How to use LoanPro's APIs to create a link to a customer's accounts when they call in.
Telephony services are often used to aid inbound phone call processes. Below, this article explains how to use LoanPro's APIs to retrieve customer information and provide your servicing personnel with a quick link to account information.
1. Retrieve the customer's ID
When an inbound phone call comes in, send a Search customers request using their phone number as query data:
curl --location 'https://loanpro.simnang.com/api/public/api/1/Customers/Autopal.Search()' \
--header 'Authorization: {LMS Authorization}' \
--header 'Autopal-Instance-Id: {Tenant ID}' \
--header 'Content-Type: application/json' \
--data '{
"query": {
"bool": {
"must": {
"match": {
"primaryPhone": "8015551234"
}
}
}
}
}'
If a customer is found, the customer's information is returned in the response:
{
"d": {
"results": [
{
"lastName": "Silva",
"hasEmployer": 1,
"gender": "customer.gender.unknown",
"loansCount": 3,
"customFields": null,
"dynamicProperties": {},
"companyName": "",
"primaryPhoneDnd": "0",
"customId": null,
"ssn": "462454573",
"customerType": "customer.type.individual",
"paymentAccountsCount": 1,
"customerId": "",
"creditLimit": "",
"employer": {
"companyName": "Chicago Dawgs Stands",
"id": 614
},
"id": 965,
"customerIdType": "customer.idType.ssn",
"email": "[email protected]",
"creditScore": 608.33000000000004,
"referencesCount": 0,
"contactName": "",
"created": "2025-03-14 19:51:47",
"ofacCompliance": "Untested",
"birthDate": "1996-04-15",
"customerName": "Dwight Silva",
"hasAvatar": "0",
"firstName": "Dwight",
"primaryPhone": "8018676014",
"ofactTested": null,
"smsVerified": 0,
"middleName": "",
"saleTransferPii": 1,
"accessUsername": "[email protected]",
"primaryAddress": {
"zipcode": "96665",
"country": "company.country.usa",
"isVerified": 0,
"city": "Modesto",
"address1": "6157 Lakeshore Rd",
"state": "geo.state.CA"
},
"ofactMatch": "0",
"age": 28,
"status": "Active"
}
],
"summary": {
"totalHits": 1,
"totalTime": 9
}
}
}
Within the response, locate and store the customer's system-generated ID within the "id" field (d.results[0].id).
This ID is used in the next request.
2. Retrieve the customer's account information
Next, send the following request to retrieve the customer's account information. This request will retrieve all installment loan and line of credit information associated with the customer:
curl --location 'https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers(1000)?%24expand=LineOfCredits%2CLoans' \
--header 'Authorization: Bearer {LMS Authorization}' \
--header 'Autopal-Instance-Id: {Tenant ID}' \
--header 'Content-Type: application/json'
If a customer has associated accounts, the account information is returned in the response:
{
"d": {
"__metadata": {
"uri": "https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers(id=965)",
"type": "Entity.Customer"
},
"PrimaryAddress": {
"__deferred": {
"uri": "Customers(id=965)/PrimaryAddress"
}
},
"MailAddress": {
"__deferred": {
"uri": "Customers(id=965)/MailAddress"
}
},
"Employer": {
"__deferred": {
