Add portfolio to loan

Portfolios allow lenders to categorize their accounts. Portfolios can be used in tandem with the Automation Engine to create powerful automations within LoanPro. Note the following when adding a portfolio to a loan.

A loan can be associated with multiple Portfolios at a time and with a single request.

For more granular categorization, Sub-Portfolios can be associated with loans as well.

For an example of how Portfolios work within the UI, take a look at our Portfolios article on our help site.

Database

For information regarding Portfolio database tables, see the following articles:

Database – Portfolio entity (portfolio_entity)

Database – Portfolio Category Entity (portfolio_category_entity)

{
    "Portfolios": {
        "results": [
            {
                "__id": 26
            },
            {
                "__id": 1
            }
        ]
    }
}