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LoanPro Search Customers content type case?
Hi,
Does LoanPro Search Customers return the content type header in both lowercase and uppercase?
I've noticed that sometimes it returns 'content-type: application/json' and 'Content-Type: application/json'.
Could you please confirm?
Thank you!
Posted by Kim Barcelo 5 months ago
Link Source Company to SecurePayments PaymentMethod
There is a `source_company_entity` table populated by the [create source company](https://loanpro.readme.io/reference/create-a-source-company) endpoint. There is another table called `checking_account_entity` that seems to hold SecurePayments checking accounts. I confirmed by testing that when creating a new source company, if the payload includes the following:
```json
{
"checkingAccountId": 1
}
```
then the new Source Company will be added to LoanPro and will _already be linked_ to a Payment Profile.
If you click the "add/edit" button when managing a source company "Payment Method" it pulls up the Secure Payments UI inside of the modal.
However, I am trying to do the following flow by API, and I am stuck on step 3:
1. Accept company & bank information
2. Call secure payments [create checking account](https://loanpro.readme.io/v1.1/reference/create-checking-account) to obtain a `token`
3. Use the `token` to get a corresponding `checking_account_id` (via LoanPro or SecurePayments)
4. Use the `checking_account_id` and company information to create a Source Company with a Payment Method
I have not been able to find a method to "Link a Source Company to a Payment Method" in either the LoanPro or SecurePayments documentation. Is it possible by API to connect a Source Company to a Payment Method when only in possession of the Payment Method token?
Posted by Sebastian Green 10 months ago
User management via API
Are there any plans to allow management of agent users: both calling a list of them and the creation of new agents via the API?
Posted by Joseph Bogash over 1 year ago
User management via API
Are there any plans to allow management of agent users: both calling a list of them and the creation of new agents via the API?
Posted by Joseph Bogash over 1 year ago