"uri": "Customers(id=965)/Employer"
}
},
"References": {
"__deferred": {
"uri": "Customers(id=965)/References"
}
},
"PaymentAccounts": {
"__deferred": {
"uri": "Customers(id=965)/PaymentAccounts"
}
},
"Phones": {
"__deferred": {
"uri": "Customers(id=965)/Phones"
}
},
"CustomFieldValues": {
"__deferred": {
"uri": "Customers(id=965)/CustomFieldValues"
}
},
"Documents": {
"__deferred": {
"uri": "Customers(id=965)/Documents"
}
},
"CreditScore": {
"__deferred": {
"uri": "Customers(id=965)/CreditScore"
}
},
"Loans": {
"results": [
{
"__metadata": {
"uri": "https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans(id=674)",
"type": "Entity.Loan"
},
"Insurance": {
"__deferred": {
"uri": "Loans(id=674)/Insurance"
}
},
"CustomFieldValues": {
"__deferred": {
"uri": "Loans(id=674)/CustomFieldValues"
}
},
"ChecklistItemValues": {
"__deferred": {
"uri": "Loans(id=674)/ChecklistItemValues"
}
},
"Documents": {
"__deferred": {
"uri": "Loans(id=674)/Documents"
}
},
"Collateral": {
"__deferred": {
"uri": "Loans(id=674)/Collateral"
}
},
"LoanSettings": {
"__deferred": {
"uri": "Loans(id=674)/LoanSettings"
}
},
"LoanSetup": {
"__deferred": {
"uri": "Loans(id=674)/LoanSetup"
}
},
"Notes": {
"__deferred": {
"uri": "Loans(id=674)/Notes"
}
},
"Promises": {
"__deferred": {
"uri": "Loans(id=674)/Promises"
}
},
"Bankruptcies": {
"__deferred": {
"uri": "Loans(id=674)/Bankruptcies"
}
},
"Charges": {
"__deferred": {
"uri": "Loans(id=674)/Charges"
}
},
"Payments": {
"__deferred": {
"uri": "Loans(id=674)/Payments"
}
},
"LoanFunding": {
"__deferred": {
"uri": "Loans(id=674)/LoanFunding"
}
},
"Advancements": {
"__deferred": {
"uri": "Loans(id=674)/Advancements"
}
},
"Credits": {
"__deferred": {
"uri": "Loans(id=674)/Credits"
}
},
"DueDateChanges": {
"__deferred": {
"uri": "Loans(id=674)/DueDateChanges"
}
},
"CurtailmentDates": {
"__deferred": {
"uri": "Loans(id=674)/CurtailmentDates"
}
},
"StatusArchive": {
"__deferred": {
"uri": "Loans(id=674)/StatusArchive"
}
},
"Transactions": {
"__deferred": {
"uri": "Loans(id=674)/Transactions"
}
},
"EscrowCalculatedTx": {
"__deferred": {
"uri": "Loans(id=674)/EscrowCalculatedTx"
}
},
"ScheduleRolls": {
"__deferred": {
"uri": "Loans(id=674)/ScheduleRolls"
}
},
"StopInterestDates": {
"__deferred": {
"uri": "Loans(id=674)/StopInterestDates"
}
},
"APDAdjustments": {
"__deferred": {
"uri": "Loans(id=674)/APDAdjustments"
}
},
"DPDAdjustments": {
"__deferred": {
"uri": "Loans(id=674)/DPDAdjustments"
}
},
"InterestAdjustments": {
"__deferred": {
"uri": "Loans(id=674)/InterestAdjustments"
}
},
"LoanModifications": {
"__deferred": {
"uri": "Loans(id=674)/LoanModifications"
}
},
"EscrowAdjustments": {
"__deferred": {
"uri": "Loans(id=674)/EscrowAdjustments"
}
},
"EscrowTransactions": {
"__deferred": {
"uri": "Loans(id=674)/EscrowTransactions"
}
},
"EscrowSubsetOptions": {
"__deferred": {
"uri": "Loans(id=674)/EscrowSubsetOptions"
}
},
"EscrowCalculators": {
"__deferred": {
"uri": "Loans(id=674)/EscrowCalculators"
}
},
"EstimatedDisbursements": {
"__deferred": {
"uri": "Loans(id=674)/EstimatedDisbursements"
}
},
"Loans": {
"__deferred": {
"uri": "Loans(id=674)/Loans"
