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 removing a portfolion from a loan:

This request will remove the Portfolio(s) from a loan.

Multiple Portfolios can be removed from a loan at a time.

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": 16,
                "__destroy": true
            }
        ]
    },
    "SubPortfolios": {
        "results": [
            {
                "__destroy": true,
                "__id": 12
            }
        ]
    }
}