Update Source Company

General

Source Companies are used by lenders to categorize loans by company. Some users use Source Companies for tracking business referrals, while others use them as a way to assign loans to a brick-and-mortar locations. Here's what you need to know about this request:

• This request is sent through the SourceCompany endpoint, which is how all Source Company information is created, stored, and updated.
• Since Source Companies can be used in different ways, some information within this request may not be applicable to your business. For example, you may not choose to use the Employees object, which assigns your own personnel to the Source Company. You may decide not to set a primary contact for the company as well.
• The following Source Company information cannot be altered via the API:
  • Notes and Documents
  • Vault information
  • Cash Drawers
  • Terminal Numbers
  • Notifications

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)

{
     "companyName": "Two Birds, One Loan",
     "contactPhone": "8005551234",
     "numPrefix": "2B1L",
     "PrimaryContact": {
          "__id": 10107
     },
     "Address": {
          "id": 2417,
          "address1": "1099 Hayes Street",
          "country": "company.country.usa",
          "state": "geo.state.CA",
          "city": "San Francisco",
          "zipcode": 94117,
          "__update": true,
          "__id": 2417
     },
     "Employees": {
          "results": [
               {
                    "userId": 10107
               }
          ]
     }
}

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Try It Instructions

Our requests often provide sample payload information so that you can receive a 200 response from simply hitting the Try It button. This request is ready for you—expand the object by clicking the "+" symbol and hit Try It to send the request.

If you would like to try this request with your own tenant account, make sure to change the headers to match your own authentication information.