}
},
"LinkedLoanValues": {
"__deferred": {
"uri": "Loans(id=674)/LinkedLoanValues"
}
},
"LoanChilds": {
"__deferred": {
"uri": "Loans(id=674)/LoanChilds"
}
},
"RecurrentCharges": {
"__deferred": {
"uri": "Loans(id=674)/RecurrentCharges"
}
},
"PayNearMeOrders": {
"__deferred": {
"uri": "Loans(id=674)/PayNearMeOrders"
}
},
"Customers": {
"__deferred": {
"uri": "Loans(id=674)/Customers"
}
},
"Portfolios": {
"__deferred": {
"uri": "Loans(id=674)/Portfolios"
}
},
"SubPortfolios": {
"__deferred": {
"uri": "Loans(id=674)/SubPortfolios"
}
},
"EscrowSubsets": {
"__deferred": {
"uri": "Loans(id=674)/EscrowSubsets"
}
},
"RuleApplied": {
"__deferred": {
"uri": "Loans(id=674)/RuleApplied"
}
},
"RuleAppliedLoanSettings": {
"__deferred": {
"uri": "Loans(id=674)/RuleAppliedLoanSettings"
}
},
"RuleAppliedChargeOff": {
"__deferred": {
"uri": "Loans(id=674)/RuleAppliedChargeOff"
}
},
"RuleAppliedAPDReset": {
"__deferred": {
"uri": "Loans(id=674)/RuleAppliedAPDReset"
}
},
"RuleAppliedChecklists": {
"__deferred": {
"uri": "Loans(id=674)/RuleAppliedChecklists"
}
},
"RuleAppliedChangeDueDates": {
"__deferred": {
"uri": "Loans(id=674)/RuleAppliedChangeDueDates"
}
},
"RuleAppliedStopInterest": {
"__deferred": {
"uri": "Loans(id=674)/RuleAppliedStopInterest"
}
},
"RuleAppliedAccountTools": {
"__deferred": {
"uri": "Loans(id=674)/RuleAppliedAccountTools"
}
},
"RuleAppliedCustomerTools": {
"__deferred": {
"uri": "Loans(id=674)/RuleAppliedCustomerTools"
}
},
"RuleAppliedAutopay": {
"__deferred": {
"uri": "Loans(id=674)/RuleAppliedAutopay"
}
},
"RuleAppliedLoanSetup": {
"__deferred": {
"uri": "Loans(id=674)/RuleAppliedLoanSetup"
}
},
"RuleAppliedBankruptcy": {
"__deferred": {
"uri": "Loans(id=674)/RuleAppliedBankruptcy"
}
},
"Autopays": {
"__deferred": {
"uri": "Loans(id=674)/Autopays"
}
},
"ActionResultNotes": {
"__deferred": {
"uri": "Loans(id=674)/ActionResultNotes"
}
},
"LoanFundingTransactions": {
"__deferred": {
"uri": "Loans(id=674)/LoanFundingTransactions"
}
},
"InterestRateChanges": {
"__deferred": {
"uri": "Loans(id=674)/InterestRateChanges"
}
},
"id": 674,
"displayId": "674",
"title": "674",
"settingsId": 620,
"setupId": 629,
"insurancePolicyId": "0",
"collateralId": 0,
"linkedLoan": null,
"modId": null,
"modTotal": 0,
"humanActivityDate": "/Date(1743033600)/",
"created": "/Date(1742244021)/",
"lastMaintRun": "/Date(0)/",
"createdBy": 21758,
"active": 1,
"archived": 0,
"loanAlert": null,
"temporaryAccount": 0,
"deleted": 0,
"deletedAt": null,
"_relatedMetadata": {
"__metadata": {
"type": "Entity.ComplexType"
},
"customerRole": "loan.customerRole.primary",
"customerEmailEnrollmentAccess": "1",
"customerWebAccess": "1",
"customerSmsAccess": "1"
},
"_dynamicProperties": null
},
{
"__metadata": {
"uri": "https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans(id=680)",
"type": "Entity.Loan"
},
"Insurance": {
"__deferred": {
"uri": "Loans(id=680)/Insurance"
}
},
"CustomFieldValues": {
"__deferred": {
"uri": "Loans(id=680)/CustomFieldValues"
}
},
"ChecklistItemValues": {
"__deferred": {
"uri": "Loans(id=680)/ChecklistItemValues"
}
},
"Documents": {
"__deferred": {
