments
Get a credit limit adjustment
get
Get account's credit limit adjustments
get
Log a credit limit adjustment
post
Edit a credit limit adjustment
put
Credit transactions
Get a credit
get
Get account's credits
get
Log a credit
post
Edit a credit
put
Reverse a credit
put
Due date changes
Get a due date change
get
Get account's due date changes
get
Change due date
post
Funding transactions
Get a funding transaction
get
Get account's funding transactions
get
Log a funding transaction
post
Reverse a funding transaction
put
Interest rate adjustments
Get an interest rate adjustment
get
Get account's interest rate adjustments
get
Log an interest rate adjustment
post
Notes
Get a note
get
Get account's notes
get
Create note
post
Edit note
put
Portfolios
Add account to portfolio
put
Remove account from portfolio
put
Quick Actions
Start Quick Action
post
Documents
Get line of credit document
get
Upload line of credit document
Download line of credit document
get
Generate and upload Dynamic Template
post
Generate Dynamic Template
post
Download generated Dynamic Template
get
Swipes
Get swipe history
get
Create swipe
post
Edit swipe
put
Reverse swipe
put
Disputes
Open dispute
post
Post provisional credit
post
Deny dispute
put
Approve dispute
put
Payments
Get payment history
get
Log payment
post
Process payment
post
Reverse payment
put
Update a payment status
put
Create AutoPay
put
Statements
Get statement history
get
Download statement PDF
get
Get billing period transactions
get
Get statement due date changes
get
Change statement date
post
CUSTOM FIELDS
Getting Custom Fields
Get customer Custom Fields
get
Get loan collateral tracking Custom Fields
get
Get loan settings Custom Fields
get
Get loan bankruptcy Custom Fields
get
Get loan insurance Custom Fields
get
Get loan setup Custom Fields
get
Get payment Custom Fields
get
Get source company Custom Fields
get
Creating Custom Fields
Create associated company Custom Field
post
Create checkbox Custom Field
post
Create currency Custom Field
post
Create date Custom Field
post
Create number Custom Field
post
Create percentage Custom Field
post
Create phone Custom Field
post
Create select Custom Field
post
Create text Custom Field
post
Create time Custom Field
post
Create web URL Custom Field
post
Editing Custom Fields
Edit Custom Field
put
SOURCE TRACKING
Source Tracking
Get source companies
get
Create a source company
post
Link payment profile
put
Update source company
put
Deactivate source company
put
Reports
Reports
Get Report File Hub uploads
get
Generate payment report
post
Generate webhook report
post
Check report file status
get
Admin Stats
Get admin stats
get
Environment-Level Settings
Agent Users
Search agent user profiles
post
Get agent user profile
get
Create agent user profile
post
Update agent user profile
put
Audit Trail
Get Audit Trail logs
get
Add Audit Trail entry
post
Tenant Files
Get tenant files
get
Tenant Settings
Get tenant settings
get
Variable Rate Indexes
Get variable rate index history
get
/odata.svc/LineOfCreditPayments