"uri": "Loans(id=680)/Documents"
}
},
"Collateral": {
"__deferred": {
"uri": "Loans(id=680)/Collateral"
}
},
"LoanSettings": {
"__deferred": {
"uri": "Loans(id=680)/LoanSettings"
}
},
"LoanSetup": {
"__deferred": {
"uri": "Loans(id=680)/LoanSetup"
}
},
"Notes": {
"__deferred": {
"uri": "Loans(id=680)/Notes"
}
},
"Promises": {
"__deferred": {
"uri": "Loans(id=680)/Promises"
}
},
"Bankruptcies": {
"__deferred": {
"uri": "Loans(id=680)/Bankruptcies"
}
},
"Charges": {
"__deferred": {
"uri": "Loans(id=680)/Charges"
}
},
"Payments": {
"__deferred": {
"uri": "Loans(id=680)/Payments"
}
},
"LoanFunding": {
"__deferred": {
"uri": "Loans(id=680)/LoanFunding"
}
},
"Advancements": {
"__deferred": {
"uri": "Loans(id=680)/Advancements"
}
},
"Credits": {
"__deferred": {
"uri": "Loans(id=680)/Credits"
}
},
"DueDateChanges": {
"__deferred": {
"uri": "Loans(id=680)/DueDateChanges"
}
},
"CurtailmentDates": {
"__deferred": {
"uri": "Loans(id=680)/CurtailmentDates"
}
},
"StatusArchive": {
"__deferred": {
"uri": "Loans(id=680)/StatusArchive"
}
},
"Transactions": {
"__deferred": {
"uri": "Loans(id=680)/Transactions"
}
},
"EscrowCalculatedTx": {
"__deferred": {
"uri": "Loans(id=680)/EscrowCalculatedTx"
}
},
"ScheduleRolls": {
"__deferred": {
"uri": "Loans(id=680)/ScheduleRolls"
}
},
"StopInterestDates": {
"__deferred": {
"uri": "Loans(id=680)/StopInterestDates"
}
},
"APDAdjustments": {
"__deferred": {
"uri": "Loans(id=680)/APDAdjustments"
}
},
"DPDAdjustments": {
"__deferred": {
"uri": "Loans(id=680)/DPDAdjustments"
}
},
"InterestAdjustments": {
"__deferred": {
"uri": "Loans(id=680)/InterestAdjustments"
}
},
"LoanModifications": {
"__deferred": {
"uri": "Loans(id=680)/LoanModifications"
}
},
"EscrowAdjustments": {
"__deferred": {
"uri": "Loans(id=680)/EscrowAdjustments"
}
},
"EscrowTransactions": {
"__deferred": {
"uri": "Loans(id=680)/EscrowTransactions"
}
},
"EscrowSubsetOptions": {
"__deferred": {
"uri": "Loans(id=680)/EscrowSubsetOptions"
}
},
"EscrowCalculators": {
"__deferred": {
"uri": "Loans(id=680)/EscrowCalculators"
}
},
"EstimatedDisbursements": {
"__deferred": {
"uri": "Loans(id=680)/EstimatedDisbursements"
}
},
"Loans": {
"__deferred": {
"uri": "Loans(id=680)/Loans"
}
},
"LinkedLoanValues": {
"__deferred": {
"uri": "Loans(id=680)/LinkedLoanValues"
}
},
"LoanChilds": {
"__deferred": {
"uri": "Loans(id=680)/LoanChilds"
}
},
"RecurrentCharges": {
"__deferred": {
"uri": "Loans(id=680)/RecurrentCharges"
}
},
"PayNearMeOrders": {
"__deferred": {
"uri": "Loans(id=680)/PayNearMeOrders"
}
},
"Customers": {
"__deferred": {
"uri": "Loans(id=680)/Customers"
}
},
"Portfolios": {
"__deferred": {
"uri": "Loans(id=680)/Portfolios"
}
},
"SubPortfolios": {
"__deferred": {
"uri": "Loans(id=680)/SubPortfolios"
}
},
"EscrowSubsets": {
"__deferred": {
"uri": "Loans(id=680)/EscrowSubsets"
}
},
"RuleApplied": {
"__deferred": {
"uri": "Loans(id=680)/RuleApplied"
}
},
"RuleAppliedLoanSettings": {
"__deferred": {
"uri": "Loans(id=680)/RuleAppliedLoanSettings"
}
},
"RuleAppliedChargeOff": {
"__deferred": {
"uri": "Loans(id=680)/RuleAppliedChargeOff"
}
},
"RuleAppliedAPDReset": {
"__deferred": {
"uri": "Loans(id=680)/RuleAppliedAPDReset"
}
},
"RuleAppliedChecklists": {
"__deferred": {
"uri": "Loans(id=680)/RuleAppliedChecklists"
}
},
"RuleAppliedChangeDueDates": {
"__deferred": {
"uri": "Loans(id=680)/RuleAppliedChangeDueDates"
}
},
"RuleAppliedStopInterest": {
"__deferred": {
"uri": "Loans(id=680)/RuleAppliedStopInterest"
}
},
"RuleAppliedAccountTools": {
"__deferred": {
"uri": "Loans(id=680)/RuleAppliedAccountTools"
}
},
"RuleAppliedCustomerTools": {
"__deferred": {
"uri": "Loans(id=680)/RuleAppliedCustomerTools"
}
},
"RuleAppliedAutopay": {
"__deferred": {
"uri": "Loans(id=680)/RuleAppliedAutopay"
}
},
"RuleAppliedLoanSetup": {
"__deferred": {
"uri": "Loans(id=680)/RuleAppliedLoanSetup"
}
},
"RuleAppliedBankruptcy": {
"__deferred": {
"uri": "Loans(id=680)/RuleAppliedBankruptcy"
}
},
"Autopays": {
"__deferred": {
"uri": "Loans(id=680)/Autopays"
}
},
"ActionResultNotes": {
"__deferred": {
"uri": "Loans(id=680)/ActionResultNotes"
}
},
"LoanFundingTransactions": {
"__deferred": {
"uri": "Loans(id=680)/LoanFundingTransactions"
}
},
"InterestRateChanges": {
"__deferred": {
"uri": "Loans(id=680)/InterestRateChanges"
}
},
"id": 680,
"displayId": "SL - 21315",
"title": "SL - 21315",
"settingsId": 626,
"setupId": 635,
"insurancePolicyId": "0",
"collateralId": 0,
"linkedLoan": null,
"modId": null,
"modTotal": 0,
"humanActivityDate": "/Date(1742342400)/",
"created": "/Date(1742407960)/",
"lastMaintRun": "/Date(1743134960)/",
"createdBy": 18512,
"active": 1,
"archived": 0,
"loanAlert": null,
"temporaryAccount": 0,
"deleted": 0,
"deletedAt": null,
"_relatedMetadata": {
"__metadata": {
"type": "Entity.ComplexType"
},
"customerRole": "loan.customerRole.primary",
"customerEmailEnrollmentAccess": "1",
"customerWebAccess": "1",
"customerSmsAccess": "0"
},
"_dynamicProperties": null
},
{
"__metadata": {
"uri": "https://loanpro.simnang.com/api/public/api/1/odata.svc/Loans(id=672)",
"type": "Entity.Loan"
},
"Insurance": {
"__deferred": {
"uri": "Loans(id=672)/Insurance"
}
},
"CustomFieldValues": {
"__deferred": {
"uri": "Loans(id=672)/CustomFieldValues"
}
},
"ChecklistItemValues": {
"__deferred": {
"uri": "Loans(id=672)/ChecklistItemValues"
}
},
"Documents": {
"__deferred": {
"uri": "Loans(id=672)/Documents"
}
},
"Collateral": {
"__deferred": {
"uri": "Loans(id=672)/Collateral"
}
},
"LoanSettings": {
"__deferred": {
"uri": "Loans(id=672)/LoanSettings"
}
},
"LoanSetup": {
"__deferred": {
"uri": "Loans(id=672)/LoanSetup"
}
},
"Notes": {
"__deferred": {
"uri": "Loans(id=672)/Notes"
}
},
"Promises": {
"__deferred": {
"uri": "Loans(id=672)/Promises"
}
},
"Bankruptcies": {
"__deferred": {
"uri": "Loans(id=672)/Bankruptcies"
}
},
"Charges": {
"__deferred": {
"uri": "Loans(id=672)/Charges"
}
},
"Payments": {
"__deferred": {
"uri": "Loans(id=672)/Payments"
}
},
"LoanFunding": {
"__deferred": {
"uri": "Loans(id=672)/LoanFunding"
}
},
"Advancements": {
"__deferred": {
"uri": "Loans(id=672)/Advancements"
}
},
"Credits": {
"__deferred": {
"uri": "Loans(id=672)/Credits"
}
},
"DueDateChanges": {
"__deferred": {
"uri": "Loans(id=672)/DueDateChanges"
}
},
"CurtailmentDates": {
"__deferred": {
"uri": "Loans(id=672)/CurtailmentDates"
}
},
"StatusArchive": {
"__deferred": {
"uri": "Loans(id=672)/StatusArchive"
}
},
"Transactions": {
"__deferred": {
"uri": "Loans(id=672)/Transactions"
}
},
"EscrowCalculatedTx": {
"__deferred": {
"uri": "Loans(id=672)/EscrowCalculatedTx"
}
},
"ScheduleRolls": {
"__deferred": {
"uri": "Loans(id=672)/ScheduleRolls"
}
},
"StopInterestDates": {
"__deferred": {
"uri": "Loans(id=672)/StopInterestDates"
}
},
"APDAdjustments": {
"__deferred": {
"uri": "Loans(id=672)/APDAdjustments"
}
},
"DPDAdjustments": {
"__deferred": {
"uri": "Loans(id=672)/DPDAdjustments"
}
},
"InterestAdjustments": {
"__deferred": {
"uri": "Loans(id=672)/InterestAdjustments"
}
},
"LoanModifications": {
"__deferred": {
"uri": "Loans(id=672)/LoanModifications"
}
},
"EscrowAdjustments": {
"__deferred": {
"uri": "Loans(id=672)/EscrowAdjustments"
}
},
"EscrowTransactions": {
"__deferred": {
"uri": "Loans(id=672)/EscrowTransactions"
}
},
"EscrowSubsetOptions": {
"__deferred": {
"uri": "Loans(id=672)/EscrowSubsetOptions"
}
},
"EscrowCalculators": {
"__deferred": {
"uri": "Loans(id=672)/EscrowCalculators"
}
},
"EstimatedDisbursements": {
"__deferred": {
"uri": "Loans(id=672)/EstimatedDisbursements"
}
},
"Loans": {
"__deferred": {
"uri": "Loans(id=672)/Loans"
}
},
"LinkedLoanValues": {
"__deferred": {
"uri": "Loans(id=672)/LinkedLoanValues"
}
},
"LoanChilds": {
"__deferred": {
"uri": "Loans(id=672)/LoanChilds"
}
},
"RecurrentCharges": {
"__deferred": {
"uri": "Loans(id=672)/RecurrentCharges"
}
},
"PayNearMeOrders": {
"__deferred": {
"uri": "Loans(id=672)/PayNearMeOrders"
}
},
"Customers": {
"__deferred": {
"uri": "Loans(id=672)/Customers"
}
},
"Portfolios": {
"__deferred": {
"uri": "Loans(id=672)/Portfolios"
}
},
"SubPortfolios": {
"__deferred": {
"uri": "Loans(id=672)/SubPortfolios"
}
},
"EscrowSubsets": {
"__deferred": {
"uri": "Loans(id=672)/EscrowSubsets"
}
},
"RuleApplied": {
"__deferred": {
"uri": "Loans(id=672)/RuleApplied"
}
},
"RuleAppliedLoanSettings": {
"__deferred": {
"uri": "Loans(id=672)/RuleAppliedLoanSettings"
}
},
"RuleAppliedChargeOff": {
"__deferred": {
"uri": "Loans(id=672)/RuleAppliedChargeOff"
}
},
"RuleAppliedAPDReset": {
"__deferred": {
"uri": "Loans(id=672)/RuleAppliedAPDReset"
}
},
"RuleAppliedChecklists": {
"__deferred": {
"uri": "Loans(id=672)/RuleAppliedChecklists"
}
},
"RuleAppliedChangeDueDates": {
"__deferred": {
"uri": "Loans(id=672)/RuleAppliedChangeDueDates"
}
},
"RuleAppliedStopInterest": {
"__deferred": {
"uri": "Loans(id=672)/RuleAppliedStopInterest"
}
},
"RuleAppliedAccountTools": {
"__deferred": {
"uri": "Loans(id=672)/RuleAppliedAccountTools"
}
},
"RuleAppliedCustomerTools": {
"__deferred": {
"uri": "Loans(id=672)/RuleAppliedCustomerTools"
}
},
"RuleAppliedAutopay": {
"__deferred": {
"uri": "Loans(id=672)/RuleAppliedAutopay"
}
},
"RuleAppliedLoanSetup": {
"__deferred": {
"uri": "Loans(id=672)/RuleAppliedLoanSetup"
}
},
"RuleAppliedBankruptcy": {
"__deferred": {
"uri": "Loans(id=672)/RuleAppliedBankruptcy"
}
},
"Autopays": {
"__deferred": {
"uri": "Loans(id=672)/Autopays"
}
},
"ActionResultNotes": {
"__deferred": {
"uri": "Loans(id=672)/ActionResultNotes"
}
},
"LoanFundingTransactions": {
"__deferred": {
"uri": "Loans(id=672)/LoanFundingTransactions"
}
},
"InterestRateChanges": {
"__deferred": {
"uri": "Loans(id=672)/InterestRateChanges"
}
},
"id": 672,
"displayId": "672",
"title": "672",
"settingsId": 618,
"setupId": 627,
"insurancePolicyId": "0",
"collateralId": 0,
"linkedLoan": null,
"modId": null,
"modTotal": 0,
"humanActivityDate": "/Date(1742947200)/",
"created": "/Date(1741981908)/",
"lastMaintRun": "/Date(1743134935)/",
"createdBy": 18848,
"active": 1,
"archived": 0,
"loanAlert": null,
"temporaryAccount": 0,
"deleted": 0,
"deletedAt": null,
"_relatedMetadata": {
"__metadata": {
"type": "Entity.ComplexType"
},
"customerRole": "loan.customerRole.primary",
"customerEmailEnrollmentAccess": "1",
"customerWebAccess": "0",
"customerSmsAccess": "1"
},
"_dynamicProperties": null
}
]
},
"LineOfCredits": {
"results": [
{
"__metadata": {
"uri": "https://loanpro.simnang.com/api/public/api/1/odata.svc/LineOfCredits(id=398)",
"type": "Entity.LineOfCredit"
},
"LineOfCreditDocuments": {
"__deferred": {
"uri": "LineOfCredits(id=398)/LineOfCreditDocuments"
}
},
"LineOfCreditSettings": {
"__deferred": {
"uri": "LineOfCredits(id=398)/LineOfCreditSettings"
}
},
"LineOfCreditSetup": {
"__deferred": {
"uri": "LineOfCredits(id=398)/LineOfCreditSetup"
}
},
"Notes": {
"__deferred": {
"uri": "LineOfCredits(id=398)/Notes"
}
},
"ChecklistItemValues": {
"__deferred": {
"uri": "LineOfCredits(id=398)/ChecklistItemValues"
}
},
"Customers": {
"__deferred": {
"uri": "LineOfCredits(id=398)/Customers"
}
},
"Portfolios": {
"__deferred": {
"uri": "LineOfCredits(id=398)/Portfolios"
}
},
"SubPortfolios": {
"__deferred": {
"uri": "LineOfCredits(id=398)/SubPortfolios"
}
},
"RuleApplied": {
"__deferred": {
"uri": "LineOfCredits(id=398)/RuleApplied"
}
},
"ActionResultLineOfCreditNotes": {
"__deferred": {
"uri": "LineOfCredits(id=398)/ActionResultLineOfCreditNotes"
}
},
"Autopays": {
"__deferred": {
"uri": "LineOfCredits(id=398)/Autopays"
}
},
"LineOfCreditCreditLimitAdjustments": {
"__deferred": {
"uri": "LineOfCredits(id=398)/LineOfCreditCreditLimitAdjustments"
}
},
"LineOfCreditBucketTransferTransactions": {
"__deferred": {
"uri": "LineOfCredits(id=398)/LineOfCreditBucketTransferTransactions"
}
},
"LineOfCreditSwipes": {
"__deferred": {
"uri": "LineOfCredits(id=398)/LineOfCreditSwipes"
}
},
"LineOfCreditFinanceCharges": {
"__deferred": {
"uri": "LineOfCredits(id=398)/LineOfCreditFinanceCharges"
}
},
"LineOfCreditPayments": {
"__deferred": {
"uri": "LineOfCredits(id=398)/LineOfCreditPayments"
}
},
"LineOfCreditCharges": {
"__deferred": {
"uri": "LineOfCredits(id=398)/LineOfCreditCharges"
}
},
"LineOfCreditCreditTransactions": {
"__deferred": {
"uri": "LineOfCredits(id=398)/LineOfCreditCreditTransactions"
}
},
"LineOfCreditBillingCycles": {
"__deferred": {
"uri": "LineOfCredits(id=398)/LineOfCreditBillingCycles"
}
},
"LineOfCreditDailyArchives": {
"__deferred": {
"uri": "LineOfCredits(id=398)/LineOfCreditDailyArchives"
}
},
"LineOfCreditAccountLinkings": {
"__deferred": {
"uri": "LineOfCredits(id=398)/LineOfCreditAccountLinkings"
}
},
"Cards": {
"__deferred": {
"uri": "LineOfCredits(id=398)/Cards"
}
},
"Product": {
"__deferred": {
"uri": "LineOfCredits(id=398)/Product"
}
},
"id": 398,
"displayId": "6 Month Account History - 60767",
"title": "6 Month Account History - 60767",
"productId": 9,
"settingsId": 373,
"setupId": 385,
"linkedLineOfCredit": null,
"humanActivityDate": "/Date(1743120000)/",
"created": "/Date(1738940691)/",
"lastMaintRun": "/Date(1743147516)/",
"createdBy": 18848,
"active": 1,
"archived": 0,
"temporaryAccount": 0,
"lineOfCreditAlert": null,
"deleted": 0,
"deletedAt": null,
"_relatedMetadata": {
"__metadata": {
"type": "Entity.ComplexType"
},
"customerRole": "loan.customerRole.primary",
"customerEmailEnrollmentAccess": "1",
"customerWebAccess": "1",
"customerSmsAccess": "1"
},
"_dynamicProperties": null
}
]
},
"SocialProfiles": {
"__deferred": {
"uri": "Customers(id=965)/SocialProfiles"
}
},
"Notes": {
"__deferred": {
"uri": "Customers(id=965)/Notes"
}
},
"id": 965,
"customId": null,
"mcId": 10518358,
"customerType": "customer.type.individual",
"status": "Active",
"firstName": "Dwight",
"lastName": "Silva",
"middleName": null,
"birthDate": "/Date(829526400)/",
"gender": "customer.gender.unknown",
"generationCode": "customer.generationCode.none",
"email": "[email protected]",
"ssn": "462454573",
"driverLicense": null,
"companyName": null,
"contactName": null,
"customerIdType": "customer.idType.ssn",
"customerId": null,
"creditLimit": 0,
"accessUserName": "[email protected]",
"active": 1,
"ofacMatch": 0,
"ofacTested": 0,
"saleTransferPii": 1,
"passwordChanged": 0,
"hasAvatar": 0,
"loanRole": null,
"created": "/Date(1741981907)/",
"lastUpdate": "/Date(1743201451)/",
"creditScoreId": 219
}
}
Within the response, locate and store the customer's system-generated account ID(s):
- Loan accounts:
d.Loans.results[0].id - Line of credit accounts:
d.LineOfCredits.results[0].id
The account IDs can then be used to create direct URLs to the caller's accounts.
3. Use the account information in a link
Lastly, use the borrower's account IDs to generate a direct link to their account within LoanPro's UI. To do so, replace the {Tenant ID} and {Loan ID}/{Line of credit ID} variables with the appropriate IDs within the following URL:
https://loanpro.simnang.com/client/app/index.php#/t_/{Tenant ID}/loan/menu/profile?loanid={Loan ID}&view=summary
https://loanpro.simnang.com/client/app/index.php#/t_/{Tenant ID}/loc/{Line of credit ID}/summary
Then, embed that link within a button:
The button above takes you back to the heading of this section, but here's the HTML snippet we used so you can see how it works:
<html>
<body>
<form action="https://developers.loanpro.io/reference/telephony-solutions#3-use-the-account-information-in-a-link" target="_self">
<button class="button" role="button">Go to caller's account →</button>
<style>
/* CSS */
</style>
</form>
</body>
</a>
</html>
Keep in mind that this is a simplified example of a telephony solution, and more robust solutions that use JavaScript, browser plugins, and more can be